[Nike] Posted December 11, 2019 Posted December 11, 2019 Intel has currently stalled in the 14nm lithograph because they wanted to go too far with the 10nm. Bob Swan, CEO of the company indicated a few months ago that improving in x2.7 times the density with respect to 14nm had been excessive. This has caused that to produce chips in 10nm is complicated and depend on a lithography that does not give more of itself. All this at a time when AMD is taking firm step with its Zen architecture processors. Making the leap in the Ryzen 3000 to the 7nm lithograph of TSMC has allowed them to take a leap in performance. This together with the adjusted prices is causing a sharp increase in sales. Intel talks about its future lithographs Intel's problem with 10nm lies in the fact that the amount of chip valid per wafer would still be low. A productivity problem that means that the company should sell its processors at least twice the current price. Logically if they are now expensive and fall in sales, doubling prices would be crazy. The company expects to expand the production of processors by 10nm for next year based on the improvement of lithography (10nm +). After months of silence, the company has black-and-white about its lithographs and when they should be launched. Despite all the current problems, the company indicates that in 2021 they will have the 7nm lithograph ready. It will be at that moment when they will return to the Tic-Tac process. By 2023 they hope to launch the 5nm, by 2025 they hope to launch the 3nm, by 2027 the 2nm and by 2019 they expect the 1.4nm. Intel also highlights that they have invested a lot of money to recover the lost ground in terms of research and development. They have also increased investment in production plants during this year and will continue to do so in 2020. New lithography strategy Intel has commented on something quite curious about lithographs. The company indicates that they are working on carrying advanced nodes to old lithographs. For us to understand, it would be to work to port the 10nm node to the 14nm node in order to take advantage of the latter's production capacity. Remember that Intel currently has more demand than production capacity in 14nm. The company indicates that these special nodes will be baptized in a special way. Commercially the 7nm node manufactured under the 10nm node will be called 10nm +++. The 5nm for the 7nm node will be called 7nm ++ and so on. Yes, it is a complex thing to understand and a rather curious strategy, what a doubt. Also from the company indicate that they rely heavily on Moore's Law. Hence, they present this plan so aggressive in terms of lithographs, returning to the Tic-Tac system that I abandon with 14nm. For this they have invested billions of dollars in R&D. Remember that Bob Swan, CEO of Intel a few days ago indicated a change in the company's strategy. It should be noted that they forgot about 90% of the market share of domestic processors to go for 30% of the silicon market. It indicates that the strategy they had devised was disastrous and hence the current problems of the company would come. 1
Recommended Posts