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Intel's Process Nodes Will Trail Behind Competitors Until at Least Late 2021

Accepted submission by takyon at 2020-03-04 13:34:33

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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