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Intel Says They Aren't Abandoning 10nm Chips, Despite Report Saying They're Canceled (pcmag.com)

An anonymous reader quotes a report from PC Magazine: Intel is denying a new report that claims the chipmaker is abandoning its 10 nanometer manufacturing process following years of delays. "Media reports published today that Intel is ending work on the 10nm process are untrue," the company tweeted on Monday. Hours prior to the tweet, semiconductor news site SemiAccurate claimed that Intel was pulling the plug on the chip-making technology over the company's ongoing struggles to bring it to full production. Chips built with the 10nm process were originally slated to arrive in 2016, but the company has repeatedly pushed that launch date back. During Intel's last earnings call, executives said they now expect 10nm chips to officially drop during the 2019 holiday season.

In response to SemiAccurate's report, Intel said it continues to make "good progress" on the 10nm technology. "Yields are improving consistent with the timeline we shared during our last earnings report," the chipmaker added in its tweet. The next-generation silicon will supposedly offer a 25 percent performance increase over 14nm-manufactured technology. The 10nm chips will also be able to run on 50 percent less power when clocked at the same performance of a 14nm processor. Intel will hold an earnings call on Thursday, so expect company executives to elaborate on 10nm's progress then.

107 comments

  1. Bloody Immigrants by rtb61 · · Score: 2

    Yes, it seems molecules migrating from one location to another represent a real problem when it comes to miniaturising electronics, once you get below a certain size (molecules mutually reinforcing their or is that your preferred location). High clock speeds and high operating temperatures also do not help.

    So shorter travel distances are going to become the next big thing, computers on a chip. Less flexibility in design but the more in can pack in the closest possible space, the higher the speed without extra energy. So multiple co-processing computers on chips or silicon has to go.

    --
    Chaos - everything, everywhere, everywhen
    1. Re:Bloody Immigrants by HarrySquatter · · Score: 1

      A SoC is the next big thing? Are you a time traveller from the 1980s?

    2. Re:Bloody Immigrants by Tough+Love · · Score: 1

      I know this is hard for you, but the post you responded to is about the most accurate thing you could possibly say to OP. If you can't see why then I am sorry for you.

      --
      When all you have is a hammer, every problem starts to look like a thumb.
    3. Re: Bloody Immigrants by Anonymous Coward · · Score: 0

      You know that the resultant performance gain from each die shrink was because of "shortest distance" right?

      Not exactly out on a limb with that one. The semiconductor industry has lived by the "next node" for decades.

    4. Re:Bloody Immigrants by Anonymous Coward · · Score: 0

      Time to build a wall and make AMD pay for it.

  2. Re:AMD by Anonymous Coward · · Score: 0

    ehh. no. yea, i know you're just some bored fanboi trying to spout some clever one-liner, but you failed. miserably. just like amd continues to fail in the single threaded and single core performance metrics comparison with intel... but there's still hope you might cram a nugget or two of information in that limited brain capacity of yours, so here goes....

    tsmc (who makes the chips for amd now since they kicked their former spawn, global foundries, to the curb.. who around that same time threw-in the towel for their own 7nm process) is at 7nm for some chips (gpu for amd, soon some cpu as well) and ~12-14nm for other newish amd chips. fab 18 will be online at 5nm (not 4) for production tests late next year with production possible as early as 2020 if all goes well.

  3. Semi Accurate by backslashdot · · Score: 1

    Canceled some production but not all .. so I guess the report, from SemiAccurate, was only half right.

    Thank you. Try the fish.

  4. Pfft Intel is missing the boat by Crashmarik · · Score: 1, Informative

    TSMC and Global Foundries are already moving to the 7nm node.

    So far all Intel has managed with their 10nm process is delays. It was supposed to be out in 16 and now they are talking about holiday 19

    1. Re:Pfft Intel is missing the boat by Anonymous Coward · · Score: 4, Informative

      GlobalFoundries has abandoned 7nm development, source: https://www.anandtech.com/show/13277/globalfoundries-stops-all-7nm-development

    2. Re:Pfft Intel is missing the boat by Anonymous Coward · · Score: 1

      "TSMC and Global Foundries are already moving to the 7nm node."

      Intel's 10nm is comparable to 8.2 or 8.4nm, depending on how you measure, when comparing to TSMC. Global Foundries abandoned 7nm.

    3. Re:Pfft Intel is missing the boat by Crashmarik · · Score: 2

      Thanks but sad to know that leaves just TSMC and Samsung.

    4. Re:Pfft Intel is missing the boat by Tough+Love · · Score: 2

      We have reach an inflection point where the foundry industry must become a commons to make further progress. I really can't think of any historical analogy, this is something new. The costs and risks are just too high for any one player to bear them alone, and yet, competing vendors cannot tolerate one single company getting a choke hold on the entire industry.

      Samsung is showing impressive resilience, they will be the last player to fold, leaving the entire pot to TSMC. Intel will give up their fabs within two years, just run them until they can't sell any more 14nm and 10nm parts, then bulldoze them.

      If industry players are unable to negotiate a formula for sharing fabs at future nodes then governments will. That will be messy.

