2015年7月17日星期五

TSMC will finish 10nm process before Intel

Yesterday, TSMC released its financial report in 2nd quarter of 2015, in meanwhile, it also mentioned the progress of its new process technology. The report suggested that its total revenue in 2nd quarter is about 6.6 billion US dollars, compared with last quarter, it is reduced by 7.5%, but compared with last year, it is increased by 12.2%.



As the delay of 16nm process, we did not see anything about it. So its 20nm process takes over 20% of its total shipment volume, and most of them are Apple A8 processor.

Regarding the 28nm process, its HPC and HPC plus process are still quite competitive, taking 27% of its total revenue.

As estimation, the 16nm process will be finished in the 3rd quarter of 2015. Its first 10nm quad core processor based on ARM Cortex A57 is finished, and will be massive produced in 2016. As we know, the 10nm process from Intel is delayed to 2017. That means TSMC will run ahead of Intel fist time.

Some news said the Apple A9 processor for iPhone 6S is already massive produced, and it will adopt Samsung 14nm process since TSMC 16nm is delayed. That may be a bad news to TSMC.

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