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Intel Corporation Message Board

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  • alexander.dumbass alexander.dumbass Apr 19, 2012 9:57 AM Flag

    Since they are having problems with 28nm...

    It depends on who you mean by "they". TSMC is going to charge per wafer start and they are going to be able to be able to keep revenues very high as customers buy all the wafers they can start.

    The 28nm wafer bottleneck will have some negative impact on ARM royalty revenue. It will put QCOM and other TSMC customers under pricing and volume pressure.

    TSMC will probably do great during this time. It will be interesting to see how they deal with the pressure.

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