You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
IMHO I would be cautious about taking these comments from company as reported. Material and cost are way up, absolutely. But the reason for Germany delay and Intel wanting more money is not just cost. I would worry about whether the current Fab 52/62 gets completed, then if Ohio gets started...
The meteor lake S cancellation and the fact that meteor lake will not be available to customers until the end of 2023 is kinda old news now. Perhaps Arrow lake will be on time.
This is good info and matches our concern that we need to be skeptical of PR "paper launches" with limited customers or skus. I personally hope to be able to buy a Meteor Lake notebook in Q1 2024
Shipping is vague. Release is vague, ready-to ship is vague, HVM ready is vague, production is apparently vague. When you see the announcements and the dancing in 6 months, you will know what I mean.
Please state when you think we will be able to buy a product with Intel 4 technology. Daniel...
Perhaps we should be careful with Intel roadmaps. Reminder: Intel 4 (7nm) completed development many years ago.... QUOTE from Intel in 2014: "Intel to hit 10nm in 2016, with 7nm CPUs arriving in 2018" ... lets see when the products actually are available. I would focus on Intel 4 and Intel 3...
The first product on Intel 4 is Meteor Lake. If Meteor lake is delayed. Then Intel 4 is delayed. EUV volume learning is delayed. Product or process ... I am sure Intel people are arguing about that internally as well. When will we see a PC with meteor lake that we can buy? I don't care if it is...
So when do companies start cashing checks from Chips act? It is not clear who get the money, when and how much. Right now its like the lottery.... every thinks they are going to win big
I think the "designed constraint" flaw depends on how literal you take it. There is always a limiter on the computer report and not all areas are equal. A balanced fab still needs to decide whether to delay or add a $20M (or $100M) tool install based on the performance of other tools and process...
Good Input Scotten. Just to add to that: every Fab I worked at was organized to have Litho be the constraint for obvious reasons. On the official capacity report, litho was the constraint. However 75% of the time, on the daily ops report, the bubble was not at Litho. Reason is variability...
I am not clear on what Daniel's take is on this article. TSMC wafer prices vary by volume and customer. 20K is not outrageous for a new node. If customers don't want this, then they can stay on old node or negotiate a better price. and the price will drop in the future, just like 10nm.
Side...
