So Intel has found a new metric to market . Last few generations it was Minimum Metal Pitch x Contacted Gate Pitch. Now its transistors / sq mm using an average density of a small and a large logic cell.
At 10nm, Intel will pack 100.8 million transistors per square millimeter. It estimated 10nm foundry processes now in production from TSMC and Samsung have about half that density.
Intel’s metric averages density of a small and a large logic cell. Specifically, it uses a two-input NAND cell with two active gates and a scan flip-flop cell with as many as 25 active gates.
“I think it’s a comprehensive, quantitative and honest metric,” said Mark Bohr, a senior fellow and director of process architecture and integration. “TSMC and, I think, Samsung used to quote it, but my guess is they weren’t looking very good with this metric anymore,” he said.
Anyway going by the past metric of minimum metal pitch x contacted gate pitch Intel 10nm achieves a 46.6% area reduction . 36 x 54 / 52 x 70 = 53.4% . I think TSMC has confirmed a 40nm minimum metal pitch at 7nm though they are yet to confirm contacted gate pitch. TSMC 16FF+ density was 90 x 64 = 5760 sq mm. Still we saw what Apple achieved with A9 and A10 Fusion in terms of transistor density in actual shipping product. With TSMC 7nm in 2018 and 7nm+ in 2019 I think its going to be even better. The problem for Intel is all of their technological lead in transistor density never meant a damn when they tried to make mobile Atom chips much better than the ARM competition. Anyway I am keen to see what the foundries come up with in 2018. TSMC will be first out of the gate with 7nm volume production ramping in Q1 or Q2 2018 (risk production is starting in early Q2 2017). GF 7nm is scheduled for a ramp by late 2018. Samsung has also said they will have 7nm ramping in 2018 but the exact timeline is not known. Intel 10nm will have products out roughly 2 quarters before TSMC 7nm. I think TSMC will lead Samsung and GF by anywhere from 6-12 months wrt 7nm time to market.
I am waiting to see how Cannonlake Core M vs Apple A12 compare in the <5w range. I think we are going to see 3+ Ghz smartphone CPUs in 2018. Just slightly over a decade after Core 2 . Amazing.