c**i
发帖数: 6973 | 1 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 i... 阅读全帖 |
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z*******n
发帖数: 1034 | 2 July 11, 2014 -- By MikeR
TSMC Shipments Signal the Start of Production for New Apple Products 300x251
TSMC Shipments Signal the Start of Production for New Apple ProductsTaiwan
Semiconductor Manufacturing Co. (TSMC) has begun shipping massive amounts of
key iDevice components to Apple in recent weeks, new reports out of Asia
reveal.
Multiple sources close to Apple confirm that TSMC has started supplying A-
series processors to Apple as iPhone 6 production swings into full gear.
According to the... 阅读全帖 |
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r******y
发帖数: 3838 | 3 According to The Oregonian, Business Oregon, the state's economic
development agency, and officials in New York may both be competing to
attract a massive chip manufacturing company, which uses the code name "
Azalea."
Business Oregon -- the state's economic development agency -- confirms that
it's recruiting a company that goes by the codename "Azalea." The department
declined to discuss details of the effort, citing a nondisclosure agreement
with the unnamed company.
However, officials in New ... 阅读全帖 |
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c**i
发帖数: 6973 | 4 I am not an expert on semiconductor.
So This is what I will say.
It is correct that TSMC is sending out 28-nm with high-k metal gate (HKMG)
technology (in 4Q10).
However, other statements in your posting are incorrect, as far as I can
tell.
(1) Bogdan Botezatu, Intel and TSMC Go for Advanced High-k Technology.
Softpedia, Dec. 13, 2007.
http://news.softpedia.com/news/Intel-And-TSMC-Go-For-Advanced-High-k-Technology-73742.shtml
("The International Electron Devices Meeting surely was a good place f... 阅读全帖 |
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c**i
发帖数: 6973 | 5 (1) Ingrid Lee and Jessie Shen, TSMC Expects to Ramp 14nm process in 2015,
Says R&D Head. DigiTimes, Sept 8, 2011
http://www.digitimes.com/news/a20110907PD217.html
(The head says: (a) TSMC will use 18-inch wafers to process 14nm chips, and
(b) TSMC is actually facing a shortage of engineers rather than technical
issues)
(2) Peter Clarke, China's Fabless Turn to Taiwan, Says Survey. EETimes, Sept
6, 2011
http://www.eetimes.com/electronics-news
/4219634/China-fabless-Taiwan-survey
(A EETimes-China... 阅读全帖 |
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g**1
发帖数: 10330 | 6 美國人權基金會：沒有台灣科技 我們都是中共的奴隸
分享美國人權基金會：沒有台灣科技 我們都是中共的奴隸到Facebook 分享美國人權
基金會：沒有台灣科技 我們都是中共的奴隸到Line
國際人權盛會「奧斯陸自由論壇」首次移師亞洲舉辦，今於台北登場。人權基金會首席
策略長阿雷克斯‧格拉德斯坦（Alex Gladstein）於開幕發表演講。（記者呂伊
萱攝）
2018-11-10 11:57
〔記者呂伊萱／台北報導〕國際人權盛會「奧斯陸自由論壇」首次移師亞洲舉辦，今於
台北登場。人權基金會首席策略長阿雷克斯‧格拉德斯坦（Alex Gladstein）今
開幕時演講時以台灣國旗與投票示意圖為背景，強調台灣經驗再次確認民主人權是普世
價值；他也特別提到台灣的台積電為全世界製造手機元件，是非常重要的存在，因為中
共也製作大量元件，「如果沒有TSMC，我們都會變成中國共產黨的奴隸！」
「奧斯陸自由論壇—台灣」今天在台北登場，巴林詩人及哈維爾創意異議人士獎得主阿
可兒莫西、柬埔寨流亡反對派領袖莫淑華、越南歌手玫瑰、同志維權人士小奧瑪雪瑞夫
、BuzzFeed新聞中國分社社長... 阅读全帖 |
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s****c
发帖数: 11300 | 7 买断是不可能的 商业风险太大
不过优先级是有的 这个就是具体运作了
对于tsmc来说 20nm上arm的小芯片比上amd或者nv的显卡大芯片成功概率高多了
但是弱点是tsmc以前没有太多cpu流片的经验 话又说回来 tsmc的作风是我只管流片 怎
么设计我不管 |
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t**t
发帖数: 27760 | 8 http://www.tsmc.com/tsmcdotcom/PRListingNewsAction.do?action=detail&language
=E&newsid=4041
TSMC Adds High-K Metal Gate Low Power Process To 28nm Road Map
Risk production expected in Q3 2010
Issued by: TSMC
Issued on: 2009/08/24
Hsinchu, Taiwan, R.O.C. August 24, 2009- Taiwan Semiconductor Manufacturing
Company Limited (TWSE: 2330, NYSE: TSM) today announced that it is adding a
low power process to its 28nm high-k metal gate (HKMG) road map. The new pr
ocess is expected to enter |
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a***e
发帖数: 27968 | 9 that is because TSMC decided to skip the 32nm node.
