pitch length and width. That’s more than enough for a few tsmc fabs.You talk as if TSMC is a small company that can be easily outspent. Node name is bit more of a marketing term right now than a comparable metric.I hope Intel can use its 10nm for their GPU, that might give them the advantage they need to have something competitive vs Nvidia (and AMD)Why is Intel's clock and IPC so much higher and better?
I am sure 7nm will be totally fine this time since Intel told us they will learn from their 10nm mishap and this will not happen to 7nm at all.Intel will throw money at the problem and fix their process troubles eventually. Bigger issue for Intel is that CPU is becoming a commodity, so even if they are back on level footing with AMD on process, how do they get their margins back up?
Why can't AMD even come close? There's a joke about this in Taiwan: When Intel's R&D is sleeping, TSMC's R&D is working. I am talking about research, not running fab. TSMC can't just magic up some more capacity when AFAIK capacity is booked years in advance.More like, we KNOW you'll use this to up your fabs int he meantime, so we won't risk losing AMD and helping our competitorsalso signals TSMC has some faith in intels fabs maybeFrom the article it says they just won't build additional capacity, but they'll allow intel to buy out whatever is available. When Intel's R&D is working, TSCM's R&D is still working.Really?
That's the reason why Samsung also announced that they are going after 3nm directly by fasttracking 5nm because they knew they are really behind (BTW, Samsung is also copying this Nightingale model right now).Intc has lost about 50 billion in market cap. from 7nm to 14nm. Intel's R&D is just that much better?28nm onwards looking at the actual transistor for density measurements is just really bad.AMD will use HP, sure, but Intel will also use a less dense process (10nm+, 10nm++...) for their desktop cpus.the actual density reduction is not a simple calculation. People are being overdramatic, but TSMC knows what's up. its a mix of the actual transistor. If throwing a pile of money at the issue would fix it, it would be fixed by now. I understand that the naming conventions aren't strictly the transistor size, but what are they based on then? Using Intel 14/14+/14++, as reference the 10nm+ node used in Icelake could have a density of about 90 MTr/mm². I'm super into computer architecture stuff and want to understand what's going on here. Let me tell you what is happening. If they can get say a 5nm Client & Server then Intel will be fine.Intel will throw money at the problem and fix their process troubles eventuallyIntel would need to put a big sack of money on the table to get capacity, and they're in the queue behind Nvidia even.On minor things like their Atoms and comms, yes. TSMC may be fabbing chips for Intel, but the company isn't planning to put in new fabs or lines specifically for Chipzilla. AMD and TSMC are both still great long-term plays on the semiconductor market, but AMD's narrower focus and its consistent gains against Intel and … You can see in some forums people saying "Look dude, AMD is on 7nm and Intel cannot get 10nm right!" What the 7nm marketing label isn't saying is that Intel problems with the 10nm node are precisely caused because their shrink was very aggressive and their 10nm node is up to 50% more dense than the '7nm' used by AMD.The terms have been marketing fluff only really.First of all, "AMD 7nm" isnt exactly the correct term because AMD does not manufacture their own 7nm dies.
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tsmc vs intel reddit