Wed, Sep 17, 2014, 3:45 AM EDT - U.S. Markets open in 5 hrs 45 mins

Recent

% | $
Quotes you view appear here for quick access.

Intel Corporation Message Board

  • semi_equip_junkie semi_equip_junkie Oct 31, 2012 7:08 PM Flag

    TSMC transcript

    The following answer is in line with ASML indicating TSMC adding significant 28nm capacity in 2013.
    TSMC 20nm will be planar and as far as I understand does not use SOI.
    Intel's 22nm SoC will roll out end 2013 and 14nm manufacturing will commence in 2013- no reason to get impatient

    My second question is, could you give any update on your (inaudible)? Do you expect a broad-base adoption for your (inaudible) in 20-nanomter platform?
    Morris Chang

    Yes, will be used with the 20-nanometer part. In fact, it’s already being used toward the 28-nanometer part. But the revenue is still relatively small. And as I said, technically, it’s progressing fine. We’re trying to reduce the costs more. The revenue, well, there will not be significant revenue until 2015, 2016.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • 2015 or 2016 for 20 NM? W-O-W. This leads me to believe that Intel earnings are going to increase dramatically in 2013 and/or 2014.

      • 1 Reply to intelonly_please
      • You might want to glance over the transcript - the timelines/milestones set by TSMC management are (IMHO) all over the place and somewhat lack consistency.
        I don't think TSMC met its advanced revenue contribution % objective given by beginning of the year :
        The contribution to total wafer revenue has increased from 7% in the second quarter to 13% in the third quarter. We expect 28-nanometer revenue will exceed 20% of our total wafer revenue in the fourth quarter and will be more than 10% for the whole year.

        That would roughly correspond to $1.7 Billion
        Capex on the other hand (and most goes into advanced technology):
        Regarding capital expenditure for this year, up to the third quarter, we have spent $6.2 billion, representing 75% of our total year budget. I have finished my report on our financial highlights.

        Put this in perspective to Intel - nevertheless Dumbstreet assigns significantly higher PE to TSMC - but than again Dumbstreet does not mess with TSMC stock

 
INTC
34.93+0.39(+1.13%)Sep 16 4:15 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.