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This article is from May and it doesn't mention 5 nm, 7nm plan was based on the Intel investor press, that was published on the same day from Intel PR. 10nm CP
by NicoJuicy 7y ago
This article is from May and it doesn't mention 5 nm, 7nm plan was based on the Intel investor press, that was published on the same day from Intel PR.
10nm CPU Ships in June; 7nm Product in 2021
https://newsroom.intel.com/news/2019-intel-investor-meeting/#gs.d3i14m https://newsroom.intel.com/news/2019-intel-investor-meeting/...
And it's probably very optimistic about deadlines, since June is a while ago ;)
> Davis then noted the company expects to return to revenue growth and margin expansion in 2023 when it overcomes the late ramp to 10nm.
Intel isn't mentioning 7nm anywhere anymore. They are mentioning 10nm for 2021.
5nm was mentioned by Samsung for 2023, TSMC had 3nm planned for then.
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That means AMD still has > 3 years to capture significant market share. That's plenty of momentum. Worst case is at the current 5% they have now without Ryzen 3.
Q3 2016 was 9,1% share. Q3 2019 is 18%. And they have free play at least until 2023. As the 4th and 5th generation of Ryzen seems to be on schedule, according to AMD :) .
AMD is also not alone, they gain momentum thanks to TSMC and TSMC's clients ( nvidia, Apple, ...)
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Previously I thought 2021, but I'm adjusting it to 2023, as Intel doesn't seem to have a real competitor for AMD yet. Just a next iteration chipset.