TSMC gets AMD's 28nm APU business

Subject: General Tech | June 17, 2011 - 11:24 AM |
Tagged: TSMC, southern islands, northern islands, llano, global foundries, arm, amd, 40nm, 32nm, 28nm

Back in April there was a kerfuffle in the news about a deal penned between AMD, Global Foundries and TSMC.  It is not worth repeating completely as you can follow the story by using the previous link, suffice to say that it did not indicate problems with the relationship between AMD and Global Foundries. 

The previous post was specifically about 40nm and 32nm process chips, however today we hear from DigiTimes that TSMC has scored a deal with AMD for the 28nm Southern Islands APUs of which we have seen much recently.  The 40nm Northern Islands GPUs will also be produced by TSMC.  That leaves a lot of production capabilities free at Global Foundries to work on ARM processors.  

DT_AMD_APU.jpg

"AMD reportedly has completed the tape-out of its next-generation GPU, codenamed Southern Islands, on Taiwan Semiconductor Manufacturing Company's (TSMC) 28nm process with High-k Metal Gate (HKMG) technology, according to a Chinese-language Commercial Times report. The chip is set to expected to enter mass produciton at the end of 2011.

TSMC will also be AMD's major foundry partner for the 28nm Krishna and Wichita accelerated processing units (APUs), with volume production set to begin in the first half of 2012, the report said.

TSMC reportedly contract manufactures the Ontario, Zacate and Desna APUs for AMD as well as the Northern Island family of GPUs. All of these use the foundry's 40nm process technology.

TSMC was quoted as saying in previous reports that it had begun equipment move-in for the phase one facility of a new 12-inch fab (Fab 15) with volume production of 28nm technology products slated for the fourth quarter of 2011. The foundry previously said it would begin moving equipment into the facility in June, with volume production expected to kick off in the first quarter of 2012."

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Source: DigiTimes

Good news from TSMC, their new 12 inch Fab is ahead of the game

Subject: General Tech | May 6, 2011 - 09:35 AM |
Tagged: fab, TSMC, 12, inch

At 10 million 8-inch equivalent wafers produced in 2010 and an expected 20 million by 2015 it is a good thing that not only is TSMC not having major production issues anymore but it also ahead schedule with the setup of Fab 15, which will be producing 28nm chips on 12 inch wafers.  Moving from 8 to 12 inches should also mean less cost per chip, though whether the savings will be absorbed by the costs of the new fab or if they will be passed straight on to the consumer is a question that cannot be answered until summer next year when they expect to get production capacity up to full speed.  DigiTimes has the scoop here.

tsmc-28nm-wafer5.jpg

"Taiwan Semiconductor Manufacturing Company (TSMC) has begun equipment move-in for the phase 1 facility of a new 12-inch fab (Fab 15) with volume production of 28nm technology products slated for the fourth quarter of 2011, according to the foundry.

TSMC previously said it would begin moving equipment into the facility in June, and expected volume production to kick off in the first quarter of 2012.

Pilot runs at the phase 1 facility of Fab 15 are expected to start in the third quarter of 2011, following by volume production in the fourth quarter, said Jason Chen, senior VP of worldwide sales and marketing for TSMC, at a company event held on May 5. With new capacity coming online, TSMC will see its combined 12-inch capacity top 300,000 units a month."

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Source: DigiTimes

Much ado about nothing: AMD and Global Foundries supposed tiff

Subject: General Tech | April 4, 2011 - 08:29 AM |
Tagged: TSMC, global foundries, amd

Over the weekend conspiracy theorists perked their ears about an announced change in the way AMD will purchase 32nm chips from Global Foundries.  What seemed to be odd was the inclusion of the term "paying per good chip", something that is not done in the industry, even with horrible yields such as we saw with TSMC's 40nm process.  A call this morning filled in the missing details and SemiAccurate was there to report on it.  The long and short of it has nothing to do with yields, as they are still looking good.  Instead it seems like a way for AMD to ensure they have good supply of 32nm chips no matter how the actual production lays out and are not stuck paying for unusable chips while at the same time giving Global Foundries a way to get some money out of AMD if yields and sales are high.  This is very good news for companies like ATIC and Mubadala which have a stake in both AMD and Global Foundries.

"The AMD (AMD) and Global Foundries Wafer Purchase Agreement (WPA) that was released yesterday made little to no sense. On a conference call today, AMD’s Interim CEO Thomas Seifert filled in the missing pieces, it all makes sense now.

Few things are more beloved by journalists than a 5:30am PST financial conference call, but this one was worth it, especially in light of the questions left hanging by yesterday’s announcement. We stated that on the surface, it sure sounded like AMD was tearing Global Foundries a new reticle for use in debugging their 32nm process. That however contradicted the facts we had heard on the ground, as of late last year, there simply were not 32nm yield problems. So why was the press release written the way it was, and is really going on?"

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Source: SemiAccurate