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[SemiAccurate] Intel Kills 10nm Production

 
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Old 10-22-2018, 12:03 PM
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My guess is the truth in here lies somewhere in-between. I think the erroneous word would be "completely". Likely the rumors are based on some sort of downscale in regards to what will make it onto 10nm and what is being released on a 14nm++++. It makes sense, intel should put more effort toward whatever comes next considering 10nm is already years late with yields as well as relative performance to massively refined 14nm being the rumored culprits.
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Old 10-22-2018, 12:10 PM
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Quote: Originally Posted by Raghar View Post
So what advantage would have 10 nm Intel when AMD would be on TSMC 7 nm node next year?

Would we see drop in CPU prices?
Would we see less voltage and watts consumed?
Would we see 6 GHz CPUs?
Would we see 10 nm used in Z390 chipsets?
Would we see similar durability as 14 nm?
Intel's 10nm is roughly equal to TSMC first gen 7nm.

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Old 10-22-2018, 12:11 PM
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If true this should cause them to see a price hit on their stock value.
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Old 10-22-2018, 12:12 PM - Thread Starter
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Quote: Originally Posted by Aemonn View Post
My guess is the truth in here lies somewhere in-between. I think the erroneous word would be "completely". Likely the rumors are based on some sort of downscale in regards to what will make it onto 10nm and what is being released on a 14nm++++. It makes sense, intel should put more effort toward whatever comes next considering 10nm is already years late with yields as well as relative performance to massively refined 14nm being the rumored culprits.

Yeah that's what my guess would be. Maybe instead of a full 10nm rollout across all platforms we only get some more mobile or server chips and then mainstream/enthusiast gets to wait until whatever their next fab is. If they think they can have something other than 14nm++++++ or 10nm producing dies which are better or more cost-effective without being more than 1-2 quarters off their previous end of 2019 estimates, it seems like something they would and should consider.

Obviously they've invested heavily in 10nm so they aren't just going to kill it. They're going to get whatever they can reasonably get out of it. It's just the plans for what they'll be using 10nm for and how extensively that may have been revisited.
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Old 10-22-2018, 03:37 PM
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This is a matter most probably full of subtleties and if there is one company that absolutely cannot afford to lose face, that's Intel, so expect them to spin the news in their favour for as long as possible. And in that regard, at the end of August we had the news of GF announcing that they would be stopping their 7nm development, despite having kept saying how it was on track (despite some capacity problems) up until three months before. Intel is a much bigger player, so expect much bigger moves.


Anyway, for further context, on Sept 17, SemiAccurate posted news that Intel had downgraded their 10nm process, but that the downsides of removing a certain technology were not as bad as previously thought.

However, there comes a point in time where you have to question the end goal of it all, and if this latest news is true, that's probably what they did. We had already discussed based on some slides that the first iteration of 10nm wouldn't be as good as 14nm++ on all metrics and that we'd need to wait for 10nm+ to see some real improvements, so if the news of the downgrade is also true, then there comes a point where that altered 10nm is basically pointless compared to 14nm++, not to mention the yield issues that they are having.

So, to save face, they will postpone whatever bad news they have, especially as we're on the verge of holiday season with the brand new Coffee Lake refresh CPUs out there, so any updates to the roadmap will probably only be disclosed early next year. And that's not to mention that their roadmap is already full of interim 14nm products, also for the server space.

But even then, they can still keep 10nm releases scheduled for holiday season next year as they said, in very low volume just to not be called out on it, isn't that what they've been doing so far anyway - selling a 10nm low clocked mobile dual core CPU with the IGP disabled to a single laptop maker just to keep appearances? So, of course even if they have substantially revised their plans, like making a decision to spend even more on EUV and jumping to 7nm, that will probably only bear fruit in 2020 or 2021, so they have to keep the straight face for months now, all the way into late next year.

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Last edited by tpi2007; 10-22-2018 at 03:42 PM.
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Old 10-22-2018, 07:04 PM
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Quote: Originally Posted by WannaBeOCer View Post
Shocked how quick fake news spreads.

https://www.theinquirer.net/inquirer...ocess-entirely
Shocked how easy simple minds are twisted by marketing speak. Check the original claims for 10nm against the actual specs of 10nm when it arrives en mass, hint it was 'killed' months ago.

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Old 10-22-2018, 07:46 PM
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Quote: Originally Posted by delboy67 View Post
Shocked how easy simple minds are twisted by marketing speak. Check the original claims for 10nm against the actual specs of 10nm when it arrives en mass, hint it was 'killed' months ago.
Spec wise Intel's on point with their 10nm goal. It's a yield issue and most likely the announcement of Spectre vulnerabilities that have delayed 10nm

https://fuse.wikichip.org/news/1371/...nds-ruthenium/

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Old 10-23-2018, 03:14 AM
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So just because Intel denies this, that means it's not true? Is that really the standard we're working with here?

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Old 10-23-2018, 07:54 AM
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Quote: Originally Posted by m4fox90 View Post
So just because Intel denies this, that means it's not true? Is that really the standard we're working with here?

That is a good point. They also denied Spectre and Meltdown for an entire year.

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Old 10-23-2018, 09:57 AM
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Quote: Originally Posted by m4fox90 View Post
So just because Intel denies this, that means it's not true? Is that really the standard we're working with here?
Well it's not like Charlie is less likely to be bending the truth or outright making stuff up.

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