Recent

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

Intel Corporation Message Board

  • justfine790 justfine790 Apr 18, 2013 10:47 PM Flag

    TSMC call, 20nm production

    Steven C. Pelayo - HSBC, Research Division
    What quarter will be the first few percentage of revenues will come from 20-nanometer for TSMC?

    Morris Chang - Chairman and Chief Executive Officer
    What quarter will be the first 2% quarter?

    Lora Ho - Chief Financial Officer and Senior Vice President of Finance
    Well, based on our current estimation, it will be roughly second quarter 2014.
    ----------------------------------------------------------------------------------------------------------
    Morris Chang quote,

    A few comments on 20-nanometers and 16-nanometers, FinFET. On 20-nanometers, risk production has started in the first quarter, that is last quarter. Engagements with the customers are on schedule, have scheduled 20 product tape outs for this year from multiple customer, many of these tape outs will drive high-production volume and yield progress on 20-nanometer is on track.

    On 16-nanometer FinFET, we have said several times that this is a change in cadence in our new technology introduction. It used to be 2 years per node and in the case of 16-nanometers FinFET, it follows just 1 year, by 1 year, the 20 SoC. So it is a quickening of cadence and that is because of market request, market requirements, customers' requests. Compared with the 20-nanometers, the 16 FinFET has same metal pitch but tighter front-end FinFET design rules. The reason we can introduce it so quickly after the 20 is because the 16 FinFET can leverage the learning from 20-nanometers in interconnect and in double patterning. The yield improvement of the 16 FinFET is ahead of schedule. It is on track to begin volume production within 1 year from 20-nanometers.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Exactly mid-2014 is the Initial 2% REVENUE production. Too late for Apple. Apple is going with Intel. They have NO OTHER CHOICE.

      • 1 Reply to will_amd_yu
      • Too late for Apple. Apple is going with Intel
        You might be correct but I can't see how Apple could get out of this...Apple made commitments long time ago to TSMC I believe....
        TSMC placed orders at ASML for steppers, allocated fab space yadayada
        Tom Cook for sure is living in a pressure cooker

        Pacta sunt servanda (Latin for "agreements must be kept"[1]), is a brocard, a basic principle of civil law and of international law.

        In its most common sense, the principle refers to private contracts, stressing that contained clauses are law between the parties, and implies that nonfulfilment of respective obligations is a breach of the pact.

        In civil law jurisdictions this principle is related to the general principle of correct behavior in commercial practice — including the assumption of good faith — is a requirement for the efficacy of the whole system, so the eventual disorder is sometimes punished by the law of some systems even without any direct penalty incurred by any of the parties. However, common law jurisdictions usually do not have the principle of good faith in commercial contracts, therefore it is inappropriate to state that pacta sunt servanda includes the principle of good faith.

    • Great job - dig into TSMC CC - how many analysts that follow Intel attended the TSMC call?
      My guess is zero.
      All the Intel chip analysts are more or less clueless about TSMC - they don't know how much TSMC spends on Capex and end up (in case of Covello) asking Intel annoying questions about capex.
      Covello demonstrated first hand how clueless he is not understanding at all what TSMC is doing.
      TSMC first quarter 2013 capex run rate was $10 billion - and how much additional revenue did TSMC get in Q1 (based on absolute sales numbers) ?

    • Randy Abrams - Crédit Suisse AG, Research Division
      The second question, on 450-millimeter, it's pretty far out, but we're seeing Intel already spend about $2 billion to $3 billion on a 450-millimeter shell, when do you expect...

      Morris Chang - Chairman and Chief Executive Officer
      On what?

      Elizabeth Sun - Director of Corporate Communication Division
      On 450-millimeter.

      Randy Abrams - Crédit Suisse AG, Research Division
      18 inch. Yes, when is your expectation you'll have to start spending CapEx? And do you have any view on fab location at this stage?

      Morris Chang - Chairman and Chief Executive Officer
      Have we started to spend CapEx yet?

      Lora Ho - Chief Financial Officer and Senior Vice President of Finance
      Not yet, we have to start to spend R&D. And we have a small team working on 450 but not really to start on the meaningful way in CapEx.

      Morris Chang - Chairman and Chief Executive Officer
      I think his question is when do we plan to start CapEx? Well, I think our schedule is 2016, isn't it?

      Lora Ho - Chief Financial Officer and Senior Vice President of Finance
      In the 2016 time frame. That will be the time we start to spend CapEx.

      Morris Chang - Chairman and Chief Executive Officer
      So it's too early yet. Well, yes.

 
INTC
31.085+0.365(+1.19%)2:57 PMEDT