Agoracom: Small Cap Investment - POET Technologies Inc. - UMC - 8" wafer per month equivalent capacity

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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LookinGIntoIt

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UMC - 8" wafer per month equivalent capacity - Wawetek's numbers included

posted on Jan 29, 2016 09:58AM

http://www.prnewswire.com/news-releases/umc-reports-fourth-quarter-2015-results-300210498.html

Capacity[4] for Foundry Segment

Overall capacity during the fourth quarter increased to 1,690K 8-inch equivalent wafers, due to the continuous expansion at Fab 8N. First quarter's estimated capacity will be approximately 1,692K 8-inch equivalent wafers from capacity deployment at Fab 8N and Fab 8A, along with the recognition of WTK's GaAs quarterly capacity.

Annual Capacity in *thousands of wafers*		Quarterly Capacity in *thousands of wafers*
FAB	Geometry (um)	2015	2014	2013	2012		FAB	1Q16E	4Q15	3Q15	2Q15
WTK	6"	3.5 - 0.45	311	-	-	-		WTK	105	99	99	113
Fab 6A	6"	3.5 - 0.45	111	448	448	481		Fab 8A	206	204	204	204
Fab 8A	8"	0.5 - 0.25	813	813	813	815		Fab 8C	87	87	87	87
Fab 8C	8"	0.35 - 0.11	347	347	347	360		Fab 8D	85	86	86	86
Fab 8D	8"	0.13 - 0.09	341	358	382	371		Fab 8E	104	105	105	105
Fab 8E	8"	0.5 - 0.18	418	418	418	449		Fab 8F	97	98	98	98
Fab 8F	8"	0.18 - 0.11	388	388	388	389		Fab 8S	84	84	84	84
Fab 8S	8"	0.18 - 0.11	335	335	335	348		Fab 8N	187	183	178	162
Fab 8N	8"	0.5 - 0.13	667	547	469	-		Fab 12A	205	206	206	198
Fab 12A	12"	0.18 - 0.028	793	700	651	579		Fab 12i	144	144	144	144
Fab 12i	12"	0.13 - 0.040	572	573	550	537		Total	1,692	1,690	1,685	1,659
Total(1)	6,617	6,323	6,107	5,514
YoY Growth Rate	5%	4%	11%	4%
2012 figures account for UMC parent company only.

(1)One 6-inch wafer is converted into 0.5625(62/82) 8-inch equivalent wafer; one 12-inch wafer is converted into 2.25(122/82) 8-inch equivalent wafers. Capacity total figures are expressed in 8-inch equivalent wafers.

2015 for WTK (Wavetek) = 311 K / 0.5625 = 552.88 K wafer per year or ~ 552.88 / 12 ~ 46K wafer per month.

it's a pretty decent capacity and in accordance with the 50 K 6'' GaAs wpm desing capacity.

Please note that I am not assuming that all this capacity will be dedicated 100% to POET, i'm just pointing out that this a pretty "big" GaAs foundry.