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0 pointsStillBored8mo ago0 comments

But that stuff tends to be much lower margin, and while this year you might have the best power/price numbers, next year someone figures out their product is even lower power on some newer fab that is slowly lowering its price and now the competition forces the margin even lower. Repeat until you have some 40 year old fabs and no customers.

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chasil8mo ago

Consider also that 28nm planar transistors are more durable than FINFET, especially in the dissipation of heat.

The automobile industry showed us that there is demand for older nodes.

MaxPock8mo ago

90 % of chip demand is in older nodes anyway.

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0 pointsStillBored8mo ago0 comments

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chasil8mo ago

Consider also that 28nm planar transistors are more durable than FINFET, especially in the dissipation of heat.

The automobile industry showed us that there is demand for older nodes.

MaxPock8mo ago

90 % of chip demand is in older nodes anyway.

j / k navigate · click thread line to collapse