Rumours also abound – TSMC is apparently going to buy the equipment of an unnamed Japanese IDM (Integrated Device Manufacturer) and use it to churn out CPUs, analogue ICs and the likes for the seller.
Hopefully the rumoured future client won’t be faced with the problems other fabless customers are having. Sources told TechEye last week they were on strict allocation, having to wait until TSMC can deliver their products.
At AMD’s conference call last week, CEO Dirk Meyer said that demand exceeded supply, and Nvidia Fermi products also seem to be very thin on the ground.
Rivals UMC (United Microelectronics Corporation) and SMIC (Semiconductor Manufacturing International) are also seeing revenue grow for their 65nm processes. Digitimes cites a Chinese language report saying 65nm is currently responsible for 20 percent of UMC’s revenue and will contribute 25 percent by the end of this year’s second quarter.
SMIC will see its 65nm process grow to 5 to 7 percent by the end of the first half and to between 10 and 15 percent in the fourth quarter.