agreed, I say let the fight begin. I'll sit back and watch while eating popcorn.Hey this works for me.. provocation leads to retaliation (with better products hopefully) and more SoC = better tech, better price-performance ratio, and CONSUMERS WIN
• Secured PIN entry for enhanced user authentication in mobile payments & banking
• Anti-malware that is protected from software attack
• Digital Right Management
• Software license management
• Loyalty-based applications
• Access control of cloud-based documents
• e-Ticketing Mobile TV
Geez - what an astute, fact-filled, illuminating post.. Not!Intel is dinosaur laying dinosaur eggs. ARM is a mammal. Guess who's gonna win the evolution race!
TSMC, the world’s largest semiconductor foundry, has issued a warning about continuing lackluster performance of its 28-nanometer process. In recent weeks, Nvidia has threatened to leave TSMC, and Qualcomm has reportedly begun diversifying, shifting some its business from TSMC to GloFo.
Speaking to Focus Taiwan, the chairman of TSMC said the company will yet again fail to meet demand in the third and fourth quarters of 2012, with 2013 being pegged as the soonest date that its 28nm process will be able to keep up with demand. Jiving with TSMC’s announcement, though with a slightly more optimistic and PR-friendly twist, Qualcomm’s CEO says that it is working with TSMC and other foundries in an attempt to satisfy the supply of 28nm Snapdragon S4 SoCs by the end of the year. Following our March report that Nvidia was unhappy with TSMC, it’s reported that the company then threatened to jump ship, resulting in TSMC granting it priority over Qualcomm and AMD’s 28nm chips.
Qualcomm even discussed the possibility of working with other foundries to improve Snapdragon S4 supply — and rumors suggest that it has indeed begun working with GlobalFoundries. Taping out designs with new foundries takes time, though, and considering both Samsung and GlobalFoundries seem to be having similar issues at 28nm (remember, AMD canned its GloFo 28nm APUs and moved to TSMC), this won’t be a quick fix for Qualcomm. If Qualcomm did tape out a design with GloFo, though, the good news — thanks to an agreement made last year to sync up their 28nm processes — is that it should be able to then use the same design with Samsung.
In short, with its 22nm Ivy Bridge parts, it now looks like Intel might have extended its technology lead to almost three years. It will be 2014 at the earliest before TSMC debuts its 20nm process, and I would be surprised if it’s 2015 before we see real, mass-market production. It’s too early to say, but Intel’s roadmap says it will be at 10nm by 2015 — two full process nodes ahead of TSMC, GloFo, and Samsung.
With 32nm Medfield on the market, 22nm Merrifield (Silvermont) due next year, and 14nm Airmont chips in 2014, ARM Holdings and its partners must be a little nervous. AMD and Nvidia are probably safe on the graphics front for now, though the process advantage will definitely allow Intel to close the gap. Where this leaves AMD on the x86 CPU side of things, who knows. Kalveri (Trinity’s true successor) had better be darn good.