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takyon writes:

Intel's "Tick-Tock" strategy of micro-architectural changes followed by die shrinks has officially stalled. Although Haswell and Broadwell chips have experienced delays, and Broadwell desktop chips have been overshadowed by Skylake, delays in introducing 10nm process node chips have resulted in Intel's famously optimistic roadmap missing its targets by about a whole year. 10nm Cannonlake chips were set to begin volume production in late 2016, but are now scheduled for the second half of 2017. In its place, a third generation of 14nm chips named "Kaby Lake" will be launched. It is unclear what improvements Kaby Lake will bring over Skylake.

Intel will not be relying on the long-delayed extreme ultraviolet (EUV) lithography to make 10nm chips. The company's revenues for the last quarter were better than expected, despite the decline of the PC market. Intel's CEO revealed the stopgap 14nm generation at the Q2 2015 earnings call:

"The lithography is continuing to get more difficult as you try and scale and the number of multi-pattern steps you have to do is increasing," [Intel CEO Brian Krzanich] said, adding, "This is the longest period of time without a lithography node change."

[...] But Krzanich seemed confident that letting up on the gas, at least for now, is the right move – with the understanding that Intel will aim to get back onto its customary two-year cycle as soon as possible. "Our customers said, 'Look, we really want you to be predictable. That's as important as getting to that leading edge'," Krzanich said during Wednesday's earnings call. "We chose to actually just go ahead and insert – since nothing else had changed – insert this third wave [with Kaby Lake]. When we go from 10-nanometer to 7-nanometer, it will be another set of parameters that we'll reevaluate this."

Fnord666 writes:

The first "8th generation" Intel Core processors roll out today: a quartet of 15W U-series mobile processors. Prior generation U-series parts have had two cores, four threads; these new chips double that to four cores and eight threads. They also bump up the maximum clock speed to as much as 4.2GHz, though the base clock speed is sharply down at 1.9GHz for the top end part (compared to the 7th generation's 2.8GHz). But beyond those changes, there's little to say about the new chips, because in a lot of ways, the new chips aren't really new.

Although Intel is calling these parts "8th generation," their architecture, both for their CPU and their integrated GPU, is the same as "7th generation" Kaby Lake. In fact, Intel calls the architecture of these chips "Kaby Lake refresh." Kaby Lake was itself a minor update on Skylake, adding an improved GPU (with, for example, hardware-accelerated support for 4K H.265 video) and a clock speed bump. The new chips continue to be built on Intel's "14nm+" manufacturing process, albeit a somewhat refined one.

Source: Ars Technica

takyon: Also at AnandTech. Where's 14nm++ Coffee Lake?

In the past we are used to a new numbered generation to come with a new core microarchitecture design. But this time Intel is improving a core design, calling it a refresh, and only releasing a few processors for the mobile family. We expect that Intel's 8th Generation will eventually contain three core designs of product on three different process design nodes: the launch today is Kaby Lake Refresh on 14+, and in the future we will see Coffee Lake on 14++ become part of the 8th Gen, as well as Cannon Lake on 10nm.

[...] So when is Coffee Lake on 14++ (or Cannon Lake) coming? Intel only stated that other members of the 8th Generation family (which contains Kaby Lake Refresh, Coffee Lake and Cannon Lake) are coming later this year. Desktop will come in the autumn, and additional products for enterprise, workstation and enthusiast notebooks will also happen. As for today's 8th Generation U-series announcement, Intel tells us that we should start seeing laptops using the new CPUs hit the market in September.

Original Submission

Arthur T Knackerbracket has found the following story:

Intel on Thursday announced that it would delay mass production of its 10 nm processors from 2018 to 2019 due to yield issues. The company has claimed to be shipping some of its 10 nm chips in small volumes right now, but due to cost reasons the firm does not intend to initiate their high-volume manufacturing (HVM) at this time. Intel executives also stated that they are confident of their product roadmap and intend to launch Whiskey Lake and Cascade Lake products later this year.

[...] Intel blames a very high transistor density and consequent heavy use of multipatterning for low yields. Brian Krzanich has said that in certain cases the company needs to use quad (4x), penta (5x), or hexa (6x) patterning for select features as they need to expose the wafer up to six times to "draw" one feature. This not only lengthens Intel's manufacturing cycle (which by definition rises costs) and the number of masks it uses, but also has an effect on yields.

Intel's 10 nm fabrication technology relies solely on deep ultraviolet (DUV) lithography with lasers operating on a 193 nm wavelength at this time. The company's 7 nm manufacturing process will use extreme ultraviolet (EUV) lithography with laser wavelength of 13.5 nm for select layers, eliminating use of extreme multipatterning for certain metal layers. As it appears, right now Intel executives do not consider EUV technology ready for prime time in 2019, so the company's engineers have to polish off the last DUV-only process (again) rather than jump straight to 7 nm.

The delay means another generation of "14nm" products:

takyon writes:

Intel Issues Update on 14nm Shortage, Invests $1B Into Fab Sites (Update)

Intel's CFO and interim CEO Bob Swan penned an open letter to its customers and partners today outlining the steps it is taking to address a persistent and worsening shortage of 14nm processors.

[...] The shortage impacts nearly every aspect of Intel's business, from desktops to laptops, servers and even chipsets, so Intel is making the sound business decision to prioritize high-margin products. The firm has also expanded its testing capacity by diverting some work to a facility in Vietnam.

[...] Intel's statement also assures us that processors built on its 10nm fabrication will arrive in volume in 2019. Intel had previously stated that 10nm processors would be available in 2019, but hadn't made the distinction that they would arrive in volume. That's a positive sign, as the oft-delayed 10nm production is surely a contributing factor to the shortage. Intel also cites the booming desktop PC market, which has outstripped the company's original estimates earlier this year, as a catalyst.

In either case, Intel concedes that "supply is undoubtedly tight, particularly in the entry-level of the PC market" but doesn't provide a firm timeline for when the processors will become fully available. Intel's letter also touts its $1 billion investment in 14nm fabs this year, but half of that capital expenditure was scheduled prior to its first public acknowledgement of the shortage. Given Intel's foresight into the production challenges, the prior $500 million investment was likely in response to the increases in demand and looming production shortfall.

Previously: Intel Migrates New Chipsets to "22nm" Node From "14nm"

Related: Intel's "Tick-Tock" Strategy Stalls, 10nm Chips Delayed
Intel's First 8th Generation Processors Are Just Updated 7th Generation Chips
Intel Delays Mass Production Of 10 nm CPUs To 2019

Original Submission