驚！Samsung將與TSMC同步生產20nm的新一代Apple處理器，德州廠試產能將逼近領跑的TSMC！

Our latest checks indicate that the Apple device production levels continue to show strength in Q4 at both production facilities in Texas and Korea. The S-1 fab in Korea has increased their 28nm Apple device production by 10K wpm this quarter to support the iPad Air demand. Figure 2 depicts the estimated production starts and projections across all the technology nodes for both Austin and Korea facilities, according to our estimates. In addition to the 28nm technology increase in Q4, the Austin facility has begun its 20nm Apple pilot line production which is expected to reach 3500-4500 wpm by the end of the year. Our latest checks for the 20nm technology production levels at TSMC are weaker than expectations and are projected to reach only 5,000 wpm by year-end.
- John Donovan and Steve Mullane of boutique research firm BlueFin Research Partners