Da, jer oni i dalje misle da što više para imaš na bacanje, to je bolje. Daleko od toga da lik nije sposoban, ali ovo nije isti Intel koji je napustil 2009., a i onda je otišel, jer su ga otjerali i za CEO-a postavili ekonomista.
Paralelno s Intelom, TSMC najavljuje da njihovih 3nm kreće s rizičnom proizvodnjom u drugoj polovici 2021., dok masovna proizvodnja ide u drugom dijelu 2022. Sve skupa troše 15 milijardi dolara na nove 3nm FABove.
Kaj se Intelovih kapaciteta tiče, IMHO njima je najveći problem kaj sad više nitko ne čeka, niti želi 10nm koji je službeno trebal biti u opticaju prije 5 godina. Da ne pričam da su spiskali 10 milijardi na otkup dionica.
Bude tu još svega, ali izgleda da mudraci unutar Intela i dalje žive glavom u oblacima.
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TSMC has plans to allocated US$25-28 billion in capex for 2021, with over US$15 billion of the foundry house's record budget to be spent on advancing its 3nm process node. The foundry has disclosed that it is on track to move its 3nm process to risk production later this year, and start volume in second-half 2022. TSMC's spending on EUV lithography equipment for its technology advancements is part of the reasons behind the higher capex this year. In addition, TSMC disclosed its 3D SoIC (system-on-integrated chips) packaging technology will be ready for production in 2022. TSMC's SoIC technology will be first adopted for HPC applications. Intel is expected to see strong growths in sales and profits in 2021 thanks to the releases of new-generation 10nm CPUs.
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Izvor: DigiTimes
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