Industry Expert Blogs

Reports out of Taiwan (I'm in Hsinchu this week) have TSMC more than doubling 28nm wafer output in Q3 2012 due to yield improvements and capacity increases while only spending $3.6B of the $8.5B forecasted CAPEX! Current estimates have TSMC 28nm capacity at 100,000 300mm wafers (+/- 10%) per month versus 25,000 wafers reported in the second quarter. Wow! Talk about a process ramp! As I mentioned before, 28nm will be the most profitable process node the fabless semiconductor industry may ever see!

TSMC Q2 2012 28nm revenue was 7% with forecasts of 14% for Q3 which is a very nice uptick. As a second data point, I have also heard that TSMC will be through the 28nm backlog in Q3 which correlates with the capacity and yield increase stories.

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