Photo: Reuters, Investors sold Intel’s stock and it lost around US$50 billion in valuation, while TSMC saw its market valuation increase by over 50 per cent in the same period, Apple’s decision to use ARM instead of Intel gave TSMC the learning curve advantage which over time enabled it to pull ahead in manufacturing process technology.
Without an intellectual property (IP) designed focused fabless approach, semiconductor technology is not the economic growth engine that it is today. All rights reserved. Q. John Blyler is a Design News senior editor, covering the electronics and advanced manufacturing spaces.
By David Manners Meanwhile, Samsung and TSMC become the only companies actually making leading-edge logic. This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Related: 15 Semiconductor Milestones That Created the Modern World. But things are different now from the last decade or so when Intel was dominant in the semiconductor space.
It would end up being no different to what AMD has now become. Web page addresses and e-mail addresses turn into links automatically. Required fields are marked *. Intel’s six-transistor SRAM cell made on its 10nm process measures 0.0312 sq micron. These fabless companies began to out-design Intel in the mobile phone industry and accelerated TSMC’s lead over Intel in high volume manufacturing of … And now, on top of the manufacturing concerns, Intel has announced the sale of its NAND memory business to Hynix. Intel keeps its competitive advantage through process technology.
Until just recently, Intel were masters of this craft. Informa Markets, a trading division of Informa PLC. John has co-authored books related to system engineering and electronics for IEEE, Wiley, and Elsevier. In 2017, Intel lost its 24 year position as the largest chip manufacturer, now it may have lost its leading position in chip manufacturing technology. They would just be a “me to” company. One wonders what other assets Intel may put on the bidding block in the near future. For one thing, the company has not been capable of displaying Arm processors for its own in the embedded space.
There is nothing wrong with that approach to business as it deals with the extreme complexity of designing chips. Intel keeps its competitive advantage through process technology. Well spotted Johan, you win this week’s Eagle Eye Award. |News|Products|Blogs|Jobs - Owned by Emap, Southern House, CR0 1XG (020 39532600), Webinar: Manufacturing Intelligence in the Electronics Industry, Webinar: XRF coatings analysis equipment for micro-scale semi packaging, Under Threat From God And Man – But Not From The Competition, EW BrightSpark 2020, In the spotlight: Dr Olivia Ojuroye, The Wearable Tech Hub. Few things are more difficult – both at the scientific and engineering levels – than designing chips that are getting closer to the size of atoms, i.e., 7nm and below. GloFo’s six transistor SRAM cell made on a 7nm process measures 0.0269 sq micron. Intel originally planned 10nm for 2015 and, earlier this year, briefly disclosed details of two 10nm Cannon Lake processors but later dropped reference to the parts from its site.
They would just be a “me to” company. SK Hynix will acquire from Intel the remaining assets, including IP related to the manufacture and design of NAND flash wafers, R&D employees, and the Dalian fab workforce, upon a final closing expected to occur in March 2025 with the remaining payment of US $2 billion.”. Votes: 19 13.5% No, manufacturing is integral to Intel, and they will continue to invest to stay competitive. Build a Socially Distant Halloween Candy Slide, Q&A with Jenny McCall, Event Director, The Battery Show & EV Tech Digital Days, New Electrolyte Material Improves Safety, Performance of Li Batteries, Carbon Fiber Steps Up Game in Basketball Shoe, Toyota Driver Monitoring Sensors Could Detect Heart Trouble, 15 Semiconductor Milestones That Created the Modern World, Allowed HTML tags:
But will their latest actions be enough? Electronics Weekly teams up with RS Components to highlight the brightest young electronic engineers in the UK today. With a BS in Engineering Physics and an MS in Electrical Engineering, he has years of hardware-software-network systems experience as an editor and engineer within the advanced manufacturing, IoT and semiconductor industries. Bit slow on this one aren’t you David – these figures were published last April and it was all discussed back then . Read the Electronics Weekly @ 60 supplement ». After all, they both discovered the digital scaling and manufacturing trend known forever as Moore’s Law. Further, it’s the main competitor in the fab space, the Taiwan Semiconductor Manufacturing Company (TSMC), has succeeded in dominating the manufacturing space by just focusing on the production of chips. This would leave the company – at least for leading-edge design and production – as merely another fabless semiconductor vendor. Current Fab Sites
Also, DARPA is stepping up to safeguard the U.S. semiconductor chip supply chain and intellectual property (IP).
Currently, Intel is making chips at 10nm even though that technology was scheduled for release in 2017 or 3 years ago. Meanwhile, Samsung and TSMC become the only companies actually making leading-edge logic.
It would end up being no different to what AMD has now become. That said has anyone seen a TSMC or Samsung 7nm sample yet ? Thanks for letting me know, I’ve added the 0s. If Intel truly leaves the leading-edge chip manufacturing space, then it may become little more than yet another fabless company existing solely on its design and marketing talents to turn a profit. Intel will retain its Optane business and intends to invest transaction proceeds in long-term growth priorities such as AI, 5G networking, and intelligent, autonomous edge products. The potential technology and security issues have not escaped the attention of the more technically attuned and globally aware members of the US Congress. By itself, this is disturbing news as Intel is the only major US-owned designer that still manufactures semiconductor technology domestically. But earlier this year, Intel floated the idea of leaving the leading-edge chip manufacturing space as a whole. But we need to maintain fabs in the US. Further, TSMC is already near full manufacturing capacity.
Still, the big concern is that if Intel has to outsource its leading-edge parts to other foundries, then it loses the financial justification to build new fabs. This focus has helped TSMC pass Intel in manufacturing capabilities. Read our special supplement celebrating 60 years of Electronics Weekly and looking ahead to the future of the industry. Copyright © 2020.
Most semiconductor companies are fabless. We've scanned the very first edition so you can enjoy it. Yes, Intel is a product designer at heart, and they will seek a more flexible fabless model. The company had planned to continue that method until it began having major problems with, first the 10nanometer process node and, more critically, the 7nm node. If it went fabless it would just become another average fabless company that tried to sell its products at higher prices. This delay prompted the new CEO, Bob Swan, to recently say that Intel may look to outsource the manufacturing of all chips at the 7nm process node. If Intel truly leaves the leading-edge chip manufacturing space, then it may become little more than yet another fabless company existing solely on its design and marketing talents to turn a profit. There are plenty of 10nm samples around which perform well but I agree yields aren’t where they need to be for volume shipments.
Intel’s problems with its manufacturing mean it may need to turn to TSMC to make its chips.