Fix Your Memory Module

Industry News
CST News
Member Area
Tester Brochure
Demo Library
Tester FAQs

biology medicine news product technology definition

Thursday, January 18, 2018
Memory Industry News
Email ArticlePrinter Format PreviousNext

TSMC recognize revenue on 10nm

Monday, July 17, 2017

Taiwan Semiconductor Manufacturing Co. (TSMC) has recognized its first revenue from 10nm products, trailing Samsung, its main rival in the foundry business, by nearly four months.

TSMC said that 10 nm accounted for 1 percent of its overall revenue during the second quarter of this year. In March, Samsung announced its first 10-nm products, including the company’s Exynos 8895 SoC as well as Qualcomm's Snapdragon 835.

TSMC expects to exit a slump that saw its second-quarter sales in dollar terms edge up just 3.2 percent from the same period a year ago. The company, which makes mobile communications products for Apple and MediaTek, said that an inventory correction among fabless customers will probably end during third quarter this year.

“We forecast our third-quarter revenue will grow by 15.7 percent quarter on quarter,” said TSMC Co-CEO Mark Liu at an event in Taipei to announce the company’s second-quarter results. “This growth is driven by a fast ramp-up of 10-nm mobile customer products.”

TSMC reiterated its expectation for 2017 sales growth to be in a range of 5 percent to 10 percent.

The company may see 10 nm sales climb during the second half this year as it uses the 10 nm process to make the A11 application processor for Apple’s iPhone 8. TSMC says it expects 10 nm to account for about 10 percent of its sales during the second half of this year.

The company may gain an advantage over Samsung at the 7-nm node a year from now.

TSMC said its 7-nm yield is ahead of schedule and it expects a fast ramp in 2018. The company plans to insert several extreme ultraviolet (EUV) layers at 7 nm, but declined to provide details. The company also plans to offer a 7-nm plus node that it expects will allow customers easy migration from 7 nm.

At this point, TSMC has about 30 tape outs for 7-nm products.

TSMC added that its 5 nm roadmap is on track for a launch in the first quarter of 2019.

In the meantime, the company has been filling gaps in its legacy process technology to blunt the competition.

TSMC has increased capacity for its 28 nm process, which accounted for more than a quarter of its revenue during the second quarter this year. The company, which has counted on 28 nm as a cash cow for more than five years, is hanging on to a 90 percent share of the market even as rivals such as Intel are trying to grab a chunk of that business.

“We aim to achieve full capacity at all nodes,” said Co-CEO CC Wei. “We believe we are the lowest-cost supplier.”

TSMC has introduced a 22-nm node between the 28 and 16-nm geometries that the company currently offers.

TSMC aims to offer 12 nm products based on its 16 nm technology after it completes 12 nm development work in the second half of this year. The 12 nm technology will be an “optical shrink” of 16 nm, which will allow customers to convert existing 16 nm designs easily, according to Wei.

Even so, there are some niches where TSMC plays second fiddle. At the 20/16 nm node, TSMC has faced strong competition from Samsung, which makes 14 nm products for Qualcomm.

Sales of TSMC’s 16/20 nm products dropped to 26 percent in the second quarter, sliding from 31 percent of total first quarter revenue and 33 percent during the fourth quarter of 2016. TSMC expects the 16/20 nm decline to continue during the third quarter this year.

By: DocMemory
Copyright © 2017 CST, Inc. All Rights Reserved

Email ArticlePrinter Format PreviousNext
Latest Industry News
Storage - The more the merrier1/17/2018
Increase in EDA sales shows growth in semiconductor technology1/17/2018
UMC sue Micron in China for infringement1/17/2018
Gartner predicts semi market to increase 7.5%1/17/2018
Semiconductor companies continue to emerge1/16/2018
TSMC sales dropped in 1st quarter1/16/2018
HBM2 goes into mass production at Samsung1/16/2018
Memory prices to decline gradually in 20181/16/2018
Samsung and Western Digital rocked by clouded memory market1/15/2018
Foxconn posted 50% revenue growth on height of iPhone X production1/15/2018

CST Inc. Memory Tester DDR Tester
Copyright © 1994 - 2018 CST, Inc. All Rights Reserved