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It probably doesn't make any difference if ASML are prevented from selling DUV machines, or not. The other equipment (plasma etch, film deposition, etc.) needed for wafer fabrication is already on the export ban list. A DUV machine is useless if they can't get the other stuff.
Recently, Huawei claimed to make a breakthrough in EUV light source design and filed a patent. Obviously, they have a long way to go, but could they eventually pull it off and break ASML's monopoly in EUV?
The Intel 4 node will be barely used. The only products are one chiplet of Meteor Lake laptop (U series) and Granite Rapids. I suspect Meteor Lake desktop will be on Intel 3. Even Granite Rapids will be quickly moved to Intel 3. Presumably, the initial Granite Rapids product will only have the...
If Intel 3 really includes everything (I/0, high density, high performance, ultra high performance cells), then they could manufacture their entire product range using their own labs without depending on TSMC
The U-series would suffer with the chiplet architecture, because it uses more power. This is the reason that AMD don't use chiplets for their mobile processors (up til now neither did Intel)
I've heard 20A is not a complete node (which is probably why Arrow lake is using TSMC N3 chiplets)
I was just reading an interesting article at angstronomics. They say:
"Intel 4 is also an incomplete node, only offering a single 3-fin library and a minimal I/O library for chiplet-only interconnect to accelerate Time-To-Market (TTM). (https://www.angstronomics.com/p/the-truth-of-tsmc-5nm)"...
Well, I already made the financial argument, so you can believe what you want.
Just let me remind you this is actually the third time that Intel tried to start a foundry business. The previous time LG was one of the initial customers for their 10nm process and they got burned badly. Their...
when a new node ramps up the capacity is always constrained, so Intel don't even have enough capacity for their own products, let alone external customers. You can't just say "chiplets" and wave your hands. Only servers are currently using chiplets but they still are big enough (400mm2)
Plus...
Not really. IFS is business, but just for older nodes. For leading edge maybe they give a very small capacity to external customer, but it won't be until after the initial ramp up
Intel is not the same as TSMC or Samsung, because they compete with their own customers for foundry services.
They will never give external customers access to any new leading edge node, because they require 100% of that node for their own products. Foundry is only 1% of Intel's business, they...
Maybe I didn't explain well. A new node has limited capacity as it ramps up. Usually, Intel does not even have enough capacity for their own products on the new node. If they let an external customer use it then there's even less available and that's going to delay role out of Intel's products.
If Intel allowed a big customer use their leading node ahead of their own products it would delay Intel's product and they would lose competitive advantage against AMD. I would highly doubt Intel would do that.