      --
      When all you have is a hammer, every problem starts to look like a thumb.
    5. Re:Pfft Intel is missing the boat by Crashmarik · · Score: 1

      Pretty sure the U.S. government wouldn't look too kindly on what would essentially be the creation of a trust to monopolize a market, or maybe they would times aren't what they used to be. You still have the research alliances working on greater miniaturization, but if the profit of hitting a new node isn't enough to payback the cost we just won't see it unless governments fund the production. I could easily see the U.S. or Chinese military wanting superior electronics.

    6. Re:Pfft Intel is missing the boat by Anonymous Coward · · Score: 0

      The government already sinks massive investment into the basic research in universities that floods into manufacturing - but yes, nationalising manufacturing of chips isn't really on the cards.

      The semiconductor industry is having to do a rapid pivot.

      We're all waiting on the big breakthrough that will unlock more nodes at a more reasonable cost. Someone will do it and get mega rich.

      Until then, the investment will go into better exploiting the current nodes to keep ahead of the game in costs and power use. Someone will do that and get mega rich.

      The costs of IT stuff will continue to drop as they improve the current processes.

      The only thing I'm sure of, is that it's unlikely to be a US company that does it... since they've essentially strangled their merit hiring. That's beginning to catch up to them and it will show more and more in the years ahead. China/Korea don't give a fucking about diversity and equality. They want to make money.

    7. Re:Pfft Intel is missing the boat by Tough+Love · · Score: 1

      We're all waiting on the big breakthrough that will unlock more nodes at a more reasonable cost. Someone will do it and get mega rich. Until then, the investment will go into better exploiting the current nodes to keep ahead of the game in costs and power use. Someone will do that and get mega rich.

      You haven't been following the EUV plot. EUV reduces the light wavelength from the current industry standard 193nm to 13.5nm, improving the resolution by a factor of 14, or a factor of 200 if you think of it in areal terms. This is enough to keep Moore's law chugging on for at least the next decade. EUV is right on the doorstep at the moment. Nobody is wringing their hands hoping that some genius will come up with a fundamental breakthrough, this engineering evolution is really just a whole lot of grinding, hard work. No "pivot" as you imagine.

      --
      When all you have is a hammer, every problem starts to look like a thumb.
    8. Re:Pfft Intel is missing the boat by rahvin112 · · Score: 1

      It's because the foundries have gotten so expensive, their projecting close to $20Billion fab cost for the next node after 10nm/7nm (intel/tsmc+samsung). I don't think even the biggest fab companies including intel can afford that, even for intel it would take 2 years of profits to build that fab.

      I don't know that were going to see cooperation between the fabs so much as a total slow down. Instead of pushing the tooling to it's limits they will back off and wait for the tooling to get there. Right now that's what's driving the costs, the tooling is just getting so expensive that no one can even afford it. The tooling has been stalled out for a long time at the current node, normally the tooling would be a couple years ahead of a the next node, but EUV has turned out to be much more difficult than they projected.

    9. Re:Pfft Intel is missing the boat by Anonymous Coward · · Score: 0

      Intel has kicked out large amount of their R&D, so how could they create anything new? They are just doing market segmentation by re-labeling and neutering their old CPUs. This skimming of the big profits will last as long as people buy this crap from them.

    10. Re:Pfft Intel is missing the boat by Tough+Love · · Score: 1

      even for intel it would take 2 years of profits to build that fab

      So I've been saying this for a while now. Intel has no choice but to go fabless. Not if, but when. I am thinking, Intel will never build a full EUV fab, 10nm deep UV will be their last hurrah. Charlie now starts a rumor that Intel will bow out even before that. Plausible, maybe even sensible, but I'll go with my gut feeling for now: Intel is deep enough into 10nm that they will carry on to the bitter end. (To what incidentally will be called 10th generation, at 10nm, because of the emergency insertion of the stopgap 9th generation on the old 14nm fab lines.)

      The combined profits of all the front line semiconductor vendors in the world are more than enough to build the upcoming fab generations comfortably. If they don't pool their resources and do it then they will lose massively because users will stop upgrading. Is this enough to get them cooperating?

      After Intel drops that leaves just two. I then expect TSMC to push out Samsung by virtue of a much larger R&D budget. So TSMC wins the game of monopoly and can charge whatever it wants, all other technology companies must pay tribute. Obviously, this isn't a likely outcome because of the massive interests involved, but that is the direction things are headed as of today.

      --
      When all you have is a hammer, every problem starts to look like a thumb.
    11. Re:Pfft Intel is missing the boat by blahplusplus · · Score: 1

      Pretty sure the U.S. government wouldn't look too kindly on what would essentially be the creation of a trust to monopolize a market,

      How little you know about how capitalist states work.

      Protectionism for the rich and big business by state intervention, radical market interference.

      https://www.youtube.com/watch?...

    12. Re:Pfft Intel is missing the boat by Crashmarik · · Score: 1

      Actually I KNOW SEMATECH had a lot of problems getting formed in the first place.

      And thank you for snipping out half a statement.

      Pretty sure the U.S. government wouldn't look too kindly on what would essentially be the creation of a trust to monopolize a market, or maybe they would times aren't what they used to be.

