TSMC certainly has the clout to do either solar cell related products or LED or both.
The solar business is still very capital intensive and may take longer to turn a profit as compared to LED lighting products. LED lighting is beginning to take off in a big way, and many channels exist for selling the chips to make them.
I would bet on LED lighting first.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.