Post by Admin on Mar 8, 2016 15:24:45 GMT -5
Could AMCC, through TSMC, get to 10nm technology before INTC?
"Both Samsung and TSMC have been able to transition to new manufacturing technologies at a far quicker pace than the "two-and-a-half" years that Intel has taken for its last two technology transitions. And, based on the public statements from both of Intel's competitors, it looks as though they will transition to their respective "10-nanometer" processes sooner than Intel will, even though Intel went into production on its "14-nanometer" technology before either of them.
Furthermore, TSMC has indicated that it will go into mass production on its 7-nanometer technology at some point in the first half of 2018. If the technology represents the significant area shrink that the company has said, there's little doubt that at least one of Intel's competitors is moving at a much quicker pace than Intel is.
The fact that Intel's CFO would say what he did on an investor conference doesn't instill confidence that the company's executive team truly understands the capabilities of its competitors. As former Intel CEO once said, "only the paranoid survive." The group of folks currently running the show at the chip giant don't seem to be paranoid at all."
www.fool.com/investing/general/2016/03/08/intel-corp-cfo-practically-confirms-existence-of-1.aspx?source=yahoo-2&utm_campaign=article&utm_medium=feed&utm_source=yahoo-2
"Both Samsung and TSMC have been able to transition to new manufacturing technologies at a far quicker pace than the "two-and-a-half" years that Intel has taken for its last two technology transitions. And, based on the public statements from both of Intel's competitors, it looks as though they will transition to their respective "10-nanometer" processes sooner than Intel will, even though Intel went into production on its "14-nanometer" technology before either of them.
Furthermore, TSMC has indicated that it will go into mass production on its 7-nanometer technology at some point in the first half of 2018. If the technology represents the significant area shrink that the company has said, there's little doubt that at least one of Intel's competitors is moving at a much quicker pace than Intel is.
The fact that Intel's CFO would say what he did on an investor conference doesn't instill confidence that the company's executive team truly understands the capabilities of its competitors. As former Intel CEO once said, "only the paranoid survive." The group of folks currently running the show at the chip giant don't seem to be paranoid at all."
www.fool.com/investing/general/2016/03/08/intel-corp-cfo-practically-confirms-existence-of-1.aspx?source=yahoo-2&utm_campaign=article&utm_medium=feed&utm_source=yahoo-2