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$16B is about $1/device, under $10/end-user. Not a lot of money at scale.
by lonelappde 7y ago
$16B is about $1/device, under $10/end-user. Not a lot of money at scale.
- brennanpeterson 7y ago? Forward looking is about 6k$ per wafer. There are 100 fields, and 8 devices per field (at 100mm2). So, about $10. Assume 80pct yield, and we are at a minimum of $12. 16B$ is 1m wafers per year for a foundry. About 7B in litho tools, 2B in dep, 1B in CMP, 5B in etch, and 1B in I&M. I am assuming about 70 litho layers, EUV moderate, significant double patterning. Anyway, I don't see a way for $1 for any useful sized device at forward looking nodes. That is why the ecosystem needs apple, quallcomm and Nvidia to push performance on the early end.
- solotronics 7y agoThis is a huge deal if you have a failed fab, look at Intels current situation.
- jcranmer 7y ago$16B is about half of TSMC's total yearly revenue. Now factor in the fact that you need a new >$16B fab in <2 years. There's a reason why there is a shortage of semiconductor fabrication capacity.