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Misinformation: Intel, TSMC

user_2013101 said:
The China strategy of Intel and QCOM has forced TSMC and MediaTek to consider similar moves that Taiwanese companies won’t do otherwise.

Is there any safeguard on the technology transfer to China?

These hi-tech icons profit on monopolies, slow to improve technologies, rarely deliver innovations; instead, they resort to dishonest PR. The best strategy they can think of is to transfer technologies to China, to temporarily gain some market shares, after sending the US manufacturing bases to China in the prior decades. It is a sorry situation.
Click to expand...

I do not consider QCOM an SoC monopoly. For example:

Mediatek is a different company today than from years before. They are VERY successful and have moved to leading edge design rather than focusing on the cheaper process nodes. For example they are already designing with FinFETs. Mediatek is also moving to a much higher SoC integration to better compete with QCOM and the China SoC companies. To do this Mediatek has hired many people from TSMC, QCOM, and other leading edge companies.

I also do not trust the China investments by US technology companies. I think they are much more for PR than actual technical work. The SoC business is very fast and I do not believe Intel or the Chinese SoC companies can catch up with Apple, QCOM, and Mediatek. I also believe the extra security required in China will delay these efforts.
 
Daniel Nenni said:
I do not consider QCOM an SoC monopoly. For example:

Mediatek is a different company today than from years before. They are VERY successful and have moved to leading edge design rather than focusing on the cheaper process nodes. For example they are already designing with FinFETs. Mediatek is also moving to a much higher SoC integration to better compete with QCOM and the China SoC companies. To do this Mediatek has hired many people from TSMC, QCOM, and other leading edge companies.

I also do not trust the China investments by US technology companies. I think they are much more for PR than actual technical work. The SoC business is very fast and I do not believe Intel or the Chinese SoC companies can catch up with Apple, QCOM, and Mediatek. I also believe the extra security required in China will delay these efforts.
Click to expand...

TSMC has just announced that they will do some 28nm manufacturing process in their Shanghai's fab in the near future. One reason they explained publicly is SMIC is still struggling in 40nm and if TSMC doesn't do this, Samsung will do it. The 28nm production from TSMC China will eventually reach about 10% of TSMC's overall 28nm capacity.

There are two thoughts:

1. Because TSMC is going to start 16nm production next year in Taiwan. Moving some 28nm to mainland China met Republic of China's (Taiwan) policy that only two-generation old node technology can be transferred to mainland China.

2. If I remember correctly, the above policy is also required by a consortium of countries (US, Europe, Japan, Taiwan, etc.) that regulates the speed of technology transfer into communist countries.
 
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hist78 said:
"Samsung presented eight papers but none that described its 14 nm process. That’s a good sign it is probably coming soon, but development was still too immature when papers were due in late June."

WTH!
Click to expand...

I guess Samsung must be too busy producing massive amount of A9 chips, that it does not have time to showcase its triumphant 14nm process at IEDM. (Sarcasm intended)

GF in 14nm production?

GlobalFoundries just declared its 14nm is going into production soon, ahead of TSMC, under alliance with Samsung.

Dec 19, 2014
Samsung and Globalfoundries Beat TSMC to FinFET - What This Means For AMD, Nvidia and Intel.

However, a little problem with this nice piece of PR:

AMD didn't jump on GF's "leads"

nVidia had announced to deliver16nm GPUs next year. However, AMD, GF’s biggest and obligated (by contract) customer, didn’t take advantage of the huge 8 months lead time that GF or Samsung offers. AMD will deliver no 14nm chips, only 20nm ones, probably built at TSMC, next year.

This certainly casts doubts on GF’s, or Samsung’s, “leads”. The reporter has to assume that AMD must have been keeping its 14nm chips secret and will deliver a surprise.

16nm chips from nVidia and HiSilicon

It appears increasingly likely that the 16FF+ production will be moved up to early 2Q15.

According to Semi-accurate, in 1H15, yes, it’s the FIRST half, nVidia will start selling a 16nm graphic card, but the report didn’t state which 16nm – the basic or the plus version. It may be the plus version, because the basic 16FF, as a stepping stone to 16FF+, appears to have been retired. If true, the first 16nm chip may hit the market in May, only 5 months from now. Or, even earlier, if the 16nm network processor by China’s HiSilicon delivers before NVDA’s chip.
 
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Despite my distaste for the misleading Korean PR, I do not underestimate the Korean hi-tech capacity. The memory chips are still dominated by Samsung and SK Hynix. It should be a classic case to be studied in-depth how the US, as well as Japan and Taiwan, lost the memory chips to Korea.

Note that Intel started out as a memory chip maker, and still produces some in alliance with Micron.
 
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Abu Dhabi

Abu Dhabi, the financier of GlobalFoundries, is in big trouble FINANCIALLY, due to the 50% plunge of oil prices in recent months. GF has huge incentives to paint a rosy picture, by saying whatever needed, to shore up confidence.

In fact, Abu Dhabi’s enormous investments in AMD, and then in GF, have not generated returns, after so many years. GF is not profitable, while AMD stock price near all time low. Its other investments in the US, such as in the Citibank, incurred huge losses too. (Yes, Abu, and the Gulf oil states in general, are the designated suckers.)

It’s uncertain if GF can continue the extensive capital expenditure to stay in the business. It won’t surprise me if, in 5 years, GF is absorbed by other companies.
 
Samsung misinformation

Recently the media pretty much assured that Samsung has won Apple’s A9 contracts and started production. The media frenzy is solely based on one single story on Dec 12, 2014 from Korea IT news, linked below:

Samsung Electronics began production of Apple A9 in 14nm FinFET

The entire news is "According to industry insiders on December 11."

But, at the end of the story, it quotes Samsung directly:

“We said we would inject production wafers when we announced Q3 performance,” said SEC. “But we cannot confirm whether we received orders from Apple or at which plant it will be produced.”

Nothing is confirmed. Just some unnamed "insiders" saying. But, the US media cites this cheap rumor as if it is a matter of facts. Even some commentators here assumed it is a fact. I have to respect the influence of Samsung’s PR machine.
 
I have admired the innovative mind of Dr Lin since he was still with IBM. As a member of Nikon Precision, the whole movement into PSM technologies, other contributions and then on to immersion lithography has all been progressive. I recall back in the days of Fairchild when a lithography expert at a conference declared that one micron would be the likely limit of "optical" lithography. The talk was spread between MEBES, SCALPEL, FIB, X-Ray and a host of clever variants and their respective limitations. Hi quip “there are many empty seats available in the optic/light research and a lot more opportunities there “ I thought spoke well to his perception.
 
Misinformation Intel TSMC

These arent the Intel forums like the company that makes processors. Someone here might be able to help but you better off doing a quick google search for intel forums and clicking just about any link on the first page of results.
 
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