TSMC CEO confirmed 28nm chips will be delayed because AMD/Nvidia have canceled their major orders for this year.
Where does it say this?
1% could still be a lot of wafers. Do you have any data of how many of their existing customers are still utilizing their 65 nm process for example?
It was never a big secret that high end videocards have always been low volume.
Quote from: TSMC
The delay of 28-nanometer is not due to their quality issue, actually we have regular tape out and it is unplanned. The July ramping is mainly because of softening economy for our customers, so customers delayed a tape out to us. So therefore, the 28-nanometer revenue contribution by the end of fourth quarter this year will be roughly above 1% of our total wafer revenue.