May 18th, 2006
About That Foundry Capacity…
We cautioned yesterday that positive comments on foundry capacity utilization should be taken with a grain of salt. Today, DigiTimes reports that foundry Taiwan Semiconductor (TSM) has moved its 65nm process into volume production. (65 nm is the width of the etching, which is narrower than the previous 90 nm generation and thus squeezes more circuits on each chip.)
TSMC anticipates it will start manufacturing mixed signal and DRAM on 65nm, said Tsai during TSMC’s previous investors conference. The foundry also plans to move high-speed ICs to 65nm production in the second half of 2006, he said at the conference.
Sounds like if they do have tight capacity now they won’t for long.
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You link Taiwan Semi to ticker TSMC. The correct ticker for that company is actually TSM. TSMC is a company called Reysas Tasimacilik Ve Lojistik. Please change the link on your site.
Jon
Nice catch. Thanks.