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Also, being the first doesnt mean you necessarilly win: smaller node size will give poorer wafer yields, giving Intel time to milk older node processes while pl
by pantulis 6y ago
Also, being the first doesnt mean you necessarilly win: smaller node size will give poorer wafer yields, giving Intel time to milk older node processes while playing catchup with TSMC.
- erichocean 6y agoTSMC also has older process nodes running, there's literally no advantage to Intel failing to execute on their product roadmap; it's all downside.
- noir_lord 6y agoOlder and at this point mature 7nm processes which is behind I suspect the new XT processors from AMD, yields improved enough to bin higher.
- noir_lord 6y agoIntel has been milking those 14nm++++++ processors for so long now that TSMC went screaming past dragging AMD and Apple with them, I'm not seeing an upside for Intel out of any of this and that's before Meltdown. I'm still smarting about that dropping 3 weeks after we rolled new servers out at work.