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Intel is in trouble because 1) their 10nm is very late and currently performs worse than their 14nm process, and 2) AMD's multi-chip module Infinity Fabric desi
by TazeTSchnitzel 8y ago
Intel is in trouble because 1) their 10nm is very late and currently performs worse than their 14nm process, and 2) AMD's multi-chip module Infinity Fabric design for Epyc/Threadripper means they can produce high-core-count CPUs with much better yields (much more cheaply, better profit, less scarcity for highest-end models) than Intel can with their monolithic dies.
Combine these two factors and AMD might have high-core-count server chips on TSMC's (much more on track!) 7nm before Intel even has decent desktop chips on 10nm.