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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (1212)	5/9/2014 11:14:28 AM
From: Kirk ©	Respond to of 26770

Maybe we'll hear more about higher capx spending with this trend. TSMC extends 28nm production lead time to 16 weeks Cage Chao, Taipei; Steve Shen, DIGITIMES [Friday 9 May 2014] The lead time for production of 28nm chips at Taiwan Semiconductor Manufacturing Company (TSMC) has extended from 10 to 16 weeks, pushing clients to look for alternative suppliers, according to industry sources. TSMC has informed its clients that it may not be able to fulfill 28nm orders placed in May until September or October due to tight production schedules at its 28nm lines, the sources noted. Some IC design houses which have failed to secure sufficient 28nm production capacity at TSMC, have begun to seek alternative production at Globalfoundries, United Microelectronics Corporation (UMC) and Semiconductor Manufacturing International Corporation (SMIC), indicated the sources. TSMC's major clients for 28nm and below processes include Qualcomm, Broadcom, Apple, Samsung Electronics, MediaTek, STMicroelectronics, Infineon Technologies, Renesas Electronics and Texas Instruments (TI), the sources indicated. Given the advantages that TSMC boasts in terms of manufacturing process and yield rates for 28nm chip production, these major clients are likely to choose to stay in line for the 28nm capacity at TSMC, the sources commented. digitimes.com