- Nov 27, 2007
Not sure about Picasso, you might be correct. But regarding TSMC, yeah that's the main problem stumping the growth of ARM server and laptop/desktop efforts. I can see some stuff going to Samsung, but neither seems to be building new fabs en-masse.I dunno, to me it looks like AMD is selling a ton of Picasso. It also looks like to me that TSMC is unable or unwilling to expand to the point to be able to completely own the market. A large portion of the PC market is going to need to be fabbed on something other than TSMC's latest just simply due to capacity.