This article was reprinted with permission from Superpower.com.
Intel has been in trouble recently. Former CEO Kozanchi left because of his relationship with a female subordinate. Intel is looking for a new CEO. Choosing what kind of CEO to continue to lead Intel is crucial. Intel's recent stocks fell and analysts downgraded. The important reason is that there are problems inside the company, process delays, and product roadmaps that are not awesome, but AMD's catch-up is also an important factor.
In the semiconductor chip market, Intel’s biggest stack in the past was the process technology leader in two or three years. However, this year, everything has changed. Intel’s 10nm production is difficult to use. 14nm technology is still used. AMD’s 7nm chip will ship this year, and the process technology will catch up. Intel is not a dream.
Although in terms of technical indicators, we have previously published an article describing that Intel's 10nm process is indeed very advanced, and the transistor density is even better than that of TSMC, Samsung, and Globalfoundries. Some readers can understand this problem, and some analysts mentioned earlier that Intel is On the advanced nature, but this cannot change a big picture.
Even if the 7nm process used by AMD has 'moisture', next year Intel will face the fact that AMD is competing with its own 14nm chip with a 7nm process chip. This process advantage reversal is a blow to Intel's image.
Forbes website today published an article titled "AMD 7nm Process Leading Intel Comes True, First Chip Shipped This Year." It mentioned the progress of AMD and Intel on new process processors. It is reported that TSMC has increased its 7nm production capacity. Including not only AMD's GPU chips, but also 7nm CPU chips, especially a new generation of EPYC server chips based on the Zen 2 architecture.
AMD's EPYC processor has emerged in the data center, single-socket server market. This part of the business was originally an Intel cash cow, but in some cases, AMD can provide strategic advantages, more processor cores per slot More, more efficient, higher performance and more.
AMD's EPYC server chip has already stood out among some OEMs, such as DELL-EMC, HP Enterprise and others, and the 7nm Zen 2 architecture's EPYC server chip will only continue to expand AMD's advantages, with higher performance, and more. The number of core and higher efficiency.
In the consumer market, AMD also has a significant number of core advantages. The high-end market recently introduced the second-generation Ryzen Threadripper processor. Based on the 12nm Zen+ core, it will bring up to 32 cores and be compatible with the existing X399 chipset. .
We have witnessed an amazing turn here and Intel must respond to these real threats.
So far, Intel has only promised to use 14nm++ process in Cascade Lake and Cooper Lake processors, use MCM multi-core package, bring more cores in 2018 and 2019, so Intel's 14nm chip will compete with AMD's 7nm chip. The competition, at least for some time.
To be sure, not many people have seen this happen.
