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mcgrathdylan
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re: TSMC says single-customer fabs make sense
mcgrathdylan   7/25/2012 3:25:22 PM
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This doesn't make a lot of sense to me, other than TSMC trying to show that it's being responsive to the issue of tight 28-nm capacity. How could it make sense for TSMC to maintain a Qualcomm fab next door to an Nvidia fab and not retain the ability to run some wafer lots at both facilities in the event that one of these companies encounters a lot more demand than the other at, say, the 20-nm node? How would it make sense for TSMC to say to Qualcomm, "Sorry, your fab is full," even though we have plenty of capacity in other dedicated 20-nm fabs, we can't use it because those fabs are dedicated to single customers.

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