Charlie of SemiAccurate today has brought us another exciting news: TSMC allegedly temporarily suspended the operation of the 28nm process production line three weeks ago, that is, in mid-February. The sources of SemiAccurate stated that TSMC is renovating the 28nm process. Of course, what kind of transformation is not clear. The source only stated that the stoppage came very suddenly and it is expected that the recovery time will be at the end of March.
It is equally unclear whether the wafers on the production line continue to be pipelined or suspended or thrown away. However, if the garbage dumps are estimated to have no new chip down stream before June. Charlie said that AMD's major AIBs should have sufficient stocks before the resumption of production, and the worst case is the 1-2 weeks supply shortage.
For NVIDIA, due to the release date of Ivy Bridge, once Kepler can't catch up, there will be a very embarrassing situation. For Qualcomm, it is a more complicated situation: Since the Snapdragon Snapdragon S4 has not yet officially shipped, the suspension of production is a big problem for all partners, but it has little effect on end users. After all, the final product launch date has not yet been determined.
With regard to this rumors, the author's attitude is that Charlie’s graves are still few...
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