Source ?At the same website they talk about the yields of leading edge nodes of Samsung. And the "reports" of 20-30% yields were false. And now are much more improved.
China might disagree. If China disagrees then Intel would have to think hard before risking 30% revenue of their total revenue from there.It seems Tower Semiconductor will be taking charge of IFS.
Not a big deal according to Ian:Anyone looking for a new job?
Intel Foundry Services Chief Steps Down | Tom's Hardware (tomshardware.com)
They are going to spin off their foundry services?. . . huh. At first it seemed like things might be going really badly for IFS, but now it's starting to look more like Intel is getting ready to spin off their foundry services.
They've publicly pushed back hard at speculation that they will spin off IFS, but that doesn't stop the rumors. Bear in mind it's just people observing Intel's actions under a lens of "if they were to spin off the fabs, this is something they'd do". But that not-so-coincidentally has a lot of overlap with running IFS in general.
It'll be more like Alphabet ( parent company of Google/Youtube/Waymo ) or Samsung's business units. Intel Corp ( parent company ) will own IFS and IDM as separate business units.
As long as their 3nm doesn't underperform and become a flop.Nvidia 5000 series on 3nm gaa .. looks promisingSamsung executives hold semiconductor wafers made with 3-nanometer tech Samsung Electronics Co., the world’s largest memory chipmaker, will make semicondwww.kedglobal.com
Thats bsAs long as their 3nm doesn't underperform and become a flop.
I feel like 3nm is Samsung's last chance to fight back against TSMC and stay competitive. If their 3nm flops, it will be end of an era for Samsung Foundry as a cutting edge fab.
I am basing this on the fact that ASML CEO once stated -as I remember- that eventually one player will have to drop out of the leading edge foundry race.
The more TSMC wafers they take, the more their own fabs will become a lodestone about their neck. 10nm was a disaster for the company in numerous ways, despite the fact that they eventually salvaged some working products from that fiasco. If Intel 4 (and Intel 3) turns out to be anywhere near as bad, it could take the entire company with it. Isolating their fabs from every other part of the business gives them a chance to shift losses and preserve some part of the company.
"Second generation" 3nm node without a working first generation node sounds, to me, like they are brewing up a version of their 3nm node that removes the most troublesome part and adds a few tweaks learned trying to get vanilla 3nm going as a fall back in case they can't get 3nm to acceptable yields.
The bad yield rumors aren't coming from Korea but Taiwan apparently. It is really silly since Samsung announced the 11? future fabs in Texas, specifically for 3GAE and lower.Based on (ARM Logic+Memory) compiler data:
7nm LPP/SF7: 1.0x perf + 1.0x power + 1.0x area
5nm LPE/SF5E: 1.11x perf + 0.85x power + 0.71x area
4nm LPE/SF4E: 1.2321x perf + 0.714x power + 0.5396x area
3nm GAE/SF3E: 1.416915x perf + 0.5355x power + 0.4047x area
[Same core, Same memory :: Real core -> Real PPA]