Trouble is that TSMC promises but Intel delivers. People badly underestimate Intel manufacturing prowess when evaluating Intel as a long term investment. There is not a better chip fab company in the world.
This is certainly a sign of things to come. Altera signs a 20nm contract and then moves quickly to embrace Intel's 14nm as a superior choice. Let's hope the others don't waste time and resources bothering with ARM's 20nm first...
are you referring to this PR:
February 25, 2013
Altera and TSMC Continue Long-Term Partnership
Altera Corporation (NASDAQ: ALTR) and TSMC (TWSE: 2330, NYSE: TSM) today reaffirmed their commitment to a long-term partnership to set new milestones in FPGA innovation.
Well check out Xilinx partnership with TSMC
Xilinx Stays a Generation Ahead with Multiple 20nm Firsts
First design tools, product tape-out, and ten customer engagements
SAN JOSE, Calif., Jan. 30, 2013 /PRNewswire/ -- Xilinx, Inc. (XLNX) today announced three major milestones in the execution and introduction of its next generation 20nm All Programmable Devices.
First Design Tools for 20nm
The Xilinx Vivado™ Design Suite, the first SoC strength design suite for programmable devices, will support initial 20nm devices in March 2013.
First 20nm Product Tape Out
In the second quarter of 2013, Xilinx will tape out its first 20nm product on TSMC's 20SoC manufacturing process. Xilinx will be readying device samples this year for strategic customers who can begin implementing next-generation applications.
First Ten Early Access Customers
Xilinx is now engaging with the first ten customers on 20nm architecture evaluations and implementation activities. With availability of documentation since November 2012, Xilinx has been working closely with an increasing number of strategic customers doing early design work.
I have a feeling that Xilinx will be at 14nm or lower in early 2014
4:13PM Taiwan Semi and Altera (ALTR) continue long-term partnership (TSM) 18.25 -0.65 : Co and Altera Corporation (reaffirmed their commitment to a long-term partnership to set new milestones in FPGA innovation. TSMC is Altera's primary foundry, supplying a wide array of processes to fulfill Altera's product portfolio, including soon-to-be-released 20 nm products, existing mainstream products, and long-lived legacy components.
Of course they will continue - my question :
Achronix is shipping 14nm Fin Fet starting this quarter - so how much effort will ALTR put into 20nm?
Based on the news TSMC lost its future business with ALTR - very, very unlikely ALTR goes with both TSM and Intel when it comes to Fin Fet;