[Beowulf] Intel Storm on the Horizon ?

[Douglas Eadline]

> It's an interesting theory, but just because Intel is off-schedule.. why
> would you think AMD is positioned to capitalize?

If SA is right, Intel is not off schedule but rather off the rails.

--
Doug


>
> 1) Do they have the mindshare?
> 2) Do they have the software to back up nice hardware?
> 3) Big machines are contractually locked down years in advance
>
> That leaves small and mid market opportunities... Where can they make a
> move in time and how? (Don't get me wrong.. I'm a big fan of AMD and wish
> them all the best luck)
>
> On Tue, Jul 3, 2018 at 2:39 AM, Jeff Johnson
> <jeff.johnson at aeoncomputing.com
>> wrote:
>
>> 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-bri
>>> an-krzanich-is-a-cover-for-deeper-problems/
>>>
>>> https://semiaccurate.com/2018/07/02/intel-custom-foundrys-10
>>> nm-meltdown-is-crushing-a-20b-market-cap-tech-giant/
>>>
>>>
>>>
>>> --
>>> Doug
>>>
>>> --
>>> MailScanner: Clean
>>>
>>> _______________________________________________
>>> Beowulf mailing list, Beowulf at beowulf.org sponsored by Penguin
>>> Computing
>>> To change your subscription (digest mode or unsubscribe) visit
>>> http://www.beowulf.org/mailman/listinfo/beowulf
>>>
>>
>>
>>
>> --
>> ------------------------------
>> Jeff Johnson
>> Co-Founder
>> Aeon Computing
>>
>> jeff.johnson at aeoncomputing.com
>> www.aeoncomputing.com
>> t: 858-412-3810 x1001   f: 858-412-3845
>> m: 619-204-9061
>>
>> 4170 Morena Boulevard, Suite C - San Diego, CA 92117
>>
>> High-Performance Computing / Lustre Filesystems / Scale-out Storage
>>
>> _______________________________________________
>> Beowulf mailing list, Beowulf at beowulf.org sponsored by Penguin Computing
>> To change your subscription (digest mode or unsubscribe) visit
>> http://www.beowulf.org/mailman/listinfo/beowulf
>>
>>
>
> --
> MailScanner: Clean
>
> _______________________________________________
> Beowulf mailing list, Beowulf at beowulf.org sponsored by Penguin Computing
> To change your subscription (digest mode or unsubscribe) visit
> http://www.beowulf.org/mailman/listinfo/beowulf
>


-- 
Doug

-- 
MailScanner: Clean