    13. Re:Pfft Intel is missing the boat by blahplusplus · · Score: 1

      Actually I KNOW SEMATECH had a lot of problems getting formed in the first place.

      And thank you for snipping out half a statement.

      Pretty sure the U.S. government wouldn't look too kindly on what would essentially be the creation of a trust to monopolize a market, or maybe they would times aren't what they used to be.

      Yes and you missed the point about massive state intervention and protectionism having always existed. The idea that the US cares about monopoly is laughable, they have a lawless out of control oligarchy. The videogame industry is a case in point. All big tech companies are basically stealing software from their customers because their customers are 100's of miles away. AKA "DRM" and "games as services" all came to be because what is the average consumer going to do when the company is 100 miles away, and they can now just keep the software they produced on their computers rather then giving you the thing you paid for?

    14. Re:Pfft Intel is missing the boat by Anonymous Coward · · Score: 0

      You've been reading the headlines - and not even read my post.

      EUV is no magic bullet to bring those new nodes into some kind of sane cost/yield. The semiconductor industry is looking at enormous retooling costs.

      They are all waiting on a major breakthroughs.

  5. And voilà by hcs_$reboot · · Score: 1

    2 stories talking about Intel, instead of 0. Result: +cancel -cancel 10nm = 0, +ad +ad = 2.

    --
    Slashdot, fix the reply notifications... You won't get away with it...
  6. MIGA? by Anonymous Coward · · Score: 0

    Migrant molecules invaders blamed for Intel's failure to deliver 10nm.... this crude attempt to deceive viewers on Fox 'News'. "Build a wall FAST" says Trump yet again.... "Make Intel Great Again"! MIGA!

    Multiple processors on a chip long took over the supercomputer market, which tried both plans. Shrinking chips vs dividing tasks across more processors.

    It's not whether Intel can make 10nm or 7nm, its whether they can keep their performance advantage as the clock speed of ARM is ramped up to compete with Intel on the desktop.

    1. Re:MIGA? by SupplyMission · · Score: 3, Insightful

      Sorry, what? You're trying to relate Donald Trump to CPU technology? You mad because of politics and this is where you take it out? Can you be more retarded?

    2. Re:MIGA? by dgatwood · · Score: 4, Funny

      Migrant molecules invaders blamed for Intel's failure to deliver 10nm.... this crude attempt to deceive viewers on Fox 'News'. "Build a wall FAST" says Trump yet again.... "Make Intel Great Again"! MIGA!

      You forgot a letter. After ARM cleans their clocks and Intel's stock collapses to a tenth its value, Apple will buy them for their engineering talent at a cost of pennies on the dollar. So Apple Makes Intel Great Again. You know, AMIGA.

      I'm not sure if that's a pun on the "migrant" bit or a Commodore joke, so interpret the joke in whatever way seems funniest to you.

      --

      Check out my sci-fi/humor trilogy at PatriotsBooks.

    3. Re:MIGA? by Tough+Love · · Score: 1

      So Apple Makes Intel Great Again. You know, AMIGA.

      OK, that's funny. Pointless but funny. Where's your funny mod?

      --
      When all you have is a hammer, every problem starts to look like a thumb.
  7. Re:AMD by ShanghaiBill · · Score: 4, Informative

    already on 4nm.

    Number of fabs owned by AMD: 0.

  8. There is life after Intel! by mallyn · · Score: 1
    I left Intel in spring of 2016, when the worry about the 10nm was starting to get traction both inside and outside.

    And do you know what! There is life outside Intel!

    Here is a delightful little video of me re-enacting my behavior on my last days at Intel. A real wonderful dance!

    And Arthur Rosenau' love splashed down from the heavens! and made me almost completely forget Intel until I saw this article.

    Thank you to the folks at SemiAccurate for the story!

    --
    Most Respectfully Yours Mark Allyn Bellingham, Washington
    1. Re:There is life after Intel! by stealth_finger · · Score: 1

      Here is a delightful little video of me re-enacting my behavior on my last days at Intel. A real wonderful dance!

      What the actual fuck was that?!

      --
      Wanna buy a shirt?
      https://www.redbubble.com/people/stealthfinger/shop?asc=u
    2. Re:There is life after Intel! by TechyImmigrant · · Score: 1

      We miss your marvelous shorts.

      --
      I should use this sig to advertise my book ISBN-13 : 978-1501515132.
    3. Re:There is life after Intel! by mallyn · · Score: 1

      Thank you and you can still see them here in Bellingham, Washington and of course on my videos! I am making an average of 1 pair of new shorts per month.

      --
      Most Respectfully Yours Mark Allyn Bellingham, Washington
  9. In Five Years Intel Will Be Gone by Anonymous Coward · · Score: 0

    Plan for it now.

  10. Both could be right by Anonymous Coward · · Score: 0

    You generally don't just retire fab plants anyway. Just have them produce less bleeding edge parts until they stop selling.

    You also don't typically repurpose existing plants. It's hard enough to get them up clean and working with decent yields without moving old stuff out and the new in.

    So, Intel probably think they can make a $ or two of 10nm still, but odds are they are praying 5nm in a new plant comes in with less grief for the cutting edge stuff.

