Jones compares various nodes at each company based on transistor density and shows which Intel node number matches the equivalent TSMC node.
He uses the term ‘EN value’ to show what would be the TSMC equivalent node number to any given Intel node number.
“We are projecting that Intel’s 7nm node will have an EN value of 4.1nm (intermediate between TSMC 5nm and 3nm nodes), the Intel 5nm node will have an EN value of 2.4nm (intermediate between TSMC 3nm and 2nm nodes),” says Jones, adding “and if Intel stays with a 2x per generation shrink the Intel 3nm node could have an EN value of 1.3nm or slightly better than TSMC’s 1.5nm. This of course presupposes Intel can execute 2x shrinks at a much faster pace than in the past.”
“This roadmap is purely density based,” points out Jones, “and Intel products generally require higher performance than most of TSMC’s customers. As best as we can benchmark Intel versus TSMC processes for performance, we believe Intel 10SF is competitive with TSMC 7nm. I would expect Intel 7nm to be competitive with TSMC 3nm and Intel 5nm to be competitive with TSMC 2nm.”
Figure 2. TSMC and Intel Node Roadmaps.
The Link LonkFebruary 22, 2021 at 08:34PM
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