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McG
Datum registracije: Feb 2014
Lokacija: Varaždin
Postovi: 8,213
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Autor The Exiled
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Intel CEO says it will respond to AMD with better products and put pressure on nVidia graphics
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We just say about the AMD threat, you know we got to do better products, period! So we gonna build better products and they had a period we haven’t executed well. We’re gonna execute, execute, execute! So we were in a period where we were behind. Now with Ice Lake, Sapphire Rapids, Diamond Rapids, we are in a period where we are going to be very competitive and as we get out to 3 -4 years from now, we see that we will be in sustained leadership again. We have a number of things going on over here[…] We are rolling out the heterogenous architecture that is part of Alder Lake where we have big and little cores, you know AMD only has one. We’ll have a higher performance and a more energy-efficient version of the core, pretty compelling, we’ll lay out our major vector enhancement stuff, we have our GPU architecture where we are gonna start being in a position to really put pressure on nVidia for the first time ever.
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Izvor: VideoCardz
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I dok novi-stari CEO ima kojekakve čestitke, želje i pozdrave, realnost je malo drugačija. Alder Lakeova poveća potrošnja i zagrijavanje dovoljno govori o učinkovitosti same arhitekture, a heterogeni pristup, odnosno hibridni dizajn je tu samo da marketing može odraditi svoje i reći da sada napokon imaju i nude isto toliko jezgri koliko i konkurencija. AVX-512 je kompletno isključen za desktop, dok su manje Atom jezgre totalno ignorirane za serverske Sapphire Rapids primjerke, jer bez Windows 11 podrške i Intel Thread Director implementacije, taj dio priče ne drži vodu, a serverska infrastruktura se vrti na *nix okolinama koje su za prvu ruku lijepo stavljene sa strane.
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Cloudflare says Intel is not inside its next-gen servers – Ice Lake melted its energy budget
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Internet-grooming company Cloudflare has revealed that it was unable to put Intel inside its new home-brew servers, because they just used too much energy. "We evaluated Intel's latest generation of 'Ice Lake' Xeon processors," Howells wrote. "Although Intel's chips were able to compete with AMD in terms of raw performance, the power consumption was several hundred watts higher per server – that's enormous." Requests per Watt is one of our defining characteristics when testing new hardware and we use it to identify how much more efficient a new hardware generation is than the previous generation. So, based on the samples we received from our vendors and our subsequent testing, hardware from AMD and Ampere made the shortlist for our generation 11 server. On this occasion, we decided that Intel did not meet our requirements.
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Izvor: The Register i Cloudfare
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Citiraj:
Autor The Exiled
ASML is the key to Intel’s resurrection just like ASML helped TSMC beat Intel
Citiraj:
If Intel has any hope of recapturing the lead in the Moore’s Law race from TSMC then it desperately needs ASML’s help. Right now TSMC is miles ahead of Intel in EUV tool count and experience which is the key to advanced technology nodes. If both TSMC and Intel buy tools and technology at an equal rate, TSMC will stay ahead. The only other way for Intel to catch TSMC is for TSMC to fall on its own sword, much as Intel did, but we don’t see that happening any time soon. Back when ASML was struggling with EUV, making slow progress on a questionable technology, they were looking for an early adopter to take the plunge and convince the industry that EUV was real. ASML got into a room with TSMC management and cut a deal and TSMC went from an EUV non-believer to a full on convert virtually over night. TSMC went from “never EUV” to its biggest customer and user (financed by Apple). The rest is history. Its likely that TSMC may have pulled ahead without EUV but EUV really allowed TSMC to accelerate away from Intel and Samsung and create a huge Moore’s Law lead that exists today.
Obviously there was some behind the scenes discussion between ASML & Intel as Intel came out with a full throated support of high-NA EUV technology. If ASML anoints Intel as the high-NA EUV champion in exchange for its commitment and Intel gets preferential access to tools over TSMC as its reward, that could be the difference to get Intel back in the Moore’s Law game ahead of TSMC. Intel of course has to do a lot of other things right, such as new transistor design and vertically stacked transistors but little of that will matter if they can’t get back in the Moore’s Law game with leading edge litho. Back in 2012 ASML was struggling with EUV and needed some financial help to complete the technology and show support of customers. It would seem that now the shoe is on the other foot. ASML is on fire and Intel is in need of help. ASML has a 50% higher market cap than Intel.
