“TSMC earlier in the year predicted that sales of 28nm would contribute about 20% to its overall sales by the end of 2012. The process accounted for 7% of TSMC's consolidated revenues in the second quarter, up from 5% in the first.”
It’s very, very clear. The lagging edge stuff continues to nosedive! 28nm and below is soaring!! Bonanza!!! Cymer!!!!!!!
TSMC 28nm process yields break 80%, says report Commercial Times; Jessie Shen, DIGITIMES [Tuesday 21 August 2012] Taiwan Semiconductor Manufacturing Company's (TSMC) 28nm processes have topped a yield rate of 80%, the Chinese-language Commercial Times cited unnamed equipment suppliers as saying in a recent report. Meanwhile, the foundry's new 12-inch fab - Fab 15 - will have a capacity of more than 100,000 12-inch equivalent wafers in the fourth quarter of 2012, according to the report.
Installed capacity at TSMC's Fab 15 thus far in the third quarter has expanded by about 300% sequentially, the report indicated. Fab 15 is identified as the major wafer fab where TSMC's foundry capacity for 28nm processes will be located.
TSMC will be able to satisfy all demand from its major clients including Qualcomm, Nvidia and AMD by the fourth quarter of 2012 as it manages to boost output of wafers processed using 28nm technology, the report believes.
According to TSMC's presentation materials for the most recent quarter, the firm's total managed capacity is set to increase about 14% to 15.08 million 8-inch equivalent wafers in 2012, with 12-inch wafer capacity expected to climb 20.6% on year. The foundry estimated that installed capacity at Fab 15 would reach 69,000 12-inch equivalent wafers in the third quarter from 18,000 units in the second, and then expand further to 135,000 in the fourth quarter.
TSMC earlier in the year predicted that sales of 28nm would contribute about 20% to its overall sales by the end of 2012. The process accounted for 7% of TSMC's consolidated revenues in the second quarter, up from 5% in the first.