TSMC is on Fire

Taiwan Semiconductor Manufacturing Company is maxed out, with 47% margin, and plowing a lot of money into expansion of 28nm facilities. Clearly, the world is willing to pay a lot for chips and they want them now. A lot of ARMed products are made by TSMC. Small cheap computers must be doing well…

Breakdown of revenue by resolution:

Resolution Share
28nm 20% by end of 2012
40nm 32% now
65nm 26% now

see Digitimes – TSMC 1Q12 gross margins hit 47%

About Robert Pogson

I am a retired teacher in Canada. I taught in the subject areas where I have worked for almost forty years: maths, physics, chemistry and computers. I love hunting, fishing, picking berries and mushrooms, too.
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