TSMC Fab 15 new wafer starts for 28nm have dropped 25% since the beginning of the year to 150,000 starts, from 200,000 previously, prompting speculation the plan to phase out older technologies is moving faster than expected, media report, adding TSMC is using some of that 28nm capacity for interposer production. TSMC’s three 8-inch and one 6-inch fab are to be retired by early 2027. Fab 15, a 12-inch fab devoted to 28nm production, is being used to support advanced products. UMC and Vanguard (VIS) are viewed as likely to take on orders via TSMC, mainly display drivers (DDIC), power (PMICs), MCUs, automotive chips, etc. 1/2 $Taiwan Semiconductor(TSM.US) $United Microelectronics(UMC.US) #Vanguard #semiconductors

Source: Dan Nystedt