TSMC has been on half-node for a while, 65, 50, 45, 40 due to its business
model.
in term of process, no much difference between 28nm and 32nm.
performance wise, intel 32nm is tuned for high performance
while TSMC 28nm is tuned for low power.
HKMG and Strain Silicon, intel is 1.5gen ahead. |
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c**i
发帖数: 6973 | 10 My original posting did not imply either is better. The report about TSMC
does not say if 28-nm fabrication will be commercial/mass production. And
you are aware of the fact that TSMC encountered difficulties in 45-nm, and
the then CEO lost his job.*
* On Oct. 6, 2010 Nvidia CEO Jen-Hsun Huang denied rumor and said Nvidia "
Won't Have Globalfoundries Make Tegra, [but] Sticks to TSMC." (headline of a
report). |
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c**i
发帖数: 6973 | 11 (1) Kathrin Hille, Lenovo Starts Emerging Markets Plan to Export Its Rural
Expertise. Financial Times, Apr 26, 2011 (title in print).
http://www.ft.com/cms/s/2/85b7d50a-6f64
-11e0-952c-00144feabdc0.html
(In China, Lenovo has "gain[ed] a presence in smaller cities and towns where
PC demand is growing at a far faster pace than in the largest cities. The
strategy has helped Lenovo grow faster than any other PC vendor for five
consecutive quarters")
My comment:
(a) The secret of Lenovo's success is ... 阅读全帖 |
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c**i
发帖数: 6973 | 12 (1) Michael J Miller, GlobalFoundries Inc. Touts HKMG, Factory Expansions
for New Chips. PC Magazine, Aug 30, 2011.
http://forwardthinking.pcmag.com/chips
/287088-globalfoundries-inc-touts-hkmg-factory-expansions-for-new-chips
Quote:
"Having shipped tens of thousands of high-k/metal-gate (HKMG) wafers (mostly
AMD "Llano" chips), GlobalFoundries easily tops its foundry competitors. *
* * [Senior VP Gregg] Bartlett mentioned how AMD has been able to ship its '
Llano' Fusion A-series on GlobalFound... 阅读全帖 |
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c**i
发帖数: 6973 | 16 Anton Shilov, TSMC Reaffirms Plans to Ship 28nm Chips Commercially in Q4;
TSMC: 2% - 3% of Q4 2011 Revenue Will Be for 28nm Products. Xbit
Laboratories, Feb 1, 2011.
http://www.xbitlabs.com/news/other/display/2011020
1212245_TSMC_Reaffirms_Plans_to_Ship_28nm_Chips_Commercially_in_Q4.html
Note:
(a) Cade Metz, AMD, GlobalFoundries, and the Intel Gap Not Closing. The
Register, July 30, 2010.
http://www.theregister.co.uk/2010/07/30/global_
foundries_on_32nm_chip_manufacturing_process/
("Intel introd... 阅读全帖 |
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c**i
发帖数: 6973 | 17 Nancy Cheng, Apple reportedly to hand processor orders to TSMC. DigiTimes (
Taipei), Feb 15, 2011.
http://www.digitimes.com/news/a20110214PD219.html
("Apple is reportedly looking to outsource the production of its A4
processor as well as the next-generation ARM Cortex-A9-based A5 processor to
" TSMC, from Samsung) |
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a***e
发帖数: 27968 | 18 WTH?
tsmc don't even have 28nm up and running yet.
GF is not a foundary at the beginning.
their design rule is target for customerized layout and better performance.
tsmc is fit it all but lousy performance. |
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c**i
发帖数: 6973 | 19 (1) TSMC Solar, a TSMC subsidiary, has its S-Fab ready for production. S-Fab
is across the street from Fab-15 at Taiching science park, Taiwan.
The technology, copper-indium-gallium-sulfur-(di)selenide (CIGSSe) thin-film
PV, comes from Menlo Park, California-based Stion
http://www.stion.com
, whose management team can be found in
Stion. VentureBeatProfiles, undated.
http://venturebeatprofiles.com/company/profile/stion
More to come.
