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Thread: TSMC market value casts a shadow over Intel

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    TSMC market value casts a shadow over Intel

    And TSMC will be making 3nm chips by the time Intel moves to 7nm says analyst.
    Read more.

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    Re: TSMC market value casts a shadow over Intel

    I doubt TSMC will be a major 3nm producer by 2022. 7nm+ will be in full swing in 2020. In 2021 we will see 5nm node on several products and in 2022 also. So my estimation is that TSMC will have 3nm products out on the market sometime in 2023. Intel needs to do pull a magic trick to stay competitive in this landscape in the next few years.
    As you can see here, Intel says that current 10nm process (which I suppose is called 10nm+) is the same in perf as 14nm++, which isn't the case really as we can see on notebooks with Ice Lake vs Whiskey Lake. They both good battery life, but Ice Lake cannot exceed 4Ghz without starting a fire. So if 10nm++ is 2020, 7nm is 2021, 7nm+ is 2022 and 7nm++/5nm is 2023, then yeah they will still lag behind.
    Their only solution now is to jump to 7nm next year, but I guess that close to impossible given they weren't able to fix the 10nm fiasco after 4 years of delay.

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    Re: TSMC market value casts a shadow over Intel

    why not just pay more salary and suck up the TSMC engineers

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    Re: TSMC market value casts a shadow over Intel

    Quote Originally Posted by tomcoleman View Post
    why not just pay more salary and suck up the TSMC engineers
    It's not just the engineers, it's the investment TSMC has in fabrication plants that's a generation or two ahead of Intel.

    I just hope Intel don't buy TSMC - it's good for us as consumners, if there's a fierce competition raging (at least it should be if Intel ever get the memo!).

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    Re: TSMC market value casts a shadow over Intel

    Quote Originally Posted by tomcoleman View Post
    why not just pay more salary and suck up the TSMC engineers
    Who says they haven't tried? Intel have a pretty poor reputation for how they treat their employees, so I doubt they would get many if any takers.

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    Re: TSMC market value casts a shadow over Intel

    IIRC Intel were outsourcing to TSMC, I didn't follow it to see how it played out though. Has it made a difference?

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    Re: TSMC market value casts a shadow over Intel

    Intel silicon is way high quality and we can see so with the 9900K. For sure intel is still the king.

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    Re: TSMC market value casts a shadow over Intel

    Quote Originally Posted by lumireleon View Post
    Intel silicon is way high quality and we can see so with the 9900K. For sure intel is still the king.
    Except for 10nm.

    That's burning in the garbage disposal right now.

    And the 9900k is using a node that has over 4 years of nodal improvements. Anything can be super high quality if re released 4 times.

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    Re: TSMC market value casts a shadow over Intel

    "they weren't able to fix the 10nm fiasco after 4 years of delay."

    that would imply 10nm isn't out, ans they were never able to produce any. You can buy 10nm intel parts in some products now. why say that?

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    Re: TSMC market value casts a shadow over Intel

    Quote Originally Posted by ETR316 View Post
    "they weren't able to fix the 10nm fiasco after 4 years of delay."

    that would imply 10nm isn't out, ans they were never able to produce any. You can buy 10nm intel parts in some products now. why say that?
    Because the 10nm you can buy now has failed to displace 14nm for performance or high volume parts and it never will. By the time they get yields and performance up to usable levels 7nm will have replaced it.

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    Re: TSMC market value casts a shadow over Intel

    Because 10nm right now can't make a desktop chip or anything over 100mm^2 for that matter (roughly, you get the point). Wake me when 10nm can make a 250mm^2 or larger for Intel If you are stuck making nucs due to inability to make many small cores even, you haven't got your house in order yet right? They are by default low volume products (same with all chosen 10nm vehicles so far), so Intel can manage to put out a few to at least pretend 10nm exists I say it doesn't exist until you can at least produce 1/2 of your line on it. Granted maybe the largest chips come later to reduce risk (for most cases), but you shouldn't be stuck only producing PUNY chips for multiple years. Your process isn't working right if you are stuck here for more than ONE Christmas My 2c.

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