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Report: UMC benefits from TSMC 28-nm supply shortage

5/17/2012 04:55 PM EDT
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chipmonk0
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re: Report: UMC benefits from TSMC 28-nm supply shortage
chipmonk0   5/18/2012 7:58:58 PM
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And where is Global Foundries in all this ? Are they able to take advantage of the 28 nm demand yet ?

PV-Geek
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re: Report: UMC benefits from TSMC 28-nm supply shortage
PV-Geek   5/17/2012 11:11:53 PM
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UMC would love to have a capacity problem right now. They are surely dumping their spend into 28nm primarily because that is where the new business is right now.

markwrob
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re: Report: UMC benefits from TSMC 28-nm supply shortage
markwrob   5/17/2012 10:25:15 PM
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It begs the question, "Will UMC experience 'capacity issues' as they begin to ramp these design wins in a fashion similar to what TSMC saw?" Seems like perhaps UMC is spending more on 28nm now to address this potential issue in the same way TSMC upped their spend. Sure the processes are not all the same, but there will still be alot of similar issues.

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