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2020 BRN Discussion, page-394

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29/01/20

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Post #: 42623531
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Originally posted by rayz: ↑

Have a read of this .. Its interviews with the Leaders of TSCM

Discussing chips in the 6-7-5- 28 -22 nm size and earnings etc every thing pointing to the smaller chips and 5 g

Freely says where a number of area's are going but when pushed on a couple Q on 28 nm and client
Here is a small snippet

C.C. Wei -- Chief Executive Officer
All right. Let me answer 28 nanometer first. With strong market growth of 28 nanometer, we did see a little bit better than we expected. However, we have reiterated saying that 28 nanometer's capacity has been overbuilt in this industry. So the utilization is still below our average in 28 nanometer. We expect it will be improved in next one to two years when we develop a new specialty technology for our customer to utilize it, and we start to see the sign because of -- from new tape-out, so we can be sure that one to two years later that the utilization rate will go back to company's average.

Duration: 82 minutes
Call participants:

Jeff Su -- Deputy Director of Investor Relations
Wendell Huang -- Vice President, Finance and Chief Financial Officer/Spokesperson
C.C. Wei -- Chief Executive Officer
Unidentified Speaker
Randy Abrams -- Credit Suisse -- Analyst
Roland Shu -- Citigroup -- Analyst
Bruce Lu -- Goldman Sachs -- Analyst
Gokul Hariharan -- JPMorgan -- Analyst
Bill Lu -- UBS -- Analyst
Brett Simpson -- Arete Research -- Analyst
Charlie Chan -- Morgan Stanley -- Analyst
Sebastian Hou -- CLSA -- Analyst
Unidentified Participant
Mehdi Hosseini -- SIG -- Analyst

More TSM analysis
All earnings call transcripts

Expand

In February this was the story:

http://www.icinsights.com/news/bulletins/Advances-In-Logic-IC-Process-Technology-Move-Forward/

In October this was the story:

https://www.extremetech.com/computing/300558-tsmc-announces-major-expansion-to-feed-7nm-5nm-demand

https://www.pcgamer.com/au/chipmaker-tsmc-is-spending-billions-of-dollars-to-meet-7nm-and-5nm-demand/
In 2020 this was the story courtesy of Rayz:

Originally posted by rayz: ↑

Have a read of this .. Its interviews with the Leaders of TSCM

Discussing chips in the 6-7-5- 28 -22 nm size and earnings etc every thing pointing to the smaller chips and 5 g

Freely says where a number of area's are going but when pushed on a couple Q on 28 nm and client
Here is a small snippet

C.C. Wei -- Chief Executive Officer
All right. Let me answer 28 nanometer first. With strong market growth of 28 nanometer, we did see a little bit better than we expected. However, we have reiterated saying that 28 nanometer's capacity has been overbuilt in this industry. So the utilization is still below our average in 28 nanometer. We expect it will be improved in next one to two years when we develop a new specialty technology for our customer to utilize it, and we start to see the sign because of -- from new tape-out, so we can be sure that one to two years later that the utilization rate will go back to company's average.

Duration: 82 minutes
Call participants:

Jeff Su -- Deputy Director of Investor Relations
Wendell Huang -- Vice President, Finance and Chief Financial Officer/Spokesperson
C.C. Wei -- Chief Executive Officer
Unidentified Speaker
Randy Abrams -- Credit Suisse -- Analyst
Roland Shu -- Citigroup -- Analyst
Bruce Lu -- Goldman Sachs -- Analyst
Gokul Hariharan -- JPMorgan -- Analyst
Bill Lu -- UBS -- Analyst
Brett Simpson -- Arete Research -- Analyst
Charlie Chan -- Morgan Stanley -- Analyst
Sebastian Hou -- CLSA -- Analyst
Unidentified Participant
Mehdi Hosseini -- SIG -- Analyst

More TSM analysis
All earnings call transcripts

Expand

What changed in about 3.5 months to have TSMC opine that 28nm production would increase?

BRN Price at posting: 5.2¢ Sentiment: Hold Disclosure: Held
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2020 BRN Discussion, page-394

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

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Cokal upgrades infrastructure for BBM ramp-up in Indonesia

BCI reaches close of funding facility for salt-first part of Mardie project

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

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2020 BRN Discussion, page-394

Top Stories

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Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Buxton projects new graphite province discovery at WA Narryer play

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

BCI reaches close of funding facility for salt-first part of Mardie project

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Featured News

Buyers (Bids)

Sellers (Offers)

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