The best part is this
What to do?
If you own Qualcomm, Nvidia, TI, TSMC, Broadcom, Marvel, ARMH or any other public fabless semiconductor company that needs leading edge foundry technology, sell all holdings immediately. Put 70% of those funds on Intel shares, 10% on Intel Jan 35 calls for some extra “juice”. Sit on 20% dry powder for Micron. That story is for another day.
As Warren Buffet says, “Diversification is for chickens”.
'The more powerful GPU will cost AMD and Nvidia a great deal of the discrete GPU business. The value thus added could increase CPU revenue 25% over the next couple of years.'
Have you seen Nvidia/AMD gpu profits ? It is less than a billion for the whole year.
'Five times that would be about $14,000 per wafer. that seems like a reasonable price due to low volume, many customer environment.
These are educated guesses...maybe it is only four times the average price.'
You are just making stuff up as is common on this pumpers board.
Some time ago I read a TSMC CC transcript that said they had capacity of 10 million eight inch equivalent wafers. Since most of their production was in 8" wafers that was the reference they used. That 10 million 8 inch discs would be about 4.5 million 12' wafers. That was at a time when their sales were at a runrate of about $12 bil USD. So, the average revenue per wafer was high $2k ~$2800 per wafer. Five times that would be about $14,000 per wafer. that seems like a reasonable price due to low volume, many customer environment.
These are educated guesses...maybe it is only four times the average price.
Intel, for example gets about 250 good $100 Sandy bridge parts per wafer for $25,000 revenue per wafer.
In any case TSMC gets a lot more money for a 28nm wafer than they get for a 90nm wafer
It all depends on the yields. TSMC isn't going to come clean on the yields. But AMD, Qualcomm and Nvidia have.
ARM fabrication is going to be in total crisis mode for most of 2012 with 28nm demand that no one can meet on large runs. And when they come out of it they will be another year behind. And ready to go back into crisis mode on 20nm...