Why Intel Leads the World In Semiconductor Manufacturing
MrSeb writes "When Intel launched Ivy Bridge last week, it didn't just release a new CPU — it set a new record. By launching 22nm parts at a time when its competitors (TSMC and GlobalFoundries) are still ramping their own 32/28nm designs, Intel gave notice that it's now running a full process node ahead of the rest of the semiconductor industry. That's an unprecedented gap and a fairly recent development; the company only began pulling away from the rest of the industry in 2006, when it launched 65nm. With the help of Mark Bohr, Senior Intel Fellow and the Director of Process Architecture and Integration, this article explains how Intel has managed to pull so far ahead."
Andy Grove paid billions to get access to Area 51 alien technology back in 1998. What's so hard to understand?
Intel, with their open-source graphics stack, makes for some of the easiest-to-maintain Linux boxes around. I'm typing this right now on Arch with Intel graphics. Sure, they don't have a lot of "gaming punch" but they are darn stable and just work with Linux.
My desktop right now has Windows and is running a first-generation Core i5 with an AMD Radeon 6870 added in. When that machine get's replaced with another gaming Windows machine in a year or two I'll be pulling the AMD graphics out of it and running on the i5 integrated Intel graphics. It will be super-low-maintenance in Linux. None of this rebuilding fglrx or nVidia modules every time you upgrade the kernel.
When I go looking for a Linux machine the very first thing I look to check-off is "Intel graphics"? Yup, then it's a buy.
Spying... on their competitors who are all years behind them?
You must be pretty high up in the CIA to have thought of such a genius spying scheme.
The shrink from 22 to 32nm is a staggering size change - 33% finer lithography - and it uses their much-hyped 3D transistor technology on top of things. Yet, Ivy Bridge, being just a shrink of the older Sandy Bridge die, shows no improvements over the 32nm version. Traditionally, Intel has always been able to show lower power consumption and more than a tangible performance improvement when just doing a process shrink, but the Ivy Bridge does nothing extra in terms of performance and consumes not lower power than its older 32nm sibling - and let's not mention the inefficient heat packaging causing temperatures hotter than the 32nm Sandy Bridge. There's a problem here, Intel.
While I will accept you reversed some numbers (the shrink was from 32 to 22, not the other way around) and Intel is using tri-gate transistors, most everything else you describe is just flat out wrong. Ivy Bridge DOES show lower power consumption at stock voltages (TDPs of 77W vs 95W are a testament to that), and it is higher performance at the lower power consumption (though not by huge amounts, nor was it intended to be). Since it is lower power than Sandy Bridge at the same frequency, it is not having any issues related to thermals and packaging.
Now, if you want to rant about the fact that it doesn't handle overvoltage well for overclocking purposes, that is fine, but it is a separate discussion compared to stock. What you are seeing now is that Intel (probably extremely wisely for the market they are chasing most heavily) has tuned in their process node for stock voltages, but this is resulting in very leaky transistors at high voltages. Additionally, while the current packaging has the ability to remove heat just fine at stock voltages, when you start leaking too much the heat builds up too quickly- which certainly is a 22nm node issue and not actually a packaging issue. Quite possibly, though how far in the future I can't begin to guess, they will probably tweak the process for the Extreme Edition CPUS to make them handle an overclock without leaking so much, but that will take some time learning how they can play with the various knobs to get what they want without destroying what they need.
This leaves me with the feeling that the only problem here is your expectations of a CPU that was manufactured with the intent of taking the mobile market by storm (and they have tuned the process properly for that) when what you want is an overclocking king. Let's see how they tune the process technology for the Extreme Edition (and hopefully copy into other desktop-bound CPUS) before any decisions are made that they have screwed the pooch on being able to overclock.
Of course, anyone who actually needs decent graphics wouldn't be using the on-chip graphics anyway, so I question just how useful this really is.
There's a whole world of people who would quite like decent graphics, but who don't want to spring another hundred bucks or two to get something fancy. There's also the mobile market (laptops, tablets, etc.) where fitting an extra graphics card looks more like a liability than a good thing. Overall, it looks to me like a smart area for Intel to pitch their transistor budget at.
"Little does he know, but there is no 'I' in 'Idiot'!"
I think you've completely missed the point.
1. Ivybridge is a die shrink, nothing more nothing less. Everybody who really thought it would be lightyears ahead of Sandybridge in terms of performance was simply deluded. It's a new die size that anybody has yet to perfect, that will come in Haswell.
2. All this ire is unfairly directed at Intel. On the basis that AMD seems to have no idea what it's doing at the moment, Intel can relax and do as they please. If you want to be pissed at anybody, be pissed at AMD for not being anywhere near competitive and pushing Intel to continuously raise their game.
Since 1998 I've only ever used AMD CPUs in my builds. When I came to build a new rig in February, I simply couldn't justify buying AMD for my CPU again because they were so far behind and there was zero indication that Bulldozer would rectify that. It's sad watching them busily engage in killing themselves off as a serious desktop CPU manufacturer and leaving Intel to potentially become lazy and overpriced, but that isn't Intel's fault.
> but that isn't Intel's fault.
Actually it is, to at least some extent. Go back a few years, when Intel was making misstep after misstep, and AMD was coming on gangbusters with K8. At that point, Intel had missed the market so badly that had they been AMD they would have gone under. They weren't AMD, they were Chipzilla. AMD enjoyed a good product cycle with K8, until Intel managed to come back. But they didn't enjoy the great product cycle they should have. Their great product cycle was turned into a merely good product cycle because Chipzilla twisted a few arms and kept K8 out of key opportunities.
The other piece of reality is that Intel combines first-rate process technology with first-rate design capability. (I say "capability" because more than once they've shown themselves to be very capable of letting their eye off the ball, design-wise.)
AMDs biggest problems have always been financing and less-than-best process technology. Bulldozer is a misstep, agreed. But it's not a misstep of the degree of Netburst or IA64. Had K8 gotten the success it deserved, AMD would have been better able to properly fund their design shop. That wouldn't have helped their process problems, however.
The simple fact is that the way things are today, Intel can afford to screw up badly, and can recover. None of their competitors can.
The living have better things to do than to continue hating the dead.
Let me say a few words here as I worked in the semiconductor industry for over 28 years. So you fully understand just what it means to make a semiconductor foundry these days, here is a thought experiment for you I worked a few years back.
1) You want to build facility for manufacturing wigit.
2) That facility will cost you between 3b to 5b dollars.
3) In order to justify the ROI on that facility you need to take at least 5% total world wide market share for that wigit
4) You get to scrap your factory in 3 years.
My numbers may be a little outdated today but that only means my cost projections are too low as well as the total market share. From simply an accounting standpoint this is nuts. When I got into the business in the early 70's there were hundreds and hundreds of fabrication facilities. Every start-up had it's own fab. Today you can count the premier companies that have fabs on maybe 1 hand and the total number of significant players in the semiconductor market with their own fabs on both hands.
Intel deserves very high kudo's for what they have accomplished. The risk they take is enormous but they demonstrate time and time again what a manufacturing powerhouse they really are.
"TV, a medium as it is neither rare nor well done." Ernie Kovacs