The Intel Execution Thread [2020]

[JasonLD]

They are now.

They are now.
Early adopter for new InFOs and SoIC too.

Yeah it does, TSMC fancies vendor lockdown over ping pong.

Which is why Intel gets dick; ergo 2 low volume products for the next 2-3 years or so.
PVC and that thing.

Both Intel and AMD will get their capacities, thanks to Huawei exit.

 

[Bondrewd]

Both Intel and AMD will get their capacities

AMD yes, booked already, Intel maybe.
Huawei was chomped down by our favourite Apple/AMD/Nv trio.
Qualcomm exit early next year gives Intel wafers, but not of N5 kind unfortunately.

 

[JasonLD]

AMD yes, booked already, Intel maybe.
Huawei was chomped down by our favourite Apple/AMD/Nv trio.
Qualcomm exit early next year gives Intel wafers, but not of N5 kind unfortunately.

Rumor says Intel is trying to secure N3 in 2022~. We will see.

 

[Bondrewd]

Rumor says Intel is trying to secure N3 in 2022~

That'll be interesting, yeah; new gigafab is bound to bring a lot of capacity up.

We will see.

Yeah but it's 2023 and I can already smell the stench of Intel politics canning the outsourcing endeavors.

 

[JasonLD]

Yeah but it's 2023 and I can already smell the stench of Intel politics canning the outsourcing endeavors.

Since Muthy is out, looks like team outsource won.

 

[Bondrewd]

Since Muthy is out, looks like team outsource won.

Idunno, ol' TMG heads are still in, even if the mgmt structure is flatter at the top.
Could go either way, Intel's choke full of bullshit.

 

[JasonLD]

Idunno, ol' TMG heads are still in, even if the mgmt structure is flatter at the top.
Could go either way, Intel's choke full of bullshit.

They will find a way. Decoupling architecture from processor node gave them flexibility for moments like this.

 

[Bondrewd]

Decoupling architecture from processor node gave them flexibility for moments like this.

That just applies to the big cores, everything else was on TSMC here and there, including phone Atoms.
It's more about TMG throwing mass shitfits than any Intel technical capability.

 

[Kaotik]

I suppose this is a suitable thread for this, there has been a massive "Exconfidential Lake" breach/leak at Intel.
According to leaker, his anonymous source breached Intel earlier this year for the files, but according to Tom's Hardware Intel has commented that they're from Intel Resource and Design Center and most likely leaked by someone who had legitimate access to them.
First set of files is nearly 17GB of NDA'd data and according to leaker the next batches will be even juicier.
First batch includes:

• Intel ME Bringup guides + (flash) tooling + samples for various platforms
• Kabylake (Purley Platform) BIOS Reference Code and Sample Code + Initialization code (some of it as exported git repos with full history)
• Intel CEFDK (Consumer Electronics Firmware Development Kit (Bootloader stuff)) SOURCES
• Silicon / FSP source code packages for various platforms
• Various Intel Development and Debugging Tools
• Simics Simulation for Rocket Lake S and potentially other platforms
• Various roadmaps and other documents
• Binaries for Camera drivers Intel made for SpaceX
• Schematics, Docs, Tools + Firmware for the unreleased Tiger Lake platform
• (very horrible) Kabylake FDK training videos
• Intel Trace Hub + decoder files for various Intel ME versions
• Elkhart Lake Silicon Reference and Platform Sample Code
• Some Verilog stuff for various Xeon Platforms, unsure what it is exactly.
• Debug BIOS/TXE builds for various Platforms
• Bootguard SDK (encrypted zip)
• Intel Snowridge / Snowfish Process Simulator ADK
• Various schematics
• Intel Marketing Material Templates (InDesign)
• Lots of other things

https://twitter.com/x/status/1291405688204402689

 

[Bondrewd]

https://twitter.com/x/status/1291461942624677889

 

[entity279]

https://twitter.com/x/status/1291687789260451847

 

[Bondrewd]

https://twitter.com/x/status/1293444174851653632

Part four where Keller shows his best boy chops but unfortunately he left.

 

[Sycologist]

How come nobody is talking about this? It seems pretty significant. 42TFLOPS via 4 chip MCM

https://www.tweaktown.com/news/7447...acing-tech-and-gddr6-ships-in-2021/index.html

 

[Malo]

How come nobody is talking about this? It seems pretty significant. 42TFLOPS via 4 chip MCM

https://www.tweaktown.com/news/7447...acing-tech-and-gddr6-ships-in-2021/index.html

Here's the thread dedicated to Intel Xe chips.

 

[Ike Turner]

https://www.nytimes.com/2020/08/27/technology/intel-aurora-supercomputer.html

Intel Slips, and a High-Profile Supercomputer Is Delayed
The chip maker was selected for an Energy Department project meant to show American tech independence. But problems at Intel have thrown a wrench into the effort.

 

[Bondrewd]

https://www.nytimes.com/2020/08/27/technology/intel-aurora-supercomputer.html

can Aurora be uncursed by cancelation and rebidding I wonder

 

[Deleted member 2197]

Intel still the biggest, but AMD, NVIDIA and TSMC are growing fast

IC Insight reports that Intel generates sales of $ 73.9 billion from chip deliveries for the whole of 2020. That is an increase of 4 percent compared to last year. Samsung is in second place with an appraised turnover of about $ 60.5 billion, an increase of 9 percent. TSMC retains its third place at $ 45.4 billion, which is 31 percent more than last year.

Then looking at AMD and Nvidia. Nvidia is growing the fastest, said to be worth $ 15.9 billion in sales that are 50 percent more than last year. AMD enters new in the top 15, in the last place. AMD's chips are worth $ 9.5 billion, and that's a 41 percent differential seen from last year.

Intel still the biggest, but AMD, NVIDIA and TSMC are growing fast (guru3d.com)

 

[Deleted member 2197]

Intel Processor Market Share is on the Ryzen again (guru3d.com)

But yes, it seems that Intel's market share is slowly recovering. Mercury Research stresses that this happens for both desktop and laptop segments. AMD continues to gain market share in the server market slowly.

Mercury Research claims that the total value of the x86 market is up by as much as 20.1% over the course of last year's fourth quarter. That is the highest growth in ten years. AMD's market share has declined; however, both processor manufacturers have sold more. So it's not that AMD does not sell well, they just can't output the same numbers in volume the Intel can.