According to the Taiwanese newspaper Commercial Times, TSMC is considering cutting its 2012 capex by 19% from $7.4bn to $6bn in the light of weakening demand and an uncertain world macro-economic picture.
The report comes a couple of weeks after the company reported a ‘rush’ of unexpected orders which boosted its Q3 forecast.
The hit, if it comes, will be taken mainly on the deployment of 28nm technology which is due for mass production next year.
Rumours continue that Intel is also looking to save money on capex next year in the face of a weakening PC market.
Intel’s response is said to be a delay in the introduction of its 22nm process - though the only evidence for that is the expected cancellation of its 22nm upgrade to Fab 24 in
