[Beowulf] Intel Storm on the Horizon ?

[Jeff Johnson]

I think this has been oncoming for a while. While Intel has been doing the
Tick-Tock march for a while they have also been bringing in new concepts to
get avoid hitting a wall with the architecture.

First it was single to dual to multi-core. Next was pulling devices into
the die. HBM slated to come into the die. Where do you go from there if
physics is fighting you at ≤10nm?

I think we're looking at a repeat of 2003, AMD is about to start eating
their lunch for a while.

Just one guy's opinion, and you know what they say about opinions...


On Mon, Jul 2, 2018 at 8:30 AM, Douglas Eadline <deadline at eadline.org>
wrote:

>
> These two stories from SemiAccurate are a bit disconcerting.
>
> There is a bit of company dirty laundry that make the Krzanich
> firing seem silly, but the money statement is:
>
> "Yields of fully working chips rounds to zero.  Intel’s 10nm process flat
> out doesn’t work and SemiAccurate’s sources are telling us about the
> continuing struggle for Intel."
>
> SemiAccurate has been following this issue for a while. More details
> are available for paid subscribers (anyone here?) Charlie Demerjian
> is usually more right than wrong about this stuff.
>
> https://semiaccurate.com/2018/06/29/intels-firing-of-ceo-
> brian-krzanich-is-a-cover-for-deeper-problems/
>
> https://semiaccurate.com/2018/07/02/intel-custom-foundrys-
> 10nm-meltdown-is-crushing-a-20b-market-cap-tech-giant/
>
>
>
> --
> Doug
>
> --
> MailScanner: Clean
>
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Jeff Johnson
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