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This is underwhelming. By the time they manage to get 7nm fab it will already be obsolete. Why not something more ambitious or admit they cannot compete with Ap

This is underwhelming. By the time they manage to get 7nm fab it will already be obsolete. Why not something more ambitious or admit they cannot compete with Apple and AMD any longer and focus on chipsets or other peripherals? They could free x86 specification and let other companies with more energy pick a fight with ARM, no?

deleted 6y ago
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bgorman 6y ago
No one builds a leading-edge fab for one process node. The new factories will be able to support more advanced processes, unless Intel is wildly incompetent.
- colinmhayes 6y ago
  >Unless Intel is wildly incompetent The last 6 years have proven that their process team is beyond wildly incompetent.
bryanlarsen 6y ago
Intel 7nm is roughly equivalent to TSMC 5nm.
- MangoCoffee 6y ago
  the problem is yield. by the time Intel get to 7nm (Intel 7nm delay. https://www.bbc.com/news/technology-53525710#:~:text=Intel%20says%20the%20production%20of,current%2Dgeneration%20chips%20on%20sale https://www.bbc.com/news/technology-53525710#:~:text=Intel%2....). TSMC will pull ahead with 3nm and 2nm. TSMC's 3nm is already in risk production. i don't think "nm" matter anymore. the profitable yield level is more important. Intel's Rocket Lake is still on 14nm. it doesn't look like Intel's 10nm yield is profitable.
cronix 6y ago
I wonder how Intels chips would stack against Apple/AMD if they were to also use TSMC for outsourcing manufacturing instead of doing it themselves.
ArkanExplorer 6y ago
The problem is that the Netherlands, and to an extent ASML, is basically shut down due to COVID restrictions. EUV equipment is the bottleneck here. We can't really expect supply chains to get back to normal and innovation to continue until absolutely all COVID restrictions are lifted.
- trynumber9 6y ago
  ASML's financial reports suggests EUV machine production rate has not been impacted: >In EUV... we successfully increased our manufacturing output in 2020 to 35 systems, however due to fab readiness of our customers we shipped 32 of these systems It seems they built EUV machines faster than their customers were able to install them. Furthermore ASML insists the upgraded NXE:3600D machines will start shipping in mid 2021 as planned.
IanCutress 6y ago
They said it would be leading edge EUV-based node, they didn't say which one.

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bgorman 6y ago

No one builds a leading-edge fab for one process node. The new factories will be able to support more advanced processes, unless Intel is wildly incompetent.

colinmhayes 6y ago
>Unless Intel is wildly incompetent The last 6 years have proven that their process team is beyond wildly incompetent.

bryanlarsen 6y ago

Intel 7nm is roughly equivalent to TSMC 5nm.

MangoCoffee 6y ago
the problem is yield. by the time Intel get to 7nm (Intel 7nm delay. https://www.bbc.com/news/technology-53525710#:~:text=Intel%20says%20the%20production%20of,current%2Dgeneration%20chips%20on%20sale https://www.bbc.com/news/technology-53525710#:~:text=Intel%2....). TSMC will pull ahead with 3nm and 2nm. TSMC's 3nm is already in risk production. i don't think "nm" matter anymore. the profitable yield level is more important. Intel's Rocket Lake is still on 14nm. it doesn't look like Intel's 10nm yield is profitable.

cronix 6y ago

I wonder how Intels chips would stack against Apple/AMD if they were to also use TSMC for outsourcing manufacturing instead of doing it themselves.

ArkanExplorer 6y ago

The problem is that the Netherlands, and to an extent ASML, is basically shut down due to COVID restrictions. EUV equipment is the bottleneck here. We can't really expect supply chains to get back to normal and innovation to continue until absolutely all COVID restrictions are lifted.

trynumber9 6y ago
ASML's financial reports suggests EUV machine production rate has not been impacted: >In EUV... we successfully increased our manufacturing output in 2020 to 35 systems, however due to fab readiness of our customers we shipped 32 of these systems It seems they built EUV machines faster than their customers were able to install them. Furthermore ASML insists the upgraded NXE:3600D machines will start shipping in mid 2021 as planned.

IanCutress 6y ago

They said it would be leading edge EUV-based node, they didn't say which one.