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rick merritt
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No love, no clarity
rick merritt   4/10/2014 7:46:22 PM
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I'm not hearing the love on FD SOI or any clarity in 450mm wafers.

resistion
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Re: No love, no clarity
resistion   4/10/2014 8:30:53 PM
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True panic will ensue when SMIC gets to 28 nm before Intel's 14 nm really ramps. It's not a remote possibility.

ScottenJ
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I agree with the panel
ScottenJ   4/11/2014 3:14:18 AM
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FDSOI is a really interesting technology for low power but doesn't have enough support amoung device manufacturers to be anything more than a niche. I ran through the math in an article posted here: https://www.semiwiki.com/forum/content/3128-soi-future-flop.html I don't see it representing more than 5% of leading edge logic.

450mm is likely pushed out until after 2020 to around 2023.

lidation
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Re: No love, no clarity
lidation   4/11/2014 3:33:42 AM
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I highly doubt SMIC would be at 28nm any time soon.

resistion
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Re: No love, no clarity
resistion   4/11/2014 3:41:52 AM
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I don't think they're in a rush, but on their way there.

rick merritt
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Re: No love, no clarity
rick merritt   4/11/2014 9:31:49 AM
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@resistion: I don't understand what you mean by "panic" will ensure if/when SMIC gets to 28nm before Intel ramps 14nm? Just being funny, or...?

rick merritt
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Re: I agree with the panel
rick merritt   4/11/2014 9:32:44 AM
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@ScottenJ: Thanks for the crisp analysis.

Why so long to get to 450mm wafers?

resistion
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CEO
Re: No love, no clarity
resistion   4/11/2014 10:46:40 AM
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It has been the general impression that Intel 14 nm would arrive soon while SMIC 28 nm would always be delayed. The surprise is the other way around. It would disturb ("panic") those who have held the former stereotype.

It's not to criticize Intel or praise SMIC. SMIC has no reason to rush 28 nm, but it can only gain by getting there. Intel has lots to lose to not get to 14 nm, but it should be the first to get there; clearly it's more difficult than previous nodes.

ScottenJ
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Re: No love, no clarity
ScottenJ   4/11/2014 11:17:32 AM
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My information is that Intel is in production on 14nm now and ramping up.

ScottenJ
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Re: I agree with the panel
ScottenJ   4/11/2014 11:18:50 AM
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Intel was the big driver for 450mm and with their fabs relatively empty and fab 42 on hold they have pulled their support.

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