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From: neolib4/5/2012 10:46:46 AM
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Digitimes thinks March was good for notebooks, and demand is improving:

digitimes.com

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From: neolib4/5/2012 11:55:39 PM
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Digitimes says TSMC 28nm capacity is way short of demand (is that another way of saying yields suck?)

digitimes.com



TSMC 28nm capacity in large shortage
Monica Chen, Taipei; Adam Hwang, DIGITIMES [Friday 6 April 2012]
Taiwan Semiconductor Manufacturing Company's (TSMC) 28nm foundry capacity has been drastically short of demand from Qualcomm, AMD and Nvidia mainly, but the shortage is expected to relax at the end of the third quarter of 2012, according to industry sources.

Qualcomm, in view of the shortage, has shifted some orders to United Microelectronics, but has been unable to meet its clients' demand for processors for smartphones and tablet PCs, the sources indicated.

AMD launched the 28nm-based Radeon HD 7970 in the first quarter of 2012, but has actually shipped a relatively small volume of the GPU due to TSMC's short 28nm capacity, the sources noted.

Nvidia launched only one 28nm-based GPU, GeForce GTX 680, in late March and has had to delay the launch of Kepler series GPU models due to the shortage, the sources said.

While yield rates of its 28nm process are slowly improving, TSMC is conservative about expanding 28nm foundry capacity in order to maintain gross margins, partly accounting for the capacity shortage, the sources said.

In related news, TSMC will start construction of the 5th-phase expansion of Fab 14, its 12-inch fab located at the Southern Taiwan Science Park, on April 9. TSMC's total foundry capacity in 2012 is expected to increase by 10% from 2011

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From: neolib4/5/2012 11:59:17 PM
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While Intel dabbles more in the Foundry business:

semiaccurate.com

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To: neolib who wrote (5478)4/6/2012 10:20:41 AM
From: smooth2o
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re: Actually that wouldn't be "this time its different". They've gone through several generations of mobile chips without any customers.

So I'll grant you I was incorrect in stating they would be competing with their customers. They don't have any in that sector worth worrying about.



Not germain, it is different this time.

Right, all bets are off...

Smooth

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To: neolib who wrote (5480)4/6/2012 10:25:49 AM
From: smooth2o
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Now you are beginning to see the point. If the OEMs don't move fast enough (Apple is the model), then Intel has no recourse but to do it themselves.

Could work

re: What you fail to understand is that it is exactly that approach which kept Intel margins fat in the PC world, and tanked all their partners in that space (Dell, HP, etc)..

Uhhh, that's what I've been saying... the old model can't work now.

Smooth

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To: smooth2o who wrote (5485)4/6/2012 11:13:20 AM
From: neolib
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Paying attention to history can be useful.

Not germain, it is different this time.

LOL!

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From: rzborusa4/6/2012 12:14:50 PM
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It is hard to see how Intel could abandon the one size fits all model even if they wanted to.

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To: neolib who wrote (5483)4/6/2012 12:37:21 PM
From: To The Moon
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Digitimes says TSMC 28nm capacity is way short of demand (is that another way of saying yields suck?)

If true, will be very bad for QualComm and subsequently Apple.

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To: rzborusa who wrote (5488)4/6/2012 12:37:57 PM
From: rzborusa
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In recent years Intel has signed on to an agreement with the FTC. The agreement is supposed to level the pricing of Intel chips. Now volume will likely be the only differentiator for price. Lower price will drive the OEMs in a race to the bottom. Cutting prices to consumers, competing for volume. Price will be the attraction at retail, other than shape and color of the plastic. If Intel ever gets that far in tab/phone.

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To: To The Moon who wrote (5489)4/6/2012 1:12:27 PM
From: neolib
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If true, will be very bad for QualComm and subsequently Apple.


I'm not sure Apple is using much from Qualcomm that would be 28nm currently. The main things running on 28nm would be processors and GPUs. Apple's processors are still from Samsung, and still 40nm.

Apple is rumored to be looking at TSMC for 28nm processors for the next generation, but I think that is far enough out that the current capacity issues are not too relevant for Apple. The article claimed good capacity in another quarter or so.

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