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Intel Corporation Message Board

  • intc_inside intc_inside Jan 2, 2012 10:43 AM Flag

    TSMC sees tough battle with Intel ahead

    "All of our customers rely on TSMC in foundry production, and Intel relies on its own foundry plants," he said. "If our technologies are not improved enough and Intel keeps improving its technologies, our customers' products will lose competitiveness to those of Intel. It's horrible to imagine the outcome."

    http://focustaiwan.tw/ShowNews/WebNews_Detail.aspx?Type=aECO&ID=201201020022

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    • Hmmm...interestingly, there are others who think the same thing:

      http://www.dailytech.com/ARM+and+Intel+Talk+Trash+About+Each+Others+Chances/article23772.htm

      <Intel claims to have "at least a two year" production process lead over its ARM rivals. While this may be a bit exagerrated, it does look Intel has arguably a one year process lead or so -- only slightly less that Intel's bold claims.>

    • Right. If TSMC want's trigate, they will need to buy it from an Intel fab! I can only guess without trigate, squeezing below 20 nm is not a usable processor. In fact, I wonder if they will be able to get enough current through 20 nm chips to make commercial processors. Maybe if they make enough of them, they could band them together and use them for door stops... too bad. Then there was one...

    • *If* is the important word here and is just a statement of the obvious. Fortunately for TSMC their engineers are more competent than their timid dithery old Chairman gives them credit for who should perhaps retire now with Scaredy Cat pep talks like that lol ! What chairman points customers to potential rivals ?! Idiot.

    • This was a great find. Good work!!!

    • "All of our customers rely on TSMC in foundry production, and Intel relies on its own foundry plants," he said. "If our technologies are not improved enough and Intel keeps improving its technologies, our customers' products will lose competitiveness to those of Intel. It's horrible to imagine the outcome."

      ***

      OMG, I can't believe that the chairman of TSMC said that!!!

      There are so many red flags here for ARM, I can barely count them all. Just some:

      1.) The Chairman of TSMC isn't sure that TSMC can compete with Intel's fabrication cycles. With good reason.

      2.) The Chairman expresses doubt about TSMC being the sole supplier to so many ARM shops:

      "Samsung and GlobalFoundries are newcomers in the industry, Chang said, and suggested that TSMC's customers should diversify their foundry sources rather than rely on TSMC only."

      3.) This is just more evidence that the fabless model is broken and cannot provide even a small number of choices for fabrication to ARM shops. It also brings up the question of capacity as the Chairman is concerned about meeting the needs of customer.

      4.) The ARM fanbois have constantly pounded their shoes on the table and insisted that ARM has no fabrication problems, no capacity problems, no fabless model problems, no technology problems and no production or yield problems. Yet here you have the TSMC Chairman expressing very significant concerns about all of those things. Who are you going to believe?

      5.) Recently some chip executives said some of the same things:

      ""[Making] bulk silicon HKMG at 28-nm is hard. All foundries are having yield issues and defect density issues right now," he said, speaking along the same lines that executives at a couple of chip manufacturing equipment vendors had done a few days before."

      And again the fanbois said, "Don't worry, be happy..." Again, who are you going to believe? Chip execs and the TSMC Chairman or the fanbois?

      I bet every single marketing manager in the ARM world soiled themselves when they read this story. And that's before they threw up...

      • 1 Reply to wallisweaver
      • "All of our customers rely on TSMC in foundry production, and Intel relies on its own foundry plants," he said. "If our technologies are not improved enough and Intel keeps improving its technologies, our customers' products will lose competitiveness to those of Intel. It's horrible to imagine the outcome."

        ***

        OMG, I can't believe that the chairman of TSMC said that!!!

        There are so many red flags here for ARM, I can barely count them all. Just some:

        1.) The Chairman of TSMC isn't sure that TSMC can compete with Intel's fabrication cycles. With good reason.

        2.) The Chairman expresses doubt about TSMC being the sole supplier to so many ARM shops:

        "Samsung and GlobalFoundries are newcomers in the industry, Chang said, and suggested that TSMC's customers should diversify their foundry sources rather than rely on TSMC only."

        3.) This is just more evidence that the fabless model is broken and cannot provide even a small number of choices for fabrication to ARM shops. It also brings up the question of capacity as the Chairman is concerned about meeting the needs of customer.

        4.) The ARM fanbois have constantly pounded their shoes on the table and insisted that ARM has no fabrication problems, no capacity problems, no fabless model problems, no technology problems and no production or yield problems. Yet here you have the TSMC Chairman expressing very significant concerns about all of those things. Who are you going to believe?

        5.) Recently some chip executives said some of the same things:

        ""[Making] bulk silicon HKMG at 28-nm is hard. All foundries are having yield issues and defect density issues right now," he said, speaking along the same lines that executives at a couple of chip manufacturing equipment vendors had done a few days before."

        And again the fanbois said, "Don't worry, be happy..." Again, who are you going to believe? Chip execs and the TSMC Chairman or the fanbois?

        I bet every single marketing manager in the ARM world soiled themselves when they read this story. ____________________________________________________

        4 Star post, Mr. Weaver. It's so easy to see that over time, ARM will be in deep doo doo as customers don't have time to "wonder" if their needs are going to be met. PS, this little gem from TSMC just solidied Intel inside the MacBook AIR for LIFE, in my opinion.

    • I liked the paragraph before your copy/paste:

      "Samsung and GlobalFoundries are newcomers in the industry, Chang said, and suggested that TSMC's customers should diversify their foundry sources rather than rely on TSMC only."

      TSMC is telling its customers that they should not depend only on TSMC. That is a strange quote from the TSMC Chairman. The quote seems to be at odds with what Chang typically says.

 
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