Myös Toms Hardwarilla artikkeli asiasta, jossa on varsin paljon "quoteja".
It looks like 2020 and 2021 are going to be long years for Intel.
www.tomshardware.com
Intelin 7nm tulossa vuoden 2021 lopussa, jonka pitäisi tuoda prosessi kilpailukykyiselle tasolle (Intelin mukaan). Intelin projektioiden mukaan prosessi etu saavutetaan takaisin vasta 5nm prosessissa (jolle ei annettu mitään päivämäärää).
"So we bring a lot of capability to the table for our customers, in addition to the CPU, and we feel like we're starting to see the acceleration on the process side that we have been talking about to get back to parity in the 7nm generation and regain leadership in the 5nm generation."
"As we said back at our analyst day in May of 19: Look, this isn't just going to be the best node that Intel has ever had. It's going to be less productive than 14nm, less productive than 22nm, but we're excited about the improvements that we're seeing and we expect to start the 7nm period with a much better profile of performance over that starting at the end of 2021."
"...but the fact is that I wanted to be clear what was happening during the 10nm generation. The fact is, it isn't going to be as strong a node as people would expect from 14nm or what they'll see in 7nm."
Davis also noted that "....the effect of 10nm in 2021. It's sort of built today, you've got to get through that product cycle and the node. We're excited about the products, but the node isn't going to be quite the performer that historically we've had."
Tässä on hyvä pitää mielessä että keskustelussa oli paljon kyse gross margineista jne. Eli varmasti osa kommenteista on hyvin sidonnaisia siihen miten prosessi tuottaa rahaa Intelille. 14nm on ollut historiallisen hyvä Intelin kassavirralle.
Mutta tuo 7nm 2021 lopussa on mielenkiintoinen. Vastaan tulee TSMCn 5nm+ (toinen sukupolvi).
Toinen ihan mielenkiintoinen Tomsin "vuoto". Rice Gas & Oil konferenssista. Seuraavan sukupolven Epyc+Radeon ratkaisuilla tulee olemaan koherentti välimuisti.
Don't move the data.
www.tomshardware.com