Question Intel Q2: 7 nm in bad shape

[jpiniero]

Investor Relations

Intel (Nasdaq: INTC) is an industry leader, creating world-changing technology that enables global progress and enriches lives. Inspired by Moore’s Law, we continuously work to advance the design and manufacturing of semiconductors to help…

www.intc.com

Here's the money shot:

The company's 7nm-based CPU product timing is shifting approximately six months relative to prior expectations.
The primary driver is the yield of Intel's 7nm process, which based on recent data, is now trending approximately
twelve months behind the company's internal target.

Data Center volume up 29% (plus 5% ASP)
Notebook up 9%
Desktop down 14% - not as bad as I had thought

Q3 guidance bad - revenue of 18.2b vs 19.2b in 2019

 

[Gideon]

Oh he's an interesting character.



Your link doesn't work.

I remember it working when he posted thst. Bur yesh, requires an update

 

[A///]

The Warhol leak looked like misdirection. XT wasn't exactly a refresh. A reissuing of Zen 2, yes. I can't see AMD making that same mistake again. I never understood why people placed so much faith in leaked roadmaps. They're very easy to fake in Adobe Illustrator. I've often wondered if AMD leaks fake slides just to mess with supposed leak websites they don't like who further dig themselves into a hole. Also the misdirection messes with Intel.

I remember it working when he posted thst. Bur yesh, requires an update

Blogs

I believe it's this link? Intel must have shuffled around links or domains in recent weeks. 🤡

 

[Gideon]

Hmm, it seems to be working again:

Fellows | Intel Newsroom

newsroom.intel.com

 

[A///]

Hmm, it seems to be working again:

Fellows | Intel Newsroom

newsroom.intel.com

Confirmed.

I wonder if Intel employees monitor online forums such as this one. Cupertino employees monitor sites such as Macrumors. They have been for a very long time.

 

[Ajay]

Oh he's an interesting character.



Your link doesn't work.

Sorry, works for me.

 

[moinmoin]

Aurora appears to be slipping as well according to NYT:

Intel Slips, and a High-Profile Supercomputer Is Delayed (Published 2020)

The chip maker was selected for an Energy Department project meant to show American tech independence. But problems at Intel have thrown a wrench into the effort.

www.nytimes.com

 

[DrMrLordX]

Ohhh that's a bad look.

 

[Hitman928]

Aurora appears to be slipping as well according to NYT:

Intel Slips, and a High-Profile Supercomputer Is Delayed (Published 2020)

The chip maker was selected for an Energy Department project meant to show American tech independence. But problems at Intel have thrown a wrench into the effort.

www.nytimes.com

That was already known from the latest Intel's earnings report but that is a nice write-up on the situation. They briefly mention it but Aurora was originally supposed to deploy in 2018 based on Xeon Phi. After Phi was cancelled, they gave Intel another shot and reworked the configuration for Xeon/Intel DG and it was supposed to be deployed in 2021. Now it looks like it will be mid-2022 at the earliest. I guarantee the decision makers at DOE are furious with Intel right now and won't forget about this anytime soon.

 

[Markfw]

That was already known from the latest Intel's earnings report but that is a nice write-up on the situation. They briefly mention it but Aurora was originally supposed to deploy in 2018 based on Xeon Phi. After Phi was cancelled, they gave Intel another shot and reworked the configuration for Xeon/Intel DG and it was supposed to be deployed in 2021. Now it looks like it will be mid-2022 at the earliest. I guarantee the decision makers at DOE are furious with Intel right now and won't forget about this anytime soon.

When is that new AMD supercomputer supposed to go online ?

 

[Hitman928]

When is that new AMD supercomputer supposed to go online ?

There are 2, Frontier and El Capitan. Both are for DOE. Frontier is 2021 and El Capitan is 2023. Both are supposed to be more powerful (at least on paper) than Aurora.

Edit: Aurora target is >1 exaflop, Frontier is >1.5 exaflop, and El Capitan is >2 exaflop.