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Is UMC Condemned To Be A Technology Follower?Mannerisms - David MannersFeb. 13, 2012 |
UMC's statement that its capex will be $1.8 billion this year shows just how difficult it is in semiconductor manufacturing if you slip behind the leading edge.
The biggest margins are made at the leading edge, and without leading edge revenues it's difficult to fund the next process generation.
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