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Intel Claims Progress on <span style='color:red'>10nm</span> Yields

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Intel Claims Progress on 10nm Yields

Intel's stock value declined by more than 5 percent in after hours trading after the company reported better-than-expected overall sales for the second quarter, but came up short of analysts' targets for the closely watched data center product category.Intel also said it continues to make progress on yields of 10nm, with its interim CEO saying the company would have 10nm chips in PCs on store shelves in time for the 2019 holiday season.Bob Swan, Intel's chief financial officer who has been serving as the company's interim-CEO since Brian Krzanich resigned abruptly last month, told analysts on a conference call following the second quarter report Thursday that Intel thinks its 14nm product lineup for next year on both the client and server side "will deliver best-in-class performance as we continue to ramp 10nm."Intel has been dogged by yield issues at the 10nm node, causing the company in April to delay the launch of 10nm products until next year. Venkata (Murthy) Renduchintala, president of Intel's Technology, Systems Architecture & Client Group, added that the 10nm yield difficulties are the result of very aggressive density scaling from the 14nm node."Really, the challenges that we're facing on 10nm are delivering on all the revolutionary modules that ultimately deliver on that program," Renduchintala said. "And while there's risk and a degree of delay in our timeline on that, we're very pleased with the resiliency of our 14nm roadmap, where in the last few years we've delivered in excess of 70% product performance improvement as we've moved through our 14nm generation of products."For the second quarter, Intel reported sales of $17 billion, up 15% from the year-ago quarter. The company reported a net income of $5 billion, up 78% from the year-ago quarter.But while the company's overall sales exceeded both its own target and consensus analysts' expectations for the quarter, data center sales of $550 million, up 27% year-over-year, but slightly below Wall Street's forecasts.But Intel said it now expects its data center sales to grow by 20% this year, up from the forecast issued in April.Intel said it now expects sales for 2018 to be between $68.5 billion and $70.5 million. The midpoint of this range, $69.5 billion, is up $2 billion compared to the forecast the company issued in April."Our biggest challenge in the second half will be meeting additional demand, and we are working intently with our customers and our factories to be prepared so we are not constraining our customers' growth," Swan said.

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Intel

Release time：2018-07-30 00:00 reading：1243 Continue reading>>

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Intel to Spend $5 Billion on 10nm Fab in Israel

Intel Corporation plans to invest $5 billion over the next two years to upgrade its fab in Kiryat Gat in Israel from 22nm to 10nm technology.There was no official announcement from Intel, but Israel’s ministry of finance said in a statement that approval is expected from Israel’s government bodies in weeks and that the new plant will employ an additional 250 people. Intel had apparently considered several possible expansion sites but, after two years of discussion with Israel’s finance ministry, decided to expand its site in the country.Intel has been a major employer in Israel, starting with five employees in Haifa in 1974, and has invested about $11 billion since then. Now the company employs 10,000 people in the country directly, with 60% of employees in research and development.At its recent venture capital arm’s global summit in California, Intel Capital’s Yair Shoham was reported to be considering several significant investments in Israel this year, having already invested in six companies in 2018. It is thought to have invested some $375 million in about 80 Israeli startups since 1997 and had 28 exits, including Anobit, the flash memory controller company sold to Apple in 2012. This month, Intel Capital participated in a $10 million round led by MegaChips in Israeli Gfast chipset supplier Sckipio Technologies. [Gfast is an ultrafast broadband technology, which is anything over 100 Mbps].

Key word：

Intel

Release time：2018-05-29 00:00 reading：1185 Continue reading>>

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Intel Could Pay Dearly for Its 10nm Chip Production Delay

