They showed it today. This is not good. Where is the 3 to 4 year process advantage that everyone is claiming? Intel is spending $12B+ a year on process & can no longer keep a competitive advantage. Intel management keeps saying Fabs are their biggest asset., that only they have the "secret sauce" to make FinFet work..... Something is very wrong with this company.
16FF is still a WIP and under development. Check their very own slides and comments and see how much still needs completing. I would suggest it is at the same level of maturity as Intel's 10nm never mind the 14nm which is about to ship in production to build Broadwell inventory for 2014 launches.
p.s. their 10FF gate density improvement claims confirms that as having a 14nm back end so Intel will maintain its one node density advantage over the foundries for years to come.
"TSMC execs did not mention the added costs and the reduced density in talks here, and they were not available for interviews afterwards. In past events the execs remained in the hall, answering a few questions for reporters and others, but this time they left the hall directly after speaking."
They won't display cross sections of their 3D transistors either.....
Intel had its finfet working 10 years ago. It takes that long at least to mass produce it and bring
it to market with acceptable yields. And even if TSMC has a 16nm working today, they may or may not
ever be able to have decent yields on it to sell them at competitive prices.
Intel has had several conferences explaining the process and timetable of bringing a certain technological advancement to market. You probably don't pay attention to important things like that. Just like to post stuff to try to annoy Intel longs. Good thing for us, Intel is very informative to their investors.
Sentiment: Strong Buy