Reputator Posted July 24, 2020 Share Posted July 24, 2020 https://www.tomshardware.com/news/intel-announces-delay-to-7nm-processors-now-one-year-behind-expectations Quote Intel announced today in its Q2 2020 earnings release that it has now delayed the rollout of its 7nm CPUs by six months relative to its previously-planned release date, undoubtedly resulting in wide-ranging delays to the company's roadmaps. Intel's press release also says that yields for its 7nm process are now twelve months behind the company's internal targets, meaning the company isn't currently on track to produce its 7nm process in an economically viable way. The company now says its 7nm CPUs will not debut on the market until late 2022 or early 2023. https://seekingalpha.com/amp/news/3594717-seven-downgrades-far-for-intel-post-earnings-shares-slump-13 Quote Among the "clear winners" from Intel's (NASDAQ:INTC) 7nm delay are Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Marvell (NASDAQ:MRVL), Nvidia (NASDAQ:NVDA), and Xilinx (NASDAQ:XLNX), says Rosenblatt Securities. AMD, for one, is up 7.1% premarket. Intel is down 13%. https://www.bloomberg.com/news/articles/2020-07-23/intel-process-delay-sparks-44-billion-swing-in-chipmaker-values ^Over $25 billion in market cap was erased, right after NVIDIA stole the crown for the largest market cap of any chipmaker. Both AMD and TSMC enjoyed some nice little gains as a result of Intel's earnings announcement. One interesting takeaway is this snippet right here: Quote On the earnings call, Intel CEO Bob Swan said the company had identified a "defect mode" in its 7nm process that caused yield degradation issues. As a result, Intel has invested in "contingency plans," which Swan later defined as including using third-party foundries. It's getting so bad that Intel is saying they're going to be increasing their reliance on third-party foundries. This was always the plan for their discrete GPUs, but it appears they're looking into expanding that for their core products. We'll have to wait and see what that means, exactly. 10nm for the desktop is still on track for the second half of next year, and while that may not sound very good with AMD already a year into 7nm, keep in mind Intel's 10nm is actually denser than TSMC's 7nm process. How companies rate their manufacturing processes is really up to them, so there's never any consistency between foundries. Of course, by 2021, AMD is expected to be using TSMC's 5nm process, which will certainly be a generation ahead of Intel's 10nm. Chart of transistor densities if you're interested: Basically this is Intel once-and-for-all ceding manufacturing dominance from the rest of the world for the foreseeable future. This has been Intel's primary strength against their competitors; their in-house foundries were the best in the world for most of their existence. Without newer manufacturing processes, their architectural roadmaps suffer, despite Intel claiming to have 'decoupled' chip design from manufacturing node. The reality is more advanced architectures require more transistors, or at the very least, lower-power transistors. Alder Lake is the core architecture expected next year on 10nm. Compared to AMD's Zen 4 on 5nm, it will likely use more power, but it's hard to say if core count will be as important a battleground as it has been the past three years. Beyond 16 cores (or even 12, frankly) you quickly start to run out of applications that can make significant use of available threads, so it will take time for software to catch up. The next-gen will likely be all about single-threaded performance again. Both Alder Lake and Zen 4 are expected to bring new sockets, chipsets, and support for DDR5. Beyond that there's Intel's Meteor Lake. This is the one directly affected by the 7nm delay. Not much is known about Meteor Lake, other than the move to a 'heterogeneous' design, with multiple dies and a push for both low-power and high-power cores similar to ARM CPUs in many current smartphones. Unless Intel takes the drastic move to transition their CPUs to competitor foundries, we'll likely see AMD retain the enthusiast performance crown, possibly switching roles to becoming the "premium" chipmaker while Intel mops up the cheaper price points. Quote Link to comment Share on other sites More sharing options...
Mr.Vic20 Posted July 24, 2020 Share Posted July 24, 2020 This has gone from embarrassing to genuinely threatening to Intel. Something is rotten at Intel. Quote Link to comment Share on other sites More sharing options...
Brian Posted July 24, 2020 Share Posted July 24, 2020 As a AMD stocker holder, I thank you Intel. Keep it up Quote Link to comment Share on other sites More sharing options...
GeneticBlueprint Posted July 25, 2020 Share Posted July 25, 2020 This is how old my CPU is: when I bought it there was no question that Intel was top dog and AMD was literally never ever going to catch up. I'm a little heartbroken because usually I'm pretty tribal with this kind of shit. But sounds like I'll be jumping ship at my next upgrade. Quote Link to comment Share on other sites More sharing options...
Remarkableriots Posted July 25, 2020 Share Posted July 25, 2020 The next 10-20 years is going to be interesting because can they get <1nm for cpus? What is going to be the absolute limit they can reach? Just mind boggling that they will be reaching 5nm soon. What is going to be the next solution to shrinking cpus with issues with Quantum tunneling? Quote Link to comment Share on other sites More sharing options...
Keyser_Soze Posted July 25, 2020 Share Posted July 25, 2020 5 hours ago, GeneticBlueprint said: I'm a little heartbroken because usually I'm pretty tribal with this kind of shit. But sounds like I'll be jumping ship at my next upgrade. Ryzen is life my friend. Quote Link to comment Share on other sites More sharing options...
cusideabelincoln Posted July 26, 2020 Share Posted July 26, 2020 On 7/24/2020 at 12:31 PM, ManUtdRedDevils said: As a AMD stocker holder, I thank you Intel. Keep it up If only I had any kind of spare change when AMD was at rock bottom, less than $2 /share. Now they're going to break $70. Quote Link to comment Share on other sites More sharing options...
Brian Posted July 26, 2020 Share Posted July 26, 2020 12 minutes ago, cusideabelincoln said: If only I had any kind of spare change when AMD was at rock bottom, less than $2 /share. Now they're going to break $70. Same with Nvidia Quote Link to comment Share on other sites More sharing options...
Reputator Posted July 28, 2020 Author Share Posted July 28, 2020 https://www.tomshardware.com/news/intel-leadership-tech-team-changes-not-delayed-murthy-renduchintala-leaves Uhhhh things are getting serious Quote Link to comment Share on other sites More sharing options...
Massdriver Posted August 12, 2020 Share Posted August 12, 2020 It's getting kind of sad. What is going on at Intel? This has to be some type of senior management issue. It's reminding me of GE. I can't say I'm too sad since I have some AMD stock, but wow. Quote Link to comment Share on other sites More sharing options...
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