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From: Elmer Phud4/24/2012 8:15:49 PM
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rfdesignline.com 

It’s the beginning of the end for the fabless model according to Mark Bohr, the man I think of as Mr. Process Technology at Intel.

Bohr claims TSMC’s recent announcement it will serve just one flavor of 20 nm process technology is an admission of failure. The Taiwan fab giant apparently cannot make at its next major node the kind of 3-D transistors needed mitigate leakage current, Bohr said.

“Qualcomm won’t be able to use that [20 nm] process,” Bohr told me in an impromptu discussion at yesterday’s press event where Intel announced its Ivy Bridge CPUs made in its tri-gate 22 nm process. “The foundry model is collapsing,” he told me ...

For its part, TSMC said at 20 nm there is not enough wiggle room to create significant variations for high performance versus low power processes ...

I asked Bohr to whom Intel is providing access to its 22 nm process besides two announced partners—Achronix and Netronome. He only said that Intel does not want to be in the foundry business, but it makes its technology available to a few strategic partners.

Looking ahead, Bohr said Intel has finished characterizing its next-generation 14 nm process using immersion lithography. It even has “encouraging results” suggesting it will be able to use immersion litho for the 10 nm node that is still in early planning phase.

“We think we have a [10nm] solution using immersion lithography—we’d love to have extreme ultraviolet [EUV] lithography, but we are not counting on it,” said Bohr in the event Q&A.

As a follow up, I asked whether Intel has other new process tricks like 3-D transistors at 14 and 10 nm. His answer: “Yes!”

Parts is Parts...
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