    1. Re: Both could be right by Anonymous Coward · · Score: 0

      Iâ(TM)m sure with all of the delays and the
      14nm chips
      14nm+ And the improvements
      14nm++ And the improvements
      14nm+++ And the improvements
      Seems like there is a scratch in the record
      Products have been cancelled and road maps has changed, but having recent press releases about 10nm sure doesnt seem dead.
      Also what was the transistor measurements. Isnt intels 14nmâ(TM)s the same size as TSMCâ(TM)s 10nm

    2. Re:Both could be right by Tough+Love · · Score: 1

      5nm (using TSMC terminology) will be even more nuts than 10nm/7nm because it will be fully EUV. EUV is just scary. Consider there: it was only in the last couple of months that ASML managed to achieve the necessary 250 watt EUV output power, that takes a megawatt of input power. Optical materials are opaque to EUV so its all done with mirrors. Each mirror in the chain, and there are many, aborbs 20-30% of the power. That all turns into heat. So each stepper has a medium sized creek flowing through it to keep it from melting. Those are just a couple of the horrors.

      Another one, pellicles (what's a pellicle?) They aren't ready for prime time. There is exactly one company, ASML, making all the EUV equipment and they are currently burning the midnight oil trying to develop usable pellicles. As I understand it, they currently aren't quite transparent enough (88% minimum required vs 83% current maximum achieved) or durable enough, by about a factor of three. Without pellicles, nobody is making any chips with EUV, and nobody is getting past 7nm.

      --
      When all you have is a hammer, every problem starts to look like a thumb.
    3. Re:Both could be right by Tapewolf · · Score: 1

      Another one, pellicles (what's a pellicle?) They aren't ready for prime time. There is exactly one company, ASML, making all the EUV equipment and they are currently burning the midnight oil trying to develop usable pellicles. As I understand it, they currently aren't quite transparent enough (88% minimum required vs 83% current maximum achieved) or durable enough, by about a factor of three. Without pellicles, nobody is making any chips with EUV, and nobody is getting past 7nm.

      I believe it's a protective layer over the photomask. I remember reading, last time the EUV thing came up, that TSMC were considering running without using one at all, and taking the hit that they'd need to replace the mask frequently. That might have been just for initial runs or something, I don't really know.

    4. Re:Both could be right by Megol · · Score: 2

      Both could be right. Charlie Demerjian have a way to play with words (if one is nice), to exaggerate (if one isn't).
      Intel could have scrapped their original 10nm process and created something new but still labeled 10nm: Intel kills off the original process but is still on track with 10nm.

    5. Re:Both could be right by Tough+Love · · Score: 1

      Right, the pellicle protects the mask. Everybody with EUV plans (just TSMC, Samsung and Intel now, by my count) is going to start introducing EUV without pellicles, but only for larger features like contacts and vias that are widely separated so that dirt accumulating on the mask is unlikely to create chip defects. For a full EUV process as is absolutely required to go beyond 7nm, not using pellicles will prohibitively shorten the mask life. So they are absolutely required. The difficulty with EUV is, all matter becomes opaque, except for extremely thin membranes. Something like 16nm I think. You can see how that might be a bit tricky to fabricate and work with.

      --
      When all you have is a hammer, every problem starts to look like a thumb.
  11. Well f*ing DUH by locater16 · · Score: 0

    Pulling the plug on their advancement would be tantamount to calling the entire industry quits. With TSMC already shipping nigh equivalent chips and Samsung reportedly following early next year cancelling 10nm would put Intel so far behind as to be the same as giving up entirely. Considering their recent quarterly reports of giant profits, the rumor itself was fantastically stupid to begin with.

    1. Re: Well f*ing DUH by Anonymous Coward · · Score: 0

      Skipping a node was always on the cards. It's not throwing in the towel, but shifting focus to next node shrink (to accelerate it). Work has been progressing on both nodes, just a question of whether the sub 10nm node has been progressing more smoothly.

    2. Re:Well f*ing DUH by Tough+Love · · Score: 1

      Note that nobody has actually seen TSMC 7nm volume production hit retail channels as of today. Supposedly, Apple will change that in a few weeks, but until they actually do, everybody is still playing bullshit poker.

      --
      When all you have is a hammer, every problem starts to look like a thumb.
  12. Of course they would deny it. by Gravis+Zero · · Score: 4, Insightful

    Intel is a publicly traded company and bad news like you are abandoning the hopes you pinned on a new fabrication tech would severely damage their stock price. If you recall, during the aftermath of Meltdown, Intel made it sound like AMD chips had the same issue by conflating Meltdown and Spectre issues. Oh and the patch to the Linux kernel would have slowed down AMD chips as well which was an "accident" for sure.

    Intel cannot compete but they can lie and cheat with the best of them.

    --
    Anons need not reply. Questions end with a question mark.
    1. Re:Of course they would deny it. by ripvlan · · Score: 1

      Either that or the unnamed sources weren't exactly in the know. It could be they killed off Method-1 for 10mm and decided to focus on Method-2.

      Or they revised numbers lower and layed off the unnamed source...who took it upon themselves to tell-a-friend that Intel was abandoning 10mm.

