TSMC 28nm Process Production Delayed Fourth Quarter

AMD, NVIDIA, and Qualcomm’s new generation 28-nanometer chips completed the tape-out in the second quarter and began discussions with TSMC on the plans for the second half of the year. The Chaowei Southern Islands series of graphics chips will be in volume production at the end of the third quarter, and the Huida Kepler series of graphics chips will be in mass production in the fourth quarter. As for the high-end 28nm ARM architecture application processor Krait, it will start in September. Drop film.

The legal person pointed out that 28-nanometer orders will be put in place after September, which is expected to allow TSMC to hold onto the basic market. Although the third-quarter revenue growth rate is lower than 5%, the fourth quarter revenue has the opportunity to continue to grow.

TSMC’s share price fell by 0.3 yuan yesterday to 73.4 yuan, with 45,636 contracts sold. Foreign investors bought 10,496 shares and bought more than 10,000 for the fourth consecutive day.

TSMC's 28-nanometer mass production took off in the second quarter of this year. Currently, only the programmable logic gate array (FPGA) chips of Xilinx and Altera have been officially put into production. TSMC originally planned to expand its 28-nanometer slice in the third quarter. However, due to the weak demand in the end-user market, major customers delayed the delivery of 28-nanometer orders, causing TSMC's advanced process capacity utilization to slip, and the arrival of the TSMC in the third quarter.

Due to the inventory adjustment since June, mainly due to the overbooking after the 311 earthquake in Japan, although the demand in the terminal market was weak, the demand in the emerging markets remained stable and growing. Therefore, the upstream customers assessed stocks. Dehua will be completed at the end of the third quarter. In September, TSMC’s orders for 40nm and 28nm have seen improvement, with 28nm being the best demand.

The 28 nanometer orders can be divided into two parts: drawing chip and ARM architecture application processor. In terms of graphics chips, the SuperWeaver Southern Islands series of graphics chips will begin to take the film in September. After the Huida’s Kepler series of graphics chips have been finalized and designed, they will begin to shoot in the fourth quarter. According to the assessment of two companies, the amount of 28-nm wafers will continue to increase in the first quarter of next year, and the proportion of 28-nm nanometers will exceed 40 nanometers by the second quarter of next year.

The 28-nanometer ARM architecture application processor Krait designed by Qualcomm for smart phones and tablet computers was originally planned for TSMC at the beginning of the third quarter. However, due to the delay in the design of end products, the filming time has now been extended to 9 In the fourth quarter, there will be production-type orders in place for Liquor Express to deliver to customers in the first quarter of next year. As for the Tegra3 ARM processor, which has been used in 40-nanometer TSMC production, the 28-nanometer Tegra4 is expected to start mass production at the end of the first quarter of next year.