TSMC announced its third quarter of 2009 fiscal results yesterday, the company reported revenue of NT$89.94 billion (US$2.77 billion) and net income of NT$30.55 billion (US$939.28 million). X-bit Labs notes the foundry saw its 40nm wafer shipments quadruple, the 40nm process now makes up around 4 percent of TSMC's revenue.
TSMC said that as demand outlook continued to improve, third quarter saw a solid growth in the demand for semiconductors across all major applications. Advanced process technologies (130nm and below) accounted for 67% of wafer revenues: 90nm process technology accounted for 18% of wafer revenues, 65nm for 31%, and 40nm exceeded 4% of total wafer sales (up from 1% in Q2 and up from 0.33% in Q1).
Potentially, substantial increase of 40nm wafer shipments means significant boost of 40nm chip supplies. As a result, graphics processing units that are made using 40nm fabrication process will gradually gain market share in calendar Q4 2009. Moreover, as ATI, graphics business unit of Advanced Micro Devices, and Nvidia Corp. ramp up their 40nm GPUs production at TSMC, the most advanced process technology will represent even higher portion of the chipmaker’s sales.