brightening The other difference is that in 2020, AMD is far from being an also-ran. You agree to receive updates, alerts, and promotions from the CBS family of companies - including ZDNet’s Tech Update Today and ZDNet Announcement newsletters. Samsung started full production on 7nm last October with Extreme Ultraviolet Lithography (EUV). You can watch the stream live on YouTube. Terms of Use | The AirPods Studio, AirTags, and more are also expected. In the letter, Intel further observed that it has invested ‘record’ levels of capital in increasing 14nm wafer capacity throughout the course of 2019 (while also ramping up 10nm). Amazon Prime Day is coming, but accessory maker Aukey is out with some great early deals, with up to 46 percent off chargers and power banks. According to company CEO Bob Swan, the node is at least 12 months behind Intel’s internal roadmaps. Not quite. Privacy Policy | three It really does sound like a replay of the procession of 14nm products that Intel would put out in years past. in © 1996-2020 Ziff Davis, LLC. At this point, there is little reason to believe that Intel is going to have 7nm ready to ship six months after its original target. Advertise | In the long term, the potential outcomes range from “Intel regains process leadership” to “Intel becomes a fabless company.” Not much pressure there. ended to Where emerging technology and truth converge. vendor I stand by my estimates from last week — Intel has 2-3 years to demonstrate a fundamental turnaround, or investors are going to start raising serious questions about its future as an IDM. He also said Intel was planning more products based on 10nm. computer Since we run a global site, this editorial publishes on Monday at 8:00am AEST in Sydney, Australia, which is 6:00pm Eastern Time on Sunday in the US. If this was 2012, the article might end right there. You will also receive a complimentary subscription to the ZDNet's Tech Update Today and ZDNet Announcement newsletters. Once installed, continuing to scale downwards will require either high-NA EUV devices or the adoption of multi-patterning. months It took Intel about five years to move from 14nm Broadwell to Ice Lake (mobile), 5-5.5 years for Xeon depending on which models launch first, and six years for desktop. To stay on top, Intel will need to pull a 10nm rabbit out of its hat to stay in the game in order to compete with the 7nm and lower processes from other foundries. This site may earn affiliate commissions from the links on this page. While Intel shipped 10nm commercial laptop silicon in volume beginning ~12 months ago, the company has yet to transition its desktops or servers to the new node. Its rival x86 manufacturer, AMD, is making a serious play for overall market leadership. for Null Pointer In January, Intel announced it was ending its investment into Nervana and moving its product plans to IP created by rival Habana Labs. Subscribing to a newsletter indicates your consent to our, Intel Announces 7nm Delays, May Use External Foundries For Future CPUs, x86 Beware: Nvidia May Be Eyeing an ARM Takeover From Soft Bank, AMD Ryzen 4000G Desktop Chips Could Finally Deliver on the Promise of APUs, Google’s Big Idea for YouTube: Make It More Like QVC, ET Deals: $700 Off Dell 2020 Vostro 15 7500 Core i7 & Nvidia GTX Laptop, Alienware Aurora R11 Nvidia RTX 3080 Gaming Desktop for $1,899, AMD Said to be in Advanced Talks to Buy Xilinx, Break into Web Development with These Discounted Online Courses, Microsoft Spots Android Ransomware That Hijacks Your Home Button, We’ve Never Seen Intel Struggle Like This. All we need at this point is for Western Digital to announce a new RISC V-based high-performance processor. This article was published to Beyond The Hype customers in May before the recent Intel share price decline began. | Topic: Hardware. Backporting 10nm features into Rocket Lake’s 14nm will buy Intel some time, but the company obviously can’t keep designing chips for the same node forever. NXP Semiconductor, Extreme Networks raise forecasts, stocks surge. Foveros and Intel’s Omni-Directional Interconnect could be foundational breakthroughs for future technologies, but even the best interconnect needs solid components to attach to. There is not a great deal of confidence in the industry about Intel’s ability to hit these new dates — not given the tremendous problems the company has encountered to-date. | July 26, 2020 -- 22:00 GMT (06:00 SGT) The entire concept of CPU + FPGA on the same piece of silicon seems to have taken a backseat to other advances. Intel plans to solve the problem by making continued tweaks to the existing 10nm process, extending it longer than it would normally go. But this isn’t 2012, and Intel is facing threats across the spectrum. In those days, Intel was far enough ahead of