미니 미친 인텔 스완이 횽이 진짜 공정 라이선스 떡밥을 던진 모양인데요 ㅋㅋㅋㅋㅋ
- Eidio
- 조회 수 594
- 2021.01.12. 15:37
https://www.tomshardware.com/news/intel-ceo-bob-swan-outsource-license-process-technology
I think the second part of your question was, is there a time in the future that we would use somebody else's process technology inside our manufacturing environment? And I would just say that…possibly. And, I think strategically for us, we know that the ecosystem has evolved quite a bit over the last ten years. If there are ways or opportunities for us to leverage some of the advancements of the industry in new and different ways, I think it's going to be very front and center for us to capitalize on industry innovations; we don't have to do all the innovations ourselves. And that means we may outsource more; it means we may use more available third-party IP, it means we may make stuff for others, not just, i.e., be a foundry ourselves. And is there a scenario where we could be using somebody else's process technology in our fabs? That's possible. The key is, as the industry evolves, how do we leverage the innovation? Not just within our four walls, but the innovation happening in the industry as a whole, and be very flexible and adaptable to take advantage of those [innovations] along the way. I hope that helps.
근데 이거 김칫국 원샷 드링킹 아닌가요 과연 누가 공정 IP를 제공한다고 ㅋㅋㅋㅋㅋ
tsmc는 지금도 미친 호황에 취해 있고 전례가 없는 회사라 인텔이 뭐라 떠들어 봤자 귓등으로도 안 들을 것 같고 가능성은 삼성밖에 없는데 이게 아난드텍 기사를 보니 삼성 5나노를 라이센스해서 7나노로 쓰고 자기네 5나노를 개발하면 된다는데 이건 대놓고 경쟁사를 살려주는 거라 삼성도 어지간한 조건으로는 해줄 리가 없을 것 같네요..
뭐 gf도 삼성 14나노로 연명하며 7나노 진행한다고 입 털다가 gg치고 나간 걸 보면 한 번 공정 치킨게임에서 탈락한 팹이 더 첨단의 공정으로 경쟁에 재합류가 가능한 건지 좀 의심스럽긴 합니다만;;
3. Intel could sub-license process node tech
Third, that Intel could consider licensing another fab technology and integrate it into its own. To put some perspective on this, all of these fabs (between Intel, TSMC and Samsung), use mostly the same machines to build transistors on wafers. There are only a few companies that make the hardware, and all three have major investment in all the players. The differences in the technology is going to be how those steps are built up, and machine-to-machine ratio, as well as EDA tools in play. But much in the same way GlobalFoundries licensed Samsung’s 14nm for its own use, Intel could do the same, at least in a facility or two. If Intel were to do this, for example on its 7nm by licensing Samsung’s 5nm, it could re-channel research and development teams that were working on its own 7nm over to Intel’s 5nm process, where we expect the company to debut nanoribbon transistors. Dropping its own 7nm and licensing someone else’s technology might be an initial cost, time delay, and impact gross margins for a year or two, but focusing on its own 5nm might be what Intel needs to restart its manufacturing arm. The fact that Bob didn’t immediately swat it away means that it remains a valid option, especially as Intel appears to be committed to continuing to build out its fab technology (as per the first point).
그건 파운드리에 위탁할떄도 쓸 수 있는 문장이죠
서드파티ip를 쓸 수 있다 정도가 ip라이센스라고 생각해볼만한 여지가 있을거 같긴 한데, 전체적으로는 계속 아웃소싱을 강조하기 떄문에 아웃소싱에 좀 더 무게가 실리지 않나 싶습니다.
인텔이 7nm은 순조롭다고 말하는 상황에서 2022~2023년에 런칭이 예정되어 있는데 지금 공장 지어봤자 몇년 후에나 쓸 수 있고 비슷하게 런칭이 될 타사 ip를 쓰기는 좀 비효율적이지 않나 싶은 생각도 있고요. 인텔 10nm도 자리 잡으면 타사 7nm을 굳이 쓸 필요가 없기도 하고요.
파운드리 이상으로 직접 라이센싱을 한다는건 좀 어리둥절 합니다.
걔들은 under 10nm는 기술개발을 포기해서, TSMC 아니면 Samsung 뿐이예용