Intel's Future Chips: News, Rumours & Reviews

[InvalidError]

In terms of sales it's second after Samsung
Samsung $75.7 billion
Intel $69.8 billion

Nope, numbers for 2019 are out and Intel is 13G$ ahead of Samsung largely thanks to lower RAM and NVRAM prices.

Intel retook semiconductor top spot from Samsung in 2019

Worldwide semiconductor revenue declined 12% in 2019, Gartner says.

www.zdnet.com

 

[aldaia]

Maybe my numbers where 2018.

I was wrong in another aspect. As of today, regarding market cap: Samsung is back to #1, TSM is #2 and intel #3
They are so close that positions might be reversed on Monday. The main diference is that TSM is purely foundry and nothing else. While for the other two the foundry is only a portion of the company.

 

[aldaia]

About 10 nm
Bob Swan: "In the aggregate, we won't have a huge percentage of our overall company volume in the second half of the year. It will grow as we exit the year and become a much bigger part of our overall volume in 2021.”

Maybe my brain is tricking me but I have the impression that I heard the same for 2020 last year. And for 2019 in 2018 and I think also for 2018 in 2017.
I really hope this time it's for real.

 

[InvalidError]

Maybe my brain is tricking me but I have the impression that I heard the same for 2020 last year. And for 2019 in 2018 and I think also for 2018 in 2017.

Kind of funny how Intel claims 10nm is ahead of where it wanted it to be when 10nm is already five years late on mass-manufacturing relative to what the original time table was before Intel ran into consecutive brick walls in its rush to 14nm, then repeatedly smashed into immovable objects along the way to 10nm which caused the originally delayed 10nm to get delayed another two or three years.

Intel must have a really creative definition of "being ahead", looks more like years behind to me.

 

[aldaia]

22 nm was about 4 years ahead of TSMC 16 nm
14 nm was about 3.5 years ahead of TSMC 10 nm
Today TSMC 7nm is a mature process and we are still waiting for intel 10nm to be truly high volume.
When they manage that, TSM will be high volume in 5nm.
I also heard that we will not see 7 nm processors at intel until 2022 (and i bet not high volume) , by that time TSMC will be at its 3 nm node.
Even if node names are just that, names, they have gone from a 3-4 year advantage over foundries to trail them by nearly a couple years.

Although I expected that to happen (I firmly believe the pure play foundry model has its advantages), never expected to happen so fast.

 

[Darkbreeze]

Kind of funny how Intel claims 10nm is ahead of where it wanted it to be when 10nm is already five years late on mass-manufacturing relative to what the original time table was before Intel ran into consecutive brick walls in its rush to 14nm, then repeatedly smashed into immovable objects along the way to 10nm which caused the originally delayed 10nm to get delayed another two or three years.

Intel must have a really creative definition of "being ahead", looks more like years behind to me.

Yes, to me too.

But you know, when you're Intel, it's like being Trump. You can say whatever you want and then spin it any way you want, and it's ok.

Intel - We are going to land on number 5.

Dealer - It landed on number 6

Intel - Yes, that is what we said. We intended for it to land on number 6 all along.

Dealer - Ok.

 

[jimmysmitty]

About 10 nm
Bob Swan: "In the aggregate, we won't have a huge percentage of our overall company volume in the second half of the year. It will grow as we exit the year and become a much bigger part of our overall volume in 2021.”

Maybe my brain is tricking me but I have the impression that I heard the same for 2020 last year. And for 2019 in 2018 and I think also for 2018 in 2017.
I really hope this time it's for real.

The biggest difference is that Intel has actual shipping 10nm parts this time and the last few they did not (minus that weird one off for China).

I don't think 10nm needs to be worried about but I also don't think 10nm will be as heavily used as other nodes and we will see a move to 7nm very fast in some markets.

22 nm was about 4 years ahead of TSMC 16 nm
14 nm was about 3.5 years ahead of TSMC 10 nm
Today TSMC 7nm is a mature process and we are still waiting for intel 10nm to be truly high volume.
When they manage that, TSM will be high volume in 5nm.
I also heard that we will not see 7 nm processors at intel until 2022 (and i bet not high volume) , by that time TSMC will be at its 3 nm node.
Even if node names are just that, names, they have gone from a 3-4 year advantage over foundries to trail them by nearly a couple years.

