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posted by martyb on Wednesday March 04 2020, @09:28PM   Printer-friendly
from the shrinking-lead dept.

Intel Says Process Tech to Lag Competitors Until Late 2021, Will Regain Lead with 5nm (archive)

It appears that 2020 and 2021 are going to be long years for Intel. CFO George Davis presented at the Morgan Stanley conference yesterday covering a wide range of topics, but noted that despite being "undoubtedly in the 10nm era," the company felt that it would not reach process parity with competitors until it produces the 7nm node at the tail end of 2021. Davis also said that Intel wouldn't regain process leadership until it produces the 5nm node at an unspecified date.

Davis commented that the company was "definitely in the 10nm era" with Ice Lake client chips and networking ASICs already shipping, along with the pending release of discrete GPUs and Ice Lake Xeons. Intel is also moving well along the path of inter-node development, which consists of "+" revisions to existing processes. Davis said the 10nm inter-node step provides a "step-function move" with the Tiger Lake chips based on the 10nm+ process as the company awaits its 7nm process.

However, Davis noted that in spite of the shipping products and pending "+" revisions to the 10nm process, its process node still lags behind competitors, stating:

"So we bring a lot of capability to the table for our customers, in addition to the CPU, and we feel like we're starting to see the acceleration on the process side that we have been talking about to get back to parity in the 7nm generation and regain leadership in the 5nm generation."

Previously:
Intel Launches Coffee Lake Refresh, Roadmap Leaks Showing No "10nm" Desktop Parts Until 2022
Intel's Jim Keller Promises That "Moore's Law" is Not Dead, Outlines 50x Improvement Plan
Intel Roadmap Shows Plans for "5nm", "3nm", "2nm", and "1.4nm" Process Nodes by 2029


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  • (Score: 2) by Grishnakh on Thursday March 05 2020, @03:38AM (1 child)

    by Grishnakh (2831) on Thursday March 05 2020, @03:38AM (#966822)

    It used to be that Intel could do both. They could focus on processor chips on one hand, and process tech on the other; they had enough volume and profitability to do this because they were a near-monopoly, and also because everyone was buying a new computer every 2 years because the technology was moving so fast. These days, it's slowed down; an 8-year-old laptop is really fine for basic tasks (web, office, etc.), and isn't really noticeably slower than a brand-new one, though it will have worse battery life. The growth is in mobile devices, and a lot of people now are even giving up PCs and relying solely on phones and/or tablets. Intel totally missed the boat on mobile CPUs. They tried; they did StrongARM/XScale for a little while, but then sold that off, they had some other ARM-based mobile CPUs for a while, then sold that to Marvell, then they tried Atom, but that didn't go too far. Now ARM is unbeatable for mobile phones. So now they're the dominant player in a shrinking market, and their long-time competitor, while smaller, keeps getting better.

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  • (Score: 3, Interesting) by takyon on Thursday March 05 2020, @03:47AM

    by takyon (881) <reversethis-{gro ... s} {ta} {noykat}> on Thursday March 05 2020, @03:47AM (#966832) Journal

    Intel's problem is not the slowdown of the PC market (which has stabilized). They have had capacity shortage problems for years now.

    https://articles2.marketrealist.com/2019/12/intels-cpu-shortage-impact-chip-giants-pc-makers/ [marketrealist.com]

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