Intel, AMD Reportedly Fighting for Capacity at TSMC
…It's true that Intel was always going to fab some of PV at an external foundry, because Ponte Vecchio uses HBM, and Intel doesn't manufacture it. TSMC's 6nm process…
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Does a Leading-Edge Foundry in Europe Make Any Sense?
Europe once held more leading-edge manufacturing than it does today. There's no single reason for this. GlobalFoundries has several manufacturing plants in Dresden, but these are older factories producing on legacy nodes. Companies such as STMicroelectronics, Infineon, and NXP are still major industry players, but they fab on older nodes or outsource to TSMC for leading-edge capability. According to a recent report from a German think tank Stiftung Neue Verantwortung (New Responsibility Foundation), the EU's efforts to build a 2nm leading-edge fab is likely to fail for several reasons. First,
Taiwan Dismisses EU Effort to Build Leading Edge Semiconductor CapacitySamsung: Full speed ahead for 10nm, EUV deploys at the 7nm node
…Betting and missing on EUV as a 7nm solution could cripple Samsung's foundry technology if TSMC and Intel bet on traditional scaling methods and see better results. What's rolling out…
TSMC still struggling with 28nm, Qualcomm and Nvidia threaten to jump ship
TSMC, the world's largest semiconductor foundry, has issued a warning about continuing lackluster performance of its 28-nanometer process. In recent weeks, Nvidia has threatened to leave TSMC, and Qualcomm has…
Intel Is at a Crossroads
…What's the Value of Intel's IDM Status? Intel is the only remaining integrated device manufacturer (IDM) with a cutting-edge foundry business dedicated almost exclusively to its own products. From…
This is what the death of Moore's law looks like: EUV rollout slowed, 450mm wafers halted, and an uncertain path beyond 14nm
…The entire economic structure that was supposed to support both Intel and the major foundries as they moved to next-generation manufacturing technologies, such as 450mm wafers, extreme ultraviolet lithography, and 20nm…
Intel delays Broadwell release date until 2014 because of defect density issues
…This is unsurprising -- but what Intel dismisses as "just a defect density" issue is, in fact, profoundly at the heart of the problems facing modern semiconductor manufacturing. How defect densities wreck cost…
Intel Has 10nm Fixes for Meltdown, Spectre; May Have Lost Share to AMD in 2017
…TSMC's messaging practices haven't changed, but Intel's have. Once upon a time, "volume manufacturing" was something Intel announced a month or two before products were available for purchase. Now…
Shadows of the A6: What to expect from Apple's next microprocessor
…AMD's decision to spin off its manufacturing arm was driven partly by the steeply rising costs of keeping up with Intel; the foundry alliance between Samsung, IBM, and GlobalFoundries is another…
Intel Core i9-10850K: A Little Less Clock, but (Maybe) a Lot More Traction
…Intel, AMD Reportedly Fighting for Capacity at TSMC We’ve Never Seen Intel Struggle Like This Intel Announces 7nm Delays, May Use External Foundries For Future CPUs
Sony Expects PS5 Shortages to Continue Well Into 2022
…While small compared with the $20B - $100B capital expenditures planned by Intel and TSMC, it's unusual for a second-tier foundry to invest in aggressively expanding a mature node. There's…
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