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Intel Corporation Message Board

  • bacbacker bacbacker Jul 2, 2013 11:20 PM Flag

    TSMC, GlobalFoundries, And Samsung Can't Save ARM And AMD From Intel's FinFETs

    A fascinating article by Arnold Frisch! Here's the conclusion of the article:

    Now, we have a chronology that defines what was involved and how long it took to bring these chips to market. We also know that Intel is taking another two years after P1270 (22nm FinFET's) to bring P1272 (14nm FinFETs) to market.

    I think we are starting to get an understanding of why Samsung is now buying Intel chips. They realize that they can't wait that long to develop this technology for their own semiconductor manufacturing lines. They need to buy from Intel to remain competitive with others who are or will be buying from Intel.

    Now, tell me again how TSMC is going to pull this off in a year. Tell me how GlobalFoundries is going to do it in six months. Tell me how they are going to work out a viable manufacturing process for FinFETs, build and/or outfit the plants, bring up the plants, achieve manufacturing yields, develop design rules and models, and then build chips - just as Intel did.

    Can't be done!

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    • Now if INTC shareholders can hang on for the next three years......

      Sentiment: Hold

    • Yeah, the message is drop dead one and all, for nobody can compete with INTC. Gotta back it up with some big contracts/customers moving away from comp and towards INTC

      Sentiment: Hold

    • Arm and amcc will soon catch up too finfets it s a matter of time .

    • great great article

    • And this is why I don't worry about the latest dip in the stock price. It's clear what is happening and what will happen. We will see the ARM world fail and fail badly to meet the fabrication schedule that the marketing department has laid out. Why are the ARM foundries making these predictions that they can't possibly meet?

      They simply don't have a choice. If they told the truth there would be literally a stampede to Intel by everyone who could get Intel to take them. By making outlandish promises they buy a little time to attempt the impossible. Will it help? No, it won't fix anything. It will merely delay the inevitable.

      As Arnold indicates, the ARM foundries have years and years of work just to get to a half-step to FinFET. The reality will come clear as dates start to be missed. Intel is ready to move up to a two process node advantage in six months. Anyone who wants this state-of-the-art technology has to be working with Intel now. So, there are quite a few of the big boys of mobility who are already late to the game. And they know they have to come to Intel or their competitors will.

      Wall Street continues in denial as if something might happen to turn this around. Nothing is going to turn this around. The situation was created by ten years of effort and billions and billions of dollars. ARM can not and will not get back into the game.

      Not everyone is oblivious to what is happening. The 14 dollar drop in the ARM stock price is evidence. That drop should have been accompanied by a huge move up in Intel's stock price.

      This latest dip in Intel's stock price will just make it that much sweeter when the trap closes on Wall Street. Intel longs will laugh last, long and best....

      • 4 Replies to wallisweaver
      • Hey wallis world get a life everybody is going too catch your mitty intel just wait for 64bit. Its going to bite itel in the #$%$.arm and amcc will take market share.its just a matter of time bank on it..

      • "the latest dip in the stock price"

        late 2000 to now? armh is making a fool out of you, intc 24, armh 24, now look. 1 is 37, 1 is

      • And this is why I don't worry about the latest dip in the stock price. It's clear what is happening and what will happen. We will see the ARM world fail and fail badly to meet the fabrication schedule that the marketing department has laid out. Why are the ARM foundries making these predictions that they can't possibly meet?

        They simply don't have a choice. If they told the truth there would be literally a stampede to Intel by everyone who could get Intel to take them. By making outlandish promises they buy a little time to attempt the impossible. Will it help? No, it won't fix anything. It will merely delay the inevitable.

        As Arnold indicates, the ARM foundries have years and years of work just to get to a half-step to FinFET. The reality will come clear as dates start to be missed. Intel is ready to move up to a two process node advantage in six months. Anyone who wants this state-of-the-art technology has to be working with Intel now. So, there are quite a few of the big boys of mobility who are already late to the game. And they know they have to come to Intel or their competitors will.

        Wall Street continues in denial as if something might happen to turn this around. Nothing is going to turn this around. The situation was created by ten years of effort and billions and billions of dollars. ARM can not and will not get back into the game.

        Not everyone is oblivious to what is happening. The 14 dollar drop in the ARM stock price is evidence. That drop should have been accompanied by a huge move up in Intel's stock price.

        This latest dip in Intel's stock price will just make it that much sweeter when the trap closes on Wall Street. Intel longs will laugh last, long and best....

      • tsmc can't even "reverse-engineer" their way to FinFet. Here's Russ Fischer comments on the matter:

        "At a recent invstment conference Paul Otellini plainly said that TSMC has reversed engineered Intel's processes, with increasing difficulty, for decades. He went on to say that at 22nm the ability to reverse engineer is now gone. The devices are so small that only a handful of transistors can be seen under the most powerful scanning microscopes....a handful out of billions, how do you do old fashioned trouble shooting? Even TSMC's decision to go gate last was based on Intel's decision to go gate last. This one they will have to do one their own."

 
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