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28nm was a big break for the semiconductor industry and for TSMC. While the consortium of Samsung, UMC, SMIC, and GF went one direction, TSMC went another and captured record setting 28nm market share when the others did not yield. The downside of course was that 28nm allocation stalled quite a bit of business but lesson learned, right?
Here we are 8 years later and again TSMC went one way and the other foundries went a variety of other ways on 7nm and again we are looking at allocation. The TSMC OIP Forum is next week and you can bet 7nm will be the talk of the hallways, absolutely.
The chip manufacturing giant has reportedly seen lead times stretch for its most advanced manufacturing processes, which are used by Apple, AMD and others.
