TSMC suddenly halts 28nm production

[podspi]

Originally Posted by bootman

*Dons tin foil hat.*

Production was not really stopped, it was diverted. A customer who cannot be denied (DoD, NSA or sum such) had an secret emergency order for 28nm parts they needed ASAP.

Something tells me the USG could find more... local foundries than the Taiwan Semiconductor Manufacturing Company


I'm guessing manufacturing issue myself, but if we want to talk conspiracies, maybe we should consider a company named after a certain fruit...

Edit:

Looks like I'm not the only one! Methuselah beat me to it...

Originally Posted by Methuselah

I was thinking the same thing, except I was thinking of something fruity.

[Copper]

so close, yet so far.

[Ratatosk]

Originally Posted by sirroman

That's why TSMC/digitimes was quick on denying/smokescreening it: "TSMC close to full capacity for 2Q12"



http://www.digitimes.com/news/a20120307PD211.html

This was released many hours ago, and it seems that nobody took notice.

How much of TSMC capacity is on 28nm, again?

[DavidB]

Any updates on the status of TSMC 28 nm production? Has it resumed? When is it expected to resume?

[charlie]

Originally Posted by DavidB

Any updates on the status of TSMC 28 nm production? Has it resumed? When is it expected to resume?

It probably did a bit ago, but I don't know for sure. I still can't find any details.

-Charlie

[Uroshi]

Wonder if all this talk of recent days about "28nm constrains" at TSMC isn't just the consequences of the production stop.

[James]

TSMC 28nm capacity in large shortage

http://www.digitimes.com/news/a20120405PD218.html

[integrated]

Originally Posted by James

TSMC 28nm capacity in large shortage

http://www.digitimes.com/news/a20120405PD218.html

Sounds like Charlie was on to something there, but I wonder if we'll ever get the full story...

From the front page, it looks like the timing couldn't have been better for NV (assuming Radeon stock dries up too)

[charlie]

Originally Posted by Uroshi

Wonder if all this talk of recent days about "28nm constrains" at TSMC isn't just the consequences of the production stop.

Production stoppage != wafer shortage != yield problems. Three different problems, three different results. There is no common issue between them.

-Charlie

[charlie]

Originally Posted by integrated

Sounds like Charlie was on to something there, but I wonder if we'll ever get the full story...

From the front page, it looks like the timing couldn't have been better for NV (assuming Radeon stock dries up too)

No, AMD supply won't dry up much if at all, they are good.

-Charlie