Unfortunately ARM CEO is correct.
that is why Intel/Infineon (we) make our mobile ARM SOC at foundry.
Foundry 28nm is better even than Intel 22nm. I know many will not believe but look at back end metal lines. Intel 22nm has CPU metal system that is great for high performance but poor for density.
Intel's 22nm also has much higher leakage, cost, worse analog, worse RF, worse high V transistors in terms of specs and the type of devices offered.
It probably won't be difficult for Intel TD gurus to develop a planar CMOS technology to meet SOC requirement. But it would take time and effort for TD. Besides, mfg. cost in Intel's fabs can't compete with the more cost effective foundry fabs. So why bother, they can use foundry just as well.
Peter, do you know what Warren meant when he speaks extensive range of peripheral circuitry. It seems to imply that Intel could not manufacture SoCs using its FinFet technology due to these circuitry. The IvyBridge processors using FinFet do have PciE intefaces including the analog(ish) serdes and other non-digital PLLs etc integrated. Is there some other type of SoC circuit that is not FinFet friendly?
Either Warren is in a denial mode (i.e. ARM-based SoC is behind Intel) or NC3 wasn't aware of the whole story behind the 22nm at Intel (if I were Intel, I would keep on making the Infineon mobile ARM SOC on foundry because of the risk involved, hence this is no proof of the said issues with Intel 22nm) or people at Intel have been lying through their teeth. Based on the public information, Merrifield is scheduled for release in H2CY2013. This implies that the Merrifield SoC has already been sampled! Warren could be hiring private investigators to validate the birth of Merrifield SoC ;-)
"East said that Intel's 22-nm FinFET is being used for high-volume PC chips" - Warren East in classic understatement mode omitted to mention that its high *margin* PC chips that Intel is making.
This is all playing out along the lines in Clayton Christensen's book which is well over a decade old now. Intel cannot wean itself off its cash cow, just as Kodak couldn't.
@nc3, Infenion uses foundry to make their SOCs. I am guessing that SOC you mentioned is a older design, designed keeping foundry in mind.Doesn't make any sense to make that at Intel Fab.Cost prohibitive. And if a special process is needed, it will take time to develop,
If you work for Intel now, tell me this, where does Intel makes its periphery chips & SOC for its server & MP chips?
Everybody uses slightly older technology to make Mixed mode or analog chips. They do not always need the latest technology.
This is not an excuse for Digital IP & memory they are designed using latest tech.
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