Another day, another «bad news for Intel» story. In a year of dismal financial results, disappointing desktop chips, internal turmoil and… you know the rest. However, if the latest rumours are to be believed, things might be even worse than previously thought when it comes to its foundry business.
After the resignation of its CEO, Pat Gelsinger, earlier this week, a report from South Korean outlet Chosun Daily say that Intel's 18A process is producing yields of just 10% (via TrendForce). Gelsinger had previously stated that he'd «bet the whole company on 18A», and that seems like a gamble that may have catastrophically backfired if this latest figure turns out to be true.
However, Intel has previously stated in September that «18A is powered on, healthy, and yielding well», which has led some to speculate that the reported low yield rates are inaccurate.
To give you some context right from the off, yields are measured as a percentage of the total number of chips able to be produced from a silicon wafer.
TSMC's N3E process yield is rumoured to average around 84%, occasionally getting close to 90%, while Samsung's 3nm process was reported to be below 20%, which was considered to be too low for mass production purposes.
A yield of 10% would likely be considered very much the same. However, HotHardware points out that, while Broadcom was previously reported by Reuters to be dissatisfied with wafers etched on 18A, it's unconfirmed as to whether the company walked away from a semiconductor deal with Intel, as reported by Chosun Daily in the same piece.
That would throw some doubt on the suspiciously low yield percentages given here. Chosun Daily doesn't cite its sources in regards to the 10% figure, so a pinch of salt is very likely required.
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In reaction to Reuters' report, industry analyst Ben Bajarin tweeted that Gelsinger's previous statements indicated a 60% yield
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