TSMC may finally have enough capacity for non-Apple 20nm orders

[Orangey]

http://www.digitimes.com/news/a20141110VL201.html

Monthly sales at contract chipmaker Taiwan Semiconductor Manufacturing Company (TSMC) exceeded NT$80 billion (US$2.62 billion) for the first time in October 2014.

TSMC has reported consolidated revenues of NT$80.74 billion for October 2014, up 55.9% on year and hitting a monthly record. The foundry's cumulative 2014 sales came to NT$621.02 billion, rising 23.5% from a year earlier.

TSMC guided previously that consolidated sales for the current fourth quarter would reach NT$217-220 billion, representing growth of 4-5% sequentially. Revenues generated from 20nm products are set to account for more than 20% of TSMC's overall sales in the fourth quarter compared to 10% in the third, the company noted.

We have heard recently that they were planning on ramping 20nm big time.

http://www.semico.com/content/finfet-ramp-changing-market-dynamics

TSMC invested in 20nm for volume production in 2014 and will have 300K 20nm capacity by the end of this year. TSMC experienced rough introductions at both 40nm and 28nm. This strategy gives TSMC more time to fine-tune its first-generation finFET process. A successful large volume ramp would be a feather in TSMC’s cap. As the company executives pointed out, they may not be the No. 1 provider of 16nm/14nm FinFET in 2015, but they expect to retake their No. 1 position in 2016.

May not have any ramifications for GPUs but the fat lady hasn't quite sung yet.