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goafrit
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re: TSMC to expand IC-packaging efforts
goafrit   4/7/2011 1:00:10 PM
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Sometimes, I just think that TSMC has nothing more to do. It is interesting how this great company is winning. Congrats for this expansion. More revenue.

chipmonk0
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re: TSMC to expand IC-packaging efforts
chipmonk0   4/7/2011 5:57:07 PM
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The OSATs can probably compete against TSMC on cost basis but TSMC can still push their new packaging capabilities on grounds of better resolution of chip - package integration issues or just hold back on wafer supply. But one would think that TSMC will target its capabilities for the higher end of packaging ( e,g. MCMs using Flip Chip and 3D using TSVs ) in order to justify their higher margins.

Warren3
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re: TSMC to expand IC-packaging efforts
Warren3   4/7/2011 10:08:21 PM
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And to improve outcomes - by having it all in-house and well-coordinated; especially important, I'd venture, for heterogeneous TSV-based stacks.

double-o-nothing
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re: TSMC to expand IC-packaging efforts
double-o-nothing   4/26/2011 8:29:59 AM
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It's intriguing, maybe inevitable. So I guess we would expect Samsung and Intel to do the same?

FChen
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re: TSMC to expand IC-packaging efforts
FChen   4/26/2011 8:54:15 AM
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You know, I have some bad feeling of consolidation in packaging sector down the line...



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