      I read the article and concluded that they didn't have the full story. I find it hard to believe Intel would abandon "small better" -- refocus efforts while they work out a few kinks, yes. It could be a market manipulation scheme like that short-Telsa group does. Folks are finding it easier and easier to manipulate the news cycle by offing content to "bloggers" who will print anything to eat.

      What was the recent one about strange newspaper ads (opinion piece) appearing near communities that build stuff for the space industry? Claimed to be authored by a retired NASA engineer who didn't actually write it?!

    2. Re:Of course they would deny it. by nasch · · Score: 1

      There are serious consequences to lying to investors, so whatever they say on the upcoming earnings call is almost certain to be true. They may not be entirely candid, but they're not going to say progress is coming along great if they've already shut down the project.

    3. Re:Of course they would deny it. by Gravis+Zero · · Score: 1

      Absolutely, which means they only have to have made progress in the past and they can't officially abandon it right now. However, they could abandon it or even have already drawn up plans to abandon it at any time in the future.

      --
      Anons need not reply. Questions end with a question mark.
  13. Re:Thanks for angry white tourist idiot perspectiv by Anonymous Coward · · Score: 0

    Oh yeah, thanks for your stupid useless opinion, you cunt.

    And nice try with the "k thx bai" thing at the end. Normally that's preceded by a well-founded take-down of whatever it was said in response to, except yours wasn't. See ya, shitheel.

  14. Re:Abandon it by teg · · Score: 5, Informative

    Intel has effectively missed it's 10nm die shrink when Samsung and TSMC are on 7nm. Intel better have 5nm in it's back pocket because it's pointless building any 10nm CPU's now (maybe other chips instead.)

    These values (14 nm, 10 nm, 7 nm) are not directly comparable. These days, the values seems more like marketing numbers.

    Intel does need to focus more on innovation and implementation and less on customer segmentation, though. Intel used to be so far ahead that even an inferior processor design was on par with the competition, due to the advantage in fabrication.

  15. Re:Abandon it by dgatwood · · Score: 4, Informative

    Actually, Intel's 10nm process results in features of almost exactly the same size as TSMC's 7nm process.

    So yes, they're behind, but not by nearly as far as you think.

    --

    Check out my sci-fi/humor trilogy at PatriotsBooks.

  16. Typical Charlie D bullsh!t by Anonymous Coward · · Score: 0

    SemiAccurate hasn't been worthy of its own name for over 5 years, IMHO. Releasing this rumor under the guise of news on the same day the press embargo for Coffee Lake refresh benchmarks is lifted reeks of a ham-fisted attempt at stock price manipulation. Get a life, Chuck.

  17. Quality journalism? by Tough+Love · · Score: 5, Informative

    Two days before AMD reports, three days before Intel reports, Semiaccurate floats this rumor with pretty much nothing to back it up. Here's the meat of their argument Note: The following is analysis for professional level subscribers only. So this is about signing up subscribers? Or an attempt at illegal stock manipulation? Both? It is certainly not about quality journalism.

    I am definitely an AMD fanboy, full disclosure there. But that doesn't make me an Intel hater, at least not when they lay off the dirty tricks, which appears to pretty much the situation at the moment. So... balanced assessment: no reason to doubt Intel's revised 10nm production schedule. This is all about yields as Semiaccurate is fond of pointing out.

    You can see from this that Intel's 10nm fin pitch is a bit more aggressive than TSMC's 7nm, 6% smaller. Intel's minimum metal pitch is a lot more aggressive, 22%. This is all right at the limit of what deep UV alone can do, so that might be Intel's bridge too far right there. I have a whole lot of difficultly believing that Intel did not learn enough from their aborted ramp up last spring to know exactly what they need to do to hit their yields, most probably including respinning their masks to a density nearly identical to TSMC.

    Buried in there somewhere I did find one credible little nugget... Semiaccurate pointed out that last spring's 8121U Cannon Lake part, produced in limited quantities and only ever seen in the hands of a few reviewers, is specced without a GPU. Not because it doesn't have one, but because does have one but it doesn't work. I find that credible. Debugging both a processor and a GPU is much more work that just a processor or GPU alone. In contrast, AMD doesn't try to fab APUs until both the processor and GPU have been successfully fabbed separately. Excellent strategy, a big risk reduction.

    Another huge thing AMD did to cut the 7nm risk was, jumping into bed with the phone industry. Intel convinced themselves it was a good idea to go it alone as usual, and were proved colossally wrong. Though I am not going to claim any special inside information, I think that Intel is going to bring up its Cannon Lake production successfully, 3 or 4 years behind schedule as they say, and that this is the end of the line for Intel as an independent fab. It's simple: the days of always being a node ahead are over, today they are half a node behind. From here on, there are no advantages to running an independent fab, only disadvantages. When Intel finally does ramp up Cannon Lake they will be in an excellent position to negotiate a new, cooperative deal with the rest of the industry, but if they persist in marching to their own drumbeat they will pay an enormous cost in market share and operating income over the next few years.

    I am going to take a wild guess here: Intel plays around with EUV a bit, gets some first hand data on what horribly nasty stuff that is, then makes a deal with TSMC. Intel is going to do just fine as a pure Engineering/IP player like AMD but they risk everything by running their own vanity fab.

