[Intel “The world’s first mass production of 2 nanos”, TSMC, Samsung beat] Is Intel coming back to life?
I saw it because someone asked me to explain the meaning while delivering this article.
Nothing much. Intel started mass production using the 2 nano process for the first time.
The 2 nano process production technology was developed a long time ago, but the yield and quality were not stabilized enough to apply it to mass production, so other companies have just not started mass production yet.
TSMC seems to adjust the timing of mass production according to the customer’s product launch schedule.
What is a foundry? If you design it by a fabless company and place an order, they make it as it is.
It’s not important to start mass production of the 2 nano process, but it’s important which fabless company puts the order in it, and the first thing customers see is yield and quality.
TSMC’s 2-nanometer yield is known to be close to 70%, but Samsung Electronics will be 50% or not.
Intel announced mass production but didn’t talk about yield at all. I think it’s about Samsung Electronics.
Intel seems to have started mass production by saying that it will gain experience even if it throws away half of its products from its own fab.
From the customer’s point of view, if it’s made according to the design, but the yield doesn’t reach 50%, half of what it’s made has to be thrown away, and no company is willing to bear the loss.
That’s why everyone turns a blind eye to Intel even if they say they’ll make it and waits for TSMC to start mass production.
Even if I wait a few more months, I want to get the right product.
If there is no news that Intel will take orders from other companies and produce them through a 2-nano process, Intel may start mass production for the first time in the world, but it may face even greater difficulties due to worsening profitability.
It costs a lot to run a 2-nano fab.
The world’s first development, the world’s first mass production, doesn’t mean much. In the case of 3-nano, Samsung Electronics started development and mass production first, but it’s just making fun of it now.
Yield reached 90%, customer orders flooded…, If it’s not this kind of news, I think it’s just that, so we can move on.
Bambal: There is talk that Samsung Electronics’ Taylor Fab will make Tesla’s AI6 chip in a 2-nano process, but Tesla’s orders are not large compared to Taylor Fab’s mass production capa. If you build a fab and start operating and you don’t get an additional order from another company, you’ll have to tease half of the fab, and it might not be very profitable. It’s not that I’m particularly worried, it’s just that.