Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

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3:59 PM EST

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To: John Koligman who wrote (10722)	12/16/2020 8:24:49 PM
From: Kirk ©	Read Replies (1) of 26534

I'm not sure where this is going. The US would be foolish to have its whole military (laptops and servers) rely on chips made on a remote island that China claims is theirs. Same with relying on Japan or S. Korea. One thing I know is Intel measures feature size differently and the disparity is not as large as many say... I think 10nm Intel is equivalent to 7nm TSMC... but TSMC does have a lead with volume production. I remember when we (HP) sold our microprocessor operations to Intel. We had the better architecture and thus better chips for a given process but it got prohibitively expensive to build chip plants to compete. My neighbor and friend transferred from HP Labs process R&D to Intel but she and her husband moved away (more expensive home in the hills) so I haven't heard from them in awhile. I'm not sure why Intel missed the boat. Perhaps management attention is going to Mobileye where they hope to be a leader in the next big user of chips?

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