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Hot!Intel 10nm delay raises speculation of foundry business scale-down

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rjohnson11
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2018/08/03 04:20:23 (permalink)
https://www.digitimes.com/news/a20180731PD213.html?mod=2
 
As everyone probably knows by now Intel is having massive problems with 10nm. In my opinion as well of that of other industry analysts Intel needs to cutout its own foundry. The fact that AMD will be ready for 7nm early next year is bad news for Intel. Intel in my opinion needs to look to another foundry to make their CPUs. 

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    Xavier Zepherious
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/03 09:54:36 (permalink)
    problems???? its dead
    read charlies story
     

    Intel guts 10nm to get it out the door

    What Intel is not telling you, or the analysts, is that the 10nm you may get in late 2019 is not the 10nm they had intended to come out in 2015. More importantly this new process is a significant step backward from the 10nm they promised, as touted in their manufacturing day. How much of a step backwards? Several of SemiAccurate’s moles are saying it is effectively a 12nm process rather than a 10nm process, and the technical changes more than back that claim up. Don’t expect this to ever be publicly admitted to, it is still ’10nm’ and always will be even if the tech doesn’t back that name up.
     
    https://semiaccurate.com/...o-get-it-out-the-door/
    --------------------------
    they are basically giving up and going to 7nm
     
     
    reason if they went EUV on 10nm it would delay it long enough to be out at the same time as the 7nm EUV  they had planned
    so they are basically using 14nm+++ and + and saying its 10nm ...ie the story says 12nm - which for TSMC was a refined 14nm process going to 12nm
    and Intel is doing the same
     
     
    post edited by Xavier Zepherious - 2018/08/03 22:00:27

     
       


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    #2
    fearpoint
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/03 14:44:36 (permalink)
    Non issue for anyone except tech speculators. Reduction is die size doesn't equate to improved performance here. 
    #3
    veganfanatic
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/03 15:14:15 (permalink)
    the lack of understanding of the industry here is glaring
     


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    guitarstar26
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/03 16:12:08 (permalink)
    veganfanatic
    the lack of understanding of the industry here is glaring
     



    Enlighten me


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    boylerya
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/03 18:55:18 (permalink)
    Similar to Broadwell, Cannonlake was not expected to be a fruitful launch.  Then I was only expecting Icelake to sell well based on hardware fixes for spectre and meltdown, not to mention some expected new features such as PCI-e 4.0.  But the Icelake CPUs themselves at best will be only as fast as the upcoming coffeelake refresh launch, however I think it will still fall a bit short.  I bet we will not see any performance improvements beyond coffeelake refresh to CPUs until Tigerlake launches.  In which case if any of these rumors are fact, they should have it all worked out by then.  I cannot believe that they would release 12nm as 10nm considering AMD, not to mention every consumer that buys from Intel, would attack Intel for false advertising similar to NVidia and the GTX970 VRAM issue.  To give their competition and the public that kind of ammunition would be incredibly stupid.  Other details such as the transistor density, I could see them pulling back on their goals to eliminate further delays if it became the primary issue; but they definitely will not be producing 12nm and selling as 10nm.  But I think if they decided to cut back on their goals to speed up the 10nm release, there would not be as big of a delay as we are witnessing.
    post edited by boylerya - 2018/08/03 19:27:06
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    Xavier Zepherious
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/08 10:46:00 (permalink)
    Well forget about 10nm for 2019
     
    Intel has revised roadmap 
     
    cooper lake is now going on 14nm++++ in 2019 (this was suppose to be 10nm)
    and ice lake slated for 10nm in 2020
     
    https://wccftech.com/inte...19-ice-lake-10nm-2020/
     

     
       


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    #7
    rjohnson11
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/08 10:55:50 (permalink)
    Xavier Zepherious
    Well forget about 10nm for 2019
     
    Intel has revised roadmap 
     
    cooper lake is now going on 14nm++++ in 2019 (this was suppose to be 10nm)
    and ice lake slated for 10nm in 2020
     
    https://wccftech.com/inte...19-ice-lake-10nm-2020/
     


    Intel needs to just use an outside foundry and stop making mistakes. Intel is in dire need of a new CEO that can properly lead them through this mess.

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    #8
    Xavier Zepherious
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/08 11:41:39 (permalink)
    charlies story at SA

    Intel has no chance in servers and they know it

    https://semiaccurate.com/...vers-and-they-know-it/
     
     
    you delay it any longer you might as well jump to 7nm from 14nm and skip over 10nm
    post edited by rjohnson11 - 2018/08/08 21:42:45

     
       


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    kram36
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/08 11:56:23 (permalink)
    rjohnson11
    Xavier Zepherious
    Well forget about 10nm for 2019
     
    Intel has revised roadmap 
     
    cooper lake is now going on 14nm++++ in 2019 (this was suppose to be 10nm)
    and ice lake slated for 10nm in 2020
     
    https://wccftech.com/inte...19-ice-lake-10nm-2020/
     


    Intel needs to just use an outside foundry and stop making mistakes. Intel is in dire need of a new CEO that can properly lead them through this mess.


    Mess? What mess?
     
    https://www.earningswhispers.com/epsdetails/intc

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    #10
    Xavier Zepherious
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/08 14:40:57 (permalink)
    if it wasn't the IOT's and other segments of their portfolio they would be starting to lose money
    diversification has made them more profitable long term
     

     
       


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    #11
    kram36
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/08 17:12:55 (permalink)
    Xavier Zepherious
    if it wasn't the IOT's and other segments of their portfolio they would be starting to lose money
    diversification has made them more profitable long term
     


    If, if, if, if...lol
     
    Intel is making money hand over fist.

