Posted on Monday, May 25 2009 @ 15:28 CEST by Thomas De Maesschalck
FUD Zilla wrote
TSMC won't be the only one with a 28nm process in the first quarter of 2009, the rumor mill
claims Globalfoundries is gearing up to take 32nm orders in Q4 2009 and 28nm in early 2010.
The 28nm process will mainly be interesting to Nvidia and ATI as they need the fastest transistors and chips that the can get, under the desired TDP but we have a feeling that 28nm graphics from ATI will come exclusively from Globalfoundries.
If they want to play it safe ATI will prepare one chip for Globalfoundries and one for TSMC and we are quite sure that TSMC will fight hard for Nvidia’s attention. If Nvidia goes to Globalfoundries for 28nm graphics and this is very possible especially if Globalfoundries can have better yields and transition, not to mention the price comnetition, TSMC will be in trouble.
