The speaker argues that foundry technology comparisons matter meaningfully when the gap is a full generation or two, whereas gaps of only a few percent amount to splitting hairs.

“Like, you know, we might maybe a, you know, a few percent, um, off on performance or power, uh, or, or area density, um, but, you know, in this, this sort of benchmarking of, you know, uh, somewhere one foundry is ahead or one foundry is behind, it makes sense when you're like a whole generation behind or two generations behind or ahead.”

“Uh, that's when it makes a meaningful difference in your die output or your, you know, die area or functionality like power. But if you're within like a few percent, um, it's really, it's really, uh, you're splitting hairs at that ti- at that point in time, um, because it's, it's not very unidimensional at this point.”