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Message: Re: Wavetek - some digging - UMC 2015 20-F

To tannersfriend,

I have to disagree.

45 nm and 40 nm are quite the same node.

Wavetek can do 45nm-350nm as per UMC earinings release (See table below), not 450 nm as you typed (probably a typo) :

Forget the 8'' inch wafer and more, what about proving that you can retrofit all those fabs that have 40-45 nm capacity and make them run once again= saving billions in new equipment and facilities.

Annual Capacity in

thousands of wafers


Quarterly Capacity in

thousands of wafers

FAB

Geometry
(um)

2015E

2014

2013

2012


FAB

4Q15E

3Q15

2Q15

1Q15

WTK*

6"

3.5 - 0.45

311

-

-

-


WTK*

99

99

113

-

Fab 6A

6"

3.5 - 0.45

111

448

448

481


Fab 6A

-

-

-

111

Fab 8A

8"

0.5 - 0.25

813

813

813

815


Fab 8A

204

204

204

201

Fab 8C

8"

0.35 - 0.11

347

347

347

360


Fab 8C

87

87

87

86

Fab 8D

8"

0.13 - 0.09

341

358

382

371


Fab 8D

86

86

86

84

Fab 8E

8"

0.5 - 0.18

418

418

418

449


Fab 8E

105

105

105

103

Fab 8F

8"

0.18 - 0.11

388

388

388

389


Fab 8F

98

98

98

96

Fab 8S

8"

0.18 - 0.11

335

335

335

348


Fab 8S

84

84

84

83

Fab 8N

8"

0.5 - 0.13

667

547

469

-


Fab 8N

183

178

162

144

Fab 12A

12"

0.18 - 0.028

793

700

651

579


Fab 12A

206

206

198

183

Fab 12i

12"

0.13 - 0.040

572

573

550

537


Fab 12i

144

144

144

139

Total(1)

6,617

6,323

6,107

5,514


Total

1,690

1,685

1,659

1,583

YoY Growth Rate

5%

4%

11%

4%



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