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Intel Corporation Message Board

  • sujit_98 sujit_98 May 8, 2013 11:34 AM Flag

    TSMC expects 20 nm production in Q2 2014

    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.

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    • seriouslynot@att.net seriouslynot May 13, 2013 11:35 AM Flag

      I own TSM too, but the 20nm is not a real 20nm as Intel would have
      It is just the front end of the chip

    • I would be willing to bet that it gets moved to Q1 2014. Apple is driving TSMC 20nm hard so expect silicon sooner rather than later.

    • LOL! and it's 20nm planar. Meanwhile Intel will be shipping 14nm by end of this year, their 2nd generation finFeT

    • and on 450 mm, CapEx .. have no clue

      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.

      Elizabeth Sun - Director of Corporate Communication Division
      Randy has a part that -- you also asked for the location, right?

      Randy Abrams - Crédit Suisse AG, Research Division
      Yes. If you could suggest what you're thinking about for fab location?

      Morris Chang - Chairman and Chief Executive Officer
      Well, actually, we -- didn't we mention that when we acquired the -- the Zhunan land, yes.

      Lora Ho - Chief Financial Officer and Senior Vice President of Finance
      Yes, the land we acquired in Zhunan is the R&D site for the 450 but not the production site.

      Morris Chang - Chairman and Chief Executive Officer
      Not the production site, yes. It's going to take some time. These things take a little longer now than they use

 
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