well at least the fact that tsmc are finally getting it together is good for everyone.
good news on the progress of the 28nm fabs aswell.
fabs built does not equal fabs up, running with a great process. TSMC haven't been on time with decent yields on a process for 4 years now, infact they've been the single worst fabrication company in terms of hitting anywhere near dates and having good yields.
As for the reports, its based on a post on another website, that has a picture of the man in question off TSMC's website, and no link, no qoute, no source, no nothing. They've taken a picture off the website and made up a quote at worst, at best the CEO of TSMC has said their yields are doing great, the same thing he's been saying now, for a year, and has been lying all that time aswell.
An OLD process now, being over a year old, with zero added technology will not just massively bump up in yields, it simply doesn't happen. A ramp from 60-80% in the first 6 months is possible, a ramp from 20-80% over the space of a year with no major improvements is not.
The stock increase is again based on part of the production line, being back online. Imagine there are 3 production lines in their 40nm fab, each can make 3k waifers a month, when a huge piece of machinary on one run broke they went down to 6k wafers a month total, instead of 9k a month, TSMC confirmed the fault and the numbers.
THe machinary was replaced mid december, the Plant can now make 9k wafers, instead of 6k, the yield per wafer hasn't increased. The only stock increase and increase of output was at the same time they re-established the 3rd production line.
This is another case of a very unimformed website drawing incorrect conclusions from the data available, that are blindly believing a CEO who says all is right. Did anyone believe Nvidia's CEO who said Fermi would be available in quantity on November 28th?
TSMC back in full swing, gives an idea where and what information they have, which is accurate, the plant is up to full production again, thats it.
