ACCORDING to Taiwan Semiconductor Manufacturing Company (TSMC), there is immense interest in 28nm technology, even as the general semiconductor industry slows.
In Q4 2011, TSMC will derive more than two percent of its revenues from 28nm processes. This figure is expected to breach 10 percent in 2012, and capacity will rise to match demand as the company’s Fab 15 comes online.
Per month, TSMC will output more than 20,000 wafers using 28nm processes by the end of 2011.
TSMC has seen interest in its 28nm processes from Altera, AMD, Nvidia, Qualcomm and Xilinx. Industry sources indicate Broadcom, LSI Logic and STMicroelectronics are also potential clients.
This seems to confirm earlier reports that AMD may dump or at least reduce its reliance on spin-off GlobalFoundries for its chips.