Monday, April 30, 2012
Taiwan Semiconductor Manufacturing Company (TSMC) plans to ramp up its 28nm production capacity at a much faster pace than older 40/45nm and 65nm process nodes.
When TSMC started ramping up its 40/45nm production capacity, it took 5-6 quarters to have the process contribute 10% to company revenues, Chai pointed out. As for 65nm, the period was shorter but still longer than three quarters allowing the process to account for 10% of TSMC's revenues.
The newer 28nm technology started generating revenues in the fourth quarter of 2011, and the sales ratio is estimated at about 5% in the following quarter.TSMC's current yield rate on its 28nm processes is not poor at all, but maybe has not yet reached a certain level that is able to persuade the company to expand capacity aggressively.
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