Chang did not say which rivals will outperform TSMC in 2015, but industry sources pointed out that Samsung Electronics will take the lead in the 14/16nm segment as the firm has reportedly landed 14nm chip orders from Qualcomm.Source: DigiTimes
However, Chang stressed that 16/20nm processes will drive revenue growth at TSMC in the next three years, with 20nm products to account for 10% total revenues in the third quarter of 2014 and to further expand to 20% in the fourth quarter. In 2015, the 20nm node will contribute over 20% of revenues, Chang added.
TSMC's 16nm process will be competitive for baseband chips, consumer ICs, GPUs, networking solutions, FPGA and server chips, Chang stressed.
TSMC promises to regain market leader position in 2016-2017
Posted on Friday, Jul 18 2014 @ 11:29 CEST by Thomas De Maesschalck