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yalanand
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re: Report: TSMC's Chang says no to buying Renesas fab
yalanand   7/5/2012 3:41:19 AM
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@Peter any particular reason why TSMC has no intention of acquiring a wafer fab from struggling Japanese chipmaker Renesas Electronics Corp?

Peter Clarke
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re: Report: TSMC's Chang says no to buying Renesas fab
Peter Clarke   7/5/2012 10:33:41 AM
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If I had a definite answer to that I would have put it in article, so this is just my opinion. TSMC/Chang has a strong tradition of keeping all its manufacturing based in a few mega centres in Taiwan. As an aggregator of manufacturing it is all about economies of scale. There are exceptions in Cama, Wash., Singapore and Shanghai. But TSMC declined to put a fab in "ailing" Europe and it looks like it will decline to do so in Japan. It looks like Renesas was trying to make the fab transfer the price of going with exclusively with TSMC as its foundry partner. Chang appears to be saying that Renesas needs TSMC's support more than TSMC needs Renesas's business.

kasey72
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re: Report: TSMC's Chang says no to buying Renesas fab
kasey72   7/30/2012 10:52:08 PM
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What did you intend the 2nd to last paragraph say? "Chang said he expects TSMC to provide more advanced chip production to TSMC..." makes no sense. More production to Renesas (or to Fujitsu)?

SiliconAsia
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re: Report: TSMC's Chang says no to buying Renesas fab
SiliconAsia   7/5/2012 5:29:06 PM
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This looks like a perfect opportunity for GF as their strategy is to build fabs around the world and demonstrate that they can pull this off even if rumors are saying they are struggling with a German fab. Any opinions on that?

goafrit
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re: Report: TSMC's Chang says no to buying Renesas fab
goafrit   7/5/2012 6:24:05 PM
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Fab business is not a game of decentralization. It is very expensive and the model of GF to be building mini-fabs may not work out. I think if you remove the Petro dollar, GF is losing money. That is not a good business.

goafrit
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re: Report: TSMC's Chang says no to buying Renesas fab
goafrit   7/5/2012 6:23:06 PM
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This makes a lot of sense. Japan has a high wage problem and operating fab there does not make any business sense. Let them come and open fabs in Africa.

tthappy
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re: Report: TSMC's Chang says no to buying Renesas fab
tthappy   7/5/2012 7:42:43 PM
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I don't know why renesas is losing market now? Renesas is the mojar power mosfet for apple new produced mac mini,maybe and imac. Power Mosfet also need wafer fab?

t.alex
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re: Report: TSMC's Chang says no to buying Renesas fab
t.alex   7/7/2012 2:25:06 AM
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Perhaps maintaining the fab in Japan is expensive.



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