"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.
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.