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Maybe Intel is correct in trying to do this in one go. Maybe TSMC knows something about EUVL that Intel doesn't.
by throwaway4good 4y ago
Maybe Intel is correct in trying to do this in one go. Maybe TSMC knows something about EUVL that Intel doesn't.
- thunderbird120 4y agoStrictly speaking, Intel isn't trying to do this in one go. They have an entire internal node which they are developing exclusively to disentangle the risk of GAAFET transistors and backside power delivery. The internal node uses FinFET transistors based on their 4/3NM process but also includes backside power delivery to allow them to work out the kinks one step at a time. This development node will never see any volume production and is being done exclusively to reduce the risk of moving to GAAFET and backside power delivery at 2NM.
- Jensson 4y agoI think they hired people from TSMC and Samsung to copy their processes, and these new plants are the intended results. Can't really keep being ahead against a much richer competitor, and Intel still got tons of money especially since they are backed by the US state. So really there is probably not a lot of risk here, they just bring in enough foreign talent and let them do the same thing there. https://www.theregister.com/2022/07/11/intel_exec_hiring/ https://www.theregister.com/2022/07/11/intel_exec_hiring/
- dannyw 4y agoIntel legitimately will never be allowed to die, as an US company that owns fabs themselves that is fairly removed from foreign geopolitics.
- Sakos 4y agoJudging by TSMC's reliability and consistency in delivering nodes for the past decade, I'd bet on them instead of Intel, who are still delaying products today because of node issues. Chances are sadly high that Intel will end up biting off more than they can chew, yet again.
- RicoElectrico 4y agoI don't think so - this is exactly why Intel started to lag behind. Changing more than one risky thing at a time is a rookie engineering mistake that management types just won't understand.