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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: NAG1 who wrote (211044)11/6/2021 11:51:57 AM
From: Doren1 Recommendation

Recommended By
Jatin Kadakia

  Read Replies (1) | Respond to of 213119
 
Interesting articles about the chip race: Anyone care to expound?

How Intel plans to catch Samsung and TSMC and regain its dominance in the chip market

Intel's Process Roadmap to 2025: with 4nm, 3nm, 20A and 18A?!

It is no secret that having "Intel 10nm" being equivalent to "TSMC 7nm", even though the numbers actually have nothing to do with the physical implementation, has ground at Intel for a while. A lot of the industry, for whatever reason, hasn’t learned that these numbers aren’t actually a physical measurement. They used to be, but when we moved from 2D planar transistors to 3D FinFET transistors, the numbers became nothing more than a marketing tool. Despite this, every time there’s an article about the technology, people get confused. We’ve been talking about it for half a decade, but the confusion still remains.


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Seems like most of this is actually a function of the company that makes the high end photolithography systems: ASML Holding (P/E=55) although as I understand it yields are partly a function of the chip's design where Apple seems to have a big edge and the expertise of the foundry plant owners where Samsung and TSMC seem to have the edge.

How small can they make them?