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Yeah, it's worth noting that Intel's planned microarchitecture iteration on the desktop was delayed by over three years - from 2017 to 2021 - and in 2021 will b

by DCKing 6y ago

Yeah, it's worth noting that Intel's planned microarchitecture iteration on the desktop was delayed by over three years - from 2017 to 2021 - and in 2021 will be released on a larger process than originally planned. AMD's execution looks meticulous by comparison, and they deserve all the praise and profits resulting from it. But their win is inflated by Intel completely imploding. Until next year they're merely iterating on 2015 technology - their Skylake architecture - on the desktop and in servers at least. This is not to say that Intel's 2021 chips will be competitive with this (they won't be) but if Intel with better management would have been at this point in, say, 2018 instead of 2021 this would have played out very differently.

kllrnohj 6y ago
The 10nm delay is of course legendary at this point, but 14nm was itself also about a year behind schedule. In early 2013 Intel stated Broadwell 14nm would be out that year. It didn't come out until Q4 2014. And Intel's Fab 42, which was originally scheduled to open in 2013 as their first 14nm fab, only just opened this year. Intel ended up needing to re-fit existing fabs to be 14nm instead. So before they faceplanted with 10nm Intel first stumbled with 14nm. 2 generations in a row of issues.
- DCKing 6y ago
  Proper leadership would have taken this risk seriously, and would not have tied up microarchitecture development so much to process improvement. Basing your strategy so fully on Moore's Law keeping up is a recipe for disaster. Clearly Sunny Cove works on 14nm (that's what they're releasing next year!), and they had all the technology available to release that in 2018 too - maybe with lower clocks and core counts. Seems like a classic textbook case of a large coorporation not understanding how to change their ways, ending up being beaten by a more agile smaller competitor. Oh well, hindsight is 20/20.

by DCKing 6y ago

kllrnohj 6y ago

The 10nm delay is of course legendary at this point, but 14nm was itself also about a year behind schedule. In early 2013 Intel stated Broadwell 14nm would be out that year. It didn't come out until Q4 2014. And Intel's Fab 42, which was originally scheduled to open in 2013 as their first 14nm fab, only just opened this year. Intel ended up needing to re-fit existing fabs to be 14nm instead. So before they faceplanted with 10nm Intel first stumbled with 14nm. 2 generations in a row of issues.

DCKing 6y ago
Proper leadership would have taken this risk seriously, and would not have tied up microarchitecture development so much to process improvement. Basing your strategy so fully on Moore's Law keeping up is a recipe for disaster. Clearly Sunny Cove works on 14nm (that's what they're releasing next year!), and they had all the technology available to release that in 2018 too - maybe with lower clocks and core counts. Seems like a classic textbook case of a large coorporation not understanding how to change their ways, ending up being beaten by a more agile smaller competitor. Oh well, hindsight is 20/20.