作者weiter5494

We quantified Intel’s die size advantage over TSMC to be 35% on 14nm and 45% on 10nm. We expect this to translate into share gains in tablets and smartphones.
- Mark Lipacis with Jefferies & Co.

Intel believes it will have ~35% advantage in area scaling on 14nm FF (vs. 16nm TSMC) and 45% on 10nm (vs. TSMC).
- Doug Freedman at RBC Capital Markets

Intel believes that it currently has a 3.5 year advantage over TSMC and that it is currently driving cost down faster than Moore’s Law. Overall, we believe that Intel’s manufacturing edge could make a significant difference in the future competition with vendors that use TSMC and Samsung.
- Daniel Amir with Lazard Capital Markets...