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TSMC breaks ground on $9B fab complex

7/16/2010 04:03 AM EDT
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KB3001
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re: TSMC breaks ground on $9B fab complex
KB3001   7/18/2010 7:40:45 PM
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Strong move ahead of TSMC's competitors. It also shows confidence in the future and a desire to dominate the 28nm node market.

pixies
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re: TSMC breaks ground on $9B fab complex
pixies   7/17/2010 6:11:40 PM
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This may lead to another overcapacity in the future and somebody will eventually get burned. US never compete head on in the field where it is already lagging but usually focus on nascent alternative technology to get ahead. iPhone is the best example in recent history.

UdaraW
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re: TSMC breaks ground on $9B fab complex
UdaraW   7/16/2010 6:30:06 PM
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Being non-US I am not being able to comment much about the political moves happening in the US. However, what I can see is that Taiwan and probably the rest of Asia is not too much bothered by the so-called double-dip recession about to befall the US. With buyers re-building up the integrated chip stock levels and orders increasing in number, the integrated chip foundries appear to be confident in the regain of the upward rise. Further, that is truly huge capacity that TSMC is planning to cater to. Through Fab 15, TSMC extending its capacity on the 28nm process node which is a strong indication that the East is eager to jump onto the next big process node with minimal time lag. The Asian players are well poised to grab the manufacturing leadership in the sub-28nm (smaller) process nodes. It is a very interesting decade we are heading into.

Kaiser Silicon
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re: TSMC breaks ground on $9B fab complex
Kaiser Silicon   7/16/2010 6:08:47 PM
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Oh my God! 25000 wafers starts/week. While I'm happy for TSMC, and happy for Taiwan, I wish someone in the US would build a fab like that. Or several of them. Regrettably, the only company with pockets that deep is't, but is instead paying out massive dividends that I feel could be better used building a new fab annually. But I digress. Instead of saber rattling towards business and being hostile towards business, I wish the Obama administratin would drop the antagonistic attitude towards business, drop its socialist schemes, and instead focus on job creation in the private sector.

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