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GloFo, Samsung in race to 14nm

2/6/2013 10:00 AM EST
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joshxdr
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re: GloFo, Samsung in race to 14nm
joshxdr   2/8/2013 3:04:07 AM
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Does that imply that Samsung will rule the foundry world? Will they take over from Intel the mantle of logic process technology leader?

the_floating_ gate
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re: GloFo, Samsung in race to 14nm
the_floating_ gate   2/7/2013 6:27:45 PM
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Samsung will rule ARM world: 1.) they have their own fabs they are foundry and IDM; and they compete directly with their customers (Apple) 2.)they leverage NAND, LPDRAM and display cutting out the middleman Apple gave Samsung business and they created a monster. It's going to be a repeat when Samsung entered the DRAM market about 25 (?) years ago. "Only analog/power semi guys will stay and digital is pretty much owned by a few." IMHO that's exactly why TI quit mobile business

SiliconAsia
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re: GloFo, Samsung in race to 14nm
SiliconAsia   2/7/2013 4:56:08 PM
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Fabless-foundry model is broken and TSMC is recently quoting the mask NRE of 16/14nm finfet over $10M. Even this goes down to below $10M over time, the NRE for 10nm or 7nm will be prohibitable for many except a few like Qualcomm, Apple, Samsung and maybe Nvidia, Broadcom and Marvell. The rest will be consolidated and disappear. Only analog/power semi guys will stay and digital is pretty much owned by a few.

resistion
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re: GloFo, Samsung in race to 14nm
resistion   2/7/2013 4:46:29 AM
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Maybe even triple, 16 over 7 ~2.3.

rick merritt
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re: GloFo, Samsung in race to 14nm
rick merritt   2/7/2013 3:03:01 AM
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Good question. GloFo calls it "risk" production. Samsung just calls it "production." I would assume it is a step short of volume production but clearly out of the test shuttle stage.

rick merritt
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re: GloFo, Samsung in race to 14nm
rick merritt   2/7/2013 3:01:08 AM
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So even EUV would require double patterning at 7 nm? Oi vay!

Red Hog
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re: GloFo, Samsung in race to 14nm
Red Hog   2/6/2013 8:14:03 PM
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Rick what does first production silicon by end of the year mean?

minimal.ath
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re: GloFo, Samsung in race to 14nm
minimal.ath   2/6/2013 7:37:15 PM
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Hi Rick. NXE's are EUV machines. Immersion systems are the NXT's and those with an 'i' after a number.

any1
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re: GloFo, Samsung in race to 14nm
any1   2/6/2013 7:36:42 PM
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NXE is EUV, NXT is 193 nm immmersion. I think it's a little early to spend much time thinking about 7 nm node today. But if we only have the currently expected EUV technology, we would have to use double patterning.

rick merritt
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re: GloFo, Samsung in race to 14nm
rick merritt   2/6/2013 6:54:01 PM
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I plan a separate slideshow using several foils on DSA and other double patterning tricks Patton talked about. Stay tuned.

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