Arthur Hanson
Well-known member
JPMorgan feels QUALCOMM will return to TSMC 1H/2018 for 7nm because of market pressure from Apple, Mediatek and HiSilicon all planning on using TSMC at 7nm. Any thoughts or comments?
Array
(
[content] =>
[params] => Array
(
[0] => /forum/threads/qualcomm-to-return-to-tsmc.7430/
)
[addOns] => Array
(
[DL6/MLTP] => 13
[Hampel/TimeZoneDebug] => 1000070
[SV/ChangePostDate] => 2010200
[SemiWiki/Newsletter] => 1000010
[SemiWiki/WPMenu] => 1000010
[SemiWiki/XPressExtend] => 1000010
[ThemeHouse/XLink] => 1000970
[ThemeHouse/XPress] => 1010570
[XF] => 2021770
[XFI] => 1050270
)
[wordpress] => /var/www/html
)
Guests have limited access.
Join our community today!
Join our community today!
You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an alternative browser.
You should upgrade or use an alternative browser.
Qualcomm to Return to TSMC
- Thread starter Arthur Hanson
- Start date
JPMorgan feels QUALCOMM will return to TSMC 1H/2018 for 7nm because of market pressure from Apple, Mediatek and HiSilicon all planning on using TSMC at 7nm. Any thoughts or comments?
What's the market pressure in this context? Should not QUALCOMM (and others) be concerned with yield, performance, TTM etc.? Or did you mean that TSMC offers some advantage for some (all) of it? Besides, if there are any supply constraints, TTM for QUALCOMM at TSMC might not be the same as TTM for, say, Apple. We will see. In general though, in recent years we have seen both TSMC and Samsung doing pretty well picking up customers back and forth from each other. It's hard to imagine that this situation could change in a short run (why would it?)
Qualcomm originally moved to Samsung because TSMC was late with their 16nm. So, at that time they had good reason to move, but now that TSMC has good yields and has doubled their capacity, I don't see anything stopping them switching back for 16nm (for new tape outs). I would say it's down to whoever gives them the best deal in terms of cost and performance.