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Intel Corporation Message Board

  • intc40endofyear intc40endofyear Jul 24, 2013 10:54 PM Flag

    HOLY SHEET!! ALTERA CEO SAYS FOUNDRIES WON'T CATCH INTEL'S 14NM FOR NEXT 5 YEARS

    "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"

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    • "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"

    • Altera's comments are very irresponsible & should never have been made as it is revealing confidential information. Intel should be very upset. Intel is player poker & its hand just got revealed to the world. No wonder that Apple is rumoured to be buying its own Fab.

      • 3 Replies to backbay_bstn
      • In terms of Intel, I think it's important to kind of walk through the cost structure and why we believe that choosing Intel was the right technology, specifically for us and for the high end. Just to talk -- and maybe it's worthwhile to take a step back and look at what's been offered from TSMC. So we're implementing our Arria 10, which is a midrange product in the 20-nanometer SoC product, which is a great midrange, has the right cost structure and future set for that. As we've also seen in the press, 16FF, which is TSMC's FinFET process, does not scale from 20 SoC. So what that means is, if you implement a design or the same design in 16FF, it results from the same die size as what you had in 20 SoC. 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. 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.

      • Hmmmm. The Altera CEO indicated that Intel had "vetted" and approved of the release. Clip of quote below. If that upset you, you would blow a gasket if you actually read the transcript or listened to the call. The new Altera foundry came up in almost half the analysts questions .... Romit, ... Danely, .... all GLOWING and positive. 19 references to "Intel".

        "John P. Daane - Chairman, Chief Executive Officer and President

        Yes, to start with Intel, so as we stated in our press release, by the way, our press release was vetted by Intel before it was released. We're the only major FPGA company that will have access to 14-nanometer and potentially beyond. So it's not tied to a few years, it's tied to as long as we continue to work with Intel as a partner. We will have access to it and the other major FPGA companies would not. Why did we say major FPGA companies? Well, remember they're working with a few startups. And so obviously they wanted those companies to have access and continue to have access to technologies. So our major direct competitor cannot work with Intel at this point for FPGAs. They wanted to implement a graphics product or something else. Obviously, that's not within the jurisdiction of this contract."

      • "Altera's comments are very irresponsible & should never have been made as it is revealing confidential information. "
        doof wie Stulle - you're one of the worst rats pretending to be Intel long

    • READ THE THREAD "Pay attention to ALTR !!!" FOR MORE INFO..THANK YOU semi_equip_junkie and justfine790!

 
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