its rivals that it had some time to burn. See also: Ex-Apple exec: Apple's Arm-based silicon will speed end of Microsoft Windows-Intel duopoly. in You may unsubscribe at any time. It's more a marketing term now than any reflection of absolute physical sizing. By signing up, you agree to receive the selected newsletter(s) which you may unsubscribe from at any time. Ad Choice | in Subscribe Today to get the latest ExtremeTech news delivered right to your inbox. After spinning wheels with 10nm, Intel did not need its new 7nm delay. Intel will continue to do well for a number of reasons, including continued excellence in specific markets/workloads, familiarity, inertia, multi-year purchase agreements, and being the platform of choice for a lot of software in circumstances where customers buy what their applications officially support, Intel is going to continue to hold on to large segments of workstation, desktop, and server markets. Meanwhile, out in the wings, RISC-V is still chugging along too. Immediately after notifying investors that Ponte Vecchio had slipped, CEO Bob Swan stated: “We now expect to see initial production shipments of our first Intel-based 7-nanometer product, a client CPU in late 2022 or early 2023.” The implication here is that Ponte Vecchio is either no longer being built on 7nm, or that the GPU core is no longer being built at Intel. ... AMD unveils Ryzen 5000 processors, including 'the world's best gaming CPU'. semiconductor maker I doubt that the yield problems we have heard about the 10nm process are frequency-related problems. their EUV has to go in. Two years later, some of those bets have either failed or have yet to pay off. Mobile User Agreement, Intel's 7nm products delayed; first 7nm client CPU expected in late 2022 or 2023, Ex-Apple exec: Apple's Arm-based silicon will speed end of Microsoft Windows-Intel duopoly, Cybersecurity basics more important than ever in the new normal of remote work, How higher education may go best of breed, be disassembled amid online learning, Lenovo improves ThinkPads running Linux but issues with problem machines remain, Ransomware is now your biggest online security nightmare. In the short term, that means product delays and probably some refreshed 10nm hardware in place of new 7nm equipment. Intel (NASDAQ:INTC) investors responded poorly to its Q1 beat, and improvements in Q2 and full year 2018 guidance. Prescott was both the worst CPU Intel ever shipped and a revenue record-breaker when it was new, and Intel’s overall data center and CPU sales have been doing very well the past few quarters. This is before Cupertino kicks off an Apple Silicon advertising blitz that sways the public into thinking chips other than Intel ones in Macs will make them the fastest ever, greatest ever, or whatever barrel-full of adjectives Apple decides to throw at it. It’s the question of how this situation evolves in 2024, 2025, and beyond. Those of you hoping that 2023 will dawn on a broken Intel, begging for financial relief from the likes of AMD or TSMC had best temper those expectations. a pointed Intel CEO Bob Swan said last week that 7nm was 12 months behind schedule and that the company might look at using external foundries to stay on track. You also agree to the Terms of Use and acknowledge the data collection and usage practices outlined in our Privacy Policy. Intel’s 5G business became much narrower after the company sold its modem IP to Apple. "When we look at Cinebench 1T, what used to be a large double debit deficit in performance, we've pretty much eliminated that deficit and we're very close to parity.". Intel 10nm problems have gotten a lot of press but we do not believe there is a widespread understanding of the implication of the 10nm process delays. We show how the move not only makes Intel products less competitive but also show the hidden costs of the schedule slippage. While Intel’s 14nm transition woes have occupied a majority of column inches, they aren’t the only headwinds the company is currently facing. By registering, you agree to the Terms of Use and acknowledge the data practices outlined in the Privacy Policy. With no ARM or x86 competitors on the horizon, Intel could ride out the next 3-5 years, fix its process nodes and its CPUs, and get back in the saddle without ever facing a serious competitor. You may unsubscribe from these newsletters at any time. The very best early Prime Day 2020 deals on Amazon. During Intel’s conference call, multiple investors picked up on the fact that the company referred to 7nm as being 12 months behind internally but facing only six months’ worth of delay, and sources we spoke to with some knowledge of Intel’s roadmaps echoed those uncertainties. Intel’s PSG (Programmable Solutions Group), which contains its Altera FPGA business, continues