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    Cool GTX
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/08 18:05:59 (permalink)
    Intel uses vertical integration to control IP & stop leaks of their plans

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    #13
    Hoggle
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/08 18:12:33 (permalink)
    Really Intel has nothing to fear as about every IT department is going to continue to want Intel based chips in workstations over AMD. That is the biggest market for them and they have no risk on that for years to come.
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    lehpron
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/08 20:34:15 (permalink)
    If Intel truly has nothing to fear, why bother with 6-/8-core mainstream or even Core i9? Seems like a waste of Xeon profits if they weren't going to lose their marketshare. 9900K should have been another quad-core with a base clock of 4.8GHz, it would have been the perfect way to tell AMD that their plan isn't working, that no one wants more cores as long as a few cores are going really fast.

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    rjohnson11
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/08 21:43:31 (permalink)
    kram36
    rjohnson11
    Xavier Zepherious
    Well forget about 10nm for 2019
     
    Intel has revised roadmap 
     
    cooper lake is now going on 14nm++++ in 2019 (this was suppose to be 10nm)
    and ice lake slated for 10nm in 2020
     
    https://wccftech.com/inte...19-ice-lake-10nm-2020/
     


    Intel needs to just use an outside foundry and stop making mistakes. Intel is in dire need of a new CEO that can properly lead them through this mess.


    Mess? What mess?
     
    https://www.earningswhispers.com/epsdetails/intc


    Their 10nm fiasco

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    kram36
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/09 10:22:59 (permalink)
    rjohnson11
    kram36
    rjohnson11
    Xavier Zepherious
    Well forget about 10nm for 2019
     
    Intel has revised roadmap 
     
    cooper lake is now going on 14nm++++ in 2019 (this was suppose to be 10nm)
    and ice lake slated for 10nm in 2020
     
    https://wccftech.com/inte...19-ice-lake-10nm-2020/
     


    Intel needs to just use an outside foundry and stop making mistakes. Intel is in dire need of a new CEO that can properly lead them through this mess.


    Mess? What mess?
     
    https://www.earningswhispers.com/epsdetails/intc


    Their 10nm fiasco


    You're making a mountain out of a mole hill. Intel is going to keep trucking right along making money and the 9000 series CPU's will sell like gang busters.

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    starsmine
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/10 12:51:24 (permalink)
    Considering we are at the point you cant compare nm between foundries anymore makes me less worried about this.
    When the 7nm that AMD is planning on using isnt as good as the 10nm from intel that got delayed, it makes it hard to parse out what this actually means. 
     
    Hell even with intel 14nm and 14nm can mean two different things if its the 14nm from 2 years ago vs the 14nm from today.
     
    #18
    Cool GTX
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/10 14:54:51 (permalink)
    IMO the newer smaller nm is all about mobile & getting longer life from batteries
     
    We will have to see about Performance when chips are reviewed

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    kram36
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/10 15:08:10 (permalink)
    Cool GTX
    IMO the newer smaller nm is all about mobile & getting longer life from batteries
     
    We will have to see about Performance when chips are reviewed


    If people can get 5GHz on all cores of the i9-9900K cpu with a AIO, Intel better have a large stock of them, because they are going to sell big time.

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    Cool GTX
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/10 15:44:48 (permalink)
    kram36
    Cool GTX
    IMO the newer smaller nm is all about mobile & getting longer life from batteries
     
    We will have to see about Performance when chips are reviewed


    If people can get 5GHz on all cores of the i9-9900K cpu with a AIO, Intel better have a large stock of them, because they are going to sell big time.


    I'll agree with that unless they are $1500 or more
     
    excerpt from:  Intel's Monster Core i9-9900K 8-core Processor Will Reach A Massive 5GHz With 4.7GHz All-Core Boost
    "will be able to reach a boost frequency of 5GHz in lightly-threaded workloads using one or two-cores at stock speed, as well as reach 4.7GHz when all cores are boosted too."
     
    now if only they could throw in a few new instruction sets

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    #21
    kram36
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/10 15:52:29 (permalink)
    Cool GTX
    kram36
    Cool GTX
    IMO the newer smaller nm is all about mobile & getting longer life from batteries
     
    We will have to see about Performance when chips are reviewed


    If people can get 5GHz on all cores of the i9-9900K cpu with a AIO, Intel better have a large stock of them, because they are going to sell big time.


    I'll agree with that unless they are $1500 or more
     
    excerpt from:  Intel's Monster Core i9-9900K 8-core Processor Will Reach A Massive 5GHz With 4.7GHz All-Core Boost
    "will be able to reach a boost frequency of 5GHz in lightly-threaded workloads using one or two-cores at stock speed, as well as reach 4.7GHz when all cores are boosted too."
     
    now if only they could throw in a few new instruction sets


    Any price guess? Think it will be under $400?

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    Xavier Zepherious
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    Re: Intel 10nm delay raises speculation of foundry business scale-down 2018/08/26 10:36:22 (permalink)
    you can add this story
     
    It will take Intel years to fix its chipmaking process and AMD stands to benefit, analyst says 
     
    "Make no mistake, Intel is going to have to fix this and it will take many, many, many years. Their process technology disadvantage, which I think is broken, will take five, six, seven years," Rosenblatt Securities' Mosesmann told "Power Lunch." "I don't think that business model works by them being behind by a year or two in terms of process technology."
     
    https://www.cnbc.com/2018...e-of-intel-rivals.html

     
       


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