(2) Hugo Bachega, Foxconn to Make iPads in Brazil, Eyes $12 Bill... 阅读全帖 |
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s*****V
发帖数: 21731 | 20 Nividia， Yahoo， Marvell， TSMC都是老中搞起来的。还有80年代跟IBM分庭抗礼的
王安电脑。 |
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s***d
发帖数: 15421 | 21 人家retuer都说了 只不过新闻是在tsmc哪里。
★ 发自iPhone App: ChineseWeb 7.8 |
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s***d
发帖数: 15421 | 22 tsmc已经跌成屎了
★ 发自iPhone App: ChineseWeb 7.8 |
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z****n
发帖数: 3189 | 25 牙膏厂原来计划15年投产的10nm工艺要推到19年下半年，预计10nm的xeon要2020年才上
市。
在此之前，牙膏厂应该放下骄傲的身段去找tsmc代工。 |
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m*****n
发帖数: 1631 | 26 当政的美国鹰派竟然在台湾挑事玩火，tsmc无非是三种结局:
被大陆控制
被台湾特务炸掉
被美日炸掉
对美国高科技产业，都很糟糕 |
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k**o
发帖数: 191 | 27
不用代工,直接transfer technology 就行。可以花2B，TSMC反正也有活干。intel花钱
消灾。当初global foundry就是怎么干的，搞不出14nm，直接跟samsung买。
Intel那拨傻帽manager都是玩finance的，应该想得到。
那个 Mark Bohr, Intel Senior Fellow, 还说 intel has a three-year lead over
other chipmakers (2017). lived in a false reality.
这次earning call, analysts 追问 how do you think about the impact of these
delays on your competitiveness? Venkata S. M. Renduchintala 避重就轻，避而言
它。 |
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z****n
发帖数: 3189 | 28 还有棒子在，三丧代工业务也是可以的，TSMC如果被搞死，棒子做梦都笑醒。 |
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n******k
发帖数: 1 | 30 Any one who know the creteria regarding TSMC recruiting in China, Shanghai's
new fab? How about the salary? Any things also like training, etc.
Do appreciate your information you provide. |
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a****a
发帖数: 3905 | 31 tsmc已经拒绝apple买断的offer了。 |
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S**I
发帖数: 15689 | 32 TSMC这种乌龙事件过去没少干；不过果子也没什么选择，总不能继续跟三爽与虎谋皮。 |
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c**i
发帖数: 6973 | 33 Lisa Wang, TSMC reshuffle stuns analysts. Taipei Times, June 12, 2009.
http://www.taipeitimes.com/News/biz/archives/2009/06/12/2003445976
My comment: Born in 1931 and now 78, Dr. Morris Chang was chairman and CEO
up to July, 2005. Then he kept chairmanship and Rick Tsai 蔡力行 was
promoted as CEO. From today on, Dr. Chang go back as CEO while keeping
chairmanship. There are outside directors, such as Stan Shih (Acer founder),
Lester Carl Thurow (MIT professor), Sir Peter Leahy Bonfield (chairman an |
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c**i
发帖数: 6973 | 34 Claire Sung and Jessie Shen, Foundry chipmakers see yields for 40nm
production below 70%. DigiTimes (Taipei), Jan. 13, 2010.
http://www.digitimes.com/news/a20100113PD201.html
(both TSMC and
My comment: The AMD mentioned in this report means its graphics business
unit ATI. |
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a***e
发帖数: 27968 | 35 You certainly not in this field.
intel IS in the IDM list in Wiki.
as of the icInsight, the list is for foundries.
some foundries did some design and manufacturing for others, like IBM, these
type generally still called IDM b/c they actually did the design on
contracts.
TSMC on the other hand is pure play one, never do any design jobs.
intel never makes chips for others therefore the only major pure IDM left.
it is not a foundry at all therefore doesn't make the list.
iphone used samsung made AR |
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l**n
发帖数: 20 | 36 samsung is designing ARM processors. I wonder how apple want to reveal
its A4 or any processor design to samsung
So i think TSMC should get the apple processor deals (millions of units);
and this is on top of its current orders.
these |
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a***e
发帖数: 27968 | 39 intel put that in production at 90nm, that is almost 10years ago.
tsmc put it in recently
old, |
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i***1
发帖数: 2534 | 41 工艺方面tsmc是除了intel外最好的，比三星，GF强多了
. |
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a***e
发帖数: 27968 | 42 u think tsmc could make AMD CPUs? |
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c**i
发帖数: 6973 | 43 What do you mean? What CPU brand name do you refer to?
I am an amateur, so maybe you are onto somthing. I do not know.
But CPU seems to be anything, any chip.
If you google with AMD CPU TSMC, you will get results as far back as July
2007 to this month. Yes-- the results are affirmative to your question. |
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e**********e
发帖数: 76 | 44 One month ago received their updated final foundry documents. Now they said
their charaterization team believed Vth was 500 on wafer, instead of 550 in
spice, both were different from what is in the final documents. And:::
customers assumed to take all the risks.
Their apps do not answer real questsions, either.
Sorry TSMC, your a bitch . |
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m*****t
发帖数: 3477 | 45 Modeling can be a tricky job and sometimes it is hard to always keep up with
the process shift in the Fab.
But I concur that TSMC should do a better job for their customer support and
documentation.
