TSMC 可能失去nVIDIA 這個大客户
 

The chief executive officer of Nvidia Corp., Jen-Hsun Huang, said in an interview that his company was discussing possibilities to manufacture its graphics processing units and logic chips at Globalfoundries, a

Joint-venture between Advanced Micro Devices and Advanced Technology Investment Company.

“Globalfoundries is a leading silicon foundry with advanced and outstanding processing technology. We are seriously evaluating and discussing about the possibilities of working with them. As to TSMC, we do regard it as a world-class silicon OEM with flexible strategies. We are working very closely together,” said Jen-Hsun Huang in an interview with Expreview web-site.

Nvidia is the first company to openly admit discussions with Globalfoundries, which is partly owned by AMD that controls Nvidia’s arch-rival – ATI, and evaluation of its capabilities. Still, the head of the fabless semiconductor developer has not provided any details of the negotiations as well as potential plans.

At present Nvidia manufactures 90% of its chips at Taiwan Semiconductor Manufacturing Company (TSMC) and 10% of products at United Microelectronics Corp. (UMC), according to Mr. Huang. Howevever, Nvidia’s annual report also claims that Nvidia utilizes capacities of Chartered Semiconductor Manufacturing, Semiconductor Manufacturing International Corporation (SMIC) and Austria Micro Systems (AMS).

It is not a secret that TSMC, the world’s largest contract maker of semiconductors, is expanding leading-edge production capacities rather slowly, which impacts Nvidia’s abilities to compete against rivals like ATI or, in the mid-term future, Intel Corp., which is set to release its discrete graphics chips in early 2010. Considering that the main advantage that Intel traditionally has are advanced manufacturing processes, it is crucial for Nvidia to ensure it has relationships with Globalfoundries, the company that has a lot of experience in high-volume production using the latest fabrication technologies.

Globalfoundries plans to start taking orders on manufacturing using 32nm bulk process technology with high-k metal gate dielectrics in the late 2009 and to ramp up production in the first half of 2010. Later next year the company will also be able to offer its customers bulk 28nm HKMG fabrication process.

看來TSMC這次大概不知道怎麼跟代工客戶解釋了 :jolin:
不過NV不是說在TSMC 40nm製程上沒遇到麻煩 :confused:

NV只是想拿Globalfoundaries來跟TSMC殺價吧，
真的給Globalfoundaries生產，難保NV的設計不會"不小心"流到ATI那，
ATI當然是不會笨到去抄襲，但是這就等於底牌都給人家知道了，那難保NV不會被ATI惡整一頓。

不過，兩大繪圖晶片廠都這樣搞，
不曉得其他廠商會不會有樣學樣也拿Globalfoundaries來威脅TSMC...

我還是覺得，Globalfoundaries光應付AMD的CPU需求就來不及了，
應該是沒啥多餘產能能給這些廠商，
ATI就真的可以拿Globalfoundaries來恐嚇一下TSMC。

global fundries 不是AMD分出來的嗎？
nvdia竟然想到敵營去投片

英文一把爛，只能從標題下去討論:ase

TSMC搞到ATi、nVIDIA兩邊都可能會留不住真的該檢討一下 :stupefy:

但老實說小弟身為非TSMC員工，感覺有點事不關己啊

儘管GPU很多產地都台灣，但顯卡不但沒比較便宜出得也沒比較快 :jolin: .......

不管是NV還是ATI
都有比價的權力

至於TSMC出來 台灣比較便宜之說
我看是昏了頭才這樣想

有哪幾片TSMC代工出產的GPU是在台灣製成顯卡的?

還是那句啦 不管他們是用28nm 還是22nm 這東西只對中蕊這種代工廠有威脅
泛IBM聯盟這樣搞 只會把市場撐成兩邊

到時後西瓜偎大邊 IBM聯盟會死的很難看

http://tw.money.yahoo.com/news_arti..._090512_2_1hnl6
AMD/ATI和NVIDIA的工程 師一直在與台積電共同努力提升新制程技術???

昨晚財金新聞說....TSMC要買新的40nm設備.....

在爛下去....鴻海會不會把它吞了呀!

貌似另外一篇有人談到「TSMC競爭力可強的，製程超越INTEL」，之類的話，

反正我不是台積員工，無所謂，

倒是很想看看TSMC要怎麼繼續演「幸福企業」這部戲，

台灣的科技產業怎感覺一夕之間，前景不妙的樣子？

力晶明天打入全額交割？ :laugh:

不知道力晶的股票套了多少人。

要大賣TSMC了??

中華徵信所全台5000大企業 去年鴻海營收奪冠、台積電賺最多

http://tw.stock.yahoo.com/news_cont...18/2/1jn0w.html

【鉅亨網記者蔡佳容 台北】 中華徵信所今 (18) 日公佈 2008 年全台 5000 大 企業營收調查，鴻海 2317(TW) 已連續4年蟬聯民營製 造業 10 大企業龍頭寶座；不過，在稅後純益10大企業 排行榜中，鴻海僅拿下第 2 名，第 1 名則由晶圓代工 龍頭台積電 2330(TW) 拿下。

根據中華徵信所的調查報告，鴻海 2008 年營收 1 .47兆元，已連續4年拿下「民營製造業10大企業」冠軍 ，而合併營收淨額(合併財報)10 大企業也由鴻海奪冠， 去年鴻海集團合併營收共計 1.95 兆元。

雖然鴻海的營收規模最大，但「最會賺錢」的企業 卻被晶圓代工龍頭台積電奪下；因鴻海的毛利率不過

4-5% 左右，合併毛利率也才 9%，反觀台積電卻有 40% 以上，也因此，台積電去年稅後純益 999.33 億元，而 鴻海僅有 551.33 億元。