TSMC versus Intel at 20nm!
April 25, 2012
The biggest news out of the TSMC Symposium last week was the 20nm update. Lots of debate and speculation, just why is TSMC releasing one version of 20nm (20nm SoC) versus multiple versions like in 40nm (LP, G, LPG) and 28nm (HP, HPM, HPL, LP)? Here are my thoughts, I would also be interested in your feedback in the comment section. This really is a big change for both TSMC and the foundry business so it is certainly worth discussing.
Morris Chang did a candid interview in early January discussing Intel as a competitor. Morris is a very clever man, a master at the card game bridge, so you can really read a lot into of what he has said here:
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