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To get a real idea of where TSMC is going listen to and watch Morris Chang's presentation. He is the happiest I have ever seen him, after watching him for almost twenty years. I have never seen him exaggerate and if anything, underestimate or bluff. I expect TSMC has something up their sleeve that they can't talk about.
Expect this year to be a good year and possibly a year of transition to much better things to come.
In order to capture, one must let loos. Cornered prey will often mount a final desperate attack. To prevent this you let the enemy believe he still has a chance for freedom. His will to fight is thus dampened by his desire to escape. When in the end the freedom is proven a falsehood the enemy's morale will be defeated and he will surrender without a fight.
It is so obvious 16>14. Get loose on 14 and tighten 10.
As I explained 1st FINFET node won't have too much density gain due to quantized FIN width. Besides I also explained 7nm will either bring new material revolution(low probability) or structural change(high chance). So 10, in German ZEN, will the be main field for wrestlers. The capacity is indeed customers based. And TSM is ready.
It is ZEN time now.
Look at what happened to individuals and companies that underestimated Morris Chang, they fall into two camps, he either rolled over them or is now one of their greatest threats. I should have included a third, those that joined him and have done very well.
