Featured Articles

Nvidia Shield 2 shows up in AnTuTu

Nvidia Shield 2 shows up in AnTuTu

Nvidia’s original Shield console launched last summer to mixed reviews. It went on sale in the US and so far Nvidia…

More...
AMD CSO John Byrne talks ARM

AMD CSO John Byrne talks ARM

We had a chance to talk about AMD’s upcoming products with John Byrne, Chief Sales Officer, AMD. We covered a number…

More...
AMD Chief Sales Officer thinks GPU leadership is critical

AMD Chief Sales Officer thinks GPU leadership is critical

We had a chance to talk to John Byrne who spent the last two years as Senior Vice President and Chief…

More...
OpenPlus One $299 5.5-inch Full HD phone

OpenPlus One $299 5.5-inch Full HD phone

OnePlus is one of the few small companies that might disrupt the Android phone market, dominated by giant outfits like Samsung.…

More...
KFA2 GTX 780 Ti Hall Of Fame reviewed

KFA2 GTX 780 Ti Hall Of Fame reviewed

KFA2 gained a lot of overclocking experience with the GTX 780 Hall of Fame (HOF), which we had a chance to…

More...
Frontpage Slideshow | Copyright © 2006-2010 orks, a business unit of Nuevvo Webware Ltd.
Friday, 01 November 2013 09:04

TSMC churning out fewer and fewer 28nm wafers

Written by Fudzilla staff

Soft mobile demand to blame

TSMC’s capacity utilization of its 28nm processes had dropped to 70 percent, down from almost 90 percent in Q3.

Digitimes reports the drop was caused by slower than expected orders for high-end mobile chips, caused by soft demand for high-end mobile phones. Customers are playing it safe, so they are cutting their orders or decelerating the pace and which they place the orders.

The biggest drop apparently happened over the last few weeks. Such fluctuations were uncommon several years ago, but the smartphone market has its own rules. For example, while shipments of big GPUs tend to be relatively stable and often constrained by capacity soon after launch, smartphones are all about getting plenty of volume when the product is fresh and then scaling back the orders months ahead of new launches.

TSMC’s business isn’t going anywhere, but it is experiencing new seasonal trends. Seasonal underutilization could have a slight effect on long-term prices – if TSMC learns to live with ~10 to 20 percent drops on a regular basis, it might be forced to raise prices to compensate.

However, it also means TSMC could offer lower prices during the drought, so if you have a new SoC or GPU to build, now is your time to get in touch Morris Chang, he’ll appreciate it.

Fudzilla staff

E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
blog comments powered by Disqus

To be able to post comments please log-in with Disqus

 

Facebook activity

Latest Commented Articles

Recent Comments