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To: neolib who wrote (5746)4/26/2012 3:10:21 PM
From: neolib of 9686
 
If 28nm went from cr 2% of revenue in the last Q'11 to 5% in the just finished quarter, that does not look to me like such a terribly bad ramp compared to their historical ramps. As noted, 28, 40 & 65 account for 63% total, so that 5% is actually nearly 8% of advanced node revenue. TSMC will always have significant amounts of trailing edge (in this case 37% is older than 65nm) because they support many customers with older designs.

If GF is going to benefit from this, they will need to be very fast, as I'd guess TSMC is not doing so badly after all. It might be much more an issue of good demand rather than poor yields.
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