The Intel Execution Thread [2021]

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With Ice Lake being "just out", the sapphire rapids delay is not a surprise imo. Give just one more quarter to IL.
 
Intel Regains CPU Market Share that it lost to AMD, Latest Steam Hardware Survey | TechPowerUp
July 7, 2021
On the CPU front, there are two companies constantly fighting for market domination: Intel and AMD. A bit over a month ago, we reported that AMD made serious progress in taking the market share away from Intel, using its latest Ryzen 5000 series of processors. However, this time, the effect seems to be reversed by its competitor, Intel.

All the gains AMD has made in the past few months have been sort of "erased" by Intel, as team blue managed to get back to a point where AMD now holds 28.41% of the CPU market, while Intel is back to over 70% share, more specifically 71.58%. What this means is that there are some fluctuations happening right now, and we are eager to see more reports to analyze in what direction is the market moving and how the two competing companies are performing. AMD seems to be held back by their ability to produce enough CPUs, while Intel is happily filling that void, fueled by a more aggressive pricing strategy.
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Intel Continues to Rehire Veterans: At Some Point They’ll Run Out
News on the wire today is that Intel has rehired 28-year veteran Shlomit Weiss into the position of Senior VP and Co-General Manager of Intel’s Design Engineering Group (DEG), a position recently vacated by Uri Frank who left to head up Google’s SoC development.

In her first 28-year stint at Intel, Weiss is reported to have lead the team that developed both Intel Sandy Bridge and Intel Skylake, arguably two of the company’s most important processor families over the last decade: Sandy Bridge reaffirmed Intel’s lead in the market with a new base microarchitecture and continues in its 6+th generation in Comet Lake today, while Skylake has been Intel’s most profitable microarchitecture ever. [...] Weiss left Intel in September 2017 to join Mellanox/NVIDIA, where she held the role of Senior VP Silicon Engineering and ran the company’s networking chip design group.
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How does that saying go, "If you can't compete, buy em." ?
 
Pat loves them foundries.
His first half a year as CEO seem to point into a strategic direction of being as big of a silicon production outfit as TSMC in the future.
Makes you wonder if they even want to compete in CPUs eventually or will just switch to foundry services and things like HPC accelerators.
 
DegustatoR said:
Pat loves them foundries.
His first half a year as CEO seem to point into a strategic direction of being as big of a silicon production outfit as TSMC in the future.
Makes you wonder if they even want to compete in CPUs eventually or will just switch to foundry services and things like HPC accelerators.
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Well, despite TSMC having a capacity at least three times bigger than Intel, Intel still brings in 70% more revenue and 30% more profit annually. Intel would be crazy to give up their CPU business lol.
Surprising Intel is actually serious about competing in foundry business.
 
JasonLD said:
Well, despite TSMC having a capacity at least three times bigger than Intel, Intel still brings in 70% more revenue and 30% more profit annually. Intel would be crazy to give up their CPU business lol.
Surprising Intel is actually serious about competing in foundry business.
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I don't think so (that it's surprising), because without that, they can kiss their higher revenue and profits goodbye very soon.
 
Albuquerque said:
So they're claiming 10nm -> 7nm -> 4nm -> 3nm -> 20 angstroms... Four process node upgrades in as many years? For a company "stuck" on 14 nanometer for more than four years? Right guys, riiiiiiiiight...
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Well,

7nm (Previously 10ESF), 4nm (Previously 7nm), 3nm (Previously 7nm+), 20 Angstroms (Previously 5nm). So it is just 2 major process upgrades actually. Intel is just following TSMC/Samsung node names. Those node names are meaningless these days.
 
JasonLD said:
Well,

7nm (Previously 10ESF), 4nm (Previously 7nm), 3nm (Previously 7nm+), 20 Angstroms (Previously 5nm). So it is just 2 major process upgrades actually. Intel is just following TSMC/Samsung node names. Those node names are meaningless these days.
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Indeed. "Process names" are now whatever the marketing team wants to call them, it's just numbers on a slide to a great extent. Transistor thickness, gate length and pitch, interconnect pitch, it can end up all being the same garbage from 22nm to 7nm "nodes" depending on how you want to measure.

So really what Intel has told us is: be prepared for a far more sinister marketing blitz!
 
TSMC Wins Big 3nm Node Order From Intel, Will Produce Several Next-Gen Chips Starting Q2 2022 (wccftech.com)
Quoting its sources within the supply chain, Chinese media outlet, UDN, has reported that Intel has grabbed the majority of TSMC's 3nm process node orders for the production of its next-generation chips. The news outlet quotes that production is expected to commence at TSMC's 18b Fab during Q2 2022 and mass production is expected to commence by mid of 2022. The production capacity is expected hit 4,000 wafers by May 2022 and would reach 10,000 wafers per month during volume ramp.
...
The story further details that Intel has gobbled up TSMC's entire 3nm production capacity which may put stress on its competitors, mainly AMD and Apple. AMD who had solely relied on TSMC for the production of its latest 7nm chips has been facing severe supply issues due to process node constraints over at TSMC. This may also be a tactic for Intel to stop AMD's node progression by pushing their own chips as a priority over at TSMC though that remains to be seen. For those who missed it out, Chipzilla has already confirmed that it will outsource its chips to other fabs if it needs to so there's no speculation regarding that.
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