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

The Exiled · 20.04.2021., 19:05

U svakom slučaju zanimljivo, a Dr. Ian Cutress ujedno potvrđuje ulogu Jima Kellera (1 - 2) (ne samo u AMD Zen slučaju, već općenito diljem firmi u kojima se dosad nalazil) kao voditelja projekta.

Odnosno nekoga tko organizira timove koji onda konkretno rade na razvoju i dizajnu novih tehnologija i popratnih tehnoloških rješenja.

Ianova Alder Lake analiza je također u rangu s dosadašnjim očekivanjima.

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Citiraj:

Citiraj:

Samsung remains formidable competitor for TSMC, says Morris Chang

Citiraj:

Samsung Electronics is still a formidable competitor for TSMC, according to Morris Chang, founder of the world's largest pure-play foundry. TSMC is based in Taiwan, which boasts a complete IC industry supply chain and a robust talent pool - both of which South Korea also has, said Chang. Both countries also have well-developed sea-air transport logistics, which are also critical to the local foundries' competitiveness worldwide, Chang added. As the largest chipmaker in South Korea, Samsung will be capable of competing against TSMC in the foundry segment, Chang indicated in a public speech. Similar corporate culture is another factor that makes Samsung the strongest competitor of the foundry he founded, Chang said.

Chang is also skeptical about Intel's ambitious bid unveiled earlier this year to regain its manufacturing lead. In its early years, Intel declined a bid to invest in TSMC, probably not thinking contract chip making would have a future, Chang disclosed. But foundry services have become so important that now Intel wants to play a part. Taking stock of the company's decision to enter the contract chipmaking sector more than three decades after its decision to not invest in TSMC, Mr. Chang described the situation as "ironic." The success of TSMC is not only because of the foundry model it has been embracing, but also because of the leadership of professional managers and its focus on R&D and innovation, according to Chang. For TSMC, it is of great importance to stay ahead of competitors, Chang added.

TSMC will be stepping up its 5nm chip output, scaling it up to as much as 150,000 wafers monthly starting in the second quarter through the end of this year.

Izvor: DigiTimes

Citiraj:

Intel Data Center sales slump stokes concern about market share

Citiraj:

Intel has released its figures for the first quarter of 2021 and presents a complex picture – some areas may continue the positive trend, while others may well be described as disappointment. The most important finding from the figures: Intel's net profit is shrinking sharply. Compared to the previous year, it has fallen by almost 50% to USD 3.4 billion. Its profit fell from 7 billion to 5.6 billion U.S. dollars. The margin fell from 50 to 23% and net profit fell from 3.5 billion to 1.3 billion U.S. dollars. Intel said sales of chips to cloud service providers fell 29% from the same period a year earlier.

Izvor: Bloomberg, The Next Platform i TechPowerUp

Citiraj:

Intel seeks $10 bln in subsidies for European chip plant

Citiraj:

Intel wants 8 billion euros ($9.7 billion) in public subsidies towards building a semiconductor factory in Europe, its CEO was cited as saying on Friday, as the region seeks to reduce its reliance on imports amid a shortage of supplies. The pitch is the first time Pat Gelsinger has publicly put a figure on how much state aid he would want, as Intel pursues a multibillion-dollar drive to take on Asian rivals in contract manufacturing. Gelsinger, on his first European tour since taking charge, met European Commissioner Thierry Breton in Brussels on Friday. The visit followed the launch of a plan for Intel to invest $20 billion in chip production in the United States. CEO Pat Gelsinger has also met with President Joe Biden in the White House to discuss the issue and hinted on being very open to the company receiving subsidies. On top of that, Gelsinger is prospecting for a location for a plant in Europe that he says would back Breton's goal of doubling the region's share of global chip output to 20% over the next decade. Gelsinger, who met Economy Minister Peter Altmaier and Bavarian governor Markus Soeder on the German leg of his European tour, was quoted as saying Germany would be a suitable location for a potential European foundry.

Izvor: Reuters

Citiraj:

Intel will spend billions to expand in New Mexico and Israel, seeks more government support

Citiraj:

Intel said it will spend $3.5 billion to upgrade its aging manufacturing facilities in New Mexico and confirmed it will spend $10 billion on a new factory in Israel, part of a broad push to expand the chipmaker’s production capacity under newly installed CEO Pat Gelsinger. After years of carefully managing its capital spending and returning money to investors, Gelsinger indicated the company is now budgeting for expansion instead. Intel’s spending spree follows severe deterioration of Intel’s manufacturing capabilities under its last two CEOs, Brian Krzanich and Bob Swan. The company lost its lead in advanced chip technology after successive delays to its 14-nanometer, 10nm and 7nm microprocessors caused by persistent manufacturing defects. As Intel struggled to adapt to new manufacturing technologies over the past several years, it spent little on new factories and instead committed billions of dollars to buying back its own stock. Stock buybacks typically have the effect of boosting a company’s share price, but they’re also an explicit admission that a business has more money than it knows what to do with.

Citiraj:

We have previously mentioned that we thought that Intel was looking for government help and maybe a handout which was touched upon in Pat Gelsinger’s interview, up front.
While certainly not directly asking for money, it certainly sounds like Intel wouldn’t say no. TSMC is clearly in the drivers seat and is not likely to change any time soon.

Izvor: The Oregonian i SemiWiki

Citiraj:

Intel’s Chief Revenue Officer: We have silicon, but shortages in Wi-Fi, substrates, panels

Citiraj:

Supply has been a topic since 2019, really since the end of 2018. Intel continues to increase our capacity by two fold over those years. We’re continuing to build more and more, amd we’re continuing to increase our investments in CapEx as you heard Pat talk about. The real thing here is that demand continues to be strong and with COVID and the pandemic it has gotten even stronger. But what we’re now seeing is that there are new industry and ecosystem challenges where the rest of the component ecosystem can’t keep up. Whether it’s Wi-Fi components, substrates, panels, those are now kind of the bottleneck to the next level of explosive growth. So you might be able to find a CPU, but you may not be able to find a panel, or a battery, or some other component to actually be able to finish that kit. We have plenty have silicon dies and I want everyone to know that those investments are absolutely paying off, and now we have got to go work on all the ecosystem pieces.

Izvor: AnandTech