Thursday, February 26, 2015 3:20:49 PM
You are invited to prove me wrong, but with facts please.
Do you know this comparison from Semiwiki?
That actually tells us that Samsungs 20nm process is almost as dense as Intel's 14nm process. At 14nm (and that is not 16nm), Samsung doesn't have the same density as Intel, but it certainly will be improved over time and it is a Finfet process.
Intel had good yields probably by end of last year. We won't know about Samsung, but I guess they'll have good yields by the end of this year. We'll see about it though.
Samsung cooperates with Globalfoundries and already announced that it is going to invest 15 billion into its next fabs. I doubt that is less than what Intel is going to invest and there is no magic pixie dust for Intel either. Don't forget that Samsung has a very profitable memory business which helps them pay for their fabs. Sure, Intel has the Micron joint venture, but that's not of the same size.
I predict a few months lead for Intel at 10nm versus Samsung. Not enough to win without superior designs, which, in mobile, Intel simply has not, not by far. That's their biggest problem actually and it is simply bad work. You guys should name the bad stuff what it is.
In my opinion, there is no reason to sell Intel now because
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