Want 10nm Wafers? That'll Cost You
As you know, I've been a bit of a bear about what is happening to wafer costs at 20nm and below. At the Common Platform Technology Forum last week there were a number of people talking about this in presentations and at Harvey Jones's "fireside chat".
At the press lunch I asked about this. There are obviously lots of technical issues to address to get to 10nm and below, and I don't want to underestimate them, but at some point an important question is "at what cost." Historically, with each process generation we have had something like a 50% reduction due to scaling along with a 15% increase in wafer fabrication cost resulting in an overall 35% reduction in cost per transistor.
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