On a day when Intel (NASDAQ:INTC) crushed Wall Street's expectations with a stellar first-quarter report, investors were worried about something else. Chipzilla revealed that its move to the 10-nanometer (nm) chip production process will be delayed once again due to yield issues, this time to an unspecified date in 2019.When CEO Brian Krzanich said that the chipmaker might have gone overboard with its 10nm chip development targets, investors were unsettled, as the company has now officially lost its manufacturing lead in the chip industry. An advanced chip manufacturing process would have allowed Intel to reduce production costs, increase processing power, and make its chips more power efficient. And all of this is crucial in warding off the ever-growing competition.But Intel investors will now have to wait until 2020 (assuming there are no further delays) for the volume production to begin, and this could spell trouble.CPU dominance is in dangerIntel is the dominant supplier of central processing units (CPUs) used in PCs, holding an estimated 88% of this market at the end of 2017, according to Mercury Research. But rival Advanced Micro Devices (NASDAQ:AMD) has done well to make its mark in the CPU space with its Ryzen CPUs, which are based on the 14nm chip manufacturing process.AMD increased its CPU market share to 12% at the end of last year from 9.9% the year before. However, AMD can inflict more damage on Intel this year as its latest second-generation Ryzen CPUs are based on an improved 12nm process (a refined version of last year's 14nm process).AMD claims that the new Ryzen CPUs are 16% faster and 11% more power efficient than last year's first-gen offerings. But the bigger play for AMD lies elsewhere, as the second-gen Ryzen chips are just a steppingstone to something more important.AMD plans to leapfrog Intel's chip manufacturing technology by next year with its Zen 2 architecture, which is based on a 7nm manufacturing process and is slated for a commercial launch next year. The fact that AMD's foundry partner TSMC has already started volume production of 7nm chips lends credibility to AMD's ambitions to attack Intel's manufacturing lead. This doesn't bode well for Intel's client computing group (CCG), which accounted for almost 51% of revenue last quarter.Intel has been relying on higher average selling prices (ASPs) of its processors to drive growth in CCG and beat the flat PC shipment volumes. For instance, the segment's revenue increased 3% year over year in the latest quarter on the back of a 7% increase in desktop ASPs and a 1% increase in notebook ASPs. But the company could be forced to reduce prices of its CPUs to overcome AMD's threat and defend market share, and Intel is no stranger to such a strategy.This spells trouble for its CCG segment profitability. The segment's operating margin was down 4% last quarter to 34%, with Intel blaming the drop on 10nm transition costs. With the transition to 10nm still some time away and competitive threats rising, Intel's CCG business looks set for a rough ride.More bad newsThe fallout from Intel's 10nm delay won't be restricted to the CPU business. The data center group (DCG), which is the company's second-largest source of revenue with a third of the total top line, will also feel the heat.Intel has relied big time on DCG to drive growth. The segment reported 24% year-over-year growth in the latest quarter and could exceed $20 billion in revenue this year if it keeps growing at its current pace. Intel credits its Xeon processors for this impressive growth. They are witnessing strong demand thanks to their application in areas such as artificial intelligence (AI) and high-performance computing.The segment's terrific growth clearly indicates that Intel's latest Xeon processors (which are also based on a 14nm platform) have helped it maintain a near monopoly in server chips. But AMD has managed to make a mark here, thanks to its EPYC server chips that were launched at aggressive prices last year.Server original equipment manufacturers have been warming up to EPYC, giving AMD hope that it could get a mid-single-digit share of the server chip market by the end of 2018. But AMD can do much more, as its "Rome" server chips -- based on Zen 2 architecture -- are expected to succeed EPYC next year.AMD's data-center roadmap clearly indicates that it will start manufacturing chips on the 7nm process between now and 2020. Now that AMD has completed its Zen 2 design, its next-gen server chips are expected to come out in late 2018, and deployment is expected to begin in 2019.The EPYC Rome is expected to pack stronger technical specifications thanks to the improved manufacturing process. And it will probably help AMD grab a bigger piece of the server chip market in the long run.Meanwhile, Intel's progress in the programmable solutions group (PSG) could also hit a speed bump thanks to market leader Xilinx's technology lead.PSG has been gaining impressive traction recently as the likes of Microsoft and Baidu have selected Intel's programmable chips to accelerate AI workloads in data centers. In fact, Intel saw a 150% increase in sales of programmable data center chips last quarter, boosting the segment's revenue by 17% to $498 million.But Xilinx has a new weapon in the form of Project Everest, which is based on a 7nm architecture and is expected to start shipping next year. Xilinx is claiming that its Everest chips will be 20 times faster at running AI workloads, compared to the existing products on the market. Intel, meanwhile, will be stuck on its Stratix 10 programmable chips built on the 14nm Tri-Gate process that's three years old already.Brace for impactTurn the clock back two years, and you would see Intel dominating rivals such as AMD. But times have changed, and Intel's customers have been choosing rivals' products. For instance, AMD now has over 40 EPYC-based server systems on the market thanks to the likes of Hewlett-Packard Enterprise, Dell EMC, and Cray, among others. Amazon, Huawei, and Alibaba, meanwhile, chose Xilinx's programmable chips last year as the company enjoys a significant technology lead over Intel that could expand further.There will be no immediate impact on Intel because of its 10nm delay. Rivals are still working on advanced manufacturing processes, and even they could run into trouble. But if Intel is unable to keep up as its rivals take the next step, the chip giant could be in choppy waters.

