![]() Historically, TSMC was used to a slower ramp with leading customers such as FPGA vendors Altera or Xilinx with 28 nm the ramp included Qualcomm and other mobile-driven companies, and demand switched on much more quickly. In fact, Chairman Morris Chang expects that 28 nm will be the biggest node ever, exceeding the 65 nm node in production volumes, with more than 130,000 wafers per month at the peak. Our analysis suggests that this will be a very profitable technology platform for TSMC and for their fabless design partners for many years to come. TSMC’s 28 nm CMOS technology platform is currently their most advanced offering.
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