Tvrtka Analitičar Susquehanna: 'Intel izgubio vodeće mjesto u proizvodnji'



Intel was once the shining star in the semiconductor manufacturing industry, with a perfectly integrated, vertical product design and manufacturing scheme. Intel was one of the few companies in the world to be able to both develop its architectures and gear their manufacturing facilities to their design characteristics, ensuring a perfect marriage of design and manufacturing. However, not all is rosy on that field, as we've seen; AMD itself also was a fully integrated company, but decided to spin-off its manufacturing arm so as to survive - thus creating GLOBALFOUNDRIES.But Intel was seen as many as the leader in semiconductor manufacturing, always at the cutting edge of - well - Moore's Law, named after Intel's founding father Gordon Moore. Now, Mehdi Hosseini, an analyst with Susquehanna, has gone on to say that the blue giant has effectively lost its semiconductor leadership. And it has, in a way, even if its 10 nm (which is in development hell, so to speak) is technically more advanced than some 7 nm implementations waiting to be delivered to market by its competitors. However, there's one area where Intel will stop being able to claim leadership: manufacturing techniques involving EUV (Extreme UltraViolet). Izvještava se da je kompanija Intel odlučila odgoditi svoje napore EUV-a na druge procese, ne prihvaćajući ga u razvoju 7 nm procesa. To štedi novac Intelu dodajući još jednu tehniku ​​i tehnologiju već teškom proizvodnom čvoru, ali ostavlja vrata otvorenu za TSMC i Samsung (od kojih se očekuje da će složenija EUV primjena biti složenija u više slojeva, barem na početku). TSMC želi razviti proizvodne procese od 7 nm i 7 nm +, pri čemu će samo potonji imati EUV integraciju - način podjele troškova i smanjenje oslanjanja na još uvijek egzotičnu tehnologiju. No dok Samsung i TSMC gledaju prema nekoj razini EUV integracije do 2019. godine, Intel gleda prema 2021. godini. Prema Mehdi Hosseiniju iz Susquehanne, TSMC je tvrtka na koju treba paziti kao lider proizvođača poluvodiča, jer se čini da će osvojiti većinu vrhunskih dizajnerskih pobjeda zahvaljujući boljim performansama u tehnologiji od 7 nm, manjoj potrošnji energije i boljoj gustoći područja .” Doista 'vremena, oni su promjena'.
Source: EETimes