bit_user "Now I am starting to work 10A, 7A, the roadmap," said Lip-Bu Tan at JP Morgan's Global Technology, Media and Communications Conference. Well, they'd better be pretty far along on 10A, or else they'll probably be late-to-market. From what I understand, the norm is to have the next two nodes already in development, with at least one beyond that in planning. I think part of TSMC's winning formula is that they have a really good development pipeline. That's how they're able to release new nodes on a fairly regular basis and stick to their roadmap commitments. Reply
bit_user usertests said: If Intel is good at anything, it's roadmaps and PowerPoints for the future. Yeah, it's kinda funny to go back and look at some of their old roadmaps. Especially, if you go back 10 or even 20 years. Reply
thestryker While it's good to hear about future advanced nodes plans I have more questions about known node plans. Intel 3-T and 3-E were already supposed to be available, but it's been radio silence. This year was supposed to be the debut of Intel 12 and 18A-P and they've said nothing. It's a fair guess that 18A-P either isn't ready or they don't have enough volume since NVL is using N2P for at least desktop. To my knowledge there has been nothing said about Intel 12 since Gelsinger's ousting. For 14A to have a 0.9 PDK by the end of the year with no risk production next year doesn't seem like a great sign. From the outside it sure looks like the capital expense slow down went too far. Intel really needs to execute and do so before the competition if they want to have a good footing. If volume constraints start loosening they won't be in a favorable position unless their node is either better than TSMC's or offers something they aren't (neither seems particularly likely to me). Reply
phead128 Intel says it's on track….since 14nm over decade ago. Any fool who takes Intel's words at face value is an employee or a bag holder. Reply
vossile Clearly Lip-Bu Tan works much faster than Gelsinger in a much shorter timeframe. All that was needed to speed up the company and actually get something done was a person at the helm willing things into existence. No preparations, no year long planning, no lengthy and costly restructuring needed. It's that simple. Works in politics too! *magic* Reply
bit_user vossile said: Clearly Lip-Bu Tan works much faster than Gelsinger in a much shorter timeframe. All that was needed to speed up the company and actually get something done was a person at the helm willing things into existence. No preparations, no year long planning, no lengthy and costly restructuring needed. First of all, he did do restructuring in their silicon R&D. Lots, in fact. Second, they were already working on most of this stuff. It's unclear how much their efforts were disrupted by his housecleaning and layoffs. Finally, you'd better believe there are preparations, years long planning, and lots of R&D needed to develop and deploy new nodes! It's probably one of the most advanced and sophisticated industrial processes in the world, which is why it costs $Billions, takes years, and companies sometimes still have problems with certain nodes that dog them (see Samsung's recent yield problems, for example). vossile said: It's that simple. Nothing about it is simple. To deploy some of these nodes that depend on new lithography machines (e.g. EUV, high-NA), they basically need the fab building designed to accommodate the production lines, because of how big and specialized they are. vossile said: Works in politics too! *magic* We're not supposed to get into politics. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/intel-kicks-off-development-on-next-decade-10a-and-7a-process-technologies-14a-node-remains-on-track-for-critical-october-pdk-release#main
- https://www.tomshardware.com/subscription
- Pick up an RTX 5090-powered prebuilt desktop for $5 less than the GPU alone — HP's Omen 45L costs $3,795 thanks to $1,265 discount
- Asus ZenScreen Duo OLED (MQ149CD) Review: An impressive, book-style dual-screen portable monitor
- Samsung narrowly avoids 18-day chip strike after last-minute wage deal with 48,000-worker union — tentative deal, subject to workers' vote, suspends billions of
- AMD begins production ramp of 256-core EPYC Venice — first 2nm HPC chip claims 70% performance leap
- Angry tiny Texas town council member proposes total ban on cellular and GPS devices in protest over AI dispute — says 'Let’s take Bandera back to 1880' after to
Informational only. No financial advice. Do your own research.