MediaTek and Spreadtrum up wafer starts at TSMC
Taiwan Semiconductor Manufacturing Company (TSMC) has secured increased orders from Taiwan-based MediaTek and China-based Spreadtrum Communications, with wafer starts placed by the two estimated to show a substantial sequential increase in the third quarter of 2009, according to market sources. MediaTek and Spreadtrum have grabbed a combined 80-90% share of China's white-box handset chip market.
Digitimes Research analyst Roger Huang estimates that China's white-box handset market is likely to grow 15% sequentially in the third quarter of 2009. However, the market may slide 8-10% on quarter in the fourth due to seasonality.
TSMC has seen orders from MediaTek for the ongoing quarter increase 20-25% sequentially, and orders from Spreadtrum are up by nearly two-fold, the sources indicated. Both fabless designers adopt TSMC's sub-micron 65nm to 90nm nodes, which TSMC is prohibited from operating in China under Taiwan's current China-related investment policies.
The sources added that China Mobile made a visit to TSMC's Hsinchu headquarters on August 26. Wang Jianzhou, chairman of China's largest telecom carrier, had a one-hour chat with Morris Chang in the afternoon yesterday. Chang said after the meeting that they exchanged ideas and information regarding the two companies' business models and the 3G market potential in China.
Wang was quoted by a Chinese-language Commercial Times report as saying that he always wanted to meet Chang, and discussed ways to promote cross-strait exchanges and cooperation.
Digitimes Research analyst Roger Huang estimates that China's white-box handset market is likely to grow 15% sequentially in the third quarter of 2009. However, the market may slide 8-10% on quarter in the fourth due to seasonality.
TSMC has seen orders from MediaTek for the ongoing quarter increase 20-25% sequentially, and orders from Spreadtrum are up by nearly two-fold, the sources indicated. Both fabless designers adopt TSMC's sub-micron 65nm to 90nm nodes, which TSMC is prohibited from operating in China under Taiwan's current China-related investment policies.
The sources added that China Mobile made a visit to TSMC's Hsinchu headquarters on August 26. Wang Jianzhou, chairman of China's largest telecom carrier, had a one-hour chat with Morris Chang in the afternoon yesterday. Chang said after the meeting that they exchanged ideas and information regarding the two companies' business models and the 3G market potential in China.
Wang was quoted by a Chinese-language Commercial Times report as saying that he always wanted to meet Chang, and discussed ways to promote cross-strait exchanges and cooperation.
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