Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), the world’s largest contract chipmaker, yesterday said that the company expects its advanced 10 nanometer (nm) process to start generating sales in the first quarter of next year.
The 10 nanometer process began commercial production in the fourth quarter of this year as scheduled, TSMC said.
The chipmaker made the statement after media reports that TSMC and South Korean rival Samsung Electronics Co have had lower-than-expected yields on their 10 nanometer process technology.
Although TSMC did not directly respond to the reports, it indicated that it expects the technology to start generating revenue from next month.
The reports did not have an adverse effect on TSMC shares on the Taiwan Stock Exchange yesterday. The stock closed at NT$179.5, up 0.56 percent, as investors looked to Wall Street where TSMC’s American depositary receipts increased 1.08 percent on Friday.
The gains posted by TSMC drove a rebound by the main board yesterday, with the weighted index ending at 9,110.54 points, up 0.35 percent.
According to the Taipei-based Digitimes, TSMC has received orders from US-based Apple Inc, China-based integrated circuit designer HiSilicon Technologies Co (海思) and Taiwanese IC designer MediaTek Inc (聯發科).
The report cited industry sources as saying that the yield rate for the 10 nanometer process failed to meet expectations.
The report has been cited by international high-tech Web sites such as Electronics Weekly, the 9 to 5 Mac and Mobile & Apps.
The lower-than-expected yields could delay production of Apple Inc’s next generation iPad, which is expected to make its debut next year using the A10 X processor provided by the Taiwanese chipmaker, the Digitimes said.
KGI Securities analyst Kuo Ming-chi (郭明錤), who has in the past accurately predicted Apple’s moves, said in a research note that TSMC could serve as the sole supplier of the A10X processor for production of Apple’s 12.9-inch iPad Pro 2 and 10.5-inch iPad Pro.
Kuo added that TSMC is expected to become the sole supplier of the A11 processor for Apple’s next-generation iPhones, which are to be launched next year.
INVENTORY DOUBLED: Key parts have backed up in warehouses, halting notebook production, as Acer’s CEO said that a gradual reopening would not solve the problem PC vendor Acer Inc (宏碁) yesterday said that lockdowns in China to control COVID-19 upended key component supply and disrupted PC production, although chip shortages have been improving. While chip supply constraints largely eased in the first quarter, the company faces uneven supplies of key components due to COVID-19 restrictions in China, Acer chairman and CEO Jason Chen (陳俊聖) told an online news conference. “Semiconductor shortage was the biggest problem in the first half of last year,” Chen said. “Now, we are beset by a supply chain issue caused by China's lockdowns.” With key components unable to be delivered and backing up in
MORE THAN BUZZ: The chip designer said it has received numerous orders from automakers to supply 5G modem chips, as it works to expand beyond smartphones MediaTek Inc (聯發科) yesterday said it would ship the first 5G chips for vehicles to customers in the Asia-Pacific region by the end of the year, as it moves to expand the reach of its 5G chips beyond smartphones. The Hsinchu-based chip designer said it has been developing 5G chips for connected vehicles over the past few years, targeting applications such as telematics and in-vehicle information systems. “We are seeing demand for 5G technology from numerous makers of connected cars, including electric vehicle makers. We have obtained numerous orders from automakers to supply 5G modem chips with highly integrated features,” J.C. Hsu
E Ink Holdings Inc (元太科技) yesterday said it would further expand capacity to cope with robust demand for e-paper displays used in e-readers, e-notes and electronic shelf labels, as the COVID-19 pandemic and rising inflation have not dampened consumer demand. Although rising inflation is weakening companies’ purchasing power, E Ink said that its customers have not scaled down orders for e-paper displays used in e-readers. “Reading is still the most affordable leisure activity that people have,” E Ink CEO Johnson Lee (李政昊) told an online investors’ conference in Taipei. As e-books are less expensive than paper books, “we have so far not seen
Covestro Taiwan Ltd (台灣科思創) yesterday launched a new research and development center that is to specialize in resin synthesis and fiberoptic coating after its parent company, Covestro AG, acquired a resins business from Royal DSM, it said. The German company in September 2020 agreed to buy the resins and functional materials business from Royal DSM for about 1.61 billion euros (US$1.69 billion), corporate data showed. The Dutch company’s local units, such as Covestro Resins (ROA) Ltd (帝昇) and Covestro Resins (Taiwan) Ltd (新力美), are next month to be integrated into Covestro Taiwan Ltd, with their employees continuing resins development, Covestro Taiwan said. The