( ESNUG 412 Item 6 ) -------------------------------------------- [05/22/03]
Subject: ( SNUG 03 #1 ) LSI Logic Shrinks Even More While TSMC Grows More
> While these numbers are generally the same as last year's, this year
> LSI's share dropped dramatically.
>
> LSI Logic (2002) ######### 17%
> LSI Logic (2003) #### 7%
>
> While TSMC's share grew yet again this year.
>
> TSMC (2002) ########################## 52%
> TSMC (2003) ############################### 61%
>
> Which explains why all the EDA vendors go out of their way to say that
> they work with TSMC in their press releases and why you rarely see them
> bragging about their LSI Logic connections like they used to.
>
> - from http://www.deepchip.com/items/snug03-01.html
From: [ A Little Bird ]
Hi John,
Great job on the trip report, thanks.
Please keep me anon on this. The numbers you have for LSI Logic vs. TSMC
are somewhat off. LSI uses TSMC for fabbing 0.13 um. They had originally
planned to only do this initially, but the volume at that process node
hasn't yet warranted the capex to buy the equipment to move 0.13 production
internally to their Gresham Oregon plant. It probably never will.
The TSMC/LSI relative market share is more in favor of TSMC than your
current numbers reflect.
- [ A Little Bird ]
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