Key word：

Intel

Release time：2018-05-28 00:00 reading：1138 Continue reading>>

Samsung in Production of Second-gen <span style='color:red'>10nm</span> DRAM

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Samsung in Production of Second-gen 10nm DRAM

　　South Korea's Samsung Electronics said it has commenced production of the second generation of its 10nm-class 8-Gb DDR4 DRAM. The chips achieve speeds of up to 3,600 megabits per second (Mbps) and are produced without the need for extreme ultraviolet (EUV) lithography.　　Gyoyoung Jin, president of Samsung's memory business, said through a press statement that new technologies in DRAM circuit design and process technology enabled Samsung to break through "a major barrier for DRAM scalability." To meet booming market demand, he said Samsung would rapidly ramp up its second-generation 10nm-class DRAM production and also aggressively expand production of the first generation of the chips.　　Devices labeled 10nm-class have feature sizes as small as 10 to 19 nanometers.　　The market for DRAM chips has been robust all year, as demand growth has outstripped supply and led to continual price increases. According to market research firm IC Insights, the DRAM market will grow by 74 percent this year, its largest rate of expansion since 1994.　　Samsung is planning to begin transitioning to EUV for logic chips next year at the 7nm node, although it is unclear when the technology will be put into production for DRAM. Because of the relative structural simplicity of DRAM cells, it is generally accepted that it will require EUV later than other types of devices.　　Samsung said it is able to produce second-generation 10nm-class DRAMs that achieve speed, performance and efficiency advantages over first-generation devices by employing advanced techniques, including a high-sensitivity cell data sensing system and a progressive “air spacer” scheme.　　The data sensing system enables a more accurate determination of the data stored in each cell, increasing the level of circuit integration and manufacturing productivity, Samsung said. Meanwhile, placing an air spacer around bit lines decreases parasitic capacitance, enabling a higher level of scaling and rapid cell operation, according to the company.　　Samsung claims its second-generation 10nm-class 8Gb DRAM boasts about 30 percent better productivity than the first generation of the chips, while also offering performance and energy efficiency advantages of 15 and 10 percent, respectively. The new devices can operate at 3,600 Mbps per pin, up from about 3,200 Mbps for the first-generation chips, which have been in production since 2016.　　The innovations used in the second-generation 10nm-class DRAMs will enable Samsung to accelerate its plans for faster introductions of future DRAM chips, including DDR5, HBM3, LPDDR5 and GDDR6, the company said.

Key word：

Samsung,10nm DRAM

Release time：2017-12-21 00:00 reading：1441 Continue reading>>

TSMC Expects <span style='color:red'>10nm</span> Demand to Soar

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TSMC Expects 10nm Demand to Soar

　　Taiwan Semiconductor Manufacturing Co. (TSMC) expects demand for its 10nm products to soar this year while its largest customer, Apple, ramps up production of the iPhone X.　　“We expect the N10 (TSMC’s designation for 10nm) to contribute about 10 percent of our full-year 2017 wafer revenue,” TSMC Co-CEO CC Wei said at an event in Taipei to announce the company’s third-quarter revenue. The outlook for the world’s biggest foundry has improved from three months ago, when the company said it expected 10nm sales to account for 10 percent of its second-half revenue.　　Based on the latest forecast, TSMC would log $3.2 billion from sales of 10nm chips in 2017. The company started 10nm production in the second quarter of this year, lagging its largest foundry rival, Samsung, by about four months. TSMC has become the sole supplier of Apple’s application processors after snatching the business away from Samsung.　　Some analysts had concerns about whether 10nm demand might plunge early next year, however.　　“For the fourth quarter, 10nm will be about 25 percent of your total revenue,” Citigroup analyst Roland Shu said to the TSMC executives at the Taipei event. “With this high figure for the fourth quarter, are you worried about the first quarter of next year?”　　Shu’s calculation “is quite close to the number we have,” Wei replied. “In smartphones, there is that seasonality. We don’t know the impact yet, but our customer is working on migration to the next node. That will ramp up in the second half of next year.”　　Exceeding Expectations　　TSMC said its annual sales growth should reach 8.8 percent in 2017, better than the company’s previous forecasts.　　TSMC is increasing its capital expenditure budget for this year to $10.8 billion from an earlier forecast of $10 billion as the company accelerates its buildup of 7nm capacity. The company expects a fast ramp of 7nm in 2018. For the next few years, TSMC forecast its annual capex budget to be about $10 billion.　　The company has transferred 7nm from R&D to manufacturing. The first 7nm chips to be made during the first half of 2018 will be high-end application processors and SoCs for high-performance computing, according to Co-CEO Wei. The company expects more than 50 tapeouts at that node by the end of 2018, he said.　　The company will also start risk production of its derivative N7+ during 2018. Compared with the earlier N7, the N7+ will have a 20 percent area reduction and a 10 percent speed improvement. The company will use EUV for production at the N7+ node, according to Wei.　　That shift to EUV may present some difficulties for customers migrating from N7 to N7+.　　“We are going to use a few layers of EUV in N7+,” Wei said. “If you are talking about the N7 product, customers will need to re-tapeout for the N7+ to get the benefits.”　　A lot of the same design rules will be used in the N7 and the N7+, so customers will not need to spend all of their resources designing for a new node, he said.　　The company said it is on track to start volume production of 5nm chips in 2020. Co-CEO Mark Liu pledged that the company’s 5nm products will have the best power efficiency in the industry.　　In the meantime, the company continues to defend its approximate 90 percent share in the legacy 28nm node. About 23 percent of TSMC’s third-quarter revenue came from 28nm products, and the company had its highest number of tapeouts at that node during the period, according to Wei.　　“We will continue to maintain our high market share in 28nm next year,” Wei predicted.　　Looking ahead to new business areas, TSMC said it expects to double its automotive business in the next five years from about $1.5 billion this year. The company also noted that it had about $400 million in revenue from a chainblock application for cryptocurrency mining. TSMC said the customer designed its own “powerful” chip. While the business is relatively small, the company noted that it has grown rapidly.

