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標題: [業界消息] Qualcomm & AMD reduce TSMC orders? [打印本頁]

作者: qcmadness 時間: 2013-12-12 19:58 標題: Qualcomm & AMD reduce TSMC orders?

http://www.digitimes.com/news/a20131209PD213.html

引用:

Taiwan Semiconductor Manufacturing Company (TSMC) has seen its 28nm process utilization rate fall to 65-70% recently, due to a cutback of customer orders, according to industry sources.

Qualcomm has cut its 28nm chip orders to TSMC as the fabless firm is engaged in inventory adjustment, the sources indicated. AMD, another major 28nm chip customer of TSMC, has also slowed down its pace of orders due to a seasonal drop in chip demand for games consoles, the sources said.

Meanwhile, the schedule for TSMC to manufacture MediaTek's 4G chips has been delayed due to some modifications being made in the chip design, the sources noted.

However, TSMC's 28nm process utilization rate is set to start climbing in January or February 2013, paving the way for the foundry to report brisk sales for the second quarter of 2014 and the following two quarters, the sources believe.

A ramp-up of 20nm chip production will also begin to make a positive contribution to TSMC's revenues in the second quarter of 2014, the sources pointed out. For the newer node process, the foundry has attained tape-out for 30 IC products, the sources said.

Qualcomm就奇怪啦, 間間廠都用佢, 有咩要adjust?
AMD Q2 console sales low?

作者: dom 時間: 2013-12-15 03:14

AMD 點會賣得好......

作者: Henry 時間: 2013-12-15 06:19

可能出少D舊貨.

個個都話S800,批S600就變死貨,應該要D時間消化.

Intel呢排話開OEM,唔知Qualcomm係咪要轉呔.

作者: qcmadness 時間: 2013-12-15 10:05

引用:

原帖由 dom 於 2013-12-15 03:14 發表
AMD 點會賣得好......

你有無睇內文架

作者: XT 時間: 2013-12-15 13:27

引用:

原帖由 Henry 於 2013-12-15 06:19 發表
可能出少D舊貨.
個個都話S800,批S600就變死貨,應該要D時間消化.

Intel呢排話開OEM,唔知Qualcomm係咪要轉呔.

咁搵intel整點都好過搵Tsmc

作者: Puff 時間: 2013-12-15 17:50

引用:

原帖由 qcmadness 於 2013-12-12 19:58 發表
 http://www.digitimes.com/news/a20131209PD213.html

Qualcomm就奇怪啦, 間間廠都用佢, 有咩要adjust?
AMD Q2 console sales low?

據稱 AMD K字開頭 (not B) 轉單 GF... 要 fulfill WSA.

[ 本帖最後由 Puff 於 2013-12-15 17:53 編輯 ]

作者: qcmadness 時間: 2013-12-15 17:52

引用:

原帖由 Puff 於 2013-12-15 17:50 發表

據稱 AMD K字開頭 (not B) 轉單 GF... 要 fulfill WSA.

哦... 其實轉PS4 / Xbox One SoC過GF就得啦

作者: Puff 時間: 2013-12-15 17:54

引用:

原帖由 qcmadness 於 2013-12-15 17:52 發表

哦... 其實轉PS4 / Xbox One SoC過GF就得啦

要重新設計，M$ 同 Sony 唔會比錢。

作者: qcmadness 時間: 2013-12-15 17:54

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原帖由 Puff 於 2013-12-15 17:54 發表

要重新設計，M$ 同 Sony 唔會比錢。

咁係AMD自己問題啦
WSA張單有幾多, AMD自己應該心中有數, GF 28nm bulk又唔係今日先有

作者: Puff 時間: 2013-12-15 17:56

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原帖由 qcmadness 於 2013-12-15 17:54 發表

咁係AMD自己問題啦

雖然話粒野算係 portable. 不過又係聽講，聽講 GF 28nm 都係... hmm...
GF 出品 Kabini 會賣落桌面 FS1B，算係 first SoC PGA socket

作者: qcmadness 時間: 2013-12-15 18:01

引用:

原帖由 Puff 於 2013-12-15 17:56 發表

雖然話粒野算係 portable. 不過又係聽講，聽講 GF 28nm 都係... hmm...
GF 出品 Kabini 會賣落桌面 FS1B，算係 first SoC PGA socket

講真, GF 28nm未必差得過TSMC, 不過gate-first又真係有d傻仔

作者: Puff 時間: 2013-12-15 18:03

引用:

原帖由 qcmadness 於 2013-12-15 18:01 發表

講真, GF 28nm未必差得過TSMC, 不過gate-first又真係有d傻仔

據稱 wichita 死 super high leakage. 當然 kaveri 都賣得街嘅 kb 唔會出唔到。

作者: qcmadness 時間: 2013-12-15 22:57

引用:

原帖由 Puff 於 2013-12-15 18:03 發表

據稱 wichita 死 super high leakage. 當然 kaveri 都賣得街嘅 kb 唔會出唔到。

未必

Kaveri係28nm SOI
Kabini係28nm bulk

作者: dom 時間: 2013-12-16 10:53

引用:

原帖由 Puff 於 2013/12/15 17:50 發表

據稱 AMD K字開頭 (not B) 轉單 GF... 要 fulfill WSA.

如果又要GF 既話又仆直......GF 良率低劣

作者: dom 時間: 2013-12-16 10:58

GF 既話 Kaveri 又係死得

作者: Puff 時間: 2013-12-16 14:24

引用:

原帖由 qcmadness 於 2013-12-15 22:57 發表

未必

Kaveri係28nm SOI

應該係 bulk.

作者: qcmadness 時間: 2013-12-18 22:06

引用:

原帖由 Puff 於 2013-12-16 14:24 發表

應該係 bulk.

GF有28nm PD-SOI

作者: Puff 時間: 2013-12-18 22:10

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原帖由 qcmadness 於 2013-12-18 22:06 發表

GF有28nm PD-SOI

FD-SOI 就有，PD 唔 sure。十萬九千年前我問某個 insider 果陣好佢 sure 咁答係 28nm bulk. AMD 有公開講過飛甩 custom SOI (雖然果段野本身都 miss 左大半 target, 2013 APU 得 KV 係 GF made)。

[ 本帖最後由 Puff 於 2013-12-18 22:12 編輯 ]

作者: qcmadness 時間: 2013-12-18 22:24

引用:

原帖由 Puff 於 2013-12-18 22:10 發表

FD-SOI 就有，PD 唔 sure。十萬九千年前我問某個 insider 果陣好佢 sure 咁答係 28nm bulk. AMD 有公開講過飛甩 custom SOI (雖然果段野本身都 miss 左大半 target, 2013 APU 得 KV 係 GF made)。
...

SOI成本高, 但現階段應該唔會轉bulk住

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