I rub my Cristal ball and read this
Fully booked TSMC forces designers to look elsewhere - The China Post Quote:
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Due to the outsourcing rush by integrated design manufacturing (IDM) houses, TSMC's 40-namometer production lines were expected to be scheduled full in March shortly after the Lunar New Year and order visibility was said to extend all the way up to early third quarter of this year.
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Foundry all booked up to Q3 ? Q4
anny one got foundry not being useed anyware ? manufactures are hunting NOW