from the little-by-slow dept.
Intel's revenue was up 20 percent in its Q2 2020 earnings report, but its 7nm processors have been delayed by at least six months because production has fallen a year behind. The subsequent decline in share price resulted in AMD's stock jumping above its rival's for the first time in around 15 years.
On Friday, the Hagens Berman law firm put out a call to Intel investors who suffered significant losses to contact the company for a possible class-action suit. It also seeks people who may be able to assist in its investigation of possible securities fraud.
"Beginning at the Company's 2019 annual investor conference, Intel continuously represented that it would start shipping its first 7nm chips in 2021. The news was well-received since the Company claimed the 7nm chip would deliver double the area efficiency of its 10nm chips. Moreover, in the wake of severe delays derailing its 10nm chips, Intel assuaged concerns by stating, "We've made time-to-market the priority," and repeatedly affirmed the 7nm chip's timetable," states Hagens Berman.
Also at Guru3D.
Intel announced today in its Q2 2020 earnings release that it has now delayed the rollout of its 7nm CPUs by six months relative to its previously-planned release date, undoubtedly resulting in wide-ranging delays to the company's roadmaps. Intel's press release also says that yields for its 7nm process are now twelve months behind the company's internal targets, meaning the company isn't currently on track to produce its 7nm process in an economically viable way. The company now says its 7nm CPUs will not debut on the market until late 2022 or early 2023.
[...] On the earnings call, Intel CEO Bob Swan said the company had identified a "defect mode" in its 7nm process that caused yield degradation issues. As a result, Intel has invested in "contingency plans," which Swan later defined as including using third-party foundries. The company will also use external third-party foundries for its forthcoming 7nm Ponte Vecchio GPUs, the company's first graphics chips. Ponte Vecchio comes as a chiplet-based design, and Swan clarified that production for some of the chiplets (tiles) will be outsourced to third parties. Swan noted the GPUs will come in late 2021 or early 2022, portending a delay beyond the original schedule for a 2021 launch in the exascale Aurora supercomputer.
[...] Intel's first 10nm desktop CPUs, Alder Lake, will arrive in the second half of 2021.
See also: Intel Reports Q2 2020 Earnings: Data Center Sales Fuel Another Record Quarter
Intel 7nm Delayed By 6 Months; Company to Take "Pragmatic" Approach in Using Third-Party Fabs
Intel Roadmap Update: Alder Lake In H2'21, Ice Lake-SP Late This Year
Intel is revamping its technology leadership in a bid to turnaround its manufacturing unit after announcing delays in its 7nm processes.
Last week, Intel said on its second quarter earnings report that its 7nm products would be delayed. Rival AMD is already on 7nm as is TSMC. Since Intel's earnings report and market cap hit, analysts have been speculating that the chip giant may leave manufacturing.
In other words, Intel needed to revamp its technology organization. Under Monday's reorg, Dr. Ann Kelleher will lead technology development. She had led Intel manufacturing. Kelleher will focus on developing 7nm and 5nm processes. Murthy Renduchintala, Intel's chief engineering officer, will depart Aug. 3.
Intel is also separating its Technology, Systems Architecture and Client Group unit into teams focused on technology development, manufacturing and operations, design engineering, architecture, software and graphics and supply chain.
Safe to say Intel will be best positioned to fire 3 executives at the next slippage - I guess that may make the stock rebound faster than firing a single one.
In a blunt video posted late Thursday evening, outspoken former Intel principal engineer Francois Pidnoel offered his advice on how to "fix" Intel CPUs, criticized current leadership for not being engineers, said AVX512 was a misadventure, and declared that it's only luck AMD hasn't grabbed more market share.
"First, Intel is really out of focus," Piednoel said in the nearly hour-long video presentation. "The leaders of Intel today are not engineers, they are not people who understand what to design to the market."
[...] Pidnoel flat-out dismissed including AVX512 in consumer chips as a mistake. "You had Skylake and Skylake X for a reason," Piednoel said. "AVX512 is designed for a race of throughput that is lost to the GPU already. There's two ways to get throughput. One is to get the throughput is by having larger vectors to your core, and the other way is to have more cores."
[...] "Intel is very lucky AMD cannot get the volume, to be able to compete," Piednoel. "If they were getting volume, the price difference would definitely cost Intel market share a lot more than what they are losing right now."
Related: AVX-512: A "Hidden Gem"?
Intel CEO Blames "10nm" Delays on Aggressive Density Target, Promises "7nm" for 2021
Intel's Process Nodes Will Trail Behind Competitors Until at Least Late 2021
Linus Torvalds: Don't Hide Rust in Linux Kernel; Death to AVX-512
Intel Engineering Chief Out After 7nm Product Delays
Intel Faces Class-Action Lawsuit Over "7nm" Delays
A leaker today posted on Twitter a link to a file sharing service that contains what an anonymous source claims is a portion of Intel's crown jewels: A 20GB folder of confidential Intel intellectual property. The leaker dubbed the release the "Intel exconfidential Lake Platform Release ;)."
[...] The folder has been posted by an anonymous source that claims more is coming soon, and while we don't know the exact specifics of the folder's contents, we have verified that it does exist. In fact, the title of many of the documents do correlate to the list of purported information posted by the leaker:
- Intel ME Bringup guides + (flash) tooling + samples for various platforms
- Kabylake (Purley Platform) BIOS Reference Code and Sample Code + Initialization code (some of it as exported git repos with full history)
- Intel CEFDK (Consumer Electronics Firmware Development Kit (Bootloader stuff)) SOURCES
- Silicon / FSP source code packages for various platforms
- Various Intel Development and Debugging Tools
- Simics Simulation for Rocket Lake S and potentially other platforms
- Various roadmaps and other documents
- Binaries for Camera drivers Intel made for SpaceX
- Schematics, Docs, Tools + Firmware for the unreleased Tiger Lake platform
- (very horrible) Kabylake FDK training videos
- Intel Trace Hub + decoder files for various Intel ME versions
- Elkhart Lake Silicon Reference and Platform Sample Code
- Some Verilog stuff for various Xeon Platforms, unsure what it is exactly.
- Debug BIOS/TXE builds for various Platforms
- Bootguard SDK (encrypted zip)
- Intel Snowridge / Snowfish Process Simulator ADK
- Various schematics
- Intel Marketing Material Templates (InDesign)
- Lots of other things
[...] The poster encourages downloaders to look for mentions of 'backdoors' in some of the Intel source code, and even provides a sample clip of one such listing, but we aren't sure of the intentions behind the listings in the code.
The source appears to be an employee of Intel or a company partnered with Intel. The roadmaps alone could be a big deal depending on how detailed they are. Some of this information could be relevant to a recent class-action lawsuit over "7nm" delays.