Discussion Intel current and future Lakes & Rapids thread

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ondma

Platinum Member
Mar 18, 2018
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TheGiant said:
I am hoping for 10nm desktop parts and some 16C HEDT with possible more than 4 mem channels (or server)
I wonder what one API brings to the business, maybe more of shared CPU/GPU resources for general desktop computing....
Click to expand...
Problem is 10 nm so far has not shown much if any decrease in power consumption, so they are still going battle heat and power consumption on more than 8 cores.
 
K

krumme

Diamond Member
Oct 9, 2009
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liahos1 said:
Thank you for the business analysis, but what do you think the accelerated 10nm products are?
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I dont know. My take on it is, its stakeholder communication saying we are track whatever the realities is.
Anyways. What matters for financial results is, how your cashcows are flowing and performing - not the future potential stars. Goes for all business.
Dont underestimate the part of the business that is outside of the physical product. Eg. Intels sales organization is aparently extremely competent in supplying competence, knowledge and concept to not only reduce their customers TCO but also support their long term goals. They sell business.
It's very difficult to build such organization, and I think Lisa and Amd just realized they needed some new people here.
 
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coercitiv

coercitiv

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Jan 24, 2014
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krumme said:
Intel is for the most part in a monopoly market so when they are supply constrained, and demand is fairly stable, prices, asp and revenue goes up.
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Very well put, and the followup post is also on point.

One thing to add though: while in the short term supply constrained equals higher revenue for Intel, it does not necessarily mean the same for OEMs. So while Intel would only feel the pain after another node flop, system integrators might already be under pressure to insure this type of situation doesn't happen again. Intel borderline lying about 10nm progress in the past won't help ease their fear either.

This may have long term consequences even if Intel turns the ship around with late 10nm / 7nm.
 
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mikk

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May 15, 2012
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Dayman1225 said:
Bob said:
  • Tigerlake
  • Snow Ridge SoC
  • First dGPU
  • Xeon for DC, Storage and Networking
  • AI ASICs
and I assume more, since thats 7.
Click to expand...


Lakefield and Elkhart Lake/Jasper Lake. I know they were announced in 2019 but till now they are not available in the market, so Intel might count these for 2020.
 
L

lobz

Platinum Member
Feb 10, 2017
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Accelerated? Are they releasing an own-branded metamphetamine called The Keller SpeedStep?
Also, just in time.
 
Richie Rich

Richie Rich

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Jul 28, 2019
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ondma said:
Acceleration is acceleration no matter when it starts.
Click to expand...
That's not exact. If you accelerate from zero, you have always high acceleration with smaller input power. Acceleration from high speed is way harder. That's valid for physics as well as for development. When Intel was almost 4 years static it makes sense they are talking about acceleration now.
 
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RetroZombie

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Nov 5, 2019
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geegee83 said:
Maybe he’s using his time there because it is good? There was an Anandtech article on its innovations.
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The guy is superb and at all levels.

Problem is like the video you linked, and unfortunately since he joined intel from day one it's interviews, videos, presentations, ... and not only him, Raja too.

Like if he had anything to do with those products, because he didn't work at intel at that time. Pretty sure intel with so many employees could have asked someone else to do it....

Three or four years after he joined intel, ok he could do all those.
 
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Adonisds

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Oct 27, 2019
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I think it was in this thread about 2 months ago that someone said they've never been so sure about shorting a stock as INTC at that time. Well, the stock is up 19% since then
 
J

jpiniero

Lifer
Oct 1, 2010
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Adonisds said:
I think it was in this thread about 2 months ago that someone said they've never been so sure about shorting a stock as INTC at that time. Well, the stock is up 19% since then
Click to expand...

That's the stock buyback for ya.

Bob did say that they were expecting earnings this year to be front loaded. Which I find strange.
 
O

OriAr

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Feb 1, 2019
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L

lobz

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Feb 10, 2017
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ondma said:
Acceleration is acceleration no matter when it starts.
Click to expand...
Has it ever occured to you, that everything is always on track, quarter to quarter, for like 3 straight years in a row? From now on, the acceleration itself can be on track too in every call 🤣 - so simple, they just have to change/postpone things on the roadmap between quarterly reports, so in every earnings call everything is always on track. Now, if the investors are OK with this, fine. Good times for speculators :)
 
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lobz

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Feb 10, 2017
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coercitiv said:
Very well put, and the followup post is also on point.

One thing to add though: while in the short term supply constrained equals higher revenue for Intel, it does not necessarily mean the same for OEMs. So while Intel would only feel the pain after another node flop, system integrators might already be under pressure to insure this type of situation doesn't happen again. Intel borderline lying about 10nm progress in the past won't help ease their fear either.

This may have long term consequences even if Intel turns the ship around with late 10nm / 7nm.
Click to expand...
Very well put. One thing though, intel is not borderline lying. Intel is lying week to week for 3 years now about 10nm. They are just doing it so, that it is borderline legal.
 
Markfw

Markfw

Moderator Emeritus, Elite Member
May 16, 2002
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lobz said:
Has it ever occured to you, that everything is always on track, quarter to quarter, for like 3 straight years in a row? From now on, the acceleration itself can be on track too in every call 🤣 - so simple, they just have to change/postpone things on the roadmap between quarterly reports, so in every earnings call everything is always on track. Now, if the investors are OK with this, fine. Good times for speculators :)
Click to expand...
I was talking to a friend who left Intel 5 years ago. He just keeps pointing to the stock prices, and says he is happy. I told him about my EPYC processors, and he says "sounds good", but denies anything is wrong at Intel, because the stock price is good.
 
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lobz

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Feb 10, 2017
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Richie Rich said:
That's not exact. If you accelerate from zero, you have always high acceleration with smaller input power. Acceleration from high speed is way harder. That's valid for physics as well as for development. When Intel was almost 4 years static it makes sense they are talking about acceleration now.
Click to expand...
You made a post, that almost made sense for a change! To me, at least. I have one objection though, to your last sentence. For anyone who'd want to invest in intel in mid-term, it has to be VERY concerning, that they're just starting to accelerate when BS told now they would.
 
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