Here's why the margin and price myth will be busted
Here's why prices will rise, courtesy of wallisweaver and semi_equip_junkie
---- The economics of 20nm /14nm foundry process will be equally sobering... 1.7 increase of 20nm litho cost compared to 28nm means - that guy and other ARM suckers still believe ARM can manufacture "cheaply".... According to Barclay 80% of Intel's 22nm equipment is extendable to 14nm - TSMC will spend a huge chunk on capex ----
A key function of fab engineering teams is tool selection. Are you implying that TSMC and others are inferior to INTC in identifying toolsets that deliver on cost, performance, and lifecycle? What evidence do you have to support this claim?
[He's not implying anything of the sort. Can't you read? He's saying that Intel has a 22nm /14nm foundry process that allows them to use 80 percent of equipment from 22nm on the 14nm process and ARM doesn't have the same 20nm/14 process. Because they don't have any 20nm/14nm process. ARM has to spend huge Capex to get to Intel's level. And it will take at least 4 years...]