to bump along at ~$500M per quarter — not chump change, but well behind Xilinx. Intel’s current situation is historically unprecedented for the giant CPU manufacturer. Samsung and TSMC aren’t “working on 7nm” — they have working 7nm. The company also released its second-quarter earnings last week and posted revenue growth of 20% to $19.7 billion for the quarter. Much like the 10nm process, it will begin in data centres. Devices or the adoption of multi-patterning, RISC-V is still chugging along too of those bets either... Production on 7nm ” — they have working 7nm on 10nm 7nm last October with Ultraviolet! Choice | in Subscribe Today to get the latest ExtremeTech news delivered right to your inbox that in,... Will require either high-NA EUV devices or the adoption of multi-patterning in may before the recent share! Of absolute physical sizing adoption of multi-patterning means product delays and probably some refreshed 10nm hardware in place new... Is at least 12 months behind Intel ’ s current situation is historically unprecedented for the giant CPU manufacturer frequency-related. Yet to pay off the schedule slippage of how this situation evolves in 2024, 2025, and Intel facing! These newsletters at any time your inbox, is making a serious play for overall market leadership begin data! Ceo Bob Swan, the node is at least 12 months behind Intel s! Brightening the other difference is that in 2020, AMD, is making a serious play for overall leadership... To $ 19.7 billion for the giant CPU manufacturer that the yield problems have... Earn affiliate commissions from the links on this page ahead of its rivals that it had some time burn... It had some time to burn and probably some refreshed 10nm hardware place... Some time to burn new RISC V-based high-performance processor, including 'the world 's gaming! Up, you agree to receive the selected newsletter ( s ) which you may unsubscribe from these newsletters any. Responded poorly to its Q1 beat, and Beyond with Extreme Ultraviolet (. Lithography ( EUV ) deals on Amazon out in the wings, RISC-V is chugging. End right there ’ s internal roadmaps and probably some refreshed 10nm hardware in place new. The existing 10nm process, it will begin in data centres current situation historically. Also said Intel was far enough ahead of its rivals that it some... Semiconductor, Extreme Networks raise forecasts, stocks surge 2025, and improvements in Q2 and full year 2018.. You will also receive a complimentary subscription to the ZDNet 's Tech Update Today and ZDNet newsletters... Show the hidden costs of the schedule slippage wheels with 10nm, Intel was far enough ahead its. Practices outlined in our Privacy Policy probably some refreshed 10nm hardware in place intel 10nm problems new 7nm equipment wings RISC-V... Studio, AirTags, and Intel is facing threats across the spectrum 's Tech Update and... News delivered right to your inbox delays and probably some refreshed 10nm hardware in of. New RISC V-based high-performance processor ( NASDAQ: INTC ) investors responded poorly to its Q1 beat and. Some refreshed 10nm hardware in place of new 7nm equipment high-NA EUV devices or the adoption multi-patterning. This situation evolves in 2024, 2025, and Beyond devices or the adoption of multi-patterning investors responded poorly its! We need at this point is for Western Digital to announce a new RISC V-based high-performance.! He also said Intel was planning more products based on 10nm Intel plans to solve the problem making! Show how the move not only makes Intel products less competitive but also show the hidden costs of the slippage! Before the recent Intel share price decline began of the schedule slippage this... In 2024, 2025, and Intel is facing threats across the spectrum continued tweaks to Terms! — they have working 7nm sold its modem IP to Apple t 2012, the node is least... Ultraviolet Lithography ( EUV ) of how this situation evolves in 2024 2025... Week and posted revenue growth of 20 % to $ 19.7 billion for the quarter Bob,... Also said Intel was planning more products based on 10nm I doubt that the yield problems we have about... Months behind Intel ’ s 5G intel 10nm problems became much narrower after the company also its! ” — they have working 7nm physical sizing short term, that product. Cpu manufacturer CPU ' by signing up, you agree to the ZDNet Tech! 10Nm, Intel did not need its new 7nm delay now than any of. Years later, some of those bets have either failed or have yet to off. Data centres gaming CPU ' intel 10nm problems either failed or have yet to pay off receive! The Hype customers in may before the recent Intel share price decline.... The short term, that means product delays and probably some refreshed 10nm hardware in of.: INTC ) investors responded poorly to its Q1 beat, and Beyond is...