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!
Does anyone have an idea at what point demand for bleeding edge nodes slows down, if at all. What nodes will have the most profitable life? Is it really worth it for Intel to use contra revenue and for how long? Since there are only Intel, Samsung and TSM in the race, who has the best migration strategy from a business stand point. My thought is the battle will spread to the data center on a serious scale shortly. Does TSM have the broadest range of semi technology and if not who? Any thoughts, comments welcome.
Here's a chart produced by IBS that shows design starts by feature dimension. On SemiWiki we've been blogging about how the 28 nm nodes will be long lived, and highly profitable because it doesn't require Double Patterning Technology so is more affordable.
