[SemiAccurate] Intel Kills 10nm Production - Overclock.net - An Overclocking Community

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[SemiAccurate] Intel Kills 10nm Production

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post #1 of 25 (permalink) Old 10-22-2018, 09:43 AM - Thread Starter
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[SemiAccurate] Intel Kills 10nm Production

https://semiaccurate.com/2018/10/22/...-10nm-process/


https://www.tweaktown.com/news/63592...ess/index.html
https://www.theinquirer.net/inquirer...ocess-entirely


Quote:
SemiAccurate is reporting that they have just learned "Intel just pulled the plug on their struggling 10nm process". The full story requires a professional level subscription to the website, but Charlie does tease us with "The knifing of 10nm shows that Intel is finally willing to do the right things for the right reasons even if it costs them some short term pain, it is the first adult decision we have seen from the company in several years. Let us walk through the reasons why it is a good thing, from cost to timetables to competitiveness to management changes to potential product roadmaps. It is not a clean, easy or pithy story to pull a sound bite from but it is interesting".


If true, wow.

Last edited by tostitobandito; 10-22-2018 at 09:53 AM.
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post #2 of 25 (permalink) Old 10-22-2018, 09:49 AM
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Yet their stock was climbing, and AMD got downgraded last week. Let's see where both of their stocks are at the end of the day, apparently AMD is rebounding. There's some eff-ery going on here.

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post #3 of 25 (permalink) Old 10-22-2018, 09:52 AM
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Intel was trying to change up a lot more things with 10nm than is normal for a node shrink. I believe I heard the switch to Cobalt was still the biggest challenge. Realistically Intel shouldn't have been so aggressive, instead choosing to do a standard 10nm shrink and then a 10nm+ with a switch to EUV, then something like a 10nm++ with a switch to Cobalt. If Intel had gone a more normal route, we probably would have had 10nm+ with EUV this year and Cobalt would have been on the books as a next year upgrade. Once they had mastered all those things separately, then jump over 7nm and go straight from 10nm to 5nm with their knowledge in hand.

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post #4 of 25 (permalink) Old 10-22-2018, 10:18 AM
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Shocked how quick fake news spreads.

https://www.theinquirer.net/inquirer...ocess-entirely

Quote:
Update
Intel has refuted SemiAccurate's report in a statement given to the INQUIRER.

"Media reports published today that Intel is ending work on the 10nm process are untrue," a spokesperson told us. "We are making good progress on 10nm. Yields are improving consistent with the timeline we shared during our last earnings report." µ

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post #5 of 25 (permalink) Old 10-22-2018, 10:18 AM
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Considering they put this out less than a month ago, it seems suspect. If it is true and I was a shareholder, I would be pissed.

https://newsroom.intel.com/news-releases/supply-update/

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post #6 of 25 (permalink) Old 10-22-2018, 10:19 AM
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Should be in rumours section this is not very solid news.


Personally I dont believe its true. While I have no doubts intel is struggling badly, I dont think they have all together killed 10nm(they even have a 10nm cpu out already so how is this even true??????)
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post #7 of 25 (permalink) Old 10-22-2018, 10:36 AM - Thread Starter
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Fair enough, can probably move this to the rumors forum.


That said, even if true the response from Intel is all they can say. They can't come out and confirm it. They would wait until quarterly results to announce anything like this.
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post #8 of 25 (permalink) Old 10-22-2018, 10:43 AM
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Has there ever been a website with a more accurate name than SemiAccurate? There are very few tech writers than can spin a pebble into a boulder quite like Charlie Demerjian.

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post #9 of 25 (permalink) Old 10-22-2018, 11:38 AM
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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?
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post #10 of 25 (permalink) Old 10-22-2018, 11:57 AM
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They're saying that intel is killing off the 10nm process but does that automatically mean they're leapfrogging to 7nm? There's not a single word on the path forward after 10nm is killed off...

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