New 28nm options for RF and eNVM (embedded non-volatile memory); 14nm LPC: A third-generation cost-optimized 14nm process node. 14nm will also get an RF option as an add-on this year; 10nm: Samsung will debut a 10nm LPP (Low Power Plus) with 10% better performance than Low Power Early. A few notes on these milestones: When a foundry says its ramping a product solution, that doesn't mean that technology is actually ready for shipping customer designs yet. There's a significant lag time depending on product family, foundry space, and customer validation -- Apple bought early 14nm production
Samsung: Full speed ahead for 10nm, EUV deploys at the 7nm node… Samsung's 10nm is thought to be a hybrid between the 10 and 14nm nodes, just as 14nm is a hybridized 14nm / 20nm process. The question these days isn't so much whether Intel is technically ahead in the foundry game -- it is, and will likely continue to be, even with its new, delayed cadence. …
… Both foundry manufacturers are pushing hard for next-generation nodes, because hitting new nodes quickly means capturing the lion's share of the revenue over that node's lifetime. …
… The chart below is based on TSMC's Q1 2015 results: TSMC's revenue by process node As of Q1 2015, 39 percent of TSMC's revenue was earned on technology nodes it deployed 10-20 years ago. 54 percent of its revenue came from nodes that were in volume production at least eight years ago. …
… Apple launched on 5nm in September 2020, implying a growing gap between when leading-edge nodes debut and when they see mainstream adoption in CPUs and GPUs. TSMC 12-inch foundry. …
… When it became clear that Huawei was going to lose access to advanced nodes at TSMC, the foundry delayed a few of its EUV machine purchases. …
Samsung has announced the production of 16Gb LPDDR5 memory modules on its 10nm-class "1z" foundry node. These chips will be the first LPDDR5 modules built using extreme ultraviolet lithography, which both Samsung and TSMC are in the process of deploying. …
… NextPlatform has more details Opens in a new window on these systems and the servers. “Arm and Samsung Foundry have collaborated on a large number of chips using Artisan physical IP on Samsung Foundry process technologies,” said Kelvin Low, vice president of marketing, Physical Design Group at Arm.… …
… "Foundry discussions take a long time, and it's not just about desire. We have to align technology, the business models have to be aligned, the capacity has to be aligned, the operations process and the nature of the two companies have to be aligned. …
… In the future, Intel may license process nodes from other foundries, or pay other companies to build its CPUs, GPUs, and other products. …
… GloFo also cancelled its 20nm and 14nm XM nodes and licensed 14nm technology from Samsung instead. Last year, there were rumors that even the 14nm tech from Samsung was delayed. Samsung and GloFo use the same 14nm process. …