Tuesday 11 August 2009

TSMC full of ARM - what about Intel?

According to reports, Freescale, Qualcomm, TI and others are already placing orders with TSMC for massive shipments of chips for Smartbooks that will max out production lines at TSMC and UMC (semiconductor foundry companies).

By November, the lines should be at 100% capacity.

If Intel starts sampling and putting Atom parts into production, won't the TSMC lines already be chock-full of ARM parts from a myriad other customers? How will Intels poor little Atom part get a look in?

1 comment:

  1. And I also notice that, as each of the Taiwanese hardware manufacturers ramp up with ARM-based computing products, capacity in their factories will start to be taken away from the manufacture of Atom-based netbooks and, as ARM performance becomes greater (especially with the Osprey chip sampling at the end of 2009), capacity may also be diverted from larger-form-factor devices like (such as laptops).

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