Intel has a lot to do, a lot to prove and a lot of money to spend to recapture the lead in semiconductors. In short, Intel needs help. Maybe ASML should invest in Intel much as Intel invested in ASML when the chips were down. If ASML were to invest a similar amount in Intel, it would be enough cash to pay for both planned foundries in Arizona and then some. With enough left over for Intel to buy some expensive high-NA tools. This would certainly be better than a US government bailout of Intel’s self inflicted problems which would benefit investors rather than tapping taxpayers. Intel would certainly rather take the “free money” from the government. Its a nice dream but we doubt that Samsung & TSMC would be happy with ASML investing in Intel.
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In its early years, Intel declined a bid to invest in TSMC, probably not thinking contract chip making would have a future, Chang disclosed. Founded in Taiwan in 1987 by Morris Chang, TSMC was the world's first dedicated semiconductor foundry and has long been the leading company in its field. Morris Chang, the founder and chairman of TSMC, successfully convinced Philips to invest in TSMC and use its factories to manufacture Philips' chips, making the European giant an original investor and early customer. Philips' name was just as important as its money to TSMC. Adding Philips to the list of TSMC investors helped convince government officials in Taiwan, other investors and other potential customers to work with and invest in TSMC early on. In 1984, Philips split off its activities on the field of photolithographic integrated circuit production equipment, the so-called wafer steppers, into a joint venture with ASM International, located in Veldhoven under the name ASML. Over the years, this new company has evolved into the world's leading manufacturer of chip production machines at the expense of competitors like Nikon and Canon.
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Izvor: SemiWiki
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Toliko im cvate cveće u preduzeće da danas više, nego ikad ovise o vanjskim firmama poput TSMC-a, dok istovremeno pričaju bajke o tehnološkoj nadmoći i povratku na tron uz eto već trećeg generalnog direktora unatrag pet godina. 
Citiraj:
Citiraj:
Autor The Exiled
Citiraj:
Intel CEO says it will respond to AMD with better products and put pressure on nVidia graphics
Citiraj:
|
We just say about the AMD threat, you know we got to do better products, period! So we gonna build better products and they had a period we haven’t executed well. We’re gonna execute, execute, execute! So we were in a period where we were behind. Now with Ice Lake, Sapphire Rapids, Diamond Rapids, we are in a period where we are going to be very competitive and as we get out to 3 -4 years from now, we see that we will be in sustained leadership again. We have a number of things going on over here[…] We are rolling out the heterogenous architecture that is part of Alder Lake where we have big and little cores, you know AMD only has one. We’ll have a higher performance and a more energy-efficient version of the core, pretty compelling, we’ll lay out our major vector enhancement stuff, we have our GPU architecture where we are gonna start being in a position to really put pressure on nVidia for the first time ever.
|
Izvor: VideoCardz
|
I dok novi-stari CEO ima kojekakve čestitke, želje i pozdrave, realnost je malo drugačija. Alder Lakeova poveća potrošnja i zagrijavanje dovoljno govori o učinkovitosti same arhitekture, a heterogeni pristup, odnosno hibridni dizajn je tu samo da marketing može odraditi svoje i reći da sada napokon imaju i nude isto toliko jezgri koliko i konkurencija. AVX-512 je kompletno isključen za desktop, dok su manje Atom jezgre totalno ignorirane za serverske Sapphire Rapids primjerke, jer bez Windows 11 podrške i Intel Thread Director implementacije, taj dio priče ne drži vodu, a serverska infrastruktura se vrti na *nix okolinama koje su za prvu ruku lijepo stavljene sa strane.
Citiraj:
Cloudflare says Intel is not inside its next-gen servers – Ice Lake melted its energy budget
Citiraj:
|
Internet-grooming company Cloudflare has revealed that it was unable to put Intel inside its new home-brew servers, because they just used too much energy. "We evaluated Intel's latest generation of 'Ice Lake' Xeon processors," Howells wrote. "Although Intel's chips were able to compete with AMD in terms of raw performance, the power consumption was several hundred watts higher per server – that's enormous." Requests per Watt is one of our defining characteristics when testing new hardware and we use it to identify how much more efficient a new hardware generation is than the previous generation. So, based on the samples we received from our vendors and our subsequent testing, hardware from AMD and Ampere made the shortlist for our generation 11 server. On this occasion, we decided that Intel did not meet our requirements.
