TSMC Logs First 10nm Sales

发布时间:2017-07-14 00:00
作者:
来源:Alan Patterson
阅读量:760

Taiwan Semiconductor Manufacturing Co. (TSMC) has recognized its first revenue from 10nm products, trailing Samsung, its main rival in the foundry business, by nearly four months.

TSMC said that 10 nm accounted for 1 percent of its overall revenue during the second quarter of this year. In March, Samsung announced its first 10-nm products, including the company’s Exynos 8895 SoC as well as Qualcomm's Snapdragon 835.

TSMC expects to exit a slump that saw its second-quarter sales in dollar terms edge up just 3.2 percent from the same period a year ago. The company, which makes mobile communications products for Apple and MediaTek, said that an inventory correction among fabless customers will probably end during third quarter this year.

“We forecast our third-quarter revenue will grow by 15.7 percent quarter on quarter,” said TSMC Co-CEO Mark Liu at an event in Taipei to announce the company’s second-quarter results. “This growth is driven by a fast ramp-up of 10-nm mobile customer products.”

TSMC Co-CEO Mark Liu expects a fast ramp in 10-nm demand.
TSMC Co-CEO Mark Liu expects a fast ramp in 10-nm demand.

TSMC reiterated its expectation for 2017 sales growth to be in a range of 5 percent to 10 percent.

The company may see 10 nm sales climb during the second half this year as it uses the 10 nm process to make the A11 application processor for Apple’s iPhone 8. TSMC says it expects 10 nm to account for about 10 percent of its sales during the second half of this year.

Advanced Geometries
The company may gain an advantage over Samsung at the 7-nm node a year from now.

TSMC said its 7-nm yield is ahead of schedule and it expects a fast ramp in 2018. The company plans to insert several extreme ultraviolet (EUV) layers at 7 nm, but declined to provide details. The company also plans to offer a 7-nm plus node that it expects will allow customers easy migration from 7 nm.

At this point, TSMC has about 30 tape outs for 7-nm products.

TSMC added that its 5 nm roadmap is on track for a launch in the first quarter of 2019.

(Source: TSMC) 
Click here for larger image

Plugging the Gaps
In the meantime, the company has been filling gaps in its legacy process technology to blunt the competition.

TSMC has increased capacity for its 28 nm process, which accounted for more than a quarter of its revenue during the second quarter this year. The company, which has counted on 28 nm as a cash cow for more than five years, is hanging on to a 90 percent share of the market even as rivals such as Intel are trying to grab a chunk of that business.

“We aim to achieve full capacity at all nodes,” said Co-CEO CC Wei. “We believe we are the lowest-cost supplier.”

TSMC has introduced a 22-nm node between the 28 and 16-nm geometries that the company currently offers.

TSMC aims to offer 12 nm products based on its 16 nm technology after it completes 12 nm development work in the second half of this year. The 12 nm technology will be an “optical shrink” of 16 nm, which will allow customers to convert existing 16 nm designs easily, according to Wei.

Even so, there are some niches where TSMC plays second fiddle. At the 20/16 nm node, TSMC has faced strong competition from Samsung, which makes 14 nm products for Qualcomm.

Sales of TSMC’s 16/20 nm products dropped to 26 percent in the second quarter, sliding from 31 percent of total first quarter revenue and 33 percent during the fourth quarter of 2016. TSMC expects the 16/20 nm decline to continue during the third quarter this year.

在线留言询价

相关阅读
  • 一周热料
  • 紧缺物料秒杀
型号 品牌 询价
TL431ACLPR Texas Instruments
TXB0108PWR Texas Instruments
CD74HC4051QPWRQ1 Texas Instruments
PCA9306DCUR Texas Instruments
TPS61021ADSGR Texas Instruments
TPS5430DDAR Texas Instruments
型号 品牌 抢购
TXS0104EPWR Texas Instruments
TPS61021ADSGR Texas Instruments
TPS5430DDAR Texas Instruments
ULQ2003AQDRQ1 Texas Instruments
TPS61256YFFR Texas Instruments
TPS63050YFFR Texas Instruments
热门标签
ROHM
Aavid
Averlogic
开发板
SUSUMU
NXP
PCB
传感器
半导体
相关百科
关于我们
AMEYA360商城(www.ameya360.com)上线于2011年,现 有超过3500家优质供应商,收录600万种产品型号数据,100 多万种元器件库存可供选购,产品覆盖MCU+存储器+电源芯 片+IGBT+MOS管+运放+射频蓝牙+传感器+电阻电容电感+ 连接器等多个领域,平台主营业务涵盖电子元器件现货销售、 BOM配单及提供产品配套资料等,为广大客户提供一站式购 销服务。