Intel Really is Delaying 14nm Move-in. 450mm is Slipping Too. EUV, who knows?
I attended the semi-annual SEMI Silicon Valley Lunch meeting last week. The semiconductor equipment people are the ones that really know what is going on. People can talk about capex numbers on conference calls but it is the equipment vendors who either do or do not get orders for particular types of equipment. In turn, the analysts that follow the equipment industry have a pretty good handle on where various technologies are.
One takeaway was that Intel's delay of a quarter or two in 14nm was just taken as a given during the lunch. Intel has the biggest capex in the industry (although actually TSMC spent more in the first half of the year) so changes in their spend affect everyone. Intel has reduced its expected capex for the year to $10B but the analysts were skeptical that they would be able to spend that much given that there are only 4 months left in the year.
To read the full article, click here
Related Semiconductor IP
- xSPI Multiple Bus Memory Controller
- MIPI CSI-2 IP
- PCIe Gen 7 Verification IP
- WIFI 2.4G/5G Low Power Wakeup Radio IP
- Radar IP
Related Blogs
- EUV Will Not be Ready For 14nm, says Imec President...
- Intel 14nm Delayed?
- Intel 14nm versus Samsung 14nm
- Yes, Intel 14nm Really is Delayed...And They Lost $600M on Mobile
Latest Blogs
- The Growing Importance of PVT Monitoring for Silicon Lifecycle Management
- Unlock early software development for custom RISC-V designs with faster simulation
- HBM4 Boosts Memory Performance for AI Training
- Using AI to Accelerate Chip Design: Dynamic, Adaptive Flows
- Locking When Emulating Xtensa LX Multi-Core on a Xilinx FPGA