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The IDM Business Model is Collapsing!SemiWiki - Daniel NenniMar. 16, 2016 |
If I had to describe TSMC in one word it would be clever. TSMC is a VERY clever company, absolutely.
Today’s TSMC Technology Symposium was full of cleverness and packed with executives from all over the fabless semiconductor ecosystem. Tom Dillinger (Chip Guy) will be blogging in more technical detail about the keynotes so let me give you the rambling Apple version of today.
TSMC does not talk about customer orders (especially Apple) but they do talk about capacity and ramp time of new processes and with Apple’s huge capacity requirement and delivery schedule it is easy to make guesses about who those wafers are really for.
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