Intel Promises to Boost <span style='color:red'>14nm</span> Production
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Intel Promises to Boost 14nm Production

Seeking to allay fears of revenue shortfall amid tight supply, Intel said Friday that the company believes it has the supply to meet its full-year sales target of $69.5 billion. The company also reiterated plans to increase its capital spending for the year to a record $15 billion and to be in volume production of 10nm chips next year.In an open letter published on Intel's website Friday, Bob Swann, Intel's interim CEO, said the company increased capital spending includes an additional $1 billion to be spent on increasing 14nm capacity at Intel Fabs in Oregon, Arizona, Ireland and Israel. Swann said the increased spending and other efficiencies is increasing Intel's supply to respond to customer demand.The strength of the PC market — which Intel now expects to grow for the first time since 2011 —  has put pressure on the company's network of fabs, Swann said. Intel is prioritizing the production of Xeon and Core processors to serve the high-performance computing segments of the market, Swann said."That said, supply is undoubtedly tight, particularly at the entry-level of the PC market," Swann said.In an email exchange with EE Times, Intel declined to provide further details beyond what is in Swann's letter.Patrick Moorhead, president and principal analyst at Moor Insights & Strategy, said he was not surprised by the letter, saying he had heard rumblings in the supply chain. "While I am sure Intel would want to have 10nm online now, most of the current challenges stem from upside demand for 14nm parts," Moorhead said. "Every market is up — even PCs — which is putting a strain on 14nm. Moving notebook parts from two to four cores I am sure contributed to the upside challenges, but [are] not the primary reason."Intel has for months been struggling to ramp up its 10nm process technology with adequate yields. The company was initially expected to be in volume production on 10nm by the end of this year, but said earlier this year it was pushing 10nm out to 2019.Intel's struggles with 10nm have led to speculation that the company is in danger of losing market share in the resurgent PC processor market to archrival AMD."The challenges that Intel is having regarding their execution on delivering their next generation technology could not have come at a more inopportune time," said Len Jelinek, senior director for semiconductor manufacturing with IHS Markit.  "Intel delivery issues are providing an opportunity for their competition, AMD, to gain market share in a highly competitive market."Jelinek said multiple competitors could be posed to gain market share in areas outside PCs and gaming if Intel's struggles with 10nm continue into 2019.Quoting market research from Gartner, Swann said second quarter PC shipments increased for the first time in six years. Intel expects to total PC market to grow modestly this year, driven by strong demand for gaming and commercial systems, Swann said.In recent weeks, whispers of an Intel processor shortage have led to concern about the effect on the PC market and the memory chip market. Earlier this month, TrendForce, a market research firm that tracks memory chip pricing, reported that a shortage of Intel processors would hamper notebook shipments and exacerbate memory pricing declines.TrendForce reported that PC OEMs were reporting an insufficient supply of processor based on Intel's Whiskey Lake platform. Whiskey Lake is the codename for Intel's third refinement to the 14nm Skylake microarchitecture and includes version of Core i7, Core i5 and Core i3, all of which were launched in the third quarter.
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Release time：2018-09-29 00:00 reading：1034 Continue reading>>
UMC Breaks into <span style='color:red'>14nm</span>
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UMC Breaks into 14nm

　　United Microelectronics Corp. (UMC), Taiwan’s second largest foundry, has started its first production of 14nm products, narrowing a technology gap with its larger competitors such as Taiwan Semiconductor Manufacturing Co. (TSMC) and Samsung.　　UMC said that, during the second quarter this year, 14nm accounted for 1 percent of its total revenue for the first time.　　In the meantime, the company slashed its 2017 capital expenditure budget to $1.7 billion from the $2 billion it had earmarked earlier this year. UMC’s capex for 2016 was $2.8 billion.　　“Operational efficiency will be the focus,” said Jason Wang, the newly appointed co-president of UMC, at an event to announce the company’s second-quarter results. “We are aligning to the current demand outlook.”　　The company said it may cede competition at the 10nm and 7nm nodes to larger rivals TSMC and Samsung, where UMC said there will be “less demand”. UMC said it will focus on addressable markets where there is still plenty of room to grow.　　While the company declined to forecast its 2018 capex, UMC said it will be “cautious” with capital expenditure plans in the future.　　No. 1 foundry TSMC plans to hold steady, with capital expenditures reaching about $10 billion this year. In 2016, the company’s capex came in at $10.4 billion. TSMC, Samsung and Intel are the top three spenders in the chip industry.　　UMC’s pared capex plan comes at the same time as Samsung reportedly aims to grab a bigger slice of the foundry business. Samsung plans to triple its foundry share as it aims for the No. 2 position after TSMC.　　Mainstay Products Solid　　Demand for UMC’s mainstay 28nm and 40nm products held firm during the second quarter. UMC’s 28nm brought in 17 percent of the company’s overall revenue during the second quarter, the same percentage as in the first quarter this year. UMC’s 40nm accounted for a 28 percent chunk of overall revenue in the second quarter, dipping from 29 percent in the first quarter.　　Due to a weaker outlook for 28nm, the company forecast that its 28nm high-k metal gate (HKMG) business may decline during the next few quarters this year.　　Analysts at the event noted that UMC may face increasing competition from Chinese foundries such as Semiconductor Manufacturing International Corp. (SMIC) that are ramping up 28nm poly gate and SiON gate dielectric (poly-SiON) production.　　UMC said that while demand for 28nm HKMG is “lagging expectations," the company expects full loading for 28nm poly-SiON in the forseeable future.　　UMC makes most of its 28nm products at its Tainan fab in southern Taiwan and is ramping up production at its new fab in Xiamen, China, that’s a joint venture with the local government. By the end of this year, the company expects to have 39,500 12-inch wafers per month — including about 5,000 wafers at the Xiamen fab — in 28nm process technology.　　While TSMC and Samsung are starting up production of 10nm, UMC has targeted 14nm as its most advanced technology node. In the meantime, TSMC has been filling gaps in its legacy 28nm process to blunt the competition.　　TSMC has increased capacity for 28nm, which accounted for more than a quarter of its revenue during the second quarter this year. The company, which has counted on 28nm 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 UMC, Intel and SMIC are trying to grab a chunk of that business.　　UMC said its capacity utilization during the second quarter was 96 percent, unchanged from the first quarter. The company said it expects the utilization rate to fall to the low 90 percent range during the third quarter this year.　　Earlier this year, UMC’s board of directors appointed Jason Wang and SC Chien as co-presidents of the company. Chien will be in charge of fab operations and technology development while Wang will be responsible for business management and corporate strategy.
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Release time：2017-07-28 00:00 reading：1088 Continue reading>>

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