2020 BRN Discussion, page-390

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

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