TSMC Humming

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Ken Liu, More 28nm, 40nm Contracts Expected for TSMC. CENS, Feb 22, 2011.
http://news.cens.com/cens/html/en/news/news_inner_35399.html

Quote:

"AMD even plans to exclusively contract TSMC to build its 28nm Southern Islands chip in the second quarter of 2012.

"TSMC is recognized as the industry`s No.1 supplier of 28nm process foundry with its monthly shipment of 5,000 wafers of 28nm chips in the first quarter of 2011. Industry executives estimated Apple to join Nvidia, TI and Qualcomm this year in using TSMC`s 28nm foundry service.

Note:
(a) CENS stands for Taiwan-based China Economic News Service (CENS), and is a subsidiary of the United Daily News Group--so is Commercial Times.
(b) Based on Commercial Times report, Digitimes made two reports. (ii) is worth reading.
(i) AMD expanding chip orders to TSMC, says paper. DigiTimes, Feb 22, 2011.
http://www.digitimes.com/news/a20110221PB201.html
("strong demand for AMD's new 40nm Zacate and Ontario CPUs")

(ii) TSMC outputs 5,000 wafers on 28nm a month in 1Q11, says paper. DigiTimes, Feb 22, 2011.
http://www.digitimes.com/news/a20110222PB200.html
(Daiwa Securities analyst Eric Chen "was quoted as saying Altera and Xilinx are both currently the biggest consumers of TSMC's 28nm production capacity")
(iii) "Daiwa Securities Group Inc. (大和証券グループ本社, Daiwa Shōken Gurūpu Honsha) is Japan's second largest securities brokerage after Nomura Securities Co."
Daiwa Securities Group
http://en.wikipedia.org/wiki/Daiwa_Securities_Group


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