Though production and yields have risen, TSMC (TSM +1.1%) is still fully using up its 28nm chip...
Though production and yields have risen, TSMC (TSM +1.1%) is still fully using up its 28nm chip manufacturing capacity thanks to strong demand from mobile clients, Digitimes reports. The report comes shortly after rival UMC warned of a Q1 operating loss due to a "slower than expected" 28nm ramp, and might bode well for TSMC equipment suppliers KLAC and LRCX - TSMC set a relatively light capex budget for 2013. Mobile chipmakers using TSMC's cutting-edge processes include Qualcomm, Broadcom, Nvidia, and MediaTek.
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