TSMC Witnesses 28 nm Process Demand Soar

[AleksandarK]

Recently, the technology trade war between the US and China has been very challenging for Chinese semiconductor manufacturers. With a new regulation to prevent the use of US technology on foreign lands, the US administration has managed to prevent many companies from manufacturing the latest processes, and they have lost a part of their customer base. In awe of this craze, it seems like many silicon designers are storming to the competing foundries to get their designs taped out. According to the DigiTimes report, TSMC has seen a massive spike in demand for its 28 nm semiconductor node. The surge is going to reach a peak of almost 100% in the fourth quarter this year. The growth is mainly being driven by Chinese customers who are switching their manufacturing facilities. The report indicated that Qualcomm, as well, is a big part of the growth besides the remaining companies.


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[ZoneDymo]

pretty sure that is just intel making 2 cpu's in 1

 

[Deleted member 185088]

Hopefully soon this whole nonsense will stop, and everyone will be allowed to innovate.

 

[renz496]

why the demand on TSMC 28nm raising? isn't that their client according this report "storming" to competitor fab? or did i understand it wrong?

 

[AleksandarK]

why the demand on TSMC 28nm raising? isn't that their client according this report "storming" to competitor fab? or did i understand it wrong?

The growth is mainly being driven by Chinese customers who are switching their manufacturing facilities. The report indicated that Qualcomm, as well, is a big part of the growth besides the remaining companies.

 

[kayjay010101]

pretty sure that is just intel making 2 cpu's in 1

14+14=28
The math checks out (if they were measuring a total size and not density, that is)

 

[Frick]

GloFo should snag some customers as well.

 

[sepheronx]

I can say for certain MCST got a large order from Russian Railways and the Ministry of industry and trade for various education facilities and government offices for PC's running Elbrus 8SM which is a 28nm processor. They don't have 28nm process FAB plant, at best it is 65nm. So they only have 1 place to go.

 

[The Von Matrices]

From what I remember, 28nm had the cheapest cost per transistor (smaller processes have become more expensive per transistor), so you would want to use 28nm if you're not power or performance constrained. Is that still the situation?