TSMC to Spend $9 bn on a Single Plant

choi

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Lorraine Luk, TSMC To Spend $9 Billion On Plant, Hires. Wall Street Journal,
July 17, 2010.
http://online.wsj.com/article/SB10001424052748704682604575370222141283904.html?mod=googlenews_wsj
("Mass production will being in the first quarter of 2012 using 40-nanometer
process technology and more advanced 28-nanometer technology")

My comment:
(a) The following report may explain why.

Dylan McGrath, Analyst: Foundries gird for war at 28-nm. EE Times, July 13,
2010.
http://www.eetimes.com/electronics-news/4204500/Foundries-gird-war-28-nm

Quote:

"But [analyst Bill] McClean expressed doubt that Globalfoundries has the
muscle to start an all out price war with TSMC, noting that many of
Globalfoundries' planned capacity additions won't come online for many
months.

"Asked what is the best case scenario for Globalfoundries, [Gartner vice
president Dean] Freeman said the fledgling foundry could steal significant
market share from TSMC if and when parent company Advanced Micro Devices Inc
. pulls the manufacturing of its ATI graphics processors from TSMC and gives
the business to Globalfoundries.

The report also states, "Despite losing a small amount of market share last
year, TSMC still held nearly 45 percent of the foundry market in 2009,
according to Gartner.

(b) The 2009 rankings for pure-play foundries, based on Gartner, can be
found in web page 3 of

Mark LaPedus, Winners, losers in 2009 foundry rankings. EE Times, Apr. 25,
2010.
http://www.eetimes.com/electronics-news/4088693/Winners-losers-in-2009-foundry-rankings

Because Globalfoundries acquired Chartered Semiconductor at the end of 2009,
one may add the two together: 7.7% + 5.5% = 13.2%, which would be right
below UMC's 13.6%.

(c)
(i) Vanguard International Semiconductor 世界先進公司, founded in 1994, is based at Hsinchu, Taiwan.
http://www.vis.com.tw
(ii) Dongbu Electronics is part of a South Korea conglomerate Dongbu Group (Hanjia 漢字 for dongbu is 東部).

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