|TSMC strong quarter driven by 10nm Apple A11 APU. 10nm 835, too?............................................|
Apple, also, a leader in The All Silicon Solution.
Is that another reason their fones command such a premium?
Next year 7nm with EUV ramp.
Makes no sense to have discrete lagging edge chips in fones with EUV Logic, 1Y RAM, 72L NAND.
Way more leading edge circuits coming to Fones.
EUV bonanza. Soon.
Insist on Cymer.
Taiwan Semiconductor expects strong Q3 on Apple 10nm shipments
Sep. 8, 2017 8:20 AM ET
About: Taiwan Semiconductor Manufa... (TSM)
Brandy Betz, SA News Editor
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) announces August consolidated revenue amounted to $3.06B, up 28.4% on the prior quarter.
Revenue from the first 8 months of the year was $20.4B, up 2.6% on the year.
Sales were driven by 10nm product shipments mainly for Apple’s A11 processors.
Q3 10nm shipments expected to represent 10% of total revenue compared to 1% in Q2 due to the new iPhone product cycle.
Q3 forecast puts revenue from $8.12B to $8.22B with analyst estimates at a $8.19B consensus.
Revenue for the year expected up 5% to 10% on last year, which reported a record $31.6B. Taiwan Semiconductor expects strong Q3 on Apple 10nm shipments