TSMC has a lot of capacity. Not just that, it has a lot more under construction. It currently has 3 300mm Gigafabs, fabs 12,14 and 15 (there doesn’t seem to be a 13). This morning, Dr Wang, who is TSMC’s VP of 300mm operations told us about the expansion plans. Currently fab 15 phase 3 and 4, and fab 12 phase 3 are to be ramped… Read More
A modern fab can cost as much as $10B dollars. That’s billion with a B. Since it has a lifetime of perhaps 5 years, owning a fab costs around $50 per second and that’s before you buy any silicon or chemicals or design any chips. Obviously anyone owning a fab had better be planning on making and selling a lot of chips if they are going to make… Read More
It’s just a matter of time – perhaps just a few months – before the greatest mystery of the semiconductor industry is revealed and the peaceful co-existence of the Fab vs Fabless world is blown apart. An arms race was started by Intel to challenge TSMC and Samsung on who would control not only the high valued processor but soon… Read More
