TSMC OIP: What to Do With 20,000 Wafers Per Day
Today it is TSMC's OIP Ecosystem Innovation forum. This is an annual event but is also a semi-annual update on TSMC's processes, investment, volume ramps and more. TSMC have changed the rules for the conference this year: they have published all the presentations by their partners/customers. Tom Quan of TSMC told me that they will also provide a subset of the presentations TSMC gave to open the day.
The semiconductor business is driven by several large markets, the biggest of which is mobile. Fun statistics of the day are that mobile grew 26% from 2014-15 to shipments of 1.9B units. Since there are 4.3B worldwide mobile users, this means that the annual replacement rate is close to 50%. Global mobile traffic is forecast to go up 10X in 5 years from 30EB/yr in 2014 to 292EB/yr in 2019 (EB is exabyte).
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