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Non-Tech : Kirk's Market Thoughts
COHR 198.51+0.4%3:59 PM EST
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To: Gottfried who wrote (2027)10/7/2014 9:24:53 AM
From: Kirk ©  Read Replies (1) of 26763
 
Apple doesn't just beat up GTAT

Hard for Samsung to compete with TSMC for Apple A9 processor orders, say Taiwan makers
Josephine Lien, Taipei; Steve Shen, DIGITIMES [Tuesday 7 October 2014]
digitimes.com
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While Samsung Electronics has attempted to offer low quotes to obtain 14nm FinFET foundry orders for A9 processors from Apple in 2015, it may be difficult for the Korea-based company to win the orders due to the yield rate issue of its 14nm FinFET process, according to sources at Taiwan's semiconductor industry.

Meanwhile, Taiwan Semiconductor Manufacturing Company (TSMC), which is currently using its 20nm process to produce Apple's A8 processors for iPhone 6 devices, is confident that it will continue to land orders for A9 processors, said the sources.

Although some sources indicated that since Samsung also has some capacity for 20nm process it may take up 30% of A8 processor orders, sources in Taiwan believe that TSMC must have snapped up the entire orders for A8 processors.

While Apple probably intends to adopt a dual-supplier policy to have Samsung and TSMC compete each other for the A9 processor orders, the sources also believe that the A9 processors will continue to be fabricated under a 20nm process due to current bottlenecks at 16nm or 14nm FinFET processes.
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