( ESNUG 503 Item 5 ) -------------------------------------------- [05/04/12]
From: John Cooley <jcooley=user domain=zeroskew got calm>
Subject: "TSMC meets less than 70% of 28 nm chip demand at present"
In a story yesterday speculating where Apple will fab its next generation
CPU's, DigiTimes.com reiterated the TSMC 28 nm capacity issue:
"The present 28 nm shortage at TSMC makes it more unlikely that the
foundry could attract orders from Apple, the sources claimed.
TSMC currently is unable to provide sufficient capacity to its
existing 28 nm customers, the sources said.
With orders placed by Qualcomm, Nvidia, Broadcom, TI and AMD,
TSMC meets less than 70% of 28 nm chip demand at present,
sources said."
- DigiTimes.com (05/02/12)
Earlier there were reports that "Qualcomm had approached UMC and GloFlo
for additional 28 nm capacity." SemiAccurate.com now says Qualcomm has
actually moved the majority of their SnapDragon production to GloFlo:
"The lack of capacity has lead Qualcomm to move the majority of their
28 nm production later in 2012 to GlobalFoundries, something we said
more than a month ago. GloFo has tons of capacity, and although the
28 nm process is very very late, it looks to be in much better shape
than TSMC's version of 28 nm, especially on the HKMG variants that
have already promised, leaving Qualcomm very little option but to
go elsewhere."
- SemiAccurate.com (04/20/12)
A related article from SemiAccurate.com stated AMD was also moving to
GlobalFoundries for 28 nm capacity:
"AMD solved a mystery about where the next gen parts are going to
be fabbed in yesterday's (Q1/12) conference call. In it, the
company stated that the next generation of 28 nm APUs was going
to GlobalFoundries."
- SemiAccurate.com (04/20/12)
So far no other sources have hinted at where Nvidia, Broadcom, and TI have
recently signed up for more 28 nm production.
---- ---- ---- ---- ---- ---- ----
In his Q1/12 earnings call, TSMC CEO Morris Chang last week said:
"In fact, first quarter was the first ramp-up quarter. 28-nanometer
is now turning out to be a roaring success. ... I think the worst
of the supply shortage is behind us. We expect that we will be close
to catching up in the 4th quarter this year. And we expect to have
completely caught up with demand by the 1st quarter next year. And
we will not fall behind again."
- Morris Chang, CEO of TSMC, (04/26/12)
Chang reiterated this 28 nm production shortfall was a capacity issue and
that "yields are on plan and exceed those parameters in the early stage
of 40-nanometer."
Chang also stated TSMC was increasing CAPEX for 28 nm this year by $1.3 to
$1.5 billion.
- John Cooley
DeepChip.com Holliston, MA
---- ---- ---- ---- ---- ---- ----
Related articles:
After 14 weeks, TSMC now finally admits it has 28 nm problems
Chip designers confused/angered by terse TSMC 28 nm response
Clueless TSMC Exec invokes 40 nm fiasco to explain 28 nm yields!
Can we trust that TSMC's 40 nm yield issues are now truly fixed?
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