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  #131  
Old 08-04-2011, 06:18 AM
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Originally Posted by spigzone View Post
Neither of those changes the production equation. Unused production capacity is unused production capacity. Whatever Nvidia and Apple may or may not have ordered up for 2011 production is already in the equation, the fact still remains TSMC has stated they will only ramp up one third of their planned production because the demand wasn't there.

We don't have to agree.

I believe this is a "face saving" move from TSMC to explain why they are so late with 28 nm.

At least AMD and Apple has products that are ready for mass production with 28 nm. Maybe even Nvidia and other ARM SoC designers.

The Semiconductor industry did loose orders for Q2. At least in US. A 2% drop. http://blogs.barrons.com/techtraderd...d=yahoobarrons
  #132  
Old 08-04-2011, 06:45 AM
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Originally Posted by CRoland View Post
More expensive to make, yes, but could they be asking less for them until the process begins to mature?
If a 28nm wafer is $7000, and has around 70000mm^2 on it, then each 100mm^2 would cost $10 - let's say $20 after yield death, packaging, etc. Hopefully I am being conservative here.

100mm^2 - Guessed sizes for an Apple A6 chip, or a 256 shader VLIW4 "HD7390".

350mm^2 - e.g., enthusiast SI, would cost $70 to make. Not bad for a product that you would sell for $150 - $200 for use in $300 - $400 graphics cards.
  #133  
Old 08-04-2011, 09:29 AM
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guys can you take this to another thread? The TSMC statement is being discussed in multiple threads.

thank you. (oh, and I'd try 6,000 per wafer)
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  #134  
Old 08-04-2011, 10:12 AM
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Originally Posted by APU_Fusion View Post
Thanks for letting us know where you stand.
Lol sorry for derail, also I never said I was standing in line with that article. Notice my use of quotes. I thought the woodscrews comment was funny so I added to the joke.

/end derail, back on topic!
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  #135  
Old 08-04-2011, 10:26 AM
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So back on topic, it looks like the fab doesn't have much room for any 28nm regardless of company? This really helps support the 2012 release speculations on kepler launch. Well...availability at least.
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  #136  
Old 08-06-2011, 09:49 AM
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I would guess that TSMC cant produce 28nm this year in volume.
TSMC <1% of Q4 wafers will be 28nm.

Nvidia's Kepler to Arrive in 2012.
Ken Brown, a spokesman for Nvidia, told X-bit Labs that Kepler silicon will be available this year, but now it seems production of graphic cards will not happen until 2012

http://www.tomshardware.com/news/nvi...l#xtor=RSS-181
  #137  
Old 08-06-2011, 10:03 AM
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When it's recommended that you take another topic than the thread topic to another thread and there is continued derailment the thread gets closed. Warnings/infractions will be handed out shortly.
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  #138  
Old 08-06-2011, 10:38 AM
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Quote:
Originally Posted by shompa View Post
I would guess that TSMC cant produce 28nm this year in volume.
TSMC <1% of Q4 wafers will be 28nm.

Nvidia's Kepler to Arrive in 2012.
Ken Brown, a spokesman for Nvidia, told X-bit Labs that Kepler silicon will be available this year, but now it seems production of graphic cards will not happen until 2012

http://www.tomshardware.com/news/nvi...l#xtor=RSS-181
I guess Nvidia spokespeople finally read my articles.

-Charlie
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