    --
    When all you have is a hammer, every problem starts to look like a thumb.
    1. Re:Quality journalism? by Tough+Love · · Score: 5, Informative

      Correction: Intel's 10nm minimum metal pitch is only 10% smaller than TSMC's 7nm, not 22% as I wrote above. That is still enough to explain why Intel is having much worse problems than TSMC at the extreme limit of what deep UV can do.

      --
      When all you have is a hammer, every problem starts to look like a thumb.
    2. Re:Quality journalism? by Anonymous Coward · · Score: 0

      Nice informative post, way better than a 2!

    3. Re:Quality journalism? by Anonymous Coward · · Score: 0

      But did Semiaccurate got the hint from Bloomberg? Questioning minds want to know.

    4. Re:Quality journalism? by Anonymous Coward · · Score: 0

      It is certainly not about quality journalism.

      I worked with Charlie many years ago and you are wrong. If he's written it, it's because a trusted source gave him the info. If the story is wrong, it will be because that source shouldn't have been trusted. Knowing Charlie, the source is somewhere in Intel.

    5. Re:Quality journalism? by Tough+Love · · Score: 1

      Convenient for Charlie that we need to wait a whole year to find out for sure.

      --
      When all you have is a hammer, every problem starts to look like a thumb.
    6. Re:Quality journalism? by Anonymous Coward · · Score: 0

      As we suffer yet another Skylake Xeon failure (specifically a Xeon Gold 6138 at 2.00GHz) in our seven month old new HPC cluster bringing the total now to four, I could not recommend to anyone to buy Intel. In my previous 25 years in the industry I have only ever seen one CPU failure prior to this new system. These are verified CPU failures, try running a job pinned to one CPU works fine, pin it to the second CPU and boom it dies. Replace the CPU and all is good.

  18. Re:Abandon it by Tough+Love · · Score: 2

    The article you linked compares Intel to Global Foundries, which doesn't even have a 7nm process as of today. You're still right, but try my links

    Note that Samsung also went for 36nm minimum metal pitch and for what it's worth, also seem to be behind TSMC by about the same lag as Intel. It's starting to look like TSMC went for exactly the right amount of conservative.

    I think that Intel is behind by exactly as much as I think :) Translation: Intel is now behind by about a year, or half a node, whatever that is.

    --
    When all you have is a hammer, every problem starts to look like a thumb.
  19. Annnnd. by Hylandr · · Score: 1

    They found their mole.

    --
    ~ People that think they are better than anyone else for any reason are the cause of all the strife in the world.
  20. I don't think Samsung gonna go beyond 7nm by Anonymous Coward · · Score: 0

    Unlike TSMC which can leverage the demands from their wide range of clienteles to continually finance their progress beyond 7nm, into 5nm (and 3nm), Samsung Electronics has to report back to the Samsung HQ for things that might cost them tens, or even hundreds of billions

    Their product range are mainly on memory (flash / DRAM) with a few logic chip sprinkled here and there

    DRAM can't go beyond 1z nm (reportedly 15nm), and flash won't go beyond 7nm, or the cross-talk noise would be way too disabling.

    Methinks we see the beginning of the end of global chip shrinking --- TSMC might be the last one still holding the torch ... unless of course, the mainland Chinese are courageously stupid enough to venture on, and on, and on, and on ....

  21. Re:Thanks for angry white tourist idiot perspectiv by Tough+Love · · Score: 1

    Great job "forecasting" there grandpa, lol? Why don't you give unsolicited micro-lessons on a subject you know something about or actually work in instead? Who knows, someone might even listen slightly or care in the least. K thx bai

    Somebody modded it up, and you down, sigh. OTOH, it wasn't necessary to be quite that abrasive. OTOOH, you were responding to possibly the worst post in the entire universe. The only sorrier thing I can think of is, somebody modded it up.

    --
    When all you have is a hammer, every problem starts to look like a thumb.
  22. Re:Abandon it by Tough+Love · · Score: 1

    Intel needs to give up its fabs like AMD. Sooner or later they will. Sooner will be less painful.

    --
    When all you have is a hammer, every problem starts to look like a thumb.
  23. Sounds like they are semi accurate by schure · · Score: 1

    For real, semi accurate. I guess they warned us...

  24. By that time, TSMC on 7nm for 1 year by Anonymous Coward · · Score: 0

    Intel's manufacturing process is out-dated and irrelevant, even with them over-charging customers for their CPUs for a whole decade because AMD could not compete in the top segment. Tens of billions of dollars in net profits, and they still haven't been able to reach 10nm.

    What is Intel doing with all the revenue and profits? What's going on? Not sure, but if anything, these news are a good indicator it's time to sell your Intel stocks.

  25. Re:AMD by Zuriel · · Score: 4, Interesting

    That's actually an advantage now.

    While Intel has to pay the development cost for their new processes out of their own pockets, TSMC's development is paid for by all of their customers. AMD's 2019 products are partially funded by Apple, Qualcomm, Nvidia, etc. If AMD tried to go it alone, they'd be two process nodes behind Intel instead of about to take the lead.

