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Intel Corporation Message Board

  • getanid61 getanid61 May 11, 2012 5:58 AM Flag

    TSMC sales hit all-time high in April

    but they keep repeating that the fabless model is over...

    http://www.taipeitimes.com/News/biz/archives/2012/05/11/2003532488

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    • The fabless model is the high tech version of the public swimming pool. If you are simply after a splash in the pool, it's great. If you are an Olympic swimmer that needs it empty for your practice, not so good.

      For the smaller player who wouldn't be able to afford this type of custom manufacturing on their own it's a good deal. But for those who are looking for high volumes of the latest node they are disappointed.

      I believe that Qualcom and Apple would be best served if they chipped in on a foundry of their own. They could afford to drive the kind of volume they need and they can pick and they could sell off excess capacity. They could pick and choose who to do business with and what they would be able to buy.

      • 1 Reply to intel_fanboy
      • "The fabless model is the high tech version of the public swimming pool. If you are simply after a splash in the pool, it's great. If you are an Olympic swimmer that needs it empty for your practice, not so good. "

        nonsense...

        "For the smaller player who wouldn't be able to afford this type of custom manufacturing on their own it's a good deal. "

        What small players does TSMC take on ??
        Small players couldn't afford it....

        "I believe that Qualcom and Apple would be best served if they chipped in on a foundry of their own. They could afford to drive the kind of volume they need and they can pick and they could sell off excess capacity. They could pick and choose who to do business with and what they would be able to buy. "

        that easy huh...
        how much chip volume do you think Apple has ??
        do you think they make $$ on their chips ??
        or do you think they make their money on full systems (ipad, iphone) along with their hefty royalty for all app sales...

        most likely is that Apple buys an assembly line at a foundry...
        and the excess capacity is just capacity their competitors don't get...

    • The leading edge is only a very small portion - there are LCD drivers, analog business and solar.
      TSMC has not the critical mass to ramp 450mm fab unless they can change the current ramp process.
      It's all about fix cost and beaucoup of volume at a VERY fast pace

    • The fabless model is broken.

      1.) TSMC continues to enjoy short term demand because there are so few ARM foundries of any significance. Not because of their efficiency and manufacturing acumen.
      2.) The ARM roapmap ends with 20nm. Sure it will take a while to get there but ARM foundries are moving with glacial slowness towards the technology they can accomplish.
      3.) In the meantime Intel moves faster and faster. Look at the 22nm ramp. Now that's how it is supposed to be done.
      4.) The ARM world has a huge void at 14nm.

      Bottom line is ARM is slowing it's approach to the ultimate void. Intel continues to build better and more efficient products. It doesn't take a genius to see where it's going.

      Enjoy that short term ARM success on the road to ruin...

    • They are walking on a thin rope though. If they mess up, they can't stop on a dime and start over like Intel could.

 
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