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TSMC, UMC see excess capacity and inventory in 3Q, sources say

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TSMC, UMC see excess capacity and inventory in 3Q, sources say

Taiwan Semiconductor Manufacturing Company (TSMC) and United Microelectronics Corporation (UMC) internally project excess capacity in their 0.35- to 0.18-micron CMOS production in the third quarter and expect their blank wafer inventories will not be fully digested until after the end of the third quarter, according to sources.

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