Problems with TSMC 40nm?

[VirtualLarry]

Originally posted by: Extelleron
This does leave an opening for The Foundry company to get some business; TFC has a solid 45nm process right now, unfortunately it is limited a bit in its application because of SOI. FC should be releasing 32nm bulk HKMG in 2010, however, so that will likely be usable by most current customers of TSMC. If the Inquirer is accurate about TSMC's 40nm process bringing little to no performance increase, it is likely a lot of those customers (especially ATI / nVidia) will go to TFC instead. TFC will have a solid 32nm process in 2010, at this rate TSMC is likely if they have a 28nm process in 2011.

That would be a hoot, if NV went to TFC, and AMD/ATI stayed with TSMC for GPUs, and NV gained a market or performance advantage because of that.

 

[Idontcare]

Originally posted by: VirtualLarry

Originally posted by: Extelleron
This does leave an opening for The Foundry company to get some business; TFC has a solid 45nm process right now, unfortunately it is limited a bit in its application because of SOI. FC should be releasing 32nm bulk HKMG in 2010, however, so that will likely be usable by most current customers of TSMC. If the Inquirer is accurate about TSMC's 40nm process bringing little to no performance increase, it is likely a lot of those customers (especially ATI / nVidia) will go to TFC instead. TFC will have a solid 32nm process in 2010, at this rate TSMC is likely if they have a 28nm process in 2011.

That would be a hoot, if NV went to TFC, and AMD/ATI stayed with TSMC for GPUs, and NV gained a market or performance advantage because of that.

Actually that would be pure Hector, in its finest distilled form.