Re:Intel's disruption is now complete
by ksec on Sunday November 15, 2020 @12:27PM
(#25102870)
>But sounds like there's no way Intel or others can just "leapfrog" even if they knew what needed to be done and could abandon their prior choices.
At best It take one year to build a Fab. It takes another one just to plan to built it. That is assuming you get the regulation approval with zero delay.
Building a Fab means absolutely nothing if you cant get the process to yield. Look at Samsung Foundry in the past 3- 5 years.
Intel's Leapfrog chances was their Intel Custom Foundry. Had they not mess that one up they would have a Fighting chance. Even if they had a Design that Leapfrog Apple's M1 today, it would still be let down by their 10nm SuperFin Process.
At best It take one year to build a Fab. It takes another one just to plan to built it. That is assuming you get the regulation approval with zero delay.
Building a Fab means absolutely nothing if you cant get the process to yield. Look at Samsung Foundry in the past 3- 5 years.
Intel's Leapfrog chances was their Intel Custom Foundry. Had they not mess that one up they would have a Fighting chance. Even if they had a Design that Leapfrog Apple's M1 today, it would still be let down by their 10nm SuperFin Process.