hist78
Well-known member
It's like watching TV series that every week has some new twist.
TSMC Will Have The Lion
"We believe that 14nm strategic collaboration between SEC and Globalfoundry (GF) is way too early to play out in 2015. The technology transfer across the companies and the product qualification period would take much longer than is generally expected. In our view, it is too late for GF to ramp up 14nm capacity and capability to meet the production schedule for Apple and any customers’ new product launch cycles in 2015. Stripping out GF’s capacity, the conservative plan of SEC to expand 14nm FINFET capacity seems to be tight in terms of fulfilling demand for its captive Exynos AP and Apple’s A9, as well as for Qualcomm (QCOM) or other key customers."
TSMC Will Have The Lion
"We believe that 14nm strategic collaboration between SEC and Globalfoundry (GF) is way too early to play out in 2015. The technology transfer across the companies and the product qualification period would take much longer than is generally expected. In our view, it is too late for GF to ramp up 14nm capacity and capability to meet the production schedule for Apple and any customers’ new product launch cycles in 2015. Stripping out GF’s capacity, the conservative plan of SEC to expand 14nm FINFET capacity seems to be tight in terms of fulfilling demand for its captive Exynos AP and Apple’s A9, as well as for Qualcomm (QCOM) or other key customers."