Although I expected that to happen (I firmly believe the pure play foundry model has its advantages), never expected to happen so fast.

Considering the limitations we know are coming up I bet any real 3nm will be many years off for everyone. Silicon is very much at its end and I have not seen any further news or advancements in finding its successor.

 

[aldaia]

Rumor of the day: Intel is looking to offload some 14nm capacity by producing low en processors (celerons & pentiums) using an external foundry.

The fun aspect of the rumor is that the winner is:

.... drums playing ....

GlobalFoundries

Rumor: Intel Moving Select CPUs To GlobalFoundries

Intel has been running its foundries to the limit since the past year and if what we are hearing is to be believed than the company is planning to offload some of its low end CPUs to GloFo. Keep in mind this is very significant news and since only one of our sources mentioned this and we have no...

wccftech.com

 

[gamerk316]

Rumor of the day: Intel is looking to offload some 14nm capacity by producing low en processors (celerons & pentiums) using an external foundry.

The fun aspect of the rumor is that the winner is:

.... drums playing ....

GlobalFoundries

Rumor: Intel Moving Select CPUs To GlobalFoundries

Intel has been running its foundries to the limit since the past year and if what we are hearing is to be believed than the company is planning to offload some of its low end CPUs to GloFo. Keep in mind this is very significant news and since only one of our sources mentioned this and we have no...

wccftech.com

Which makes sense; they have the most capacity to spare.

 

[jimmysmitty]

Ahhhh WCCFTech. Look up Rumor Mill in the dictionary and their logo is next to it.

I am sure tomorrow that Intel will be having IBM FAB some chips.

 

[kAkCzzq2]

Outdated because of delays but all names correct

 

[SiliconFly]

Looks like this thread has gone inactive. Is it okay to post here?

 

[Darkbreeze]

You're kidding right? June of 2022, who in the actual, ahem, things, are you? Just wondering since I'm a retired mod and I've been here since 2014 and I have no idea who you are. Probably an admin vs moderator type situation, and if so, cool. Just wondering and wanting to also give you an answer. AMDfangirl does not, and has not, participated here for quite a long time. More is the pity, because she was an intelligent contributor.

 

[Karadjgne]

Well to be fair, the title of this IS written to be open ended. It's not really anybody's fault that the topic is and was of little actual interest, so never really garnered much of a response or replies.

 

[COLGeek]

Looks like this thread has gone inactive. Is it okay to post here?

Yes, if you have something to share.

 

[Darkbreeze]

Dang. sorry. I could have sworn this was either in the moderators or ambassadors threads. I totally overlooked that it was in the public forum. So, my bad. Yes, of course you can still post something here if it's relevant and thanks to the COLgeek for giving you an accurate answer, unlike mine.

 

[SiliconFly]

Well, I did i sense some sort of discomfort in this thread for reasons beyong me. Recommend one of the senior members to start a new open thread specifically for Intel discussions. Would make life easier for many.

 

[-Fran-]

Most people contributing rumours and speculation on Intel just disappeared over time.

That is why this thread hasn't been "touched" in forever. Same with the AMD one.

Regards.

 

[SiliconFly]

Ok. Will start sharing some interesting stuff and try to get things active again.

 

[SiliconFly]

There's been a slew of ES leaks recently regarding MTL-P. This is the latest B0 stepping. It shows the base clock as 3.1 GHz and the CPU idiling at 640 MHz!! Very impressive! Is it the base clock of the E-core? Or one of the new ULP E-cores?

 

[SiliconFly]

Any news on the health of Intel 20A? Will it enter volume production in Q2 2024 as planned? Some rumors suggest that might not be the case. Or is it just some fanboy FUD?

 

[-Fran-]

Any news on the health of Intel 20A? Will it enter volume production in Q2 2024 as planned? Some rumors suggest that might not be the case. Or is it just some fanboy FUD?

Where have you heard/read those?

Hard to tell from what I know, but given Intel's current track record, I wouldn't be surprised it'll be late. So the question should be* "how late" it'll be?

Regards.

 

[SiliconFly]

Well, considering Intel's current execution with Intel 7 & Intel 4, I think they're going to do a better job with 20A too! Just that this radio silence is too eerie!

 

[Karadjgne]

(Crickets.......)