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in postLONG
“TSMC Fab 15 new wafer starts for 28nm have dropped 25% since the beginning of the year to 150,000 starts, from 200,000 previously”
@dnystedt
TSMC is accelerating legacy node phase-out, redeploying Fab 15 capacity to higher-margin advanced interposers — a structural product-mix upgrade.
TSMLONG@ $467.88
$396.63-15.23%
since call Jun 22
“UMC and Vanguard (VIS) are viewed as likely to take on orders via TSMC, mainly display drivers (DDIC), power (PMICs), MCUs, automotive chips, etc.”
@dnystedt
TSMC's accelerated 28nm exit hands UMC a wave of displaced legacy orders in display drivers, PMICs, MCUs, and automotive chips — a direct utilization boost.
UMCLONG@ $23.87
$18.84-21.08%
since call Jun 22
peak +5.3%
TIMESTAMPS
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