Here is the transcript of the Q2 2011 conference call. TSMC is my economic bellwether and Morris Chang is my favorite semiconductor CEO so I never miss a conference call.
The Q&A is my favorite part. Morris goes off script and tells it like it is:
Taiwan Semiconductor Manufacturing CEO Discusses Q2 2011 Results - Earnings Call Transcript - Seeking Alpha
There is an error at the end however:
ichael McConnell – Pacific Crest Securities Okay. It’s very helpful. And then last question, just [FINSET] ramp at 14 nanometer, is that 2014 or 2015?
Morris Chang
No that’s, lets see, that should be the fourth quarter of ’13.
Michael McConnell – Pacific Crest Securities
’13, okay.
Morris Chang
Fourth quarter of 2013.
20nm is fourth quarter 2013. 14nm with 3D Transistors (Fin-Fet) is 2015 I believe.
D.A.N.
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The Q&A is my favorite part. Morris goes off script and tells it like it is:
Taiwan Semiconductor Manufacturing CEO Discusses Q2 2011 Results - Earnings Call Transcript - Seeking Alpha
There is an error at the end however:
ichael McConnell – Pacific Crest Securities Okay. It’s very helpful. And then last question, just [FINSET] ramp at 14 nanometer, is that 2014 or 2015?
Morris Chang
No that’s, lets see, that should be the fourth quarter of ’13.
Michael McConnell – Pacific Crest Securities
’13, okay.
Morris Chang
Fourth quarter of 2013.
20nm is fourth quarter 2013. 14nm with 3D Transistors (Fin-Fet) is 2015 I believe.
D.A.N.
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