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Re: wthdik2 post# 135169

Sunday, 07/20/2014 7:56:20 PM

Sunday, July 20, 2014 7:56:20 PM

Post# of 151698

TSMC just reported a quarter where revenues were +25% qoq..and guided 3Q to another 15% gain on top of that..doesn't sound like a company having yield problems to me.


And you are suggesting that quarterly earnings somehow imply good health on 20nm - a process node that probably accounts for less than 0.1% of their total wafer shipments?

The vast majority of their earnings come from existing nodes - 65nm, 40nm, and 28nm - which I'm sure are yielding just fine.
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