Breaking News
News & Analysis

TSMC process in trouble, says analyst

Cell libraries too early?
1/20/2012 11:25 AM EST
21 comments
NO RATINGS
< Previous Page 2 / 2
More Related Links
View Comments: Oldest First | Newest First | Threaded View
Page 1 / 3   >   >>
resistion
User Rank
CEO
re: TSMC process in trouble, says analyst
resistion   1/20/2012 1:00:08 PM
NO RATINGS
If Samsung 28 nm really pulls it off for Apple A6, that's a lot of pressure on TSMC for sure.

me3
User Rank
Rookie
re: TSMC process in trouble, says analyst
me3   1/20/2012 4:28:27 PM
NO RATINGS
They are not in trouble as long as there is no REAL alternatives. People whine about foreign oil but foreign monopoly on chip production is just as big a threat.

the_floating_ gate
User Rank
Rookie
re: TSMC process in trouble, says analyst
the_floating_ gate   1/20/2012 5:29:04 PM
NO RATINGS
"People whine about foreign oil but foreign monopoly on chip production is just as big a threat." You make an excellent point; I believe INTC's (surprise) increase in capex is probably geared towards 450 mm wafer processing and quoting the "Godfather" Intel might make Apple an offer they can not resist. 2011 was very unique year exposing risks related to offshore outsourcing. I can think of Apple and Intel working together to create a best of breed SoC (manufactured at 450 mm). IMHO too many US based fabless chipmakers are competing for advanced technology capacity. An usually a foundry process is more or less a one size fits all process - it's probably good but not as perfect as it could be finetuning all parameters for one specific customer. Yield data is usually top secret info but TSMC is ramping up BIG time (for TSMC standard) in Q1 2012 - however TSMC added almost no additional 300 mm capacity in second half of 2011 according to TSMC quarterly report: According to latest quarterly report TSMC added 92 units of 300 mm wafer starts in 2011; in Q1 2012 alone TSMC is adding 71 units of 300 mm wafer starts (Fab 12, Fab 14). So TSMC is playing catch up but according to ASML who keeps excellent track of what is going on at customer base TSMC's capacity additions for 28nm are far away from what would be required to make 28nm main stream. So I would not write off TSMC prematurely but I just can't see someone like Apple continue to depend on TSMC when 450 mm becomes mainstream. And Samsung is becoming more and more a competitor for Apple.

Lsweep
User Rank
Rookie
re: TSMC process in trouble, says analyst
Lsweep   1/20/2012 6:19:02 PM
NO RATINGS
Time for Apple to engage with Intel re mobile?

the_floating_ gate
User Rank
Rookie
re: TSMC process in trouble, says analyst
the_floating_ gate   1/20/2012 7:23:52 PM
NO RATINGS
Apple picked up a "ton" of WiFi related IP from Freescale over the last six months or so - obviously it's patented but would you be comfortable to disclose this kind of knowledge with someone like Samsung who is direct competitor? I certainly would not. Jun 6, 2011 Intel CFO Stacy Smith is on record saying that combining other chip design IPs with Intel's architecture core "would be fantastic business for us. ...

mike655mm
User Rank
Rookie
re: TSMC process in trouble, says analyst
mike655mm   1/20/2012 10:54:41 PM
NO RATINGS
450mm is a cost reduction measure that squeezes more die on a wafer. It has nothing to do with "technology" leadership. It's the transistor dimensions and die size that are important. 22nm & 14nm will be on 300mm before they bring up 450mm.

DF0
User Rank
Rookie
re: TSMC process in trouble, says analyst
DF0   1/20/2012 11:27:45 PM
NO RATINGS
Well, if TSMC can't make a lot of good 28nm dice, then that probably explains why AMD's cancelled most of their 28nm Fusion products (Deccan/Wichita, etc.). Better to use them to make high ASP GPUs than low-ASP APUs.

_hm
User Rank
CEO
re: TSMC process in trouble, says analyst
_hm   1/21/2012 1:26:47 AM
NO RATINGS
I would like to know specific faced by TSMC. They may soon resolve problem and aim for 22nm.

seaEE
User Rank
CEO
re: TSMC process in trouble, says analyst
seaEE   1/21/2012 2:21:46 AM
NO RATINGS
Moore meets his friend Murphy.

KB3001
User Rank
CEO
re: TSMC process in trouble, says analyst
KB3001   1/21/2012 10:46:38 AM
NO RATINGS
It's not as big a threat perhaps but very close indeed.

Page 1 / 3   >   >>
Flash Poll
Radio
LATEST ARCHIVED BROADCAST
Join our online Radio Show on Friday 11th July starting at 2:00pm Eastern, when EETimes editor of all things fun and interesting, Max Maxfield, and embedded systems expert, Jack Ganssle, will debate as to just what is, and is not, and embedded system.
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Times on Twitter
EE Times Twitter Feed
Top Comments of the Week