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L
Regarding Intel 18A, does the customer have to use backside power delivery, or is it optional?
Apr 29, 2024
L
I heard more about N2 from the ecosystem than the symposium but TSMC did show that the N2 D0 was the same as N3 based on the ramp...
Apr 26, 2024
L
I wonder what will be the first product to use N2? HVM starts in 4Q 2025, so that excludes the 2025 iPhone
Apr 19, 2024
L
Hm..it seems that Intel Arrow Lake and Lunar Lake are not in HVM yet. Maybe we're going to see N3 revenue boost in 2024 2H.
Apr 19, 2024
L
but that's not fair - you can't compare a HD library with a HP library. It'd be interesting to compare N5 with Intel 3 HD library, but I...
Apr 4, 2024
L
According to an Angstronomics article (linked below) Intel 4 is denser than TSMC N5:
So, if 18A is only slightly more dense that N5...
Apr 4, 2024
L
That's quite a bombshell, but it would explain a few things. It must have been a lot easier for Intel to get GAA and back side power to...
Apr 3, 2024
L
He said Intel has ~200k wpm starts, if that is correct their Fab utilization isn't good because they have a lot more capacity than that...
Apr 3, 2024
L
I have actual numbers for 18A pitches, I can't publish them but I can say that 18A high density cell transistors per mm2 are slightly...
Apr 3, 2024
L
I think next year IFS will lose even more money. By then probably 50% client processors sold will be Meteor lake / Arrow lake and both...
Apr 3, 2024
L
I notice IFS loss was around $5 billion for both 2022 and 2021 - that is despite Intel making $12 billion less revenue in 2022. Really...
Apr 3, 2024
L
Intel could have made the $7 billion number much lower just by paying itself more money for IFS services.
Apr 3, 2024
L
50% is just a figure I pulled out of the air, but the price difference is due to details in their contract, not just "hot runs"...
Apr 3, 2024
L
But still there are a range of customers for the latest node, Nvidia, Apple, Intel, AMD, Qualcomm, etc. The price range that TSMC...
Apr 2, 2024
L
I would assume for some one like Nvidia who is buying 10k/month wafers the price per wafer is much lower than a small customer, who is...
Apr 2, 2024