January 8, 2009 – Taiwan’s top two foundries both posted December sales that were up a few percentage points from the prior month, and more than double that from the same period a year ago.
Though neither company provided commentary on their results, it’s clear that business swung into overdrive in late 1Q/early 2Q, and stayed fairly consistently positive through the year.
Another interesting metric: at the start of the year, UMC’s sales were just 25% that of rival TSMC; by year’s end they had risen to about 30%, suggesting the company enjoyed a faster pace of recovery (but not necessarily a direct marketshare steal).
|December revenues in US $M (TSMC results are consolidated). Total % difference is vs. 2008. (Source: Company data)|