SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: FJB who wrote (149485)11/26/2001 2:30:36 AM
From: wanna_bmw  Respond to of 186894
 
Bob, Re: "But wouldn't it be a safe assumption that it is manufacturable???"

Manufacturable, yes, but the question is at what quality. If you look at their roadmap, you'll see that they have 4 different .13u processes, which should tell you that TSMC knows you can't have your cake and eat it, too.

tsmc.com.tw

Different manufacturing processes for different products. That's the way these foundries have to operate. These processes are designed to be cheap, not robust. Maybe nVidia is learning that TSMC's .13u process is more of the former and less of the latter now, as well.

wbmw



To: FJB who wrote (149485)11/26/2001 1:08:09 PM
From: Paul Engel  Respond to of 186894
 
Bob - Re: "Well, would you admit that they are an efficient foundry and they have enabled Nvidia to attain a dominant position in graphics chips? "

Sure - TSMC's performance over the past 10 years has been exceptional - and not just for NVida - but for Altera, Broadcom and a host of others.

However, it looks like they have hit a quagmire with their 0.13 micron process - and the old laurels don't help new products.

Re: "But wouldn't it be a safe assumption that it is manufacturable???"

At least three companies are having problems - NVidia, TransMeta and Broadcom - so you tell me.

Paul