The Intel Execution Thread [2021]

[Kaotik]

TSMC Wins Big 3nm Node Order From Intel, Will Produce Several Next-Gen Chips Starting Q2 2022 (wccftech.com)

So how does it work when supposedly earlier Apple already grabbed majority of TSMC 3nm and now Intel supposedly got all the capacity? IIRC someone else than Apple was supposedly confirmed for TSMC 3nm too.

 

[Bondrewd]

So how does it work when supposedly earlier Apple already grabbed majority of TSMC 3nm and now Intel supposedly got all the capacity? IIRC someone else than Apple was supposedly confirmed for TSMC 3nm too.

The answer is neither of them lands N3 for 2022.
It's MTK lol and still smaller batches due to later ramp for N3.

 

[DegustatoR]

https://twitter.com/x/status/1428275536766382081

Whatever the hell that is. Looks like it's from Apple of something.

 

[del42sa]

https://twitter.com/x/status/1429462320258985987

 

[xpea]

I have very mixed feelings about PV. On one side PV is a marvel of engineering. So many different packages and technologies in a single product is amazing. But on the flip side, the final perf/cost/complexity ratio is extremely poor. It looks like intel wanted to make a statement and showcase all his "savoir faire" in a single product, but forgot on the way how the product will compete in the market...

 

[CarstenS]

Argonne gets an intermediate AMD/Nvidia Supercomputer "Polaris" in order to prepare for Aurora (the one with Ponte Vecchio):
https://www.anl.gov/article/us-depa...ry-and-hewlett-packard-enterprise-prepare-for
"Argonne National Laboratory’s new system, Polaris, built by HPE, will optimize AI, engineering and scientific projects for the forthcoming Aurora exascale supercomputer."

Posted here, because it's directly related to PVC-delivery time and a rather small system for AMD/Nvidia, so it won't affect them too much.

 

[Rootax]

I have very mixed feelings about PV. On one side PV is a marvel of engineering. So many different packages and technologies in a single product is amazing. But on the flip side, the final perf/cost/complexity ratio is extremely poor. It looks like intel wanted to make a statement and showcase all his "savoir faire" in a single product, but forgot on the way how the product will compete in the market...

Are we sure of that yet ? Products are not out yet (afaik, maybe I'm wrong), and it's hard to test this solution to the alternative, which would be differently build imo....

 

[Bondrewd]

Are we sure of that yet ?

yes

 

[JasonLD]

I have very mixed feelings about PV. On one side PV is a marvel of engineering. So many different packages and technologies in a single product is amazing. But on the flip side, the final perf/cost/complexity ratio is extremely poor. It looks like intel wanted to make a statement and showcase all his "savoir faire" in a single product, but forgot on the way how the product will compete in the market...

It would have looked much better if it wasn't delayed again from its supposed release time of late 2021.

 

[pharma]

Intel sold 30% of CPUs in November due to Alder Lake, eroding AMD market share (guru3d.com)

Intel back is back in the lead when it comes to price performance, and this is beginning to show up in sales. It can be seen in the German Mindfactory store that Intel sales went up a lot after the launch of Alder Lake. They went from 18% of sales to 30% after that.

Most of these sales are for Alder Lake, which makes up 11% of these sales, followed by Rocket Lake (10%), Comet Lake (8%), and older CPUs (1%). For AMD, which has 70% of the sales, 48% comes from Vermeer (Ryzen 5000 CPUs), 11% from Cezzane (Ryzen 5000 APUs), 10% from Matisse (Ryzen 3000 CPUs), and 1% from other lines like Threadripper. Sales of each model are based on how many people bought each one. Six of the top 10 best-selling CPUs belong to the company AMD, and seven of the 10 are red. After the Ryzen 7 5800X, the Ryzen 5 5600X sold 3570 times. Third, there is a big drop, with 1,520 sales of the Ryzen 9 5900X. This shows how the first two models sold a lot more than the rest of them.

 

[no-X]

During the first month of Alder Lake sales Mindfactory sold less(!) Intel CPUs than in November 2020 (Comet Lake era). Given the fact that AMD didn't lauch any single new CPU in 2021 (only two APUs), it doesn't look particularly good.

 

[pharma]

Intel agreement with Hynix; to sell its memory business for $9 billion. (guru3d.com)

Intel disclosed in October 2020 that it was in talks with SK Hynix to sell its memory and NAND flash storage businesses, and now, more than a year later, the first part of the deal for which Intel will earn a pretty sweet 9 billion dollars in total.

At the time, Intel committed to divest itself of its NAND flash memory business, NAND wafer and component business, and its Dalian, China-based NAND memory production plant. In exchange, the corporation will get an initial payment of $ 7 billion, enabling the shift of ownership to commence. Notably, throughout this transition, Intel will maintain certain intellectual property relating to the design and fabrication of NAND wafers. Additionally, it will continue to utilize the Dalian facilities during this process.

After this transition is complete in 2025, SK Hynix will acquire all of Intel's remaining assets, including the people responsible for NAND memory research and development, and will be responsible for the remaining $2 billion in debt.

 

[PSman1700]

Intel sold 30% of CPUs in November due to Alder Lake, eroding AMD market share (guru3d.com)

Even im intrested in Intel again, lets see what the future brings from amd/intel.

 

[BRiT]

New Thread @ https://forum.beyond3d.com/threads/the-intel-execution-in-2022.62687/