德意志證券指出，台積電20nm製程良率已提昇到50到70%的水準，反觀三星新佈建的20nm卻面臨遲遲無法按預期供給，因此蘋果打算將A8的訂單全數交給台積電，而A7則全部交由三星以28nm的製程生產。
- Technews.tw@Feb 26'2014

市場預期，因台積電20奈米良率不斷提高，為蘋果生產的A8處理器將足以供應蘋果於今夏可能上市的iPhone 6，而台積電20奈米製程將在第二季放量，三星20奈米仍未進入量產階段。
- Appledaily@Mar 4'2014

三星已和蘋果簽署協議，將與台積電共同為蘋果生產A8處理器晶片，預定第二季在為蘋果iPhone 5s和iPad Air生產64位元A7處理器的德州廠開始量產，今秋開始出貨，目前正在進行最終階段的測試。
- ZDNet Korea@Mar 11'2014




日前華爾街則傳出TSMC削減在20nm製程的資本支出。

Our most recent conversation with the Taiwan eco-system suggests TSM has recently lowered its targeted 20nm capacity plans by 10%. TSM is now planning to have 40k-45k wpm of 20nm capacity by YE14 (with the majority installed in 1H14), lower than prior expectations of 45k-50k wpm. Although we do not expect this to lead to a down tick in TSM’s CY14 capex budget (of ~$10B), it does increase the downside risk to the current investors expectations (of upward revision).
- Mehdi Hosseini of Susquehanna Financial Group@Mar 17'2014

也有人指出TSMC與Samsung目前在20nm製程皆遇瓶頸。雖然Samsung的Q1量產目標維持不變，但仍無解決方案；TSMC則已停機三周，然預估在兩周必可解決問題，屆時可繼續放量生產。

In our last Apple Update on March 6th, we noted that both Samsung and TSM were struggling with the Apple 20nm technology node. Our latest checks indicate that Samsung production plans remain on indefinite hold for this technology due to significant yield issues, while TSM had to make some tweaks in their CMP process aluminum slurry and Fujimi’s barrier slurry layers, which put their 20nm production on hold for the last three weeks. TSM is estimating another two weeks to resolve the issue and to resume the full production ramp plans. The latest production reads and forecast for the 20nm technology node at TSM indicates that they will be ramping from their current levels of 8,000 to 10,000 wpm to an estimated 30,000 wpm by the month of June. These ramp plans at TSMC would be consistent with a new Apple product introduction in the September timeframe. One key question to ponder is if Samsung can’t resolve their yield issues soon, will it be too late for them to participate in this technology node or do they need to re-focus their resources on the 14nm technology node instead.
- John Donovan and Steve Mullane of BlueFin Research Partners@Mar 18'2014

法巴則認為技術問題已獲解決，良率來到五成。

台積20奈米已在1月下旬、於南科的Fab 14正式投片量產，而即使在上個月台積於20奈米量產上遭遇了些許問題，不過經由選擇另一種不同的研磨液(slurry)，台積已順利解決了在CMP(化學機械平坦化)製程的挑戰，台積的20奈米製程良率，也一舉提升至50%。
- BNP Paribas@Mar 18'2014

訊息分歧，仍須多方觀察。