  26. Re:Abandon it by Kjella · · Score: 4, Informative

    They're not comparable, no. But Intel had healthy 14nm production in 2014, now they're saying late 2019 at the earliest for 10nm so five years with nothing more than enhancements. And TSMC is shipping 7nm in the iPhone Xs right now and has just announced they expect 20% of their 2019 revenue to be from their 7nm process, which is fairly equivalent to Intel's 10nm. Samsung says their 7nm is ready for production too. Basically they've lost their entire lead and is already trailing a bit, they'll be fully competitive if they can launch their 10nm but they no longer get the holy trifecta of a better manufacturing process: Lower cost, better performance and higher power efficiency.

    I think the greatest danger to Intel is that Apple finds it's able to produce comparable light desktop/laptop performance on ARM, if Intel can't provide superior chips there's very little reason for Apple to stay. They've done arch changes before from Motorola -> PowerPC -> x86, they know what it's like and with the iPhone/iPad CPU/GPU design in-house you know they'll be lusting for the Mac business. If they do I expect a full volley with new MacBook, MacBook Air, iMac and Mac mini ARM models but to leave MacBook Pro / iMac Pro / Mac Pro on x86 initially. If the rumors are true there'll be a new iPad Pro out soon with a A12X processor, that'll be a good clue as to how far it's off.

    --
    Live today, because you never know what tomorrow brings
  27. Re:AMD by Megol · · Score: 2

    Semiconductor fabs owned by Apple = fabs owned by Alphabet/(Google) = fabs owned by Huawei = fabs owned by IBM = (general purpose semiconductor) fabs owned by Sony = n

    Semiconductor fabs owned by AMD = n = 0

    The two big that still designs and manufactures processors are Intel and Samsung.

  28. Re:AMD by Tough+Love · · Score: 4, Informative

    amd continues to fail in the single threaded and single core performance metrics comparison with intel

    "Fail" is the wrong word. A bit behind would be accurate, and that is Intel's last remaining bragging point. A couple of things. Current Ryzen is still a full node behind Intel, that it manages to clobber Intel in multi-core and put in a respectable showing in single core is truly impressive. Second thing, if TSMC actually delivers on time then AMD will suddenly be a node ahead of Intel for the first time in history. Third thing, buzz has it that Zen 2 improves IPC by 13%, which will bring it roughly even in IPC with Intel, while retaining its massive lead in value.

    So "fail" is the wrong word, indeed.

    --
    When all you have is a hammer, every problem starts to look like a thumb.
  29. Grumble... by Anonymous Coward · · Score: 0

    I just want ECC ram available on all desktops... that is all (for now).

  30. Re:AMD by Anonymous Coward · · Score: 0

    agreed and intel deserved every bit of problems they are having.. due to highly unethical conduct in numerous ways

  31. Re:AMD by dengaleugle · · Score: 0

    NVIDIA is funding AMD? Freebasing much?

    --
    Scientia potentia est!
    -Sir Francis Bacon
  32. Re:AMD by Anonymous Coward · · Score: 0

    No, it's just you being stupid. Reread the post until you get it. No participation medal until you get what he's saying.

  33. Re:AMD by hairyfeet · · Score: 4, Insightful

    Uhhh I'm afraid he is right as Nvidia is getting chips made by TMSC which means their money is helping fund TMSC's process which is benefiting AMD.

    And I'd say its looking more and more like AMD selling off their fabs when they did was the smart move, as they can now go with whomever has the best process while their former fabs (Global Foundry) has given up on hitting 7nm and appears to be intending to just milk whatever money they can make off their 12nm and 14nm fabs making memory chips and working for smaller players.

    --
    ACs don't waste your time replying, your posts are never seen by me.
  34. Re:Thanks for angry white tourist idiot perspectiv by Anonymous Coward · · Score: 0

    you were responding to possibly the worst post in the entire universe

    Is this your first day on /. ?

  35. Re:AMD by Highdude702 · · Score: 1

    All I see here is fanboi vs. fanboi. Long Live 62K!

  36. Re:AMD by Highdude702 · · Score: 2, Funny

    That's racist, the new rules says he has to get a trophy for showing up and then he gets another when he figures out what he responded to.

  37. Re:Abandon it by Anonymous Coward · · Score: 0

    Or maybe they'll just keep bumping up the capabilities of iOS on the iPad and eventually you'll actually want to use an iPad Pro for serious work, with the 8 core processor or whatever it will have.

  38. Re:AMD by Anonymous Coward · · Score: 0

    What's funny is that not only are customers that pay TSMC indirectly funding nodes that AMD can later use, BUT due to AMD's higher volume of demand (due to GF stopping development on their 7nm node), AMD is not a priority customer who gets better access to wafers than Nvidia.

    Where are those 7nm dGPUs from Nvidia again? Oh right, there won't be any for awhile. AMD launches 7nm dGPUs in q4 2018/q1 2019. Just not for the consumer market (blargh).

  39. Right to Repair by cmseagle · · Score: 1

    I can see the Slashdot headline now: "Are Computers on a Chip a money-grabbing attempt to bypass right to repair laws?"

    1. Re:Right to Repair by Ol+Olsoc · · Score: 1

      I can see the Slashdot headline now: "Are Computers on a Chip a money-grabbing attempt to bypass right to repair laws?"

