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Intel Corporation Message Board

  • wallisweaver wallisweaver Dec 29, 2012 9:43 PM Flag

    What Chump Street Doesn't Get - Yet

    For a technology to be utilized in high-volume production, costs must be lower than previous generations of technology.It is appropriate to analyze the cost factors for the different versions of 28nm as a baseline for the decisions on 20nm.

    20nm bulk planar CMOS technologies will have slow ramp-up in wafer volumes, and it is appropriate for the vendors and users of the wafers to evaluate other options, which can include enhancements to 28nm.

    Making the wrong technology decisions at 20nm can cost wafer manufacturers and fabless companies
    billions of dollars.The decision processes for the high-volume applications should be cost-driven, and it is important to use cost data that provides an accurate perspective on the real situation that is occurring at 28nm and what is expected to occur at 20nm.

    If Intel considered that 22nm bulk CMOS was not viable, it is unlikely that any other company will have good success at 20nm based on a shrink of 28nm planar technologies. However to compete effectively, introducing a FinFET two generations after Intel is not the optimum response…"


    [Of course this is much, much too complicated for Chump Street to understand. So, let me translate it into Chumpese: "ARM is screwed..."]

    Sentiment: Strong Buy

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