Intel Versus the Fabless Semiconductor Ecosystem!

By SemiWiki

July 8, 2013

In case you missed it, there is an interesting conversation on my blog, The Future of Mobile Devices and the Semiconductor Landscape!, between Ashraf Eassa and myself. Ashraf and I also converse privately, he’s a very respectful and intelligent young man. For the last year Ashraf has been writing financial articles for Seeking Alpha which has earned him the reputation of an “Internationally Recognized Intel Fan”.

Ashraf did a nice Intel vs TSMC process comparison in the comment section, clearly he put a lot of time into it and for that I’m grateful. It also gives a telling look into how financial analysts think. Ashraf is a recent college graduate, if you are looking for an entry level analyst make him an offer, absolutely. Unfortunately, Ashraf, along with many other analysts, do not GET the fabless semiconductor ecosystem:

How will the fabless players compete at 20nm if they will not get the performance/power improvements to roughly match Intel's 22nm FinFET process until 2015 when, presumably, Intel will be shipping its 2nd gen FinFET? Perhaps I'm missing something...

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