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Intel Corporation Message Board

  • wallisweaver wallisweaver Dec 29, 2012 8:26 PM Flag

    " lackluster demand for 20nm planar..."

    "Samsung is expected to follow a similar path. In many respects, the foundries appear to be luring customers into making the giant leap from 28nm (or above) processes to finFETs, thereby skipping 20nm. The reason is largely due to lackluster demand for 20nm planar, and they are aggressively marketing their finFET technologies right now."

    [Note the combination of "lackluster demand for 20nm planar" and "GIANT leap" to FinFET. The interesting thing here is that there is no solution to ARMs problem. If they go with planar 20nm, then they have a lousy product with an expensive cost at a very critical time. Critical time in everyone in the ARM camp considering whether to jump to Intel's superior technology and manufacturing. If they go with the process jumping to 14/16nm FinFET, then that won't arrive in volume for at least three years. At some point, Chump Street is going to discover this and the ARM P/E ratio will be going over its own fiscal cliff into the abyss. If any of you little fanbois or shills have a counter-argument, then trot it on out here and let's take a look at it. I won't hold my breath because I've noted that only the most ignorant of the short shills make any attempt to apologize for ARMs fabrication woes these days...]

    Sentiment: Strong Buy

 
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