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TSMC Logs First 10nm Sales

7/13/2017 10:21 AM EDT
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realjjj
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Re: 7nm next year
realjjj   7/17/2017 5:47:11 PM
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Look at 28nm vs more advanced nodes in terms of revenue not tape-outs, revenue paints a very different picture. Plus, 28nm ramped a lot slower than 10nm or 7nm, the foundries had nothing substantially better for quite a while and TSMC has very high share with their 28nm. It's true that fewer can afford to go bellow 28nm but , at the same time, 28nm was a very atypical node.

Gondalf
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Re: 7nm next year
Gondalf   7/17/2017 5:38:40 AM
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I remember 28nm scored more than 100 tapeouts at the very beginning, the difference is huge, the acceptance clearly low reading articles all around the web. There is a very recent and well done article about this trend on EE too.

realjjj
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Re: 7nm next year
realjjj   7/16/2017 9:47:13 PM
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TSMC has some 30 tape-outs this year on 7nm.

Gondalf
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Re: 7nm next year
Gondalf   7/16/2017 6:34:07 PM
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This EUV mantra looks like a flag just to say that they are better than others, expecially looking that the bulk of TSMC revenue is done by processes that do not require EUV at all.

It is embarrassing to see how little is the interest of customers for the new fine processes, at 10nm TSMC IMO it is border line to amortize the developing costs and Fab expansion with the Apple order. We'll see what will happen at 7nm that is even more expensive than 10nm in R&D and Fab equipment. At this point looks laughable to me to speak about 5nm without other big customers around outside Apple :).

resistion
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7nm next year
resistion   7/13/2017 11:31:11 AM
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There's going to be no EUV 7nm, certainly not next year. There won't even be any new type of multipatterning.

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