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Seven takeaways from Morris Chang's keynote

4/5/2011 05:45 PM EDT
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Warren3
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re: Seven takeaways from Morris Chang's keynote
Warren3   4/8/2011 9:13:04 PM
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Which, if I have read correctly, is roughly when the Common Platform folks plan to rollout their production... so, doesn't sound like much of a lead for TSMC.

Warren3
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re: Seven takeaways from Morris Chang's keynote
Warren3   4/8/2011 9:09:36 PM
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I did not see Dan's material but the answer, whatever it is, will be interesting to lots of folks.

chipmonk0
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re: Seven takeaways from Morris Chang's keynote
chipmonk0   4/7/2011 5:48:57 PM
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At the Symposium met a lot of ex Intel types of Chinese origin who are now working for TSMC. Their development methodology seems to be quite similar. We did not get to hear much about the yield / ramp issues except there was a graph that indicated that Defect Reduction might take 6 mo.s or so.

docdivakar
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re: Seven takeaways from Morris Chang's keynote
docdivakar   4/7/2011 5:30:45 PM
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@Warren, right on! TSMC has been mum on the 28nm yeilds! Dan Nenni of SemiWiki was polling some time ago on LinkedIn in a guessing game of TSMC's yield at 28nm, you must have seen that. @Mark LaPedus: I see no mention of MEMS; it would have been nice to know how many more designs can be transitioned to CMOS MEMS from the 'traditional' MEMS foundries. Dr. MP Divakar

Bob Consultant
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re: Seven takeaways from Morris Chang's keynote
Bob Consultant   4/6/2011 4:47:38 AM
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There might be an eighth point. Dr. Chang said that he projected the industry growth at 5% per year over the next five years. Even though the unit growth would be lots more, 5% is more like a mature industry. Since I can remember periods of 40% growth per year, this sign of maturing is a bit sobering. I guess we could say that TI's acquiring National is another sign of maturing.

yalanand
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re: Seven takeaways from Morris Chang's keynote
yalanand   4/6/2011 2:20:33 AM
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According to iSuppli semiconductor revenue will grow by 7.0 percent, up from a 5.8 percent figure previously. But TSMC belives "4 percent" in 2011, down from TSMC's original forecast of "7 percent" just three or four months ago. Contradictory views Not sure who is right ?

Warren3
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re: Seven takeaways from Morris Chang's keynote
Warren3   4/6/2011 12:05:04 AM
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Given that TSMC had numerous issues with 40nm it doesn't seem to be saying much that 28nm has achieved more tape outs at a comparable stage.

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