TSMC reportedly is running at full capacity at its 12-inch fabs due to strong orders for 28nm as well as 40nm and 65nm designs. In order to avoid orders to rivals such as United Microelectronics (UMC) and Samsung Electronics, TSMC will have to speed up the pace of its leading-edge capacity expansion in particular its 28nm capacity, the sources said.
A number of fabless and IDM companies has approached UMC and Samsung regarding capacity for 28nm processes, while finding out that TSMC is unable to satisfy their demand due to its tight supply, the sources indicated.
TSMC likely to expand 28nm capacity later this year
Posted on Tuesday, Mar 20 2012 @ 16:59 CET by Thomas De Maesschalck