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18Q3的TSMC法说会文本出来了 快速扫了一下......

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Q3营收占比
N7 11%(Q4预计20%, 2019>20%)
N10 6%
16+20 25%
28 19%


IP属地:广东1楼2018-10-19 12:27回复
    7nm靠果菊瓜康 不过预计挖矿市场疲软.....
    Moving into fourth quarter, despite the current market uncertainties, our business will benefit from the continuous steep ramp of 7-nanometer for several high-end smartphones as well as the demand for 16/12-nanometer for the launches of new-generation GPU and AI. However, this growth will be partially offset by continued weakness in cryptocurrency mining demand and inventory management by our customers.


    IP属地:广东2楼2018-10-19 12:28
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      7nm EUV 这回还是-10%功耗+提密度 性能么既然没说那大家都知道别指望啥惊喜了hoho 不过重申了生产周期会变短
      关键是这回只说了"A few customers ....in their 2019 products" 明年基本上还是7而不是7+
      N7+ is in risk production now. Since the N7+ has 15% to 20% better density and more than 10% lower power consumption, we are working with many customers for their second wave product designs in N7+. Although the number of tape-outs today account for a small portion of the total 7-nanometer tape-outs, we expect the activity to pick up at a rapid pace in 2020 and beyond. Because the N7+ is using a few layers of EUV photolithography to have better cycle time and patent control, we have made steady progress on EUV technology development towards high-volume production. Tool availability, EUV power, productivity, defect reduction, mask improvement, material and process optimization are all on schedule. A few customers have already made plans to adopt our N7+ in their 2019 products.
      We're using the EUV, we have a shorter cycle time and I just say that it's kind of
      better pattern control, so that means your critical dimension has been tightly controlled that help the performance also.
      Next year is still 7-nanometer because 7 plus, we're working with customers and some of the customer moving a little bit faster, some of them -- and for those customers already in the 7-nanometer, they are planning on the second wave products in the 7 plus. Okay. So next year, I can say most of them are still in 7. But then activity will start to rapidly grow in the second half and then 2020 that will be even grow faster.
      C. C. Wei Taiwan Semiconductor Manufacturing Company Limited - CEO & Vice Chairman
      If I can forecast well, I mean, that 1 tapeout, especially for some of the application, it takes about 1 year to -- for ramp-up. So 7+ will be increasing, but the revenue I would expect 2020, '21 start to see the big number. But not 2019, not the first half of 2020.


      IP属地:广东3楼2018-10-19 12:28
      回复
        N5 终于有15%性能提升了不过要看到铺货都要后年上半年 但结合前面说7+都要2020才大范围上 N5会不会延后不好说....
        Compared to N7, TSMC's N5 deliver 1.8x to 1.86x logic area reduction and close to 15% to 18% speed gain and ARM A72 core. We expect to receive first customer product tape-out in spring of 2019, followed by production ramp in first half 2020.


        IP属地:广东4楼2018-10-19 12:29
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          暗怼了一下刚号称EUV量产的星星星.....
          Productivity-wise, today, EUV is progress very well -- up to our expectation. And in fact, TSMC has turned on the 250-watt power and we believe we are the only one company continuously run the 250 watts EUV power so far today. Okay


          IP属地:广东5楼2018-10-19 12:29
          回复
            然而三星已经宣布EUV量产,TSMC还在PPT吹


            IP属地:河南来自Android客户端6楼2018-10-19 13:00
            回复(3)
              台积电每年都吹有250厂商开案,实际上就那几家发布了芯片


              IP属地:河南来自Android客户端7楼2018-10-19 13:02
              回复
                7+还不能在19年甚至2020年上半年贡献大营收,好像apple不用7+一样,这样的表述。如果apple 华为明年要用7+,那么,营收应该也会非常巨大才对。除非,apple只有个别新机用7+的芯片。


                IP属地:广东来自Android客户端8楼2018-10-20 12:53
                收起回复
                  我比较关心之前喊了很久的22ULP有什么进展么?


                  IP属地:中国香港9楼2018-10-20 21:01
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