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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST
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From: FJB12/3/2018 11:51:51 AM
2 Recommendations

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Donald Wennerstrom
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Here is what Forrest Norrod has to say about Intel's 10nm:

"They're going to launch it, we think, end of next year, and the servers probably mid to second half of 2020," reveals Norrod. "It was a law of nature that Intel, who are the masters of process, had a one generation or greater process lead over everybody else. That was a law of nature, and that law of nature just got broken. And they're a really good team. It got broken because this is super, super, super hard."

"This stuff is incredibly hard," Norrod points out. "We're working on the absolute frontiers of physics here. The complexity of manufacturing these things is just incredible... My impression is they went just a tiny bit too far in a couple of aspects of the process design rules. And they just can't get it to work."

itpro.co.uk


His estimate for the server schedule corroborates AnandTech's speculation, i.e. second half 2020.

anandtech.com
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