The world's main manufacturer of chips can safely say it had a good January, with sales increasing both sequentially and on-year.
As Digitimes was all too eager to report, TSMC has consolidated revenues of NT$47.44 billion (US$1.6 billion / 1.20 billion Euro).
That sum is 27.7% higher than the one in December and 37.1% above the revenues in January 2012.
The 28nm process, which NVIDIA, AMD and Qualcomm all rely on, accounted for around 22% of the total, much like it did in Q4 of last year. Supply is finally good enough to satisfy them all.
If things progress as expected, the percentage should go up to 40% by the end of 2013.
After 28nm finally goes past its prime in a year or two, 20nm chips will pick up the mantle, so to speak.
TSMC Sales Up in January 2013
They were up almost 30% on month and 37% year-over-year
... so hot right now