hist78
Well-known member
In the past several days I have read some interesting news articles from Taiwan and most of them are written in Chinese. Some of them have presented detail information. I must admit these reports might be based on rumors and I don't have a way to verify them. So please don't harsh on me or even ask me to prove them with some insider's top secret (I can't because I don't have).
?? ???????? | ?? | ?????
CTIMES - MIC??????A9????:???,??,A9,MIC,???,TSMC,??,Samsung,??,???,??,???
MIC?????????A9?? | ???? | ??????? CNA NEWS
TSMC to secure most orders for Apple's A9 processor: MIC | Economics | FOCUS TAIWAN - CNA ENGLISH NEWS
Some highlights from those articles:
1. TSMC has won about 80% of Apple A9 orders and Samsung will get the remaining 20% orders if Samsung can meet certain Apple's yield rate expectation.
2. Apples decided to use TSMC 16nm FinFET+ for 80% of A9 production is due to TSMC's better yield and better quality. Apple determined that it's just too much risk and too much uncertainty to use Samsung's 14nm manufacturing process.
3. TSMC's Fab 14 P7 plant in southern Taiwan will produce Apple's A9 processors with 16nm FinFET+ process.
4. TSMC will have about 50,000/month wafers capacity for 16nm FinFET+ ready by the end of June 2015. Among them. 17,000 wafers capacity is from reassigning existing 20nm equipment and about 33,000 wafers will be produced by new acquired equipment.
5. TSMC is in full speed to purchase and install new equipment in order to meet the tight 2015 production schedule.
6. After securing Apple's A9 16nm FinFET+ order, TSMC has started shifting focus to 10nm process.
7. According to the number provided by those articles, next year TSMC will spend $11.5 billion in capital expenditure. It will be $11.3 billion for Samsung and $11 billion for Intel in 2015. This will be the first time TSMC spends more in CAPEX than Samsung and Intel.
<script type="text/javascript" src="//platform.linkedin.com/in.js">
lang: en_US
</script>
<script type="text/javascript" src="//platform.linkedin.com/in.js">
lang: en_US
</script>
?? ???????? | ?? | ?????
CTIMES - MIC??????A9????:???,??,A9,MIC,???,TSMC,??,Samsung,??,???,??,???
MIC?????????A9?? | ???? | ??????? CNA NEWS
TSMC to secure most orders for Apple's A9 processor: MIC | Economics | FOCUS TAIWAN - CNA ENGLISH NEWS
Some highlights from those articles:
1. TSMC has won about 80% of Apple A9 orders and Samsung will get the remaining 20% orders if Samsung can meet certain Apple's yield rate expectation.
2. Apples decided to use TSMC 16nm FinFET+ for 80% of A9 production is due to TSMC's better yield and better quality. Apple determined that it's just too much risk and too much uncertainty to use Samsung's 14nm manufacturing process.
3. TSMC's Fab 14 P7 plant in southern Taiwan will produce Apple's A9 processors with 16nm FinFET+ process.
4. TSMC will have about 50,000/month wafers capacity for 16nm FinFET+ ready by the end of June 2015. Among them. 17,000 wafers capacity is from reassigning existing 20nm equipment and about 33,000 wafers will be produced by new acquired equipment.
5. TSMC is in full speed to purchase and install new equipment in order to meet the tight 2015 production schedule.
6. After securing Apple's A9 16nm FinFET+ order, TSMC has started shifting focus to 10nm process.
7. According to the number provided by those articles, next year TSMC will spend $11.5 billion in capital expenditure. It will be $11.3 billion for Samsung and $11 billion for Intel in 2015. This will be the first time TSMC spends more in CAPEX than Samsung and Intel.
<script type="text/javascript" src="//platform.linkedin.com/in.js">
lang: en_US
</script>
inShare1
<script type="IN/Share+init" data-counter="right"></script><script type="text/javascript" src="//platform.linkedin.com/in.js">
lang: en_US
</script>
Last edited: