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I think it's a combo of Intel failing with 10nm paired with Apple bankrolling TSMC. Apple + TSMC having a deeper pocket than Intel. AMD benefited by TSMC basic
by kd913 6y ago
I think it's a combo of Intel failing with 10nm paired with Apple bankrolling TSMC. Apple + TSMC having a deeper pocket than Intel.
AMD benefited by TSMC basically already investing in smaller nodes for Apple, combined with new manufacturing innovations caused by their innovative chiplet/infinity fabric designs. This enabled them to glue more cores together at higher yields and therefore winning massive benefits in multicore performance.
Intel had to worry about constraints caused by both the architecture combo-ed with manufacturing. I'm also not sure if they were even looking at something like chiplets at the time.
- atq2119 6y agoThere's a lot of truth to this, but the TSMC part of the story isn't entirely true: first-gen Zen was pretty competitive already on GlobalFoundries' process, at least on multi-threaded workloads. Of course the real trouncing of Intel has only started after they moved to TSMC, but the design knowhow was clearly there before.