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Izvor: The Register i Cloudfare
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|
Citiraj:
Autor The Exiled
ASML is the key to Intel’s resurrection just like ASML helped TSMC beat Intel
Citiraj:
If Intel has any hope of recapturing the lead in the Moore’s Law race from TSMC then it desperately needs ASML’s help. Right now TSMC is miles ahead of Intel in EUV tool count and experience which is the key to advanced technology nodes. If both TSMC and Intel buy tools and technology at an equal rate, TSMC will stay ahead. The only other way for Intel to catch TSMC is for TSMC to fall on its own sword, much as Intel did, but we don’t see that happening any time soon. Back when ASML was struggling with EUV, making slow progress on a questionable technology, they were looking for an early adopter to take the plunge and convince the industry that EUV was real. ASML got into a room with TSMC management and cut a deal and TSMC went from an EUV non-believer to a full on convert virtually over night. TSMC went from “never EUV” to its biggest customer and user (financed by Apple). The rest is history. Its likely that TSMC may have pulled ahead without EUV but EUV really allowed TSMC to accelerate away from Intel and Samsung and create a huge Moore’s Law lead that exists today.
Obviously there was some behind the scenes discussion between ASML & Intel as Intel came out with a full throated support of high-NA EUV technology. If ASML anoints Intel as the high-NA EUV champion in exchange for its commitment and Intel gets preferential access to tools over TSMC as its reward, that could be the difference to get Intel back in the Moore’s Law game ahead of TSMC. Intel of course has to do a lot of other things right, such as new transistor design and vertically stacked transistors but little of that will matter if they can’t get back in the Moore’s Law game with leading edge litho. Back in 2012 ASML was struggling with EUV and needed some financial help to complete the technology and show support of customers. It would seem that now the shoe is on the other foot. ASML is on fire and Intel is in need of help. ASML has a 50% higher market cap than Intel.
Intel has a lot to do, a lot to prove and a lot of money to spend to recapture the lead in semiconductors. In short, Intel needs help. Maybe ASML should invest in Intel much as Intel invested in ASML when the chips were down. If ASML were to invest a similar amount in Intel, it would be enough cash to pay for both planned foundries in Arizona and then some. With enough left over for Intel to buy some expensive high-NA tools. This would certainly be better than a US government bailout of Intel’s self inflicted problems which would benefit investors rather than tapping taxpayers. Intel would certainly rather take the “free money” from the government. Its a nice dream but we doubt that Samsung & TSMC would be happy with ASML investing in Intel.
Citiraj:
|
In its early years, Intel declined a bid to invest in TSMC, probably not thinking contract chip making would have a future, Chang disclosed. Founded in Taiwan in 1987 by Morris Chang, TSMC was the world's first dedicated semiconductor foundry and has long been the leading company in its field. Morris Chang, the founder and chairman of TSMC, successfully convinced Philips to invest in TSMC and use its factories to manufacture Philips' chips, making the European giant an original investor and early customer. Philips' name was just as important as its money to TSMC. Adding Philips to the list of TSMC investors helped convince government officials in Taiwan, other investors and other potential customers to work with and invest in TSMC early on. In 1984, Philips split off its activities on the field of photolithographic integrated circuit production equipment, the so-called wafer steppers, into a joint venture with ASM International, located in Veldhoven under the name ASML. Over the years, this new company has evolved into the world's leading manufacturer of chip production machines at the expense of competitors like Nikon and Canon.
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Izvor: SemiWiki
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AMD Ryzen 9 9950X | Noctua NH-U12A chromax.black | MSI MAG B650 Tomahawk Wi-Fi | 128GB Kingston FURY Beast DDR5-5200 | 256GB AData SX8200 Pro NVMe | 2x4TB WD Red Plus | Fractal Define 7 Compact | Seasonic GX-750
AMD Ryzen 5 7600 | Noctua NH-U12A chromax.black | MSI MAG B650 Tomahawk Wi-Fi | 128GB Kingston FURY Beast DDR5-5200 | 256GB AData SX8200 Pro NVMe | 2x12TB WD Red Plus | Fractal Define 7 Compact | eVGA 650 B5
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