analytikervirksomhed susquehanna: 'Intel mistede sin produktionsledelse' - Analytiker

Analystfirma Susquehanna: 'Intel mistede sit produktionsledelse'

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). Det rapporteres, at Intel har besluttet at udsætte sin EUV-indsats til andre processer og ikke tage den op på sin 7 nm-procesudvikling. Dette sparer Intel penge ved at tilføje endnu en teknik og teknologi til en allerede vanskeligt at fremstille node, men efterlader døren meget for dem som TSMC og Samsung (hvoraf sidstnævnte forventes at have den mere komplekse EUV-implementering, i flere lag, i det mindste i begyndelsen). TSMC søger at udvikle både 7 nm og 7 nm + fremstillingsprocesser, hvor kun sidstnævnte har EUV-integration - en måde at opdele omkostninger og reducere afhængighed af en stadig eksotisk teknologi. Men selvom Samsung og TSMC begge ser mod et vist niveau af EUV-integration inden 2019, ser Intel mod et længere 2021. Ifølge Susquehannas Mehdi Hosseini er TSMC det selskab, der skal se ud som ledende fabrikant af halvledere, da det ser ud til at vinde de fleste af de førende designgevinster på grund af bedre 7nm procesteknologiydelse, lavere strømforbrug og bedre arealtæthed .' Faktisk 'tiderne, de er en ændring'. '
Source: EETimes