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by systemvoltage
1977 days ago
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It's amazing how we're making lofty long-term projections, including defense strategy, Taiwan's sovreignty and global state of affairs from something that wasn't true just 5 years ago. TSMC has lead in development right now. Intel isn't dead and it can catch up, I am hoping just as TSMC caught upto Intel. There is no guarantee that TSMC might get stuck at a node in future for Intel to catch up. Neither is there any guarantee for Intel to find a technology breakthrough and make progress in leaps and bounds. Remember, there was no tick-tock cycle before Intel invented the 2 year cadence back in ~2008. It was a business strategy to push alternate cycles of architecture changes and process node changes. It was conceived and invented by Intel. The point is that the cadence the entire industry judges itself was coined by the leader of the industry at the time. Now, the leader's podium position isn't at the top. |
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There was no Tick Tock then, but there was Moore's law. Intel unable to improve their node and manufacturing has nothing to do with Tick Tock cycles.
>There is no guarantee that TSMC might get stuck at a node in future for Intel to catch up.
They did. 3nm is no longer using GAAFET. And they have a plan B with 3nm using FinFET.
We judge a company by its past, and present experience. TSMC has always been an open, transparent and conservative company. Much like ARM, they are not there to take the spotlight. They were suppose to be in the background helping companies, it was only in recent 5 years Main Stream Media decided to hype it. Mostly because of Apple.