Taiwan Semiconductor Manufacturing Company (TSMC), is filled to the brim with 28nm orders, and is now likely to expand the process capacity later in the year, according to industry sources, reports DigiTimes. The sources have said that TSMC is reportedly running at full capacity at its 12-inch fabs, due to strong orders for 28nm, as well as 40nm and 65-based designs.
TSMC, instead of having to avoid orders and lose sales to United Microelectronics (UMC) and Samsung Electronics, the company will have to speed up the pace of it's leading-edge capacity expansion in particular, its 28nm capacity, according to these sources. The sources have added that a number of fabless and IDM companies have approached UMC and Samsung regarding their capacity for 28nm processes, while finding out that TSMC is unable to satisfy their demand due to its tight supply.
The firm is expected to spend $6 billion on capex in 2012, revising previous numbers. TSMC also stated during their most recent investor meeting that 28nm process technology could account for 5-percent of total wafter revenues in Q1 2012, up from 2-percent in Q4 2011.