SemiWiki - Intel Wafer Prices?

[jdubs03]

http://www.semiwiki.com/forum/content/3032-exposed-intel-wafer-pricing.html

Any thoughts on this?

He didn't even consider the density advantage that Intel will gain at 14 and then 10nm. Additionally he didn't link any reports showing any evidence, so it looks suspect to me.

 

[SiliconWars]

Read it 2 days ago and immediately dismissed it due to a complete lack of evidence. Nothing else matters after that.

 

[jj109]

The author is just desperately trying to drive page views to his site. His articles have less sources than wccftech and some sources are his own articles!

And then we have gems like this in other articles:

There are no secrets in Silicon Valley, especially now with semiconductor social media websites like SemiWiki.com, believe it.

And finally we scroll down to the bottom to see a TSMC ad.

TSMC even advertises?

 

[Homeles]

Charlie Demerjian: Ultrabooks, Nvidia :: Daniel Nenni : Intel

Actually, that's giving Nenni too much credit. Sorry Charlie, I shouldn't have compared him to you. He's basically the semiconductor equivalent of Fox News, or The Sun.

So keep that in mind.

His claim about TSMC's 28nm process being superior to Intel's 32nm is a complete load of bull. Even if he were right, he apparently lacks the intelligence to understand that Intel's nearly -- not one, but two full nodes past 32nm now.

The moron honestly believes that TSMC's 20nm planar process is superior to Intel's 22nm FinFET process. The only metric it is superior in is density, and that's going down the toilet with 14nm.

Intel's 22nm process won't even be competing with TSMC's 20nm, for the most part.

Anyway, his main point seems to be that Intel's not going to suddenly steal TSMC and Samsung's foundry business. Well, no sh*t. Intel's 3rd party fab business is in its infancy. The other guys have been established for years, and their partners are quite buddy-buddy with them. Unless you have a tremendously disruptive product, like the original iPhone, you're not going to overtake a market overnight.

The guy seems very heavily invested in companies that compete with Intel. This is damage control at its finest.

Read it 2 days ago and immediately dismissed it due to a complete lack of evidence. Nothing else matters after that.

Really? Truly?

I'm impressed, especially since this is the guy you've cited for the whole "14nm delayed" nonsense.

 

[SiliconWars]

Really? Truly?

I'm impressed, especially since this is the guy you've cited for the whole "14nm delayed" nonsense.

Yes, unlike most here I'm capable of treating each article/post/bit of evidence independently of author/history/fanboy bias.

It's what makes me such a formidable opponent.

 

[Homeles]

Yes, unlike most here I'm capable of treating each article/post/bit of evidence independently of author/history/fanboy bias.

It's what makes me such a formidable opponent.

:wub:

I still think his previous articles were a load of garbage, though. Even if he was correct, and he had some sort of insider information that Intel's 14nm process was delayed... his points and credibility are lost in his rhetoric. In this aspect, he is a lot like Charlie.

 

[SiliconWars]

I knew you'd like that one Homeles.

 

[bullzz]

this author is full of BS on all articles he writes on Intel. he has zero credit to be mentioned in this forum