Discussion Intel current and future Lakes & Rapids thread

[adroc_thurston]

Much bigger die tho.

Ships much later too!

Maybe people's expectations on Panther's volume need to be reduced.... bigly.

It ramps by Q2.

 

[511]

18A is not having anywhere near 10nm or 7nm issues fwiw it's mostly parametric yield issues not the physical D0 which is pretty good.

 

[Joe NYC]

Maybe people's expectations on Panther's volume need to be reduced.... bigly.

How is it related?

 

[Khato]

Regarding the manufacturing side, keep in mind that DMR is reliant upon both 18A and foveros direct same as CWF. Now recall which of those two Intel blamed for the delay to CWF. It's quite plausible that they're still trying to solve reliability problems with foveros direct.

 

[NTMBK]

I remember when AMD was the one cancelling non-competitive Opteron chips in the Bulldozer days... https://wccftech.com/amd-server-roa...ement-2h-2014-steamroller-kaveri-arrive-2014/

 

[poke01]

I remember when AMD was the one cancelling non-competitive Opteron chips in the Bulldozer days... https://wccftech.com/amd-server-roa...ement-2h-2014-steamroller-kaveri-arrive-2014/

Life is always a circle

 

[Josh128]

Intel Cancels its Mainstream Future Xeon: We Go Into the Impacts

A major shift in Intel Diamond Rapids is a sign of the times

axautikgroupllc.substack.com

Intel is done for in DC Buisness

Paywall drivel. Intel aint cancelling Xeon, lol. They are just cancelling the 8 channel version in favor of the 16 channel one.

 

[DrMrLordX]

Regarding the manufacturing side, keep in mind that DMR is reliant upon both 18A and foveros direct same as CWF. Now recall which of those two Intel blamed for the delay to CWF. It's quite plausible that they're still trying to solve reliability problems with foveros direct.

You might be on to something. It was my first instinct to blame 18a/18ap for the cancellation but . . .

 

[branch_suggestion]

Paywall drivel. Intel aint cancelling Xeon, lol.

They're canning the mainstream 8ch stuff, which is the one market they still have life in.
Extremely short sighted move.

 

[Kepler_L2]

Paywall drivel. Intel aint cancelling Xeon, lol. They are just cancelling the 8 channel version in favor of the 16 channel one.

That's like 70% of their server volume

 

[adroc_thurston]

They are just cancelling the 8 channel version in favor of the 16 channel one

Yeah they only fed >80% of their volume into the woodchipper.
No biggie!

That's like 70% of their server volume

More.

 

[adroc_thurston]

They're canning the mainstream 8ch stuff, which is the one market they still have life in.
Extremely short sighted move.

Imagine being the guy in charge of replacing a pile of CSX/ICX sockets in 2027 and your boss is craving Intel nuggies

 

[DrMrLordX]

Imagine being the guy in charge of replacing a pile of CSX/ICX sockets in 2027 and your boss is craving Intel nuggies

They can always pay extra for the 16ch platform lol

 

[adroc_thurston]

They can always pay extra for the 16ch platform lol

Tons more cores than you'll ever need.
Meanwhile that pesky 32/48c F Venice dangles around like a cocaine-infused candy.

 

[jpiniero]

Imagine being the guy in charge of replacing a pile of CSX/ICX sockets in 2027 and your boss is craving Intel nuggies

Buying Granite I guess.

 

[adroc_thurston]

Buying Granite I guess.

You could've done that in 2025.

 

[DrMrLordX]

Tons more cores than you'll ever need.
Meanwhile that pesky 32/48c F Venice dangles around like a cocaine-infused candy.

It's possible that Intel could consolidate all their Diamond Rapids SKUs around the 16ch platform, including lower core-count SKUs. But that would be weird and expensive for the buyer.

 

[adroc_thurston]

It's possible that Intel could consolidate all their Diamond Rapids SKUs around the 16ch platform, including lower core-count SKUs. But that would be weird and expensive for the buyer.

Weird, expensive, DRAM pop options that will hurt etc.
There's a good reason Intel had dual track platforms and AMD adopted them too.

 

[inquiss]

Weird, expensive, DRAM pop options that will hurt etc.
There's a good reason Intel had dual track platforms and AMD adopted them too.

Large(r) scale AMD server sales coming from replacement of intel sockets, then?

I don't understand this move at all. What possible reasons could intel have?

 

[adroc_thurston]

Large(r) scale AMD server sales coming from replacement of intel sockets, then?

Idk but this just makes AMD's job easier.
They can give you visibility for mainstream socket roadmaps into Florence+1.
Intel can have seizures meanwhile.

I don't understand this move at all. What possible reasons could intel have?

I think (think) Intel is full of lobotomized cretins completely obvious to the market reality.

 

[jpiniero]

You could've done that in 2025.

I think these are the kind of companies that short of Intel going out of business will be buying Intel.

 

[Josh128]

Large(r) scale AMD server sales coming from replacement of intel sockets, then?

I don't understand this move at all. What possible reasons could intel have?

Trying to strongarm margins maybe?

 

[adroc_thurston]

I think these are the kind of companies that short of Intel going out of business will be buying Intel.

You don't have any Intel sockets to buy while AMD g2m guys are exploding your phone and giggling while doing so.

Trying to strongarm margins maybe?

How.
What. Strongarm what? With that roadmap?

 

[Josh128]

How.
What. Strongarm what? With that roadmap?

Relying on brand loyalty only, I would presume? Surely someone has a reason, and Tan probably had to ultimately approve it, so there must be a reason.

 

[adroc_thurston]

Relying on brand loyalty only, I would presume?

Brand loyalty works if you have a roadmap.
Intel no longer does.

Surely someone has a reason, and Tan probably had to ultimately approve it, so there must be a reason.

This might sound weird, but people at Intel are stupid.