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Intel to make 14-nm FPGAs for Altera

2/26/2013 06:01 AM EST
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the_floating_ gate
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re: Intel to make 14-nm FPGAs for Altera
the_floating_ gate   2/26/2013 5:32:32 PM
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Here's the reason for ALTR's move - quote from yesterday when ALTR presented @ Morgan Stanley Tech conference. Intel has die size advantage because it seems very difficult to scale the backend/interconnect. Also FPGA are early adopters of bleeding edge - it's a blow to TSMC Well, the most obvious reason is it's, obviously, a smaller nanometer, 14 versus 20, even though 16 is called, 16 FF, it's actually 20 nanometers. But the real key, as you get to these smaller and smaller geometries, is the need for essentially FinFET or technology that prevents transistors from arcing. And Intel's had that technology at 22 and obviously, we'll have that at 14, and it becomes increasingly important as you move down the nodes and that's the biggest reason. TSMC will have it. We feel that this was a -- those of you that talked to me before, you know that we do a constant evaluation of foundry capability, weighing a number of factors, been really open about that and at this point, we just decided this made the most sense. Keep in mind TSMC still is building all of our products and so they're still a very, very important partner to us

joshxdr
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re: Intel to make 14-nm FPGAs for Altera
joshxdr   2/26/2013 5:55:43 PM
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This is a very dangerous time for Intel. They have had a very good run with x86, but this market is flattening. Intel has huge overhead costs for design and manufacturing, they depend on the growth of x86 to sustain their business model. The fact that Intel is pursuing foundry deals is an admission that they cannot fill their cutting edge fabs with x86, not to mention their older fabs. Intel needs to find a new business model or accept a future where there is a potential death spiral of declining profits, declining technology investiment, and declining leadership in process technology.

rick merritt
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re: Intel to make 14-nm FPGAs for Altera
rick merritt   2/26/2013 6:11:10 PM
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So where's that new Intel CEO?

geekmaster
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re: Intel to make 14-nm FPGAs for Altera
geekmaster   2/26/2013 6:36:25 PM
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Where will they make the 14nm? Ireland, D1X, Fab 42?

luting
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re: Intel to make 14-nm FPGAs for Altera
luting   2/26/2013 7:38:50 PM
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This is huge gambling to Altera since there is no tracking record at Intel that it could deliver a foundry service to outsider. Cost & IP availability will be another major concern to Altera as well.

asianews
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re: Intel to make 14-nm FPGAs for Altera
asianews   2/26/2013 8:35:00 PM
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Altera told Taiwan foundry "still committed 95% of its volume going forward" . Just one product on next generation Intel 14FF. However, this does mean Altera has no interested in Taiwan foundry finfet going forward (16FF or 10FF). Move driven since early test chips on Taiwan foundry 16FF were not promising for speed or power(16FF worse than current FPGA 28HP).

rick merritt
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re: Intel to make 14-nm FPGAs for Altera
rick merritt   2/26/2013 9:16:21 PM
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I wonder what percentage of the foundry revenue and profit than 5% might be?

TarraTarra!
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re: Intel to make 14-nm FPGAs for Altera
TarraTarra!   2/26/2013 10:02:02 PM
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Morris Chang would be perfect for that!

SKYHAWK
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re: Intel to make 14-nm FPGAs for Altera
SKYHAWK   2/26/2013 11:11:13 PM
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One word for Intel foundry. "Capacity", oops they are full now.

Jack.L
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re: Intel to make 14-nm FPGAs for Altera
Jack.L   2/27/2013 1:40:48 PM
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Intel has an architectural license to ARM though they have stated in the past they will not use it. The question for Intel sales and marketing is is this a good back door method for getting into those companies to sell their architecture?

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