Personal View site logo
Semicinductors industry has serious issues, stop will follow
  • 562 Replies sorted by
  • Qualcomm Inc. is in talks to acquire NXP Semiconductors NV, a deal that would likely be valued at over $30 billion and represent the latest merger in a rapidly consolidating semiconductor industry.

    Huh.

  • image

    img2366.jpg
    800 x 435 - 46K
  • Huge issues with 7nm will follow

    The India Lab specifically, in collaboration with MRL-US and Intel product architecture teams worldwide, will spearhead the research and advanced development of Microprocessor Cores in the 2022 and beyond timeframe. By conceiving of and prototyping radical approaches, the Lab will aim to deliver much greater CPU power and area efficiency while still delivering industry-leading performance. The microarchitecture and design of these advanced CPUs will be aggressively co-optimized with Intel's sub-10nm technology nodes deep into the next decade.

    It would appear that Intel's new launch time frame for these new processor cores has been pushed out by a couple of years, from 2020 to 2022.

    http://www.fool.com/investing/2016/09/02/intel-corporation-may-have-pushed-7-nanometer-tech.aspx

  • And here is another issue

    Sales for the month of June 2016 reached US$26.4 billion, an uptick of 1.1% over the May total of US$26.1 billion, but down 5.8% from the June 2015 total of US$28.0 billion, SIA said. Cumulatively, year-to-date sales during the first half of 2016 were 5.8% lower than they were at the same point in 2015.

    With exponentially rising costs of development and manufacturing costs it is not good to have any sales drops.

  • Thanks. That was an enlightening read. Real world testing shows 14nm Broadwell-E to be only marginally faster than 22nm Haswell-E, and not as overclockable. The pace of real innovation is slowing down to a trickle.

  • @Ralph_B

    It is not about CPU, it is about Intel 14nm process. I suggest to check specialized resources like EE Times

    image

    http://www.eetimes.com/document.asp?doc_id=1329279

    img975.jpg
    776 x 299 - 59K
  • Do you have any information on how much of Broadwell-E is actually 14nm?

  • @Ralth_B

    In what regard exactly?

    They can no longer scale in frequency so they add cores keeping very big margins.

    Most people do not understand that 8x core chip cost to Intel is around 1.5-1.7x compared to more common 4 core chip. So, managers in Intel and press keep people in dark to get big margins and advertisement budgets that come from this same margins.

  • What's your take on the latest 14nm Broadwell-E processors from Intel?

  • @Ralth_B

    To make thing simple - in early processes all elements scaled proportionally. Already at around 28mm it started to become hard, transistors design changed and only some elements had been scaled while other remained larger. In 14nm it became even worse, 14nm from different manufacturers can differ very much in size. Now 14nm is mostly marketing term.

  • What do you mean "14nm processes that are not really 14nm"?

  • CPU progress already stopped. All this is bad news.