Is TSMC-Sony A Sign Of Things To Come?

One wonders if TSMC’s plan to build a 28nm 40k wpm fab in Japan to make image sensors for Sony is a sign of things to come.

One normally thinks of a new TSMC fab as being a bleeding edge, industry-leading facility but TSMC has been building trailing edge plants in China for years.

This is however, the first time it has built a fab for one customer and one product.

Sony has a $7 billion+ revenue business in image sensors which makes the $2.5 billion cost of such a fab a reasonable proposition,

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