TSMC 28 nm Capacity Ramp-Up Faster Than Older Processes

[btarunr]

With launches of new-generation GPUs by NVIDIA and AMD, and new ARM application processor designs by various industry players, TSMC is under pressure to ramp up its production capacity for its new 28 nanometer note. DigiTimes research suggests that this ramp-up is going at a faster rate than older processes such as 40 nm and 65 nm nodes (when those were new). Digitimes Research analyst Nobunaga Chai claims that the 28 nm node started generating revenues in Q4, 2011, and sales ratio reached 5% in the following quarter. It is anticipated to see TSMC significantly ramp up its 28nm production capacity later in 2012, Chai believes.



Source: DigiTimes

[radrok]

This is good news, especially because prices should get lower, that's in theory of course

[faramir]

... for its new 28 nanometer note

s/note/node

[Prima.Vera]

Originally Posted by radrok

This is good news, especially because prices should get lower, that's in theory of course

No, it means bigger profit for the same price

[radrok]

Originally Posted by Prima.Vera

No, it means bigger profit for the same price

Well but if you take a look at the price cuts on 79xx series this article seems about right, still I agree that there will be a larger margin for manufacturers.