发布于: 雪球转发:0回复:0喜欢:1
$TSEM(TSEM)$
是个好消息,$先科电子(SMTC)$ 的制程给TSEM代工的转换已经完成
SMTC每季营收有1.3-1.5亿,COGS大约近50m,
这个公司可以预期对TSEM的影响大约就是每季50m以内, tsem每季营收约2亿


MIGDAL HAEMEK, Israel and CAMARILLO, Calif., April 14, 2015 (GLOBE NEWSWIRE) -- TowerJazz (Nasdaq:TSEM) (TASE:TSEM), the global specialty foundry leader, and Semtech Corporation (Nasdaq:SMTC) announced today the successful production ramp of various products in TowerJazz's fab.

TowerJazz and Semtech share a strong history of partnership and process transfer activities across multiple business units.