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Search results

  1. C

    Intel's Weak 2021 Sales Expectations

    A long time ago, maybe around 2009, I saw it as a battle of Intel (x86) vs ARM (SoC) and predicted ARM would eventually win. However, realized, with the help of this site and Daniels wonderful book Fabless, that is really a battle between the IDM and Fabless business models. No IDM can compete...
  2. C

    Will China master 14nm and what is their future in semi production?

    Shrink will continue, but at a slower pace. The pace of node shrinks has already slowed down a fair bit, and will likely slow down further at 3nm.
  3. C

    Will China master 14nm and what is their future in semi production?

    China has the will and financial wherewithal to eventually catch up. I think it's more of a question of how long it could take. My guess is that the leading foundries will slow down after 3nm and that will provide an opening for China to close the gap.
  4. C

    Google to design own chips

    It was a huge success for Apple to design their own chips, so I'd say it makes lots of sense if they execute well.
  5. C

    Another reason why Samsung should buy GlobalFoundries!

    A Samsung/GloFlo acquisition would be very interesting. It would give TSMC some legit competition.
  6. C

    Google to design own chips

    https://techcrunch.com/2021/08/02/google-is-building-its-own-chip-for-the-pixel-6/ While initially these chips will be designed for Pixel phones and Chromebooks, lets make no mistake about Google's long term plans here. They are aiming for the data center and at Intel.
  7. C

    TSMC refuses to comment on rumor Denso involved in Sony partnership

    True, but there is also no reason a company like Apple can't put it's excess cash to use buying say 10% of TSMC. It's a publicly traded company.
  8. C

    The Semiconductor Heist Of The Century. (is there going to be a semiwiki follow up article on ARM China JV?)

    The department of justice would disagree with you. https://www.justice.gov/nsd/information-about-department-justice-s-china-initiative-and-compilation-china-related
  9. C

    The Semiconductor Heist Of The Century. (is there going to be a semiwiki follow up article on ARM China JV?)

    In theory, they could enter a licensing deal with ARM like Apple does and build their own architecture built around ARM IP, but China doesn't like paying royalties to the west.
  10. C

    The Semiconductor Heist Of The Century. (is there going to be a semiwiki follow up article on ARM China JV?)

    Wow, this boggles the mind. China has absolutely no shame when it comes to IP theft.
  11. C

    TSM raising prices 10-20%

    Traditionally TSMC has lowered prices every year. If, going forward if price increases become more normalized, we can expect a 15-20% growth rate instead of a 10-15% growth rate over the next 5 years. As it stands right now the stock is priced only for a mid/high single digit growth rate. The...
  12. C

    TSM raising prices 10-20%

    I think 10% is something the industry would be ok with. The cost of pretty much everything is up, so 10% would be inflation plus small real price increase. 20% seems pretty high and I can't imagine TSMC raising prices 20% except for a few specialized products. As a TSMC shareholder I'm happy...
  13. C

    Shipped from Taiwan, Assembled in the US

    This is a common approach in other capex intensive industries such as oil and gas. Major equipment modules are manufactured in Asia and shipped to North America where they are put together like Lego.
  14. C

    Samsung to spend 206 Billion on Tech, Intel #3

    As it stands today, I don't think Intel can compete. They may try to make some acquisitions to improve their scale, they may get some government subsidies, and those things can keep them alive for a while longer, but I don't think they will ever regain leadership.
  15. C

    Intel Wins US Government Project to Develop Leading-Edge Foundry Ecosystem

    Edit: The answer is both. They will start with a 5nm fab, and probably build a 3nm fab after.
  16. C

    TSMC to reduce EUV layers for 3nm as part of CIP

    I don't believe Intel 4 has 6 EUV layers either. I think when Intel was planning Intel 7nm several years ago they were originally planning for a small number of EUV layers, but as recent reality sank in they realized that they needed to increase the number of EUV layers. I think the 6 EUV...
  17. C

    TSMC to reduce EUV layers for 3nm as part of CIP

    Intel 4 is formally Intel 7nm right? 6 EUV layers may have been what Intel was originally planning for 7nm, but I think they have decided to increase the number of layers in Intel 4 from the original 7nm plans. That may explain the difference.
  18. C

    TSMC to reduce EUV layers for 3nm as part of CIP

    There will be a supply bottleneck at advanced nodes limited by EUV tooling, so if TSMC can get the number of layers down by 20% while still maintaining performance/quality, it means they could increase output/revenue in addition to reducing costs.
  19. C

    Intel has Lost to TSM, One of the World's Great Treasures

    Indeed many companies make the same claims of customer focus and integrity, but very few walk the talk. It's really amazing the kind of long term results that are possible when a company truly does put it's customers ahead of it's short term profitability. The kind of trust that is built over...
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