Intel Q2 earnings results out, says 7nm is delayed until 2022

[DanceswithUnix]

, but then the flipside of that is less actual dies per wafer due to them being bigger,

Which is what has been killing them in part availability, given they had the right number of fabs to make 4 core parts and being forced to make bigger die parts with more cores has dropped the number of die per wafer. Not that it seems to be hurting their profits so far.

[kalniel]

No, I'm suggesting if they wait until everyone else is already doing the hard work and aiming at 3nm or whatever that they can retool for 7nm+ or 5nm and use something that has already been tried and tested by other people..

So you are suggesting they use someone elses fab? No-one else is going to test Intel's fab for them. The fact that Samsung and TSMC are on 5nm already doesn't have any bearing on how easy it is for Intel to make their fab, which is completely different, get to 7nm or whatever.

[[GSV]Trig]

So you are suggesting they use someone elses fab? No-one else is going to test Intel's fab for them. The fact that Samsung and TSMC are on 5nm already doesn't have any bearing on how easy it is for Intel to make their fab, which is completely different, get to 7nm or whatever.

https://hexus.net/business/news/comp...y-says-report/

Sooooo, now what?

[Tabbykatze]

https://hexus.net/business/news/comp...y-says-report/

Sooooo, now what?

[kalniel]

https://hexus.net/business/news/comp...y-says-report/

Sooooo, now what?

If Intel do indeed fab CPUs at TSMC then I concede the point, and agree Intel have completed a massive culture change. But all I was asking was are you saying Intel are going to use someone else for their CPUs? You actually answered no, when the answer turns out might be yes.

[[GSV]Trig]

Does it not make sense for Intel to use someone else to make their chips, be it gpu or cpu, rather than them spending the money upgrading or building their own factories? By having their own they’re tying up a lot of money and R&D into those buildings which has advantages, but also some pretty large downsides from a financial POV...

IMHO

[kalniel]

Does it not make sense for Intel to use someone else to make their chips, be it gpu or cpu, rather than them spending the money upgrading or building their own factories? By having their own they’re tying up a lot of money and R&D into those buildings which has advantages, but also some pretty large downsides from a financial POV...

IMHO

AMD went down that route a long time ago and some derided them for it saying they'd never be able to compete with Intel who had their own fabs, but it looks to have been the smart thing to do for this generation. To be fair to Intel, up until now it had worked out extremely well. If you don't have your own fab you're at the mercy of market forces - all it takes is a run by the giants like Apple, nVidia, Huawei, Amazon, Tesla and whoever else wants to jump into needing a lot of chips and if you're unable to compete on price you can end up high and dry and stuck on several generation old processes - this is where AMD's chiplet design is so neat because it offers them a lot of flexibility in dealing with that. But they've had to come up with that, and the compromises that come with it, all because they don't have their own fabs.

[albert89]

You watch, Intel will say 5nm delayed until 2030.
At a time when they are still on 14nm.