Intel mindst 5 år bag TSMC og kan aldrig fange op: Analyst



Intel's in-house sub-10 nanometer silicon fabrication dreams seem more distant by the day. Raymond James analyst Chris Caso, in an interview with CNBC stated that Intel's 10 nm process development could set the company back by at least 5 years behind TSMC. In its most recent financial results call, Intel revised its 10 nm outlook to reflect that the first 10 nm processors could only come out by the end of 2019. 'Intel's biggest strategic problem is their delay on 10nm production - we don't expect a 10nm server chip from Intel for two years,' analyst Chris Caso said in a note to clients Tuesday. '10nm delays create a window for competitors, and the window may never again close.'

På det tidspunkt vil Intel have gået glip af flere konkurrencedygtige milepæle bag TSMC, som er i afsluttende faser af kvantitativt at rulle ud sin 7 nm-proces. Caso forudsiger, at Intel på det tidspunkt, hvor Intel går under 10 nm (7 nm eller noget i den nanoskopiske ballpark), TSMC og Samsung hver især kunne forberede deres 5 nm eller 3 nm procesudrullinger. En Rosenblatt Securities-rapport, der kom ud i slutningen af ​​august, var endnu dyster over situationen ved Intel-støberiet. Det forudsagde, at støberier forsinkelser kunne sætte virksomheden tilbage '5, 6 eller endda 7' år bag rivaler. Intel er allerede begyndt at downloade noget af sin 14 nm produktion til TSMC. I mellemtiden planlægger AMD efter planen at helt stole på TSMC for at fremstille sine fremtidige generationer af 'Zen'-processorer. Sources: CNBC, MyDrivers