Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 154.03

+3.5%

Nov 26 3:59 PM EST

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To: TigerPaw who wrote (11600)	7/16/2021 11:06:22 PM
From: Kirk ©	Read Replies (3) of 26631

I believe their biggest problem was they lost the ability to lead in feature size shrinks... They had a one to one and a half node lead at 22nm and now trail by maybe that much where SOTA is 5 nm in volume. Of course transistor leakage is a huge limitation on feature size shrinks so what might have worked at 15nm didn't at 10nm or 7nm... so they'd run too hot and Intel had to try to fix the leakage and yield problem that TSMC and Samsung did. There is still a TON of money to be made at the 15nm and 22nm nodes, especially for automotive and IOT chips where you don't need billions of transistors to see if a door is open with the ignition on. en.wikichip.org and spectrum.ieee.org

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