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1. Mainland HPC chip outbreak, 10 million 12nm orders given to TSMC;
Set micro-grid news, TSMC since the beginning of 2018 came good news, received the mainland high-speed computing (High Performance Computing; HPC) urgent orders, an additional total of 100,000 orders.
TSMC chairman Zhang Zhongmou that "HPC is widely used, there is no need to slow down the hidden worries," apparently there is some reference.
Zhang Zhongmou had previously warned that TSMC's performance in the first quarter of 2018 is still good, originally expected to be lower, but the actual situation looks OK.Market believes that TSMC has been in contact with new orders at HPC, and now win a large number of urgent orders on the mainland to prove that Zhang Zhongmou's argument.
HPC is a key core technology for developing advanced technology applications such as artificial intelligence (AI), virtual reality / augmentation (VR / AR) reality and even bitcoin mining.
TSMC supply chain revealed that TSMC has received mainland customers as high as 100,000 HPC urgent orders and the cost advantage of using TSMC 12nm process, shipments begin this month, it is estimated that the first quarter shipments of 10,000 per month, the second season and then Heavy volume.
It is understood that TSMC 12nm customers receive a warm response, not only to recover the mainland customers and mass production of new chip Nvidia use, MediaTek mobile phone chip will also be the main TSMC 12nm process.
2. TSMC Nanjing plant Q1 vote, shipped in May
Set micro-grid news, TSMC in Nanjing to build the mainland's first state-of-the-art process 12-inch wafer fab, trial production yield than expected, has been scheduled to start late this season cast film, shipping began in May, schedule ahead of schedule Six months.
TSMC Nanjing plant will be 16nm cut into production, planning monthly capacity of 20,000. TSMC chairman Zhang Zhongmou had previously stressed that TSMC Nanjing plant will be the first mass production in mainland China 16nm process an important base, not only can greatly enhance the mainland in the ground Foundry level, but also through close cooperation between the two sides, to bring more mutual benefit and win-win business opportunities.
Nanjing Investment Case TSMC is a global customer service layout, investment will be controlled at 3 billion US dollars, Taiwan enterprises over the years to invest the maximum amount of land.
In the second half of this year, TSMC plans to launch production in the second half of this year. However, TSMC plans to ramp up its installed capacity and trial yield rapidly. It is scheduled to officially launch in the end of this quarter and is scheduled to start shipping in May, mainly for mobile phones And network customers in mainland China. TSMC also set up a design service center in Nanjing, the nearest local customer service, including the recent rapid rise of artificial intelligence (AI) commissioned the most popular.