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The Exiled · 03.08.2022., 20:20

Izuzev nadolazećih Raptor Lake modela, sve ostalo je nažalost pod jako velikim upitnikom. Izgleda da kaj god Intel i popratno voCtvo taknu, jednostavno ne urodi plodom, pa je odgođeno ili kompletno otkazano.

Citiraj:

Intel: Trouble in the IDM 2.0 paradise?

Citiraj:

It’s easy to blame predecessors, but wasn’t Gelsinger tasked to take Intel out of trouble when he was given the reins of this iconic semiconductor outfit in early 2021? What happened? Gelsinger’s transformative plan to turn Intel into a contract manufacturer for semiconductor devices is taking its toll. Even on that foundry frontier, which the company calls IDM 2.0, it’s worrisome that Intel plans to cut capital-expenditure plans for next year by $4 billion. That, for a start, shows that Intel and its chief Gelsinger are now under immense pressure. It’s worth mentioning that last year, Gelsinger claimed that Intel’s margins would remain comfortably above 50%. What’s apparent now is that Gelsinger has a big job ahead of him, and his vision of IDM 2.0 alone won’t cut to the chase. His honeymoon at Intel’s top job is over, and he seems to have some treacherous waters ahead of him.

Last week's news about Mediatek signing an agreement to use Intel's Foundry Services (IFS) led to some speculation as to what Mediatek would be manufacturing at IFS (first products will be using the Intel 16 process, what was previously known as its 22 nm node). MediaTek CEO Rick Tsai mentioned that IFS will be used for producing semiconductors for digital TVs and wireless access networks at an investor conference in Taiwan. This suggests that most of the components might not even be for Mediatek itself, but rather its subsidiaries, such as MStar or Airoha. MStar is a company that produces a wide range of lower-end smart TV chips, whereas Airoha has ended up taking over Mediatek's networking and Bluetooth business units.

Izvor: EETimes i TechPowerUp

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Intel orders delayed, TSMC slows 3nm expansion

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Intel plans to outsource the tGPU chipset in Meteor Lake to TSMC for manufacture. Mass production of this product was initially planned for 2H22 but was later postponed to 1H23 due to product design and process verification issues. Recently, the product’s mass production schedule has been postponed again to the end of 2023 for some reason, nigh completely cancelling 3nm production capacity originally booked in 2023 with only a marginal amount of wafer input remaining for engineering verification. In view of this, TSMC has decided to slow the progress of its production expansion to ensure production capacity is not excessively idle, leading to massive cost amortization pressure. In addition to formally notifying equipment suppliers of the company’s intention to adjust 2023 equipment orders, due to the high cost of 3nm expansion, TrendForce expects that this move will also affect some parts of TSMC’s 2023 CapEx planning. As a result, the scale of TSMC’s CapEx in 2023 may be lower than in 2022.

It is worth mentioning, although Intel has significantly adjusted its 2023 outsourcing plan, causing TSMC to postpone its 2023 expansion plans, looking at other advanced process clients including AMD, MediaTek, and Qualcomm, all of these companies successively plan to mass-produce 3nm products in 2024. At the same time, Apple's new 2024 iPhone is expected to fully adopt 3nm processors. The introduction of the aforementioned clients will inject momentum into TSMC's 3nm capacity utilization and revenue performance in 2024. Looking forward to 2024, with new products from clients such as AMD, MediaTek, and Qualcomm in place, 3nm process output is expected to be on track, further promoting strong growth in TSMC's revenue scale. However, the development status of Intel's own Intel 4 process and the accompanying outsourcing situation are still important potential growth drivers for TSMC.

Izvor: TrendForce

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Too little, too late: Intel's legacy is eroding

Citiraj:

Intel CEO Pat Gelsinger's carefully assembled house of cards is collapsing around him. And it's not really that surprising when you look at the hand he's been dealt. For those that haven't been following Intel product roadmap that closely, here's a quick recap of where things stand today. The company is stuck on an aging 10nm process; its desktop CPUs are ludicrously power hungry; its dedicated GPUs aren't particularly competitive, even when their drivers do work; its upcoming processor families are hopelessly behind schedule; and it just killed off Optane, which was arguably its most promising development in recent memory. Gelsinger's ascension to CEO can be attributed in large part to Intel's failure to bring a working 7nm process — now dubbed Intel 4 — to market on time. And in the 1.5 year since taking over, Gelsinger has managed to shift the conversation away from its long-delay process. Intel can claim up and down that Intel 4 is on track to ship in 2023 with Meteor Lake, but the company's track record suggests that's wishful thinking.

Seven years ago, when the Epyc comeback plan was formulated, AMD could not have dreamed in a million years that Intel’s vaunted foundries would run into so many troubles with 10 nanometer and then 7 nanometer processes. Intel kicked AMD out of the datacenter in 2009 because it had its foundry humming and a completely redesigned 64-bit Xeon line (which borrowed plenty of ideas from the Opteron, of course) at the same exact time that AMD started having issues with the Opteron architecture and everyone was really risk averse in the datacenter. Intel's Sapphire Rapids Xeon Scalable processors are without a doubt its most ambitious chips ever. In a single generation, Intel committed to not only delivering DDR5, PCIe 5.0, and CXL to the datacenter market, but that it would employ a multi-die chiplet architecture that would close the core-count gap with AMD. To put it bluntly, Intel has managed to squander its lead over rivals and its massive reserves of talent on over-ambitious projects that have time and again arrived late to the party.

Izvor: The Register i The Next Platform