Semiwiki on LinkedIn Semiwiki on Facebook Semiwiki on Twitter Register / Log in 
Array
(
    [content] => 
    [params] => Array
        (
            [0] => /forum/index.php?threads/ibs-vs-cset-wafer-price-estimates.13360/
        )

    [addOns] => Array
        (
            [DL6/MLTP] => 13
            [Hampel/TimeZoneDebug] => 1000070
            [SV/ChangePostDate] => 2010200
            [SemiWiki/Newsletter] => 1000010
            [SemiWiki/WPMenu] => 1000010
            [SemiWiki/XPressExtend] => 1000010
            [ThemeHouse/XLink] => 1000970
            [ThemeHouse/XPress] => 1010570
            [XF] => 2021370
            [XFI] => 1050270
        )

    [wordpress] => /var/www/html
)

IBS vs CSET wafer price estimates

F

Fred Chen

Moderator
I came across wafer price estimates from IBS here: https://www.eetimes.com/samsung-ready-with-5-nm-euv/, so I plotted those estimates against the recent one from the CSET AI report recently discussed in this forum: https://semiwiki.com/forum/index.php?threads/5nm-wafer-cost-very-high.13101/. The nodes considered by CSET and IBS overlap only for 16nm to 5nm.

CSET vs IBS wafer price estimate comparison.png


The agreement in value is best at 7nm but differs significantly elsewhere, most of all at 5nm. Perhaps, the average of the two is closest to the truth?
 
I agree with the average for 5nm. The question I have is why the huge difference at 5nm? Something is definitely off with both calculations.
 
Daniel Nenni said:
I agree with the average for 5nm. The question I have is why the huge difference at 5nm? Something is definitely off with both calculations.
Click to expand...
The assumptions about the customer are different. CSET is assuming a large GPU, IBS assumes something closer to an iPhone SoC. The IBS data here is from last year, CSET from this year.
 
You must log in or register to reply here.
Back
Top