"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."
Read it carefully, it means that one one wafer they got a yield of 80%. If they could consistently do this they would put it in writing. What's their real yield rate? 40%.
If they had a yield rate above 50% they would switch immediately to selling by the wafer? Why? As yields improve costs would go down, and a consistent price would drive the market.
What I am reading from this article is that the pay per wafer business plan isn't working and they are having guys like D.A.N out their BSing suppliers with bogus numbers.
As the numbers on the bottom of the article state the sales figures aren't that great, 5 and 7 percent versus the expected 20%. This pay per wafer idea was the best thing ever for Intel. They easily lost 6 months due to production issues and now pure stupidity. The iPhone 5 threat of TSMC/QCOM is now gone. The iPhone 5 will most likely be a Samsung 32nm. And with the full scale production cycle of the holiday season now out of reach, they are ramping up production for the slowest time of the year for consumer gadet sales. Oh well, at least they will be ready for ARM64 by the end of next year.
You do realize you are running out of things to cheer about with ARM?
I'll give you something to look forward to. Apple knows it's do or die time for the iPhone5. If it's crap people will start to switch when their contracts are up to Android. Gone are the days when it could set the bar so high that the industry couldn't keep up. Now the bar is the Galaxy S3. But Apple will come out with something much better than they had before so everybody who owns an iPhone will want it. The sales numbers will go through the roof. That will be the peak of ARM for this year. Other than that there hasn't been as much to cheer about with ARM like there has been in the past.