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GloFo, Samsung in race to 14nm

2/6/2013 10:00 AM EST
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mranderson
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re: GloFo, Samsung in race to 14nm
mranderson   2/8/2013 3:13:46 AM
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I would say that there are several more customers. People are willing to pay for advances in consumer and industrial electronics, but more products will become commodities with only software and firmware to provide differentiation. Many cell phone designs are already starting to look and feel similar to each other. I would not be surprised though to see people sneak in a special 28nm chip for example into their designs for some hardware customization for say a 8 inch or larger tablet form factor device.

resistion
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re: GloFo, Samsung in race to 14nm
resistion   2/8/2013 3:11:49 AM
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Indeed,the benefit of vertical integration from silicon design to product.

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.

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