      All I know is that it sure was better when we had vacuum tube smartphones.

      --
      The shepherds did so well protecting the flock that the sheep no longer believed that wolves existed.
  40. Re:AMD by Anonymous Coward · · Score: 0

    68k retard

  41. Of course by Anonymous Coward · · Score: 0

    They have to have the 10nm plant to maintain their 10nm penises.

  42. Re: AMD by illiac_1962 · · Score: 0

    Is this real or just counterintelligence to make competitors waste resources playing catch up?

  43. Re:AMD by Highdude702 · · Score: 1

    Fuck you it was early and I'm not old as fuck like you.

  44. Re:AMD by fazig · · Score: 1

    Won't Intel also outsource some of their chipset production to TSMC?
    Would Intel's money benefiting AMD as well?

  45. Re:Abandon it by Kjella · · Score: 2

    Or maybe they'll just keep bumping up the capabilities of iOS on the iPad and eventually you'll actually want to use an iPad Pro for serious work, with the 8 core processor or whatever it will have.

    There's not enough TDP headroom to make use of it, comparing the A10/A10X used in the current tablets it's just 50% more cores (2+2 -> 3+3) and there's probably no point in scaling up small cores further, the A12X might go from 2+4 to 4+4 but that would practically be a crippled quad-core for performance oriented tasks. Plus the iPad Pro 12.9" display is 5.5MP while a desktop/laptop today should at least support Apple's 5K displays of 15MP, so I imagine the GPU will need a big boost too so I think dedicated chips are in order. But it's absolutely possible that they'd run iOS and not macOS though, with all the lock down that'd involve. Of course /. would rage about that, but I think consumers would buy it. They're certainly buying iPhones and boot locked Android...

    --
    Live today, because you never know what tomorrow brings
  46. Re: AMD by Anonymous Coward · · Score: 0

    Of all the apps benchmarked, which ones were compiled with the Intel compiler?

  47. Technology by Zorro · · Score: 1

    No one said it would be easy.

    It is no different than returning a rocket booster for reuse. They said it couldn't be done. Not easy but they found a way.

  48. Intel Wil Not Outsourcing Chip Production by HannethCom · · Score: 1

    There is more to fabrication than just the size process. Though some companies do come to the chip production companies with a fully laid out internal chip design, this is very rare for tightly packed layouts. Many times the fabs work with companies to adress overheating in specific parts of the IC. One of Intel's secret sauces is how this is done. If they were to use a 3rd party fab, parts, or all of their process could be leaked to competitors.

    --
    Microsoft, Apple, Google, Amazon what's the difference? All steal money from devs and control with walled gardens.
  49. Re:AMD by Anonymous Coward · · Score: 0

    Are you even old enough to be here? "62K"? Ha!

  50. Re:AMD by Penguinisto · · Score: 1

    I'm thinking not, considering the fucktons of money they're pouring into their still-expanding DX-1 fab at the Ronler Acres complex in Hillsboro, Oregon (let alone, probably, the additional fabs in Chandler, AZ).

    --
    Quo usque tandem abutere, Nimbus, patientia nostra?
  51. Re: AMD by Tough+Love · · Score: 1

    Of all the apps benchmarked, which ones were compiled with the Intel compiler?

    More to the point, modern games don't bottleneck on the CPU any more, all the heavy lifting is done on the GPU. So single core benches just don't rule the world like they used to. Now, Intel's go to strategy for cheating the benchmarks is to avoid benchmarking Vulkan/DX12 games so rendering bottlenecks on a single core, and gloss over the fact that this amounts to optimizing for obsolete game engines. Even that skulduggery isn't going to be enough to hold AMD down in 2019.

    BTW, this is the main reason that AMD developed Mantle, to exploit their advantage in cores per dollar. Which advantage AMD still very much has as of Intel's 9th gen release last week, which you can't actually buy, or if you can buy them then you pay too much or they run too hot. All of these things the result of trying to shoehorn marketing's 10nm performance specs into engineering's 14nm node.

    --
    When all you have is a hammer, every problem starts to look like a thumb.
  52. Re: AMD by Anonymous Coward · · Score: 0

    Amd actually releases chips, Intel; not so much. They've been releasing the same chip for 10 year now.

  53. "Not Abandoning" by Anonymous Coward · · Score: 0

    I predict that Intel will do like Howard Hughes did with the Spruce Goose. Not abandoned, no, but they will never produce any significant amount of parts at 10 nm (by Intel's own definition of 10 nm too BTW).

    So officially they will have 10 nm support, but unofficially 10 nm will become an orphan within Intel. Soon Intel will begin selling the 7 nm story and 7nm will become the Future, the Best, the Only Thing Worth Talking About. You know, EUV, Electron Beam, Moore's Law, Particle Accelerators, Graphene, CNT, cold fusion, ...

  54. Re:Abandon it by Anonymous Coward · · Score: 0

    Actually, Intel's 10nm process results in features of almost exactly the same size as TSMC's 7nm process.

    So yes, they're behind, but not by nearly as far as you think.

    Another victim of Intel FP rounding errors!