Replies to post #144237 on Intel Corp (INTC)

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Intel's 14nm yield should be quite good by then just in time for Intel's 14nm Broxton/Sofia/Modems to be produced cheaply in volume.

Look around you, MediaTek just announced the P20 (16FFC?), Qualcomm a mid-range 14nm LPP part, and then of course Samsung has their own too.

These companies are all looking at 14/16nm foundry products with integrated modem at fairly high clock frequencies this year.

Intel at MWC '16 said precisely zero about SoFIA LTE 28mm, let alone the 14nm LTE 2/MID.

I think it is time to call a spade a spade and recognize that Intel isn't going anywhere in mobile. Their execution makes the aforementioned AMD, which at least managed to roll out "Dozy" successors each and every year, look like a semiconductor superstar.

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mas, I wanted to share something with you.

Take a look at these images of TSMC's 16nm FinFET+ transistors, I didn't notice them until recently:



Now take a look at this image of Intel's 14nm fins:



It looks like TSMC got very close to Intel's rectangular/tall 14nm fin structure with its own 16FF+. Although there's obviously more to the transistor story, I think this throws a big old bucket of water on Intel's claims that Intel's transistors are a "generation ahead". This is what they were fielding at 22nm:



FWIW, I think the main reason TSMC did a "16FF+" and never put into production a "16FF" was because they took the time to make the fins taller to improve drive current.

Anyway, I think Intel needs to stop closing its eyes & ears to what the foundries are doing and just lying to themselves about the competitiveness of TSMC/Samsung.

The foundries are going to start enabling everyone, including even AMD, to build very capable products. Now more than ever they need leadership that can get things done, no excuses. BK is all about giving excuses and treating shareholders as if they were born w/o grey matter.