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Taiwan Semiconductor Manufacturing Company Limited Message Board

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  • semi_equip_junkie semi_equip_junkie Mar 8, 2012 6:04 PM Flag

    TSMC absolutely did NOT halt 28nm production!

    Read your own link and compare it - it sounds different to me - more conservative.
    "Chang indicated that 28nm processes will likely contribute 10% of 2012 revenues."
    besides the relative % of 28 nm is somewhat meaningless because it's based on absolute sales.

    That was seven weeks ago:
    Taiwan Semiconductor Manufacturing Company said this week that the ramp up of chip production using 28nm process technology will be fast and the technology will contribute to 10% of TSMCs wafer revenue already in the second half of 2012. Although sales in the Q4 2011 were lower than expected, the world's largest contract maker of semiconductors believes that chips made using advanced nodes will continue to be in demand.
    28nm to Ramp Up Rapidly

    "Our 28nm entered volume production last year and contributed 2% of Q4 2011's wafer revenue. Defect density and progress is ahead of schedule and is better than 40/45nm at the corresponding stage of the ramp-up. We expect 28nm amp this year to be fast and we expect 28nm will contribute more than 10% of total wafer revenue this year," said Morris Chang, chief executive officer and chairman of TSMC.
    http://www.xbitlabs.com/news/other/display/20120119204855_TSMC_Ships_More_28nm_Wafers_than_Expected_Projects_Rapid_Ramp.html

 
TSM
22.95+0.53(+2.36%)Jul 10 4:05 PMEDT

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