Beyond 22nm, many things get exotic. Extreme UV (EUV) has been the next big lithography change for ages -- is it finally required for 15nm? FINFETS, Carbon Nanotubes, and Stacked Die, Oh My! We're not in Kansas any more.
Thursday, November 18, 2010
Sunday, November 14, 2010
Wednesday, November 10, 2010
But this is much more focused than a merchant ASIC business. FPGA itself is more like a Standard Product, with high volumes and lots of benefit from using advanced processes. Altera and Xilinx are the most leading-edge customers for the established foundries. It'll be interesting to see Intel's motives beyond just "further monetizing the fab".