Replies to post #132248 on Intel Corp (INTC)

[RobertG]

TSMC looks to post 21-23% sequential revenue gains in 2Q14


Josephine Lien, Taipei; Steve Shen, DIGITIMES [Thursday 17 April 2014]

Taiwan Semiconductor Manufacturing Company (TSMC) expects its revenues to grow 21-23% sequentially to NT$180-183 billion (US$5.97-6.07 billion) in the second quarter of 2014.

Second-quarter gross margin is expected to range from 47.5-49.5% compared to 47.5% a quarter earlier, while operating margin will reach 36.5-38.5%, up from 35.4% in the previous quarter, TSMC said.

TSMC currently holds an over 80% share in the 28/32nm process segment, and its 16nm FinFET and 16nm FinFET+ process developments are on schedule, said the foundry house.

Additionally, TSMC said that the high-end HKMG process now accounts for 85% of its 28nm node.

Meanwhile, TSMC is planning to step into the development of 10nm processing, revealed the company.

[Wouter Tinus]

It's 12 months by pure 14 vs 14, but Intel has an advantage in process vs process so I think its more like 18-24 months.

Well said. I think there's no such thing as a "pure" comparison anymore. The "xx nanometer" number has been getting increasingly meaningless for the last 10 years and it's getting ridiculous below 20. The reality is that process complexity is rising so much that it can't be captured in a single number anymore, so marketing is taking over. Like TSMC calling their 22nm-generation process "20nm" and the 3D-version of that "16nm". Sure you can label some other process tweak "14nm" or "10nm", but what are we even talking about at this point?