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I disagree on tech analysis...32nm is the issue, not ARM...why not backups for Apple? | 280 comments | Create New Account
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I disagree on tech analysis...32nm is the issue, not ARM...why not backups for Apple?
Authored by: Anonymous on Sunday, September 02 2012 @ 04:12 PM EDT
Well I think both TSMC and Intel are selling us the same bill of goods on Gate Last HKMG Process Technology having better yield rates. Either that or SAMSUNG has Magically solved any problems with IBM's purportedly bad chip wafer Yield rates. Because every Exynos version has been superior in performance and their successful switch of Apple's A5 and A5x to 32nm process has delivered outstanding results as well.
TSMC After touting their GOD LIKE capacities and finally moving to 28nm half Gate Last Process Technology.... now a bit overwhelmed!

Now just look at Nvidia's Tegra 3 processors coming off Austin Texas lines, Yield rates are really high and we've recently seen a custom kernel dropped into Jelly Bean Android on a Nexus 7 clocked to a blistering 2GHZ and scoring 8000 on benchmark, doubling every score of any other chip! ....if that doesn't say SAMSUNG has the Winning Combination right now at 28nm/32nm, I don't what does.
Samsung Nvidia Team Up... Ramp Up Tegra 3 with potential to produce Tegra 4 chips (w/ CUDA) on SAMSUNG 28nm Gate First Process Technology

But I think you forget going from one process technology to another can always go bad and give poor Yields on either process. That's why Apple didn't take A5 or A5x to TSMC in the first place and pushed Samsung into extending their contract, prior to suing them last year. When TSMC was just moving to the Gate Last 28nm half node process. Apple it appears decided (probably rightly so), to just design A6 on TSMC's Gate Last Process from the start. The problem is TSMC has been having some monster issues. Intel may have just been lying about 28nm Yield issues swallowed up in their enormous chip prices. Because SAMSUNG has most definitely proved Gate First is indeed GOOD at 28nm/32nm Gate First.... if not Great!

Now at the same time, Samsung and the entire Global Platform Alliance has decided to go with Gate Last only when they move to 20nm/22nm node. But.... at 28nm/32nm Gate First tech their chips are not only performing well. In factthey're blowing the competition away in consumer's hands, with Gamers are in Graphics Nirvana!
Consider this: Nvidia's 12 core (12 pipeline)GPU is the only mobile chip to ever be capable of delivering True Real Time Dynamic Lighting (Ray Tracing) with full 3D Shaders like Desktop GPU's.

Although these competitor's chips can run Android fooled into believing they're running Tegra 3.... they crash when they hit the heaviest graphics with 3D shaders or lots of dynamic lighting. Tegra 4 will have Cuda and that's what it appears Samsung was looking for. In order to get away from having anything from Apple at all (along with Google and Android. Even if OpenCL is part of the Khronos Group API's. Apple has made sure you know they made it, so they own YOU! ....that's why the entire Open Source community isn't touching it and it being ridiculously complicated!

Finally SAMSUNG is not going to renegotiate with Apple everrrr.... no matter if they ban them to kingdom come. Apple is going to have to come to SAMSUNG crawling like the Worm they are, in order to get back into their good graces. So who do they have left for a second foundry source.... Global? I don't think so. They've been plagued with with problems at 28nm too. So besides SAMSUNG what other ARM fabs are there? Not Intel for sure, they won't make chips that compete against themselves. It'd be sure suicide!

So SAMSUNG although they've saved their arse many times before... Apple has now turned on them and stabbed them in the back, one too many times.

You Reap What You Sow and Apple has been sowing too many rotten Apple seeds to deserve a second chance on either screens or chips from SAMSUNG. Besides.... SAMSUNG must be doing pretty good. If they're going to continue CAPEX spending of 42 Billion this year (2nd only to Intel) and are set to beat Intel next year! ^_* ......I'm thinking Apple's copying Microsoft's, "EMBRACE EXTEND EXTINGUISH" tactics will come back to haunt them!

[ Reply to This | Parent | # ]

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