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Opinion: AMD roadmap change benefits TSMC?

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resistion
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re: Opinion: AMD roadmap change benefits TSMC?
resistion   11/28/2011 1:34:10 AM
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GF was bragging just last year of achieving zero or near-zero defects at 28 nm. Wonder what happened.

docdivakar
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re: Opinion: AMD roadmap change benefits TSMC?
docdivakar   11/28/2011 4:47:08 PM
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@daleste: thank you for raising a voice of reason! One report from the PCPER.com website says TSMC's revenue from 28nm process is going to be approximately 10% in 2012 and way less in 2011! http://pcper.com/category/tags/28nm This makes me wonder, what exactly is the yield range for TSMC's HKMG Gate last process? MP Divakar

Jakobus
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re: Opinion: AMD roadmap change benefits TSMC?
Jakobus   12/1/2011 8:39:38 PM
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Hope you will read this answer, Divakar! It is not so much about yields. It is about ramping. q4/11 will see 2% revenue share of 28nm at TSMC followed by 10% in q1/12 according to TSMC. Glofo is even behind that on 28 nm, but already shipping millions of Llanos with even more sophisticated SOI-Technology in 32 nm which is very likely even superior to TSMC bulk process. So it is not that TSMC and Glofo are bad. There is no other foundry that can do this. But there is Intel and nobody can really compete with them.

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