Key word：

TSMC,10nm,Soar

Release time：2017-10-23 00:00 reading：1543 Continue reading>>

TSMC Logs First <span style='color:red'>10nm</span> Sales

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TSMC Logs First 10nm Sales

　　Taiwan Semiconductor Manufacturing Co. (TSMC) has recognized its first revenue from 10nm products, trailing Samsung, its main rival in the foundry business, by nearly four months.　　TSMC said that 10 nm accounted for 1 percent of its overall revenue during the second quarter of this year. In March, Samsung announced its first 10-nm products, including the company’s Exynos 8895 SoC as well as Qualcomm's Snapdragon 835.　　TSMC expects to exit a slump that saw its second-quarter sales in dollar terms edge up just 3.2 percent from the same period a year ago. The company, which makes mobile communications products for Apple and MediaTek, said that an inventory correction among fabless customers will probably end during third quarter this year.　　“We forecast our third-quarter revenue will grow by 15.7 percent quarter on quarter,” said TSMC Co-CEO Mark Liu at an event in Taipei to announce the company’s second-quarter results. “This growth is driven by a fast ramp-up of 10-nm mobile customer products.”　　TSMC reiterated its expectation for 2017 sales growth to be in a range of 5 percent to 10 percent.　　The company may see 10 nm sales climb during the second half this year as it uses the 10 nm process to make the A11 application processor for Apple’s iPhone 8. TSMC says it expects 10 nm to account for about 10 percent of its sales during the second half of this year.　　Advanced Geometries　　The company may gain an advantage over Samsung at the 7-nm node a year from now.　　TSMC said its 7-nm yield is ahead of schedule and it expects a fast ramp in 2018. The company plans to insert several extreme ultraviolet (EUV) layers at 7 nm, but declined to provide details. The company also plans to offer a 7-nm plus node that it expects will allow customers easy migration from 7 nm.　　At this point, TSMC has about 30 tape outs for 7-nm products.　　TSMC added that its 5 nm roadmap is on track for a launch in the first quarter of 2019.　　Plugging the Gaps　　In the meantime, the company has been filling gaps in its legacy process technology to blunt the competition.　　TSMC has increased capacity for its 28 nm process, which accounted for more than a quarter of its revenue during the second quarter this year. The company, which has counted on 28 nm as a cash cow for more than five years, is hanging on to a 90 percent share of the market even as rivals such as Intel are trying to grab a chunk of that business.　　“We aim to achieve full capacity at all nodes,” said Co-CEO CC Wei. “We believe we are the lowest-cost supplier.”　　TSMC has introduced a 22-nm node between the 28 and 16-nm geometries that the company currently offers.　　TSMC aims to offer 12 nm products based on its 16 nm technology after it completes 12 nm development work in the second half of this year. The 12 nm technology will be an “optical shrink” of 16 nm, which will allow customers to convert existing 16 nm designs easily, according to Wei.　　Even so, there are some niches where TSMC plays second fiddle. At the 20/16 nm node, TSMC has faced strong competition from Samsung, which makes 14 nm products for Qualcomm.　　Sales of TSMC’s 16/20 nm products dropped to 26 percent in the second quarter, sliding from 31 percent of total first quarter revenue and 33 percent during the fourth quarter of 2016. TSMC expects the 16/20 nm decline to continue during the third quarter this year.

Key word：

TSMC,10nm

Release time：2017-07-14 00:00 reading：1425 Continue reading>>

model	brand	Quote
CDZVT2R20B	ROHM Semiconductor
MC33074DR2G	onsemi
BD71847AMWV-E2	ROHM Semiconductor
TL431ACLPR	Texas Instruments
RB751G-40T2R	ROHM Semiconductor

model	brand	To snap up
STM32F429IGT6	STMicroelectronics
ESR03EZPJ151	ROHM Semiconductor
BU33JA2MNVX-CTL	ROHM Semiconductor
BP3621	ROHM Semiconductor
TPS63050YFFR	Texas Instruments
IPZ40N04S5L4R8ATMA1	Infineon Technologies

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