TSMC 28-nm Overwhelmed + Sony/AUO in Talk

choi

(1)
(a) Ian King, Qualcomm Shares Drop as Chip Shortfall Causes Lower Forecast. Bloomberg, Apr 19, 2012
http://sfgate.bloomberg.com/SFCh ... K41G8ETJQS4C5A980S9
(release 1Q12 financial result; "The shortfall reflects heavy demand and hasn’t been caused by manufacturing glitches, [Chief Executive Officer Paul] Jacobs said")
(b) Lisa Wang, TSMC to Increase Capital Expenditure to Satisfy Demand. Taipei Times, Apr 19, 2012
http://taipeitimes.com/News/biz/archives/2012/04/19/2003530669
(to $7bn, from $6bn that TSMC announced three months ago)

Quote: “'Yes, we have had some difficulties with 28-nanometer chips, but those difficulties had to do with not having enough capacity, not the yields,' a public relations official cited TSMC chairman and chief executive Morris Chang as saying at a technology forum in San Jose, California.

(2) Sony in Talks With Taiwan's AUO; Hopes to boost flagging TV sector with strategic business alliance. Yomiuri Shimbun, Apr 19, 2012.
http://www.yomiuri.co.jp/dy/business/T120418004911.htm

Note:
(a) "The organic EL TVs" in paragraph 3 is spelled out in paragraph 1: "organic electroluminescence TVs."
(b)
(i) OLED
http://en.wikipedia.org/wiki/OLED
(An OLED (organic light-emitting diode) is a light-emitting diode (LED) in which the emissive electroluminescent layer is a film of organic compounds which emit light in response to an electric current; The first observations of electroluminescence in organic materials were in the early 1950s by A. Bernanose and co-workers at the Nancy-Université, France)
(ii) electroluminescence
http://en.wikipedia.org/wiki/Electroluminescence
("a material emits light in response to the passage of an electric current or to a strong electric field. This is distinct from black body light emission resulting from heat (incandescence), from a chemical reaction (chemiluminescence)" etc)

(3) Jeffrey Wu, iPhone 5 Unlikely to Benefit Taiwanese Panel Makers: Analyst. CNA, Apr 19, 2012.
http://focustaiwan.tw/ShowNews/W ... amp;ID=201204190019

Note: For "in-cell" v "on-cell," see
Optical Image touch Control Technology. AUOm undated.
http://auo.com/?sn=196&lang=en-US

Then click the RIGHT button "AUO In-Cell Touch Technology" in the horizontal bar. (The "AUO In-Cell Touch Technology" does not have its own URL, that is why.)