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Intel started having the notorious yield issues at 14nm (before QP) so perhaps it is related to double patterning? They need to get that right, even when they have EUV.
South China Morning Post
January 30, 2025
ChangXin Memory Technologies (CXMT), China's leading producer of dynamic random access memory (DRAM) chips, has advanced its manufacturing technology to 16 nanometres, narrowing the gap with industry giants Samsung Electronics, SK Hynix and Micron...
This seems to be mainly from mature-node (28 nm and higher) pricing for competition? Isn't their advanced process development officially stopped at 7nm (N+2)? They shouldn't be burning money there anymore(?)
One way to frame it could be Intel licensing to TSMC. It is not Taiwan taking business away from US. Intel Foundry has its chance now. It's all the customers' choice.
It could be Intel 18A is fine but too expensive to ramp. In that case, perhaps Intel should ask for more CHIPS funding rather than expect TSMC support.
Intel's 18A release this year should mean Intel is ahead of TSMC N2 with both nanosheet technology and backside power delivery. So there should be no reason for the administration's support of getting TSMC involved, as that would risk giving away Intel's key advantage in 18A.
The reported...
With Trump’s Help, Intel Could Hand Control of Chip Plants to TSMC
The Silicon Valley giant is trying to cut a deal it hopes would help it pull out of a yearslong slump.
By Tripp Mickle and Ana Swanson
Tripp Mickle reported from San Francisco, and Ana Swanson from Washington. Chris Buckley...
The tariff is just passed on to the customer; TSMC might think about adjusting the wafer price. The loss of CHIPS funding will be disincentivizing for building fabs in the US.
