Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
<<   <   Page 2 / 3   >   >>
KB3001
User Rank
Author
re: TSMC process in trouble, says analyst
KB3001   1/21/2012 10:48:20 AM
NO RATINGS
While problematic, TSMC have enough of a capital cushion to withstand such losses.

KB3001
User Rank
Author
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.

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

_hm
User Rank
Author
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.

DF0
User Rank
Author
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.

mike655mm
User Rank
Author
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.

the_floating_ gate
User Rank
Author
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. ...

Lsweep
User Rank
Author
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
Author
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.

me3
User Rank
Author
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.

<<   <   Page 2 / 3   >   >>


Radio
LATEST ARCHIVED BROADCAST
As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
Most Recent Comments
rick merritt
 
VicVat
 
jnissen
 
M_Alex_Nugent
 
traneus
 
David Ashton
 
perl_geek
 
Max The Magnificent
 
perl_geek
Most Recent Messages
2/9/2016
1:17:21 AM
Like Us on Facebook
Special Video Section
The LTC®6363 is a low power, low noise, fully differential ...
Vincent Ching, applications engineer at Avago Technologies, ...
The LT®6375 is a unity-gain difference amplifier which ...
The LTC®4015 is a complete synchronous buck controller/ ...
10:35
The LTC®2983 measures a wide variety of temperature sensors ...
The LTC®3886 is a dual PolyPhase DC/DC synchronous ...
The LTC®2348-18 is an 18-bit, low noise 8-channel ...
The LT®3042 is a high performance low dropout linear ...
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...