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Recent content by raghu78

  1. R

    TSMC’s Leading-Edge Fab Investments Set Stage for Sale Surge in 2H19

    Thanks Daniel. I appreciate you asking those questions. Scotten Jones was spot on with his calculations. Great work by Scotten. https://semiwiki.com/semiconductor-manufacturers/samsung-foundry/8157-tsmc-and-samsung-5nm-comparison/
  2. R

    TSMC’s Leading-Edge Fab Investments Set Stage for Sale Surge in 2H19

    Daniel If its possible can you ask the following questions 1. What are the key specs of N5 and N5 HPC . Minimum Metal Pitch, Contacted Poly Pitch, Track height . Transistor Logic density, SRAM cell size . 2. Does TSMC N5P have an increase in logic density vs N5 ? 3. Does TSMC N3...
  3. R

    Is Intel 10nm really denser than TSMC 7nm?

    Samsung 3nm GAA is expected to be roughly the same density as TSMC N5. Samsung 5nm is not a full node jump in terms of density. Its a mild tweak of their 7LPP node which is explained in their recent foundry roadmap presentation and their process specs...
  4. R

    Is Intel 10nm really denser than TSMC 7nm?

    Oh thats interesting news. I am looking forward to TSMC discuss about their 3nm process. TSMC does take a very cautious approach to leading edge semiconductor manufacturing as literally the entire fabless industry depends on them.
  5. R

    Is Intel 10nm really denser than TSMC 7nm?

    On TSMC's Q2 2019 earnings call they were asked if they are moving to 3nm GAA in response to Samsung's planned 3nm GAA node which is expected to be in volume production in late 2021. TSMC said they have evaluated all transistor device options and in discussion with their customers have made the...
  6. R

    Is Intel 10nm really denser than TSMC 7nm?

    Daniel David Schor is a very well known and respected writer on semiconductor technology. He attends all the industry events like IEDM, HotChips, SEMICON, VLSI, SIGGRAPH (and many more) and other company specific events held by Intel, TSMC, Samsung, AMD and many others. At times...
  7. R

    Is Intel 10nm really denser than TSMC 7nm?

    Daniel TSMC 7+ is already in volume production while N6 will start risk production in Q1 2020, be ready for tapeouts in H2 2020 and volume production is slated for end of 2020. TSMC stated in their earnings call that a few of their customers have taped out on 7+ this year. AMD's Zen 3 is stated...
  8. R

    Interesting notes from the TSMC Q2 2018 Call

    Daniel I agree with your view that EUV will not be widely used in HVM until 3nm. I think Apple is unlikely to use N7+ for 2019 iPhones. Apple Clouds ASML Earnings Forecast - Barron's FINFET is likely to run out of steam at 5nm especially for high performance. TSMC mobile customers...
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