ashFTW
Senior member
- Sep 21, 2020
- 307
- 231
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Glad you think so! LOL. That guy said Intel can’t make 10nm anything. Icelake volume at this point is actually greater than all of AMD server volume. It’s ramping fine, from 1M in Q4‘21 to 2M in Q1’22. It’s not going to outpace Cascade lake overnight. It doesn’t work like that.I went back and read the exchange
you just got slapped mate.....
Your position of Intel 10nm server delivery is fine , you think 80% of intels clients want to buy 5 year old 14nm Cores? .
You are making invalid assumptions. Do you really believe that XCC tile is the only one Intel will make to cover the entire chip core range from 8 to 60? I have vehemently argued against this in my previous posts. Go back and read them. Or not. No skin off my back.SPR doesnt look that much better for intel, ~1600mm sq for at best 50 something cores vs 630mm sq for 40.
Also being 50 something cores sux for things like Vmware licensing , so expect most SPR in enterprise to be 32 cores ( just like all my ice lake servers are). How is intel even going to service those..... 4 tiles 1600mm for 32 cores..... Jesus.
But there is no denying that Intel continues to delay SPR, which should be quite frustrating for their customers and investors alike. Intel should be embarrassed. Wonder how they are going to justify these on the next earnings call. I’m personally waiting to get a 2P SPR or a 1-2P Gen4 Threadripper/EPYC workstation next, whichever meets my performance/$ needs better.
I’m vendor agnostic in my technology and investment decisions. Read my signature. AMD has made me a ton of money in the past, but currently I only hold a few hundred shares. AAPL on the other hand, that’s another story!)
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