Seems Intel are not having the best of times with their CPU tech lately. Not only have they been through waves of security issues, they're continuing to struggle to move to smaller processing nodes.
In the latest earnings call showing off their second-quarter 2020 financial results, we got an interesting little peek behind the curtain at their plans for future CPUs. What we know is that Intel are continuing to lag behind and it's not getting any better for quite some time.
Here's what they said about it in the press release:
Intel is accelerating its transition to 10nm products this year with increasing volumes and strong demand for an expanding line up. This includes a growing portfolio of 10nm-based Intel Core processors with “Tiger Lake” launching soon, and the first 10nm-based server CPU “Ice Lake,” which remains planned for the end of this year.
In the second half of 2021, Intel expects to deliver a new line of client CPU’s (code-named “Alder Lake”), which will include its first 10nm-based desktop CPU, and a new 10nm-based server CPU (code-named “Sapphire Rapids”).
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.
This is all while AMD are still planning to have Zen 3 available this year and Zen 4 CPUs before 2022. It's good to see competition once again in the CPU market. However, it's not good if Intel continually get further behind like this, otherwise we eventually end up in a reverse situation of what we had before with Intel and AMD. Ideally, when Intel sort their yields out, they can come back stronger again which will then keep competition healthy because that's what benefits us consumers the most.
Article taken from GamingOnLinux.com.
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19 comments
I thought David AMD would wake up Goliath Intel, but it seems they've been hit too hard by the little stone. ;)
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However, it's not good if Intel continually get further behind like this, otherwise we eventually end up in a reverse situation of what we had before with Intel and AMD. Ideally, when Intel sort their yields out, they can come back stronger again which will then keep competition healthy because that's what benefits us consumers the most.
Intel won't fail completely: if they can't sort out their own yields they can get TSMC to make their chips. It's a step down from when Intel led on process, but it's still an option. I expect that after their big stumble with 10 nm they'll get back on track over the course of the 7 nm node, though.
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5 years ago I was on Intel's side but now the tables have turned And I vote for AMD.Their price - quality ratio is good. I like it. But now what I want from Intel that they should lower their CPU's prices.They are unreasonable expensive. But I suspect it will avail not cause AMD have too much of a head start.
Last edited by Solarwing on 24 July 2020 at 9:52 am UTC
Last edited by Solarwing on 24 July 2020 at 9:52 am UTC
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Intel won't fail completely: if they can't sort out their own yields they can get TSMC to make their chips.
That won't happen in a million years.
Also TSMC as a foundry doesn't have the capacity to satisfy the market's needs for mobile+server+desktop for Apple+AMD+Nvidia+Intel combined anyway.
And Intel sits on a mountain of cash so high they won't have any problem anytime soon. They may have some problems on the DIY desktop market, but it's not really a priority for them. Mobile, OEM desktop and server are fine for now and demand is high.
In other news Nvidia is considering buying ARM. That would be... interesting.
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AMD needs a year of leadership to improve their own financial situation. Right now Intel's cash reserves are similar to AMD's yearly profits. And it looks like they will get at least a year, more if they can get APUs to be chiplet based and USB4 support in their motherboards.
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As big as Intel is, it's worrying all the issues they've first had with 10nm and now 7nm. I want AMD to do well and compete with Intel, but I don't want them to replace Intel as the only player. We need that competition to push prices down.
AMD would be stupid if they didn't take advantage of this situation. They should be seeing double digit growth in market share.
AMD would be stupid if they didn't take advantage of this situation. They should be seeing double digit growth in market share.
2 Likes, Who?
Intel won't fail completely: if they can't sort out their own yields they can get TSMC to make their chips.
That won't happen in a million years.
Also TSMC as a foundry doesn't have the capacity to satisfy the market's needs for mobile+server+desktop for Apple+AMD+Nvidia+Intel combined anyway.
Never say never. AMD got out of fabbing because it was expensive and they couldn't keep up. It appears Intel have hit a road block and are unable to hire the right people to solve their issues, they could do with nabbing a few guys from TSMC.
I read that TSMC are also looking to expand existing fabs and build a 5nm facility in Arizona. So who knows, in 5 years time they might be the only player in town.
