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Intel Corporation Message Board

  • semiconductorguy Feb 16, 2013 8:44 PM Flag

    TSMC 28nm Yield was very good actually


    Just to make the point again that Wallis Weaver doesn't know what he is talking about.

    You folks are mostly financial types so look at the financial side of TSMC process ramps:

    28nm % of Revenue
    Q1. 2% (Q1 2012)
    Q2. 7%
    Q3. 14%
    4Q. 20% (my guess)

    Compared to 65nm and 40nm:
    Q1. 1%
    Q2. 3%
    Q3. 7%
    Q4. 10%


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    • One last comment:
      you need to differentiate between SiON and HKMG - the problem related to HKMG.
      Many customers QCOM?) selected the more conservative approach: SiON
      therefore TSMC probably experienced a combination of HKMG yield issues as well as capacity shortage.
      The vast majority of TSMC 28nm wafers in 2012 were SiON

    • "Compared to 65nm"
      kind of a low bar....kind of embarrassing 10% within one year time frame. No?
      Bottom line acccording to DD time (couple weeks ago) Mediatek still can't secure sufficient number of 28nm wafers - and new smart phone launch delayed by several months
      and regards yields - keep in mind I keep a very close ear what vendors like LRCX, NVLS and KLAC were saying about this...

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