>They want to drive the few competitors they have out of business quickly before that happens. Hence them accelerating node transitions in spite of not being able to recover as much RnD money as they can.
That is lots of accusation with little to no evidence.
If you have read any of their investor note, meetings, They have been extremely conservative, and executing to perfection . They are profitable, and does not mind competing. Every single leading node they are charging more to their customers to recoup their R&D. Hence the theory why Moore's law will stop working once their customers can no longer afford leading node.
There is nothing high pace about it, they are having a new node every two year, exactly as you would have expected from Intel. The only difference is Intel messed it up since 2015 / 2016. And now they are in the lead.
Compared to Samsung which is basically funding their Foundry with NAND and DRAM Profits. I dont see how TSMC can be blamed for anything.
N7+ (which is really like a standalone node) - Early 2019
N5 risk production - March-April 2019
N5 mass production - very likely first tapeouts were to take place in coming weeks if not for the virus.
> If you have read any of their investor note, meetings, They have been extremely conservative, and executing to perfection
Why do you privy somebody like investors to your most important strategies?
While they were a company with reputation of squeezing out everything from a given node, they truly shifted focus to HPC and top of the cream orders now for sub-40nm market.
Anything below 40nm other than the latest node is not getting anywhere near as much attention from them as when they were a "mainstream" fab.
This is the most logical strategy now because there are very few companies in the whole world with money for sub-40nm tapeouts. It makes sense to keep these clients captive at all costs, to not to let competitors any part of this very small pie.
Every node is full 2 year cadence in accordance to their customer ( Lately Apple ) iPhone releases. 10nm is Pre 7nm, 12nm is 16nm's optimisation node. Nothing High pace about it. As they have been doing this prior to becoming a "leading" node manufacture.
That is lots of accusation with little to no evidence.
If you have read any of their investor note, meetings, They have been extremely conservative, and executing to perfection . They are profitable, and does not mind competing. Every single leading node they are charging more to their customers to recoup their R&D. Hence the theory why Moore's law will stop working once their customers can no longer afford leading node.
There is nothing high pace about it, they are having a new node every two year, exactly as you would have expected from Intel. The only difference is Intel messed it up since 2015 / 2016. And now they are in the lead.
Compared to Samsung which is basically funding their Foundry with NAND and DRAM Profits. I dont see how TSMC can be blamed for anything.