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AMD needs a year of leadership to improve their own financial situation. Right now Intel's cash reserves are similar to AMD's yearly profits. And it looks like they will get at least a year, more if they can get APUs to be chiplet based and USB4 support in their motherboards.
But ironically, AMD leadership happens on what will be one of the biggest recessions in the world history. That's unlucky.
My only hope for Intel is DG1. And my wish for AMD is that they also get on par to Intel with the quality of FOSS they deliver to Linux.
2 Likes, Who?
That won't happen in a million years.
Also TSMC as a foundry doesn't have the capacity to satisfy the market's needs for mobile+server+desktop for Apple+AMD+Nvidia+Intel combined anyway.
TSMC are building new foundries. So they'll satisfy it.
https://techcrunch.com/2020/05/14/tsmc-to-build-a-12-billion-advanced-semiconductor-plant-in-arizona-with-u-s-government-support/
Last edited by Shmerl on 24 July 2020 at 2:30 pm UTC
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Intel stock goes down, AMD stock goes up. 
If we survive until next year, 2021 will be quite interesting hardware-wise.
If we survive until next year, 2021 will be quite interesting hardware-wise.
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RandomizedKirbyTree47 Jul 24, 2020
This news is disappointing. I am on Haswell and I don't urgently need a new desktop CPU, but I was seriously considering upgrading to either Tiger Lake or whatever AMD put out to compete with Tiger Lake. Guess now I'll be waiting for Alder Lake/Zen 4.
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Intel will recover, eventually. A lot of people care that work there, I'm kinda thinking that upper management is just out of touch with the current market and just brushed off AMD. Surprise Intel! I figure a restructure of the company is due, and their share holders didn't seem to be very happy about it either. Complacence is a bugger after you've been a market leader for so long. Karma. ;)
1 Likes, Who?
Intel will recover, eventually. A lot of people care that work there, I'm kinda thinking that upper management is just out of touch with the current market and just brushed off AMD. Surprise Intel! I figure a restructure of the company is due, and their share holders didn't seem to be very happy about it either. Complacence is a bugger after you've been a market leader for so long. Karma. ;)
AdoredTV put out a video last night talking about the issues they were having, he has contact within Intel who say many within the company aren't very happy with the CEO, Murthy. Apparently since he came in he's consolidated power under him and pushed any potential threats to his job out of the company, with Jim Keller leaving and Raja Kaduri the next to be on his way out. We will see if the latter is true by the end of the year, but I think it's safe to say Intel have lost their way being stuck on that 14nm node for far, far too long.
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Cyba.Cowboy Jul 25, 2020
And I vote for AMD.Their price - quality ratio is good. I like it. But now what I want from Intel that they should lower their CPU's prices.They are unreasonable expensive. But I suspect it will avail not cause AMD have too much of a head start.
I've always preferred "the underdog" because like you, I think they're price versus quality versus performance ratio is much better than what Intel have ever offered... But I mostly stick with Intel, because I prefer NVIDIA GPUs and all the laptops I've ever bought with NVIDIA GPUs have only used Intel CPUs.
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Them stay suffer consequences of dont innovate own cpus, only use same core with more frecuencies at max
But now actual development is cleary insufficient
Personally stay waiting for zen 3 and possible jump to amd in next cpu
But now actual development is cleary insufficient
Personally stay waiting for zen 3 and possible jump to amd in next cpu
0 Likes
Comandante Ñoñardo Jul 25, 2020
Both Intel and AMD use consumers as betatesters...
That is a very bad habit from both.
Both should release true new CPUs every five years or more.
That is way We need a third player in the CPU market.
That is a very bad habit from both.
Both should release true new CPUs every five years or more.
That is way We need a third player in the CPU market.
0 Likes
This is really not ideal. Intel may be the Goliath in the story, and their business practices may have been shady in the past, but let's not forget that Intel has delivered day 1 support on Linux consistently for ages and pretty much drove Mesa development for the past decade minus the last year or two. Intel has a strong opensource portfolio and respects the opensource community a hell of a lot more than nVidia or even AMD does (day 1 support in a stable kernel for new GPUs when AMD???).
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You don't lose 42 billion US dollars over a coincidence. 
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