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goafrit
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Re: TSMC 16 nm
goafrit   1/22/2014 3:42:43 PM
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>>  But yeah this is the chance for competition.

I am yet to see the real competitive advantage between 22nm and 16nm. All this quest to get down to the next lower feature size does not add much value. Transistor is free in the digital domain. The extra space saving is good but customers are not buying that. They are looking at great power performance which nanometer CMOS technology hampers by higher dyanamic and static power losses.

geekmaster
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Re: No dedicated 14 nm capacity
geekmaster   1/21/2014 1:05:29 PM
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This makes much more sense. About 80% of 22nm equipment can be used for 14nm.  To upgrade their 22nm facilities to 14nm appears to be a much better economical choice than upgrading their facilities which still run at 65nm or 45nm.

resistion
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Re: TSMC 16 nm
resistion   1/21/2014 9:33:00 AM
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I think TSMC already taped out the densest FinFET process (16 nm): http://www.eetimes.com/document.asp?doc_id=1280693

Intel probably already has had many 14 nm tapeouts (internally). At least, that's the hope.

resistion
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No dedicated 14 nm capacity
resistion   1/21/2014 9:24:40 AM
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The Intel spokesman said all currently planned 14 nm capacity would be shared with 22 nm (Arizona) or development (Oregon).

http://www.xbitlabs.com/news/other/display/20140115222750_Intel_We_Have_All_14nm_Capacity_We_Need.html

Some Guy
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Postponing Fab 42, not 14nm or 450mm Wafers
Some Guy   1/20/2014 2:07:48 PM
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Seems like a lot of folks here jumped to conclusions not warranted by the Reuters article, nor the Intel statements.

Intel has postponed the final commissioning of a building (Fab 42). That's it. All the other stuff -- 14 nm, 450 mm wafers -- is still going forward, just in different buildings.

 

rick merritt
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Re: Hope we get an update
rick merritt   1/20/2014 10:21:47 AM
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Next questions:

--What affect will Intel's delay have pon the industry move to 450mm wafers given Intel was one of the biggest companies pushing the shift?

--What will Intel spend on capex in 2014, how does that compare to its nearest rivals such as Samsung and TSMC, and what are the implications of that?

KB3001
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Re: good move by Intel
KB3001   1/19/2014 4:14:11 PM
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Yes, the fact they opened their fabs to Altera etc. proves they have extra capacity which they cannot fill in with their own products.

KB3001
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Re: good move by Intel
KB3001   1/19/2014 4:11:40 PM
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"The question is whether this is a 'shrink to grow' situation where they move to a new model or if it is just cutting costs to try to wring out a few more years on the old path."

 

I think they should go the IBM way i.e. become a service company with high end fab capability (and spin out the bulk of their fabs as a foundry business). I think that's what's gonna happen in the end....

Sheetal.Pandey
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Re: TSMC 16 nm
Sheetal.Pandey   1/19/2014 7:21:52 AM
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Wow Samsung seems to be everywhere in the race whether its smartphone or Fab. I guess their marketing strategy and the fact that they belong to other region makes lot of difference. But yes demand for PCs is decreasing and no one can deny that.

ilmenauer
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Re: TSMC 16 nm
ilmenauer   1/17/2014 6:56:04 PM
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I really do not think that TSMC would be the one who will tapeout 16 nm first. But yeah this is the chance for competition.

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