jimmysmitty
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juanrga :
manleysteele :
juanrga :
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jimmysmitty :
Do you have any idea what it takes and costs to research and develop a new process tech? I highly doubt it. It is not cheap and it is not going to get cheaper, consider that now companies have to look at ideas outside of Silicon with takes time to research and test.
That said, Intels R&D is not just for their process tech. Intel helps in the development of other tech such as Ethernet standards, USB standards (they just got TB3 into USB Type C ) and various others. They are heavily invested in the PC world, not just CPUs.
As mentioned, Global Foundries 14nm is from Samsung, not quite their own. Have you looked at how much Samsung spends on R&D? 13.4 Billion, 3 billion more than Intel, in 2014:
http://www.androidauthority.com/samsung-biggest-rd-spender-571711/
Either way AMD has very low R&D due to many things, one is a lack of a competitive CPU in the server market or desktop market and the change in GPUs although their last truly good GPU was the HD7970 with nothing quite trumping NVidia like it since.
They also made some good choices at the wrong time and had a few trips with K10 and Bulldozer. It might change with Zen since all their R&D can now be focused on their uArch but that means they have to wisely pick a good process tech and everything we have seen so far shows that Samsungs 14nm is inferior to TSMCs 16nm which is still not as up to par as Intels 14nm.
The next few months should be quite telling.
That said, Intels R&D is not just for their process tech. Intel helps in the development of other tech such as Ethernet standards, USB standards (they just got TB3 into USB Type C ) and various others. They are heavily invested in the PC world, not just CPUs.
As mentioned, Global Foundries 14nm is from Samsung, not quite their own. Have you looked at how much Samsung spends on R&D? 13.4 Billion, 3 billion more than Intel, in 2014:
http://www.androidauthority.com/samsung-biggest-rd-spender-571711/
Either way AMD has very low R&D due to many things, one is a lack of a competitive CPU in the server market or desktop market and the change in GPUs although their last truly good GPU was the HD7970 with nothing quite trumping NVidia like it since.
They also made some good choices at the wrong time and had a few trips with K10 and Bulldozer. It might change with Zen since all their R&D can now be focused on their uArch but that means they have to wisely pick a good process tech and everything we have seen so far shows that Samsungs 14nm is inferior to TSMCs 16nm which is still not as up to par as Intels 14nm.
The next few months should be quite telling.
We can't know how much it costs to fabricate anything from Intel or AMD, because that is a trade secret. Or at least, you can strip most of the costs, until a point where you can't. Keep that in mind when calling someone out on something like that.
What we know, from third party data, is Intel's R&D is huge and several times more than AMDs. We do not know how they split it, nor how much of that R&D cost is translated as manufacturing cost via accounting magic.
For all we know, Intel is making a 99% profit on each CPU sold, or just a 1%. Anyone with some hard data to put some boundaries on that?
EDIT: Nice timing, manleysteele! So it's ~50%?
The link says that the data center group did near 50% of profit. That doesn't mean that the whole company did. The data center group is not the one that invest in foundry R&D for instance, and groups as mobile division had huge loses. Also to put things in perspective. AMD announced a 30% profit the last quarter.
The thing that struck me about the article was the 5 year lead time for producing a new design. Even though much of the design is, in fact not new, the pressure to be right must be intense. The die shrink from Haswell to Broadwell (20 nm to 14 nm) provides an interesting case. The repeated delays for Broadwell make more sense now. From all appearances, the move to Cannonlake (10 nm) is already experiencing similar problems. This also points to why AMD/GoFlo is willing to make the jump to 7 nm.
The huge cost (both money and time) of development is the reason why Globalfoundries canceled its 14XM node and licensed the 14LPP from Samsung. It is also the reason why Samsung 14LPP node used for Zen is not a pure 14nm node but a 20nm base with 14nm FINFETs.
That recently announced "7nm" is not 7nm. A jump to 7nm would increase density by 4x, but Globalfoundries claims the density will be only about 2x higher over their current node. This means that they are relabeling the 10nm node as 7nm, which implies that Globalfoundries "7nm" will be inferior to Intel "10nm" and surely also inferior to TSMC "10nm".
That is interesting.
Maybe they are doing it to try and push it out and claim an industry first? Would surely boost stock and gain some customers until Intel pushes out a true 7nm, which everything points to it not even being silicon but rather Indium Gallium Arsenide.