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0 pointsdragontamer7y ago0 comments

Unfortunately... the full details are likely behind the paywall. Charlie is usually "fully correct" behind a paywall, but the "teasers" are less accurate and may have a bit of hype or hypotheticals in them.

Which is fine: I realize he writes like that so that he can get paid. But still, it means you have to take the rumors he hands out "for free" with a grain of salt.

Chances are: "10nm is cancelled" is closer to "some version of 10nm has been cancelled: Intel may be making progress on EUV or some other technology which they will THEN call 10nm in the future." But those details are what matters with regards to Intel's Ice Lake release plans, as well as AMD's plan for Zen2 / EPYC Rome in the upcoming years.

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phyller7y ago

Intel can call a tweaked 14nm "10nm" and probably will. Those designations are just marketing now. The real issues are: Will there be an even greater delay before a significant process improvement, including higher density, lower power consumption, and higher clocks? (Greater than single digit percentage point tweaks) Were billions of dollars of investment largely wasted? Will it require even more investment to get the next node out?

By the way, even if it means more delays and more money, it could still be an improvement for Intel if their previous path wasn't working well. But they would be motivated to hide it anyway because they would have hidden all the wasted time and money up to this point and wouldn't want to have to own all that.

j / k navigate · click thread line to collapse

0 pointsdragontamer7y ago0 comments

Which is fine: I realize he writes like that so that he can get paid. But still, it means you have to take the rumors he hands out "for free" with a grain of salt.

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phyller7y ago

j / k navigate · click thread line to collapse