Revisions of VLSI's Capacity Utilization
in three time frames: monthly, quarterly, and annually. Monthly revisions occur due to updates to
equipment shipments, which are used to determine capacity and WSTS unit
shipment revisions, which is used to determine production. Quarterly revisions occur due to our analysis
of equipment suppliers' quarterly results, in which we establish quarterly
shipments for each supplier; occasional WSTS unit shipment revisions; and
reconciliation with SIA SICAS capacity inputs, which allows us to tune our
factors for obsolescence, die sizes and yields.
Annual revisions occur due to our final annual analysis of equipment
suppliers, in which we reconcile quarterly shipments for each supplier; our
annual analysis of silicon consumption, die sizes, and yields; WSTS unit
shipment revisions; and SICAS capacity data revisions.