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Intel Corporation Message Board

  • wallisweaver wallisweaver Jan 22, 2013 5:37 PM Flag

    "Foundries like TSMC can’t advance technology as fast as Intel..."

    "Foundries like TSMC can’t advance technology as fast as Intel, because they focus on offering low prices and many designs to hundreds of customers. On a trip to Taiwan last summer, Harvard Business School professor Willy Shih heard that TSMC likely won’t match Intel’s 22-nanometer 3-D transistors for two to four years, a gap he characterized as “enormous.”

    Intel is confident that its advanced manufacturing will eventually make the difference. Intel says it can build its newest chips with different types of transistors to enable some functions to prioritize efficiency, and others performance. It’s a flexibility others don’t offer, and could enable devices capable of both, say, powerful 3-D graphics and long battery life."

    Sentiment: Strong Buy

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    • semiconductorguy@rocketmail.com semiconductorguy Jan 23, 2013 3:27 AM Flag

      Yes lets listen to Wallis the accountant. He knows all there is to know about semiconductor design and manufacture. Don't worry about the laws of physics, Wallis knows best.

    • semiconductorguy@rocketmail.com semiconductorguy Jan 23, 2013 12:14 AM Flag

      Then why did Apple pass up Intel 22nm for TSMC 20nm? Because Intel can't yield anything but their own stuff at 22nm. Go ahead and quote Otellini, he got served........ Intel missed mobile.

    • If we look at only low power, today, TSMC is at 28nm in volume production while Intel is only at 32nm. Between sometime towards the end of 2013 and the middle of 2014, Intel will be at 22nm while TSMC remains at 28nm. After mid-2014, TSMC will have 20nm in volume. So TSMC is ahead till the end of the year and then again after the middle of next year. Seems like they're about even. Where's the 2 to 4 years coming from?

      • 4 Replies to khitchdee
      • "If we look at only low power, today, TSMC is at 28nm in volume production while Intel is only at 32nm."

        [Intel has been producing volume at 22nm for some time and is close to phasing out Sandy Bridge. This year Intel will have five factories producing 22nm. Now that's what you call volume production. That little piddling amount of 28nm that TSMC is producing is a joke...]

        "Between sometime towards the end of 2013 and the middle of 2014, Intel will be at 22nm while TSMC remains at 28nm."

        [Intel will be in production on 14nm FinFET this year with sales starting in 2014. TSMC will be at 28nm just about forever...]

        "After mid-2014, TSMC will have 20nm in volume."

        [Ha. Yeah, like they have volume on 28nm now. Let us not forget the innate inferiority of TSMCs 20nm, It's planar and not FinFET which means reduced performance and economics. Let us not forget the inferiority of TSMC's ramp which is no where close to that of Intel and is getting worse with each new node. Let us not forget the inferiority of ARM's economics which declines with each new node while Intel's improves. 20nm planar is so inferior that ARM foundries are considering skipping it entirely to attempt an almost impossible two node jump directly to FinFET...]

        "So TSMC is ahead till the end of the year and then again after the middle of next year. Seems like they're about even. Where's the 2 to 4 years coming from?"

        [Lies, lies and yet more lies. How do I know that you are lying? Because you are posting. The two are indistinguishable. Other than not a word of what you said is true, I didn't have a problem with your post. Except in trying to discern any difference from the rest of the garbage you post... ]

        Sentiment: Strong Buy

      • Intel is shipping the 22nm SoC chips this year.

        From Intel's cc
        Paul Otellini's opening comment

        Later this year, we will ship 22 nanometer versions of our Zion and Atom products for the data center, bringing the power, performance and efficiency benefits of 3D transistor technology to our entire data center product line. In 2013, we will also begin to deliver the industry's first 22 nanometer tablet and smartphone SoCs to OEMs. We are now shipping our single mode data LTE baseband to customers and over the course of the year will begin delivering multimode data and voice modems to customers, giving us a full complement of competitive technologies to grow our device business.

        Last, but not least, we will begin our transition to 14 nanometers as we begin the world's first 14 nanometer products towards the end of this year. We see the industry in a period of transition and hyper innovation. We are well-positioned to take advantage of these trends across the spectrum of computing from the lowest-power portable devices to the most powerful data center servers and everywhere in between.

      • TSMC is at 28nm in volume production
        Not even 50% of TSMC 28nm output is HKMG - Intel has it at least four years in VOLUME production.
        TSMC will increase portion of HKMG to 50% in 2013
        Read the transcript before blowing smoke
        "After mid-2014, TSMC will have 20nm in volume."
        TSMC target is 30% @ 20nm of total revenue in 2015
        Read the transcript

      • You are assuming TSMC can do 20nm in Volume by mid 2014 for one thing. Thats a very iffy assumption, given that Intel has working samples of SOC 22nm, while TSM has none.

 
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