How many times did Intel claim 10nm was on track? That doesn't mean 7nm is late of course, just that their claims should be taken with a grain of salt.
How many times did Intel claim 10nm was on track? That doesn't mean 7nm is late of course, just that their claims should be taken with a grain of salt.
I didn't mean to say they would fail again or be late with 7nm. It's just hard to trust what they say without some hard evidence.As I said, there's still reason to be optimistic about 7. But it still won't be until 2021 at the earliest. I have to figure they will be extremely anxious by then to take it into HVM the second they realistically can.
I didn't mean to say they would fail again or be late with 7nm. It's just hard to trust what they say without some hard evidence.
There’s no way TSMC can handle Intel's volume!!Agree, but I think we are getting at the point where if they aren't 100% convinced they can deliver in 2021 they need to be porting everything to TSMC.
There’s no way TSMC can handle Intel's volume!!
BK did use the i8-8121U as a way to pretend that he had shipped Cannonlake on time. They might do the same thing to keep IceLake on target.
I didn't mean to say they would fail again or be late with 7nm. It's just hard to trust what they say without some hard evidence.
There’s no way TSMC can handle Intel's volume!!
Funny how BK got booted right out of Intel when it became obvious what was going on.
Good idea, though, I don’t think Intel can move fast enough.They can if Intel partners with them and lets them upgrade Intel's fabs. And vice versa.
If you can't beat em, join em.
They can handle Apple's volume, so...
They can if Intel partners with them and lets them upgrade Intel's fabs. And vice versa.
If you can't beat em, join em.
It should have been obvious to everyone that's why Intel brought up an affair from three years ago (at the time) as the reason for his ouster.
What do they have to freak out about???Intel shouldn't freak out, unless 10nm and 7nm are both basically broken and they know it'll be 5 years before they can get mass production on either. I think they need to move to EMIB and chiplets. I think that's a big part of why Keller was brought on board, as I think they know they need to fasttrack thing outside the chip production, and try to get a leg up on those areas (where their processes would still be cutting edge).
It's likely demand for 14nm has increased because Intel had hoped to have 10nm ready by now and so didn't build more 14nm lines. And it's also likely that if they can't meed demand it's also due to that failure. That is a real fiasco.What do they have to freak out about???
Demand for 14nm has increased...to such a degree that intel has to build a new fab to meet that demand.
Even if 10nm works perfectly and has awesome production numbers ever since may why on earth would intel switch to selling 10nm if they can make millions more on 14nm and then make the same millions again on 10nm?!
The volume for the mobile market dwarfs that of the PC market, and TSMC always did a significant part of it. Outside of Intel moving big parts of its production to TSMC everything they already do should be far from making them sweat.Except they now have Apple's volume, practically all of AMD's volume, probably all of Nvidia's volume, maybe all of Qualcomm's volume, and who knows what else (new consoles on the way).
What do they have to freak out about???
Demand for 14nm has increased...to such a degree that intel has to build a new fab to meet that demand.
Even if 10nm works perfectly and has awesome production numbers ever since may why on earth would intel switch to selling 10nm if they can make millions more on 14nm and then make the same millions again on 10nm?!
Why would TSMC do that? Would that take Intel spinning off their fabs? TSMC was looking forward by building something like 5 new fabs (not sure if they're all 7nm, but it was with that production in mind), so I wouldn't think they'd want to share so as to keep their 7nm production as full as possible, unless it was basically signing their fabs over to TSMC.
Heck, would that even really be possible? I mean, yes sure anything is possible with enough money, but how much change would it take to accomplish that?
It's likely demand for 14nm has increased because Intel had hoped to have 10nm ready by now and so didn't build more 14nm lines.
And what exactly would they need MORE 14nm lines for?Only increased demand.It's likely demand for 14nm has increased because Intel had hoped to have 10nm ready by now and so didn't build more 14nm lines. And it's also likely that if they can't meed demand it's also due to that failure. That is a real fiasco.
But Intel definitely is strong enough to survive that failure, their resilience is incredible.