juanrga (nospam.delete@this.juanrga.com) on August 21, 2014 2:15 am wrote:
> As showed before, Intel traditional process advantage is gone:
>

>
• AMD 32nm SOI Opteron did fight 22nm FF Xeons.

>
• ARM 28nm PLN phone-class processors is fighting 22nm FF Atoms.

>
• ARM 16nm FF server-class processors will fight 14nm FF BW/SL Xeons.

>

>
> Thus, ARM servers (including K12 from AMD) will be only half node from Intel, reducing the gap.
> And ARM has a clear ISA advantage over x86 ISA. This is the reason why AMD is embracing ARM servers
> and claiming that will be a revolution similar to the introduction of 64bit Opterons.
>
> It was also stated before, that TSMC has increased finances up to Intel level. Moreover,
> TSMC has just broken record with revenues reaching NT$61.887 billion and it is ordering machinery
> equipment worth T$1.2 billion. It is expected by everyone (including Intel) that TSMC achieves
> parity at 10nm node, both in some key node parameters and in schedule.
>
> Also it was mentioned lots of times before, that the x86 tax is not only in the decoder.

And TSMC has accelerated roadmap and will start 16nm volume production in 1Q15:

Taiwan Semiconductor Manufacturing Company (TSMC) will advance volume production on its 16nm process to the first quarter of 2015 with monthly output of 50,000 wafers in order to meet demand for Apple's A9 processors, the Chinese-language Economic Daily News (EDN) has reported.

TSMC originally planned to kicked off 16nm volume production in second-quarter 2015. TSMC faces strong competition from Samsung Electronics' foundry business.

http://www.digitimes.com/news/a20140825PB201.html

Broadwell-EP @14nm vs ARM server-class @16nm will be an interesting figth to watch.