The ... is going to hit the fan soon (from ASML board "Jamulmike posts good stuff) -
the ARM ecosystem soon face reality -
ALTR CC: "cost moving to Intel's 14-nm decreases"
As our competition also announced in their recent press release -- or press -- excuse me, quarterly announcement, they mentioned that a 16FF wafer is more expensive than a 20 SoC wafer simply because of the extra processing steps, which makes sense because the FinFET is more complicated to manufacture. All of which means if you take a design and move from 20 SoC to 16FF, the resulting die is more expensive to implement and your product, therefore, is going to cost more. We're working with Intel with 14-nanometer. Intel has a true 14-nanometer technology, which means that the product scales, you're getting much smaller die size. And therefore, your cost moving to Intel's 14-nanometer decreases, which is exactly what Intel has discussed publicly, where they've said that, as they forward to 14 and then to 10, Moore's Law will continue and Moore's Law, of course, is the doubling of transistors with a corresponding cost reduction. So we think from a cost standpoint, we've made the right move in moving to 14FF. Less
While I would like what ALTR said to come true, I am skeptical. I think it was a too forward looking statment. Moreover, usually in earnings calls, companies do not talk about suppliers, customers, partners, competitors, etc, in terms of their srengths and weaknses, in this much details. Overall, it looked like a talk by Intel marketing department. ALTR leadership may be overexcited, overinfuenced by Intel marketing presentaton.
Or may be ALTR has a good understanding of Inel's offerings. I hope my skeptism turns out to be false in a year down the line.
FinFets are a major breakthrough in Semi manufacturing. Very few people thought it could be done. TSMC and other foundries only hope of doing FinFets is by copying Intel, which should take them 5 years. If they can't copy the recipe, they may never be able to do it.
"Beyond that, outside of having a cost advantage over the competition, obviously at the high end, what we'll also have is -- because we're in a 14-nanometer transistor, we'll have a performance advantage, we'll have a power advantage. And then also because we're in a much smaller geometry [ph] process technology, we can make much more highly integrated devices, which means we're also have a density advantage. So this is why we say moving to the high end, our competition is somewhat trapped in that they're going to try to compete with us with a more expensive technology. We've got really a more cost-effective technology combined with better feature set.
And we don't see anything coming on the horizon in the foundry industry, which really will catch up over the next 5 years, which is why I comfortably say that for the next 5 years, we will own the high-end.
And as we've talked about before and our competition has as well, the high-end is half of the FPGA industry in revenue. So I just wanted to follow up with that because similar question was around why Intel, and I think it's important to understand that scaling that process advantage, that node advantage is really critical to high end, and that's what we get with Intel."
Romit J. Shah - Nomura Securities Co. Ltd., Research Division
Yes, that's fair enough, Ron. My second question was just on your 14-nanometer part Stratix 10. Have you guys gotten any customer feedback at this point?
John P. Daane - Chairman, Chief Executive Officer and President
Yes. It's been stellar. And the reason it works so well is the number of the major customers who use ASICs are looking at utilizing the most advanced technology for their ASICs. Obviously, as they've gone through and reviewed different foundries, they realize a substantial advantage that one would have with the 14-nanometer technology. So it was a pretty easy sell from that perspective. And this puts us so far out in the lead in terms of density, in terms of performance, of power, that the feedback has been from our customer base of trying to figure out with us how could we accelerate some of our designs into 14. So we really think that as we introduced this technology, that we will not have competition for many, many years. And no matter what the competition and there's many foundries that one can utilize, whatever they call their technologies, we don't see anybody catching up to Intel in 14 for the next 5 years.