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[DigiTimes] TSMC 28nm in Large Shortage

post #1 of 12
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Quote:
Taiwan Semiconductor Manufacturing Company's (TSMC) 28nm foundry capacity has been drastically short of demand from Qualcomm, AMD and Nvidia mainly, but the shortage is expected to relax at the end of the third quarter of 2012, according to industry sources.

Qualcomm, in view of the shortage, has shifted some orders to United Microelectronics, but has been unable to meet its clients' demand for processors for smartphones and tablet PCs, the sources indicated.

AMD launched the 28nm-based Radeon HD 7970 in the first quarter of 2012, but has actually shipped a relatively small volume of the GPU due to TSMC's short 28nm capacity, the sources noted.

Nvidia launched only one 28nm-based GPU, GeForce GTX 680, in late March and has had to delay the launch of Kepler series GPU models due to the shortage, the sources said.

While yield rates of its 28nm process are slowly improving, TSMC is conservative about expanding 28nm foundry capacity in order to maintain gross margins, partly accounting for the capacity shortage, the sources said.

Source

I think some of us already knew that there were some poor yields with TSMC's 28nm manufacturing process, but I guess this confirms it. Things will be even more hectic when NV releases the rest of their lineup. GTX 680 owners, consider yourselves lucky mad.gif
post #2 of 12
Skip it! Move on
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post #3 of 12
no wonder nvidia will switch to intel's foundries soon. TSMC screwed up 40nm, 32nm, and now 28nm.
post #4 of 12
Didn't GF and TSMC both issue warning that other was expecting to high yield?
post #5 of 12
Quote:
Originally Posted by naizarak View Post

no wonder nvidia will switch to intel's foundries soon. TSMC screwed up 40nm, 32nm, and now 28nm.

This. Next step, IBM.
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post #6 of 12
Too many variations of the 28nm die process.
It's hard to perfect each and every one of them in a short time.
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post #7 of 12
Quote:
Originally Posted by naizarak View Post

no wonder nvidia will switch to intel's foundries soon. TSMC screwed up 40nm, 32nm, and now 28nm.

There is no way intel would ever help nvidia in any shape or form because they're rivals and competetors, and also have a large history of litigation between the two of them - with intel paying billions to nvidia. In short, anyone who thinks intel will relieve nvidia in this respect is dreaming.
post #8 of 12
Quote:
Originally Posted by xoleras View Post

There is no way intel would ever help nvidia in any shape or form because they're rivals and competetors, and also have a large history of litigation between the two of them - with intel paying billions to nvidia. In short, anyone who thinks intel will relieve nvidia in this respect is dreaming.

If the world was static yes I'd agree with you. However I'm sure even mighty Intel will take a look at everything, including Lawsuits and see if there is some way to profit from this potentially. Quid pro quo.

With AMD / ATI as one, Nvidia is odd man out if Intel were to actually make high end graphics a reality. Additionally how fast could Intel catch up with some sort of partnership / agreement with Nvidia. Yes when cows fly i know lol. Granted they are all after nearly the same markets, except Nvidia doesn't have an APU in the works afaik...

So again Intel will at the very least talk with Nvidia to see if there is some deal that makes sense. At the end of the day, if Nvidia is going to get chips regardless, from someone, Intel could look at it as Nvidia subsidizing Intel's new chip fab and paying them to make them, regardless of the competition. Lowers the overall production CAPEX of Intel offerings in a not so twisted monetary sense.

This isn't Hatfields and Mcoys, these are businessmen, and if a deal makes Intel money or lowers cost, don't be shocked when it happens. It's not like US interests don't buy oil from people who would rather see us dead...but will take our money...
post #9 of 12
I feel lucky now owning this GTX 680.
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post #10 of 12
Now would be the perfect time to buyout nvidia. Next on the news "Intel buys nvidia, become amd/ati competitors."
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