FBR Capital Markets reports Taiwanese foundry TSMC is hit by double ordering and still suffering from very bad 40nm yields. Analyst Mehdi Hosseini claims yields of TSMC's 40nm process are as low as 20 percent to 30 percent:
''In fact, not only do our checks suggest 40-nm yields but, to our surprise, these have remained below 30 percent, affecting shipments in 2H09,'' he said in the report. ''We believe yields are as low as 20 percent to 30 percent, which may explain the recent management change. We think some key customers who are increasing 40-nm tape-outs have already started to evaluate other foundries (UMC) in case yields do not improve soon.''
TSMC recently acknowledged that it had 40-nm yield issues, but claimed those problems were largely fixed. The ''management change'' involved a recent shake-up at silicon foundry giant TSMC.
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Re: Increased concern over TSMC's 40nm process by Anonymous on Thursday, July 02 2009 @ 14:05:57 CEST
Folks may also want to be concerned that the "quality" and "longevity" of said 40nm parts that DO function may be at risk down the road...