[Toms Hardware] Intel's 7nm is Broken, Company Announces Delay - Page 3 - Overclock.net - An Overclocking Community

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[Toms Hardware] Intel's 7nm is Broken, Company Announces Delay

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post #21 of 155 (permalink) Old 07-23-2020, 04:05 PM
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Quote: Originally Posted by Section31 View Post
AMD monopoly coming folks.


AMD neither have the market share nor the market capital to become a monopoly. At current growth rate, they're at least a decade away from being a massive threat to Intel's bottom line. AMD can increase their prices, and people can choose not to buy them. Even with Intel stuck here, I'm sure they can make enough to keep their gaming benchmarks high enough. People who are into gaming drink that Kool Aid. They'll but Intel and seek prebuilts with Intel chips in them. What you see on tech forums such as this one are echo boxes. Your typical person likely never has heard of AMD but have heard of Intel.

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post #22 of 155 (permalink) Old 07-23-2020, 04:17 PM
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Quote: Originally Posted by SwitchFX View Post
For Pointe Vechio or do you mean for their processors? If it's the latter you refer to, that may prove "dangerous" to their stock. For over 20 years, Intel has boasted about why they're number one. Hint: It has to do with them running their own fabs in house. And how they are at the forefront of everything chip related. It'd be a blow to their market capital and give financial vultures a reason to manipulate them.
According to their earnings call, Ponte Vecchio is going to be fabbed externally, either TSMC/Samsung. Intel's fab advantage used to be their advantage but their architecture was so tied to their node they were stuck on skylake architecture on 14nm for so long. Reason why they couldn't move to another architecture when they had so much trouble with 10nm. Intel is no longer tying their architecture for certain node so they will have some flexibility going forward.

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post #23 of 155 (permalink) Old 07-23-2020, 04:17 PM
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Quote: Originally Posted by SwitchFX View Post


AMD neither have the market share nor the market capital to become a monopoly. At current growth rate, they're at least a decade away from being a massive threat to Intel's bottom line. AMD can increase their prices, and people can choose not to buy them. Even with Intel stuck here, I'm sure they can make enough to keep their gaming benchmarks high enough. People who are into gaming drink that Kool Aid. They'll but Intel and seek prebuilts with Intel chips in them. What you see on tech forums such as this one are echo boxes. Your typical person likely never has heard of AMD but have heard of Intel.
Nvidia might be coming back to CPU market if it really goes through with purchase of ARM. Intel isn't that far from being the next major corporation to collapse if it can't catch up. It happened before, who would expect smart multinational corporations like cendant (which owned blizzard, sierra at one point), general electric that has mostly very stable and high value assets to go bankrupt over couple bad investments/divisions. I feel softbank is next if it has to sell its prized investments. Even sony was predicted to go bankrupt but somehow its life insurance business, camera imaging sensor department, Playstation brand kept the company alive despite Columbia Pictures (never sure why they kept columbia pictures), its TV business (getting killed by LG and Samsung), mobile phone (too small player should shut down), Vaio laptops (its laptops were overpriced and unreliable except for its high end Z Series) being major loss generator.

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post #24 of 155 (permalink) Old 07-23-2020, 04:29 PM
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post #25 of 155 (permalink) Old 07-23-2020, 06:23 PM
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Quote: Originally Posted by WannaBeOCer View Post
Doubt it's due to this considering they announced the highest data center earnings since 2018. If you look the entire market is down.
Entire market as in everything? Intel has actually been doing remarkably well due to remote working amid the pandemic. Profits are up 22% from a year ago to 5.11 billion. EPS rose to $1.19 from $.92 and $1.23 adjusted.

The stock dropped 9% after the announcement of the the delay and what that means to the forecast.

Just Google "Intel stock" and take a look for yourself.

Last edited by maltamonk; 07-23-2020 at 06:26 PM.
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post #26 of 155 (permalink) Old 07-23-2020, 06:37 PM
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I don't understand why Intel doesn't have TSMC produce their CPUs for them. You can't stay competitive without a die shrinking for three more years as intel.
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post #27 of 155 (permalink) Old 07-23-2020, 06:56 PM
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Quote: Originally Posted by mothergoose729 View Post
I don't understand why Intel doesn't have TSMC produce their CPUs for them. You can't stay competitive without a die shrinking for three more years as intel.
Stubbornness. Some suggested that Jim Keller was advocating that they use TSMC till they fixed there own fabs. Supposedly it was the GPU's for certain but it might have extended to the CPU's. Nobody knows.

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post #28 of 155 (permalink) Old 07-23-2020, 06:58 PM
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post #29 of 155 (permalink) Old 07-23-2020, 07:08 PM
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Quote: Originally Posted by mothergoose729 View Post
I don't understand why Intel doesn't have TSMC produce their CPUs for them. You can't stay competitive without a die shrinking for three more years as intel.
As bad as Intel is, having only one company produce essentially all of the world's CPUs and GPUs would probably not be a good thing.

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post #30 of 155 (permalink) Old 07-23-2020, 07:18 PM
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Quote: Originally Posted by m4fox90 View Post
As bad as Intel is, having only one company produce essentially all of the world's CPUs and GPUs would probably not be a good thing.
Intel fabs will catchup, just matter of time. In regards to our enthusiast upgrade plans, sucks but maybe its good thing i feel. I kind of want tech companies to slow down pace of upgrades with the economy long term outlook looking bad. I am looking to extend the lifespan usage of my purchases longer than usual.

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