
Originally Posted by
Daniel Nenni
A lot of people miss this. UMC and TSMC swap employees on a regular basis without mention. UMC has accepted TSMC GDS II since .35m. You cannot take a 28nm design from TSMC to GFI, IBM, or Samsung without significant changes. UMC is the default 2nd source for TSMC 28nm which is a huge opportunity and that is why UMC raised CAPEX.
The semiconductor industry must support second sourcing and TSMC understands this so TSMC and UMC are like brothers.
Should be a blog in itself, I'll get something out next week.