PC Ekspert Forum - View Single Post - Vijesti i novosti o Intel procesorima i čipsetima

The Exiled · 22.06.2023., 13:24

I tak, konačno su u Intelu sami sebi priznali ono kaj je očito posljednjih 5 godina, odnosno da im više ne cvate cveće u preduzeće, a i konkurencija je zajebana stvar.

Potencijalni spin-off Intelovih proizvodnih kapaciteta podsjeća na AMD-ovu GlobalFoundries situaciju otprije 15 godina, s tom razlikom da je AMD bio u puno gorem stanju.

Citiraj:

Intel Manufacturing gets its own profit and loss potentially gearing up for a spin-off

Citiraj:

Intel has a plan to regain process leadership and redefine how it does business. Intel announced IDM 2.0, but the next step is interesting since it is effectively one of the key steps one would take if it was planning to spin off a business. Intel has two main challenges right now. First, it is seeing declining revenue, partly due to a cyclical market and partly due to missing product launch windows. Second, it is trying to ramp capacity in its fabs, while it is also utilizing TSMC for some leading-edge designs (further shifting capacity.) The second one really boils down to trying to ramp new costly processes. As such, the announcement today had a heavy cost focus. One of the biggest concepts was that Intel is transitioning to IDM 2.0. We have covered this multiple times, but the transition will change the way that Intel looks at its manufacturing organization. Intel is going to start treating its internal business units more like external fabless customers. That means, revenue from IFS as well as its internal customers will now have its own P&L.

In one of the more honest slides, Intel said it went from leadership in the 14nm Intel v. 16nm TSMC era, but lost leadership in the 10nm Intel/ 7nm TSMC era. Intel also says it will take until Intel 18A against TSMC 2nm at this rate to regain process leadership. Intel 3 and Intel 20A seem behind TSMC 3nm from Intel’s slide projections. Intel marks 10 nm (aka Intel 7) as significantly lagging behind TSMC 7 nm on time-to-market. TSMC 5 nm has already been in the market for over 3 quarters now, and it's only later in Q3 that Intel could release the first products based on the rival Intel 4 node ("Meteor Lake" compute tile). Intel 3 could similarly lag by a couple of quarters behind TSMC 3 nm, as could Intel 20A. It's at the 2 nm-class where Intel claims that if it executes the IFS and IDM 2.0 roadmap correctly, the Intel 18A foundry node should beat TSMC 2 nm-class nodes both technologically, and at time-to-market.

Izvor: ServeTheHome, Tom's Hardware i TechPowerUp