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Intel Corporation Message Board

  • will_amd_yu will_amd_yu Mar 14, 2013 5:42 PM Flag

    Digitimes is confirming TSM 20nm process is in trouble, and won't be ready

    for initial production until mid 2014, and volume production in 2015. If everything goes well. WOW!!
    Apple has huge volumes, TSM can't satisfy them. Intel is the only choice for apple.

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    • Is there another DIGI Article?
      This morning a DIgitimes article said comercial production first quarter 2014.

    • It seems a bit of a stretch for TSM to claim they are going to do 14nm next year when they can't even ramp 20nm till 2015. I think TSM is in pure panic mode. If Intel opens up as chip maker to all the chip designers out there like ALTR then TSM is really are going to begin to lose a lot of business.

      Sentiment: Strong Buy

    • Here is an interesting article. It states intel will get 10% of A7 orders. Perhaps, TSMCs slow ramp up is the reason.?.

      Josephine Lien, Taipei; Jackie Chang, DIGITIMES [Tuesday 12 March 2013]

      Foundry service providers Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics are reportedly competing for Apple's A7 processor orders. Rumors regarding the possibility of Intel obtaining the orders have also spread. According to institutional investors, Intel may obtain 10% of Apple's A7 processor orders.

      The patent lawsuits between Samsung and Apple have been heating up, causing the latter to reduce its reliance on the former. Apple has been shifting orders of DRAM, mobile RAM chips and panels away from Samsung. Samsung used to be the sole OEM firm for Apple's processors, but the latter has now begun to issue orders to other firms.

      TSMC has been said to become the second largest supplier for Apple's A7 processors and production is reportedly to begin in 2014. But recent rumors have spread that Intel may also receive Apple's orders.

      According to institutional investors, Samsung is likely to receive 50% of the A7 processor orders, TSMC 40%, and Intel 10%.

      In the past, Apple's processor orders were unattractive because of low profit margins and Samsung was the only cooperating firm. In addition, at the time Samsung's smartphones were no threat to Apple's iPhone. But Samsung has since become the biggest smartphone vendor in the world.

 
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