8 ms·
But isnt the positive spin on that they are selling every chip they could make?
by dman 8y ago
But isnt the positive spin on that they are selling every chip they could make?
- agumonkey 8y agoit is as a first layer analysis, but it's a fault for such a large company not to have fallback buffers to avoid short supply
- hajile 8y agoNo. Two fabs output more chips than one fab. Intel has deals with other companies for both 10nm and 14nm production and some of those deals are undoubtedly based on Intel moving their own chips to 10nm. At capacity and unable to increase as expected means customers move to other companies that make compatible, competitive products. Once those companies move, they may not come back. This is quite a bad position to be in.
- dman 8y agoAre there other companies that are using Intel fabs with real volume?
- slededit 8y agoAltera pre-acquisition. But it wasn't working too well.
- Soundest 8y agoAltera is hilarious, they shit the bed with Stratix 10 - delayed by years and bet the house on Intel. Intel bought them and then totally shit the bed on what was meant to be the process shrunk version of Stratix 10. What a way to go...
- slededit 8y agoNot hilarious if you are stuck with ancient 7 series parts as the only cost effective option. They just recently graced us with a Spartan 7 that uses the same die as their artix parts with the gigabit transceivers not bonded out. How generous. We need competition in the FPGA space again.
- kevin_thibedeau 8y agoTheir original roadmap was to provide a low density, low cost Artix as a replacement for some of the Spartan price point and that never materialized. This latest dogbone is just to get around Vivado's lack of support for anything before 7-series and the age of the last ISE.
- dnautics 8y agoEricsson 5g, or so I hear
- kingosticks 8y agoWasn't the rumour that this was Nokia 5g (https://www.semiaccurate.com/2018/07/02/intel-custom-foundrys-10nm-meltdown-is-crushing-a-20b-market-cap-tech-giant/ https://www.semiaccurate.com/2018/07/02/intel-custom-foundry...)?
- chx 8y agohttps://www.theverge.com/2018/7/25/17614930/apple-iphone-2018-intel-cellular-modems-qualcomm-legal-dispute https://www.theverge.com/2018/7/25/17614930/apple-iphone-201... https://www.tomshardware.com/news/14nm-processor-intel-shortage-9000-series,37746.html https://www.tomshardware.com/news/14nm-processor-intel-short... > That ramp is occurring as Intel is also bringing production of its 14nm XMM 7560 modems online for Apple during the second half of this year. The new Apple contract, which consists of millions of modems for iPhones, will certainly be a top priority at Intel's fabs.
- chasil 8y agoI had heard that Apple will be dumping Intel modems after that contract is complete, with Mediatek the likely new partner. This might have something to do with the Qualcomm lawsuit over Apple breaking NDAs by sharing sensitive information with Intel. Assuming this to be so, Apple may not be allocated the highest priority.
- chx 8y agoMoving is incredibly hard though, it takes year plus to adjust to a new fab.
- princekolt 8y agoBut Intel has been dropping the ball over and over again lately. Some customers might take something like what's reported here as the last straw.
- jarym 8y agoSpin maybe... but they weren’t planning for the 10nm process CPUs to be delayed and they weren’t prepared for the increase in demand on the 14nm parts. Poor management decisions have collided here it would seem. Not the same as when a manufacturer says they’re making as many as possible and they’re selling out.
- cryptonector 8y agoIntel might not have been able to make alternative decisions anyways. Cost might have made them choose between 10nm sooner or more 14nm now, and not betting on 10nm could easily have cost them more. Hard to say without insider info.
- fpoling 8y agoWell, for the past 40 years Intel managed to deliver node shrinks mostly on time. Management got used to that and thought that 10nm troubles were temporary, not something that required new design like rumored 10/12nm hybrid replacing original 10nm plans.
- landryraccoon 8y agoThey have a competitor. If OEMs switch to AMD because they can’t get parts from Intel those sales could be gone forever.
- chasil 8y agoDon't you mean TSMC, followed by Global Foundaries?
- landryraccoon 8y agoI wasn't aware that HP and companies that manufactured servers and PCs purchased directly from the fabs. You can buy server class CPUs from AMD, can you get them direct from TSMC?
- chasil 8y agoAMD doesn't fab their own chips anymore. I understood that TSMC would be manufacturing the next round of AMD processors, since Global Foundaries didn't have 7nm ready.
- landryraccoon 8y agoWe're talking past each other. HP isn't going to switch from Intel to TSMC because HP doesn't design CPUs. They make servers. Their vendor is going to be AMD not TSMC or Global Foundaries. You're saying Global Foundaries has fabs that make AMD's chips but I'm looking at it from a business/marketing perspective not who's making the hardware. The customer never sees a "Global Foundaries" label on the CPU, it's going to say AMD or Intel on it.
- deleted 8y ago[deleted]
- naasking 8y agoBut not every chip they projected or promised to make, so not so great really.