[The Exiled]

Intel CFO talks 7nm, 5nm futures; AMD’s growing datacenter market share

By its own admission, Intel’s process technology will remain a laggard for nearly two more years, not producing a 7nm CPU until late 2021, but the company expects to reestablish its process lead with a 5nm node at a later, unannounced date. It’s important that we’re continuing to see yield improvements over the time period. But as we said back at our analyst day in May of 2019, look, this (10nm) just isn’t going to be the best node that Intel has ever had. It’s going to be less productive than 14(nm), less productive than 22(nm). In any case, AMD is taking datacenter server processor market share from Intel, which is happening and gathering strength. In January, it was learned that AMD had hired Daniel McNamara, formerly Intel’s president and GM of the Network and Custom Logic Group, to be SVP/GM of AMD’s Server Business Unit.

Intel’s current 10nm portfolio, both released and announced, includes:

• Cannon Lake (pre-10nm EOL 2017)
• Ice Lake (10nm launched 2019)
• Agilex FPGA (10nm launched 2019)
• Tiger Lake (10nm+ late 2020)
• DG1 (10+ late 2020)
• Snow Ridge (10nm late 2020)
• Lakefield (10nm/22nm 2020)
• Ice Lake Xeon (10+ late 2020?)
• Sapphire Rapids (10++ 2021?)

Izvor: HPCwire i AnandTech