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SiliconAsia
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re: TSMC profit soars despite 28-nm supply shortage
SiliconAsia   7/20/2012 3:49:38 PM
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Many had hope in 2009/2010 when petrodollars created a merger of AMD(Global) and Chartered to be an alternative to TSMC. But so far that was a pipe dream and situation is getting worse. No one is having that hope anymore. Hope Samsung and UMC can come back to that position.

joshxdr
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re: TSMC profit soars despite 28-nm supply shortage
joshxdr   7/20/2012 12:44:02 AM
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Being an industry leader has its benefits. TSMC has the scale no-one else has to make to the most advanced logic nodes. Fabless companies have to go to TSMC. GlobalFoundries is still heavily subsidized by petrodollars. Hopefully GF can catch up to TSMC in scale and technology so they can really compete.

memxprt
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re: TSMC profit soars despite 28-nm supply shortage
memxprt   7/19/2012 5:41:29 PM
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The title for this article does not make sense... Profit soars despite shortage??!! Fabs profit margin is directly proportional to fab utilization. If they have shortages, means they are running high (near 100%) utilization and can't keep up demand. High utilization will translate to high profit margin.

geekmaster
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re: TSMC profit soars despite 28-nm supply shortage
geekmaster   7/19/2012 4:51:22 PM
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What about Globalfoundries 28nm and Samsung?

SiliconAsia
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re: TSMC profit soars despite 28-nm supply shortage
SiliconAsia   7/19/2012 3:46:50 PM
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Agree, TSMC is the only player in 28nm right now. Companies like qualcomm has to bring up other foundries so that 28nm can be outsourced other alternative than TSMC. What a reality fabless companies are facing!!

Noko0
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re: TSMC profit soars despite 28-nm supply shortage
Noko0   7/19/2012 3:42:40 PM
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Indeed, title should rather be "TSMC profit soars THANKS TO 28-nm supply shortage".

me3
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re: TSMC profit soars despite 28-nm supply shortage
me3   7/19/2012 12:14:35 PM
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Scarcity, scarcity alone, drives profit. They earned that supreme position. Profit is theirs and whatever cost is passed down on to the fabless (and gutless) customers.



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