Yea, but will the chips actually be available?Intel went with 4 cores for the U lineup for a number of reasons. The decision was made before AMD even released an 8-core part.
Also, the H series is 8 cores and launches this week.
Yea, but will the chips actually be available?Intel went with 4 cores for the U lineup for a number of reasons. The decision was made before AMD even released an 8-core part.
Also, the H series is 8 cores and launches this week.
Yea, but will the chips actually be available?
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Remains to be seen but you'll have plenty of models to choose from at least, it looks.
Sounds about right for Intel. Anything 7 nm in 2023 almost has to be tiny chiplets and/or very low volume.
TSMC is taking over the world.
Things to note as far as Intel's EUV goes
1. ASML is completely booked till 2024. Intel literally can't just order more within that timeframe.
2. Intel cancelled some of their EUV orders last year, which Samsung and TSMC used to order up a lot of them. (Worrying, but it was done before Gelsinger became CEO)
3. The further down you go in terms of process node, the more EUV you need. By 2023, Intel will be on 7nm, roughly equivalent to TSMC 4.3nm. TSMC and Samsung, on the other hand will be on risk production of 2nm and high volume production of 3nm.
Intel only needs EUVs for their 7nm and pretty much the only 7nm chips(or rather chiplets) they will be manufacturing will be compute tiles for Meteor Lake based processors in 2023.
So short term they are probably fine from "machine count" number, the real question is if 7nm is healthy at all, that is where confidence of everyone including Intel seems to end currently.
Well, even if 7nm is a big success, without the EUV machines to gear up all the FABs, capacity will be an issue.
And that's the year when both Samsung and TSMC are (at least in risk production) with GAAFETs. Intel obviously isn't going anywhere with the absurd manufacturing deficit we have, but I also don't see them getting back to competition with TSMC @ the leading edge. If anything they might even fall behind Samsung.Exactly. If you look at the projection data from chia kokhua/Mizuho, you will see that they project 20kwpm by 2023 for Intel, which is ridiculously small, and seems like a rosy projection.
I'd take that with a pinch of salt, some of their data doesn't look accurate. Makes me question their estimates for the future too.Exactly. If you look at the projection data from chia kokhua/Mizuho, you will see that they project 20kwpm by 2023 for Intel, which is ridiculously small, and seems like a rosy projection.
I'd take that with a pinch of salt, some of their data doesn't look accurate. Makes me question their estimates for the future too.
We will know when we see 7nm ramp.Well it is the second report I've seen indicating that Intel hasn't been buying much EUV equipment. The exact wpm numbers may be off, but how will we ever know?
We will know when we see 7nm ramp.
This prediction is interesting, but it is old. It predicts the launch of Intel 7nm in 2H19! Maybe the first chart is more recent than the second one? TSMC CAPEX looks about right (depending on CAPEX includes R&D, which hasn't been clearly established yet).This twitter thread is interesting:
So Alder Lake seems to be a November product:
Intel Core "Alder Lake-S" to Launch in November 2021
Intel's 11th Gen Core "Rocket Lake-S" could have a brief stint as the tip of Intel's desktop spear. Wccftech reports that its successor, the 12th Gen Core "Alder Lake-S," could launch by November 2021. The processor debuts on the new LGA1700 socket, and will introduce many firsts to the...www.techpowerup.com
This prediction is interesting, but it is old. It predicts the launch of Intel 7nm in 2H19! Maybe the first chart is more recent than the second one? TSMC CAPEX looks about right (depending on CAPEX includes R&D, which hasn't been clearly established yet).
Okay, I see the labeling I obviously missed before. Duh. 20K WPM is a pittance for Intel, it really isn't HVM. Intel must have cancelled more than 2 AMSL EUV machines (perhaps they had 'options' on additional devices which they chose not to act on).I don't think the chart is saying Intel 7 nm launched in 2H19. They are listing that as risk production with 0 capacity. I'm assuming they are using the term risk production as a broad term. If you look at the length of the 7 nm risk production and the estimated capacities, it looks like they are predicting a similar path of Intel's 10 nm where they can technically produce wafers, but the process is not ready for actual production yield and won't really be ready for any type of volume before 2023 (that's where the chart ends at least).
Okay, I see the labeling I obviously missed before. Duh. 20 WPM is a pittance for Intel, it really isn't HVM. Intel must have cancelled more than 2 AMSL EUV machines (perhaps they had 'options' on additional devices which they chose not to act on).
Okay, I see the labeling I obviously missed before. Duh. 20 WPM is a pittance for Intel, it really isn't HVM. Intel must have cancelled more than 2 AMSL EUV machines (perhaps they had 'options' on additional devices which they chose not to act on).