They are somewhat arrogant IMO.
said
in |
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发帖数: 1 | 46 据报导，艾司摩尔（ASML）上周公布上季财报亮眼，并宣布已接到新一代极紫外光（
EUV）微影机台六部订单，有分析师推测，台积电可能订走了其中五台，即一口气买下5
.5亿美元的设备。
EUV机台每台价值1.1亿美元。研究半导体设备业者的Summit Redstone Partners分析师
耶尔（Jagadish Iyer）说：“我们相信他们（ASML）处于转折点，除非相信技术已经
成熟，没有业者会同时买下每台1.1亿美元的机台。”他认为是一口气订购五台的客户
是台积电。
半导体顾问公司（SA）半导体分析师梅尔（RobertMaire）估计，ASML今年12部EUV机台
的产能已满载。耶尔认为，今年半导体设备支出可能超过业界预测的350亿美元，他说
，三星电子为夺回台积电的订单，将会设法赶上并争取半导体的生意。
台积电为什么要耗费巨资购买EUV光刻机？
我们都知道半导体工艺越先进越好，用以衡量工艺进步的就是线宽，常说的xx nm工艺
就代表这个，这个数字越小就代表晶体管越小，晶体管密度就越大。现在半导体公司已
经进军10nm工艺，但面临的物理限制越来越高，半导体工艺提升需要全新的设备。E... 阅读全帖 |
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发帖数: 1 | 47 TSMC：7nm高性能芯片6月流片，2019年试产5nm工艺
三星今天宣布了未来三年的半导体制造工艺路线图，将推出8nm、7nm、6nm、5nm及4nm
工艺，其中2020年的4nm工艺将是一个重大技术突破，将会采用全新的Multi Bridge
Channel FET结构（简称MBCFET，多沟道场效应管）解决现有FinFET晶体管的缺陷。无
独有偶，三星的老对手TSMC今天也召开了年度技术大会，虽然没有宣布三星4nm那样的
技术突破，不过TSMC表示10nm已经开始量产，7nm明年就能量产，5nm则会在2019年风险
试产。
TSMC公司联席CEO魏哲家在会议上提到他们已经累计服务了450多家代工伙伴，涉及移动
运算、高性能计算、自动驾驶及IoT物联网等领域，平均算下来每周新增一家客户。
在半导体制程工艺上，TSMC表示移动领域的10nm工艺已经量产，7nm已经有12个客户流
片，预计2018年量产，5nm则会在2019年风险试产。
高性能部分，7nm芯片在6月份会有流片——TSMC的高性能客户不多（相对移动、低功耗
产品来说），NVIDIA还有之前的AMD都算是高性能芯片用户，目... 阅读全帖 |
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t******e
发帖数: 2504 | 48 嗯，是的，目前7nm都是TSMC代工的，排到年底有50+产品，目前已知的大陆产品有华为
海思的， 还有2家挖矿机公司的产品，共3个产品。
实际上大陆公司找TSMC代工，应该也能得到设计上的间接帮助， TSMC什么样的设计没
见过？ 见多识广，但肯定不可能把别人的设计透露给客户的，这是代工fab能够成功
的关键之一，不能把自己的饭碗搞砸了； 但另一方面，TSMC也是希望客户成功，客户
成功了，作为代工方也跟着获利。
于是就有TSMC合作伙伴，台湾的一些设计公司来帮客户，这些台湾设计公司很可能有
TSMC跳槽过去的，知道不少TSMC其它客户的设计信息，但TSMC显然不会管，更不会告这
些人的，因为也不是TSMC自己的knowhow, 睁一眼闭一眼算了。
TSMC |
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b*********n
发帖数: 2975 | 49 【 以下文字转载自 PDA 讨论区 】
发信人: jiawen (嘉文), 信区: PDA
标 题: 硅谷公司的兴亡 (下) (转载)
发信站: BBS 未名空间站 (Thu May 19 11:28:31 2011, 美东)
发信人: perse (盐), 信区: SanFrancisco
标 题: 硅谷公司的兴亡 (下)
发信站: BBS 未名空间站 (Thu May 19 02:28:19 2011, 美东)
长话短说, 把二十年目睹的硅谷其他几个公司的怪现状再八卦一下.
第一个说NVDA. NVDA 本来没多少人, 影响可能不值一提. 在很多人眼里, NVDA
正是目下当红的小生, 应该远没到谢幕的时候. 不过NVDA的传统市场受到AMD/ATI
和intel集成显卡威胁, GPGPU缺乏商业软件支持, Tegra/Tablet business前有
Apple ipad挡路, 后有intel追赶, 边上有QCOM/TI等无数老杂牌的围追堵截, 就算
不看现在zoom, galaxy有多可怜, 将来只会更惨. NVDA还不是一个腐败的公司,
但NVDA是一个肤浅的公司. N... 阅读全帖 |
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