Why fabless model is doomed. Especially at the leading
This was an interesting comment from someone named Robert.
The problem with statements like this is that we have all heard them before. IMHO 28nm is expensive because there are so few sources for a reliable 28nm process, nothing more than a lack of viable competition is keeping prices high. If history is any guide, than this situation will change quickly when knowledge of how to overcome 28nm problems filters through the process engineering community. Historically it's interesting that this view-point about the future, often proceeds that companies exit from the SOC race. (TI exited at 90nm with a similar statement, Moto also made similar noises for many years starting about 250nm (from memory)) I wonder if we will all look back at this statement and mark it as the turning point for BRCM growth. Having said this I'll have to admit that 28nm has no "bang for your buck" improvement over 40nm, and in most cases, absolutely no bang improvement regardless of the price.