Altera to switch 14nm chip orders back to TSMC, says paper
I can see they have concerns! Going to the Digitimes article I feel a little annoyed every time I read something like 50% yield at TSMC or other foundries because I'm not really able to say to a reasonable degree what on earth it means. It is much worse if anything than the benchmark problems. How many transistors are they talking about? Are the defects sporadic or tend to be in clusters - how can one adjust for different size chips? How about parametric yield, does the yield go up because you can use lower performing parts? And I sure do hope they don't factor in redundancy.
Altera to switch 14nm chip orders back to TSMC, says paper
This is very bad news and it's not the first time I am reading this rumour. Intel told us that the Broadwell delay was only due to inventory clearing, not process issues. If that is not the case, Intel once again lied to us, which gets more and more frequent these days - something I am keeping an eye on.
If this is not the case and 14nm is ready in time, why would Altera switch to TSMC (could be)? Pricing? Process advantage (I doubt it)? Issues with Intel as foundry? If it is the latter then we can bury the dream of Intel becoming a large foundry player - it's just not their competence I fear. If that's the case, only mobile is left to increase the volume they need for the upcoming process shrinks.
They really have to win this, otherwise it will hurt us longs a lot to stay in this stock any longer. 2015 will be crucial for Intel regarding market share in mobile.
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