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In the major crisis facing Intel, the delay of new technology is the core issue, which is the key to Intel's success, but now they have lost their advantages in technology. Intel 10nm process dystocia not only affects their own business, but also pits a certain Big customers.
It is reported that a company with a market value of more than 20 billion US dollars is betting on the Intel 10nm process. I did not expect the Intel 10nm process to be difficult to produce.
Although Intel's former CEO Ke Zaiqi has already left, but Intel's troubles have not been resolved, Wall Street analysts around Kozanqi and Intel's comments made in the past few years, analysis can be published, they count Intel Crimes have management chaos, lack of leadership, missed mobile market, etc.
However, these problems are nothing compared to the delay of the new process. Intel is more than a big deal in AMD and other manufacturers in the process technology. AMD's 7nm EPYC second-generation processor is not optimistic yet, relying on analysis. The division believes that AMD will take back some of its share from the server chip market with technological advantages next year.
The 10nm process delay not only affected Intel's own product roadmap, but also unexpectedly caused trouble for some customers.
The SemiAccurate website broke the news, A large company with a market capitalization of more than $20 billion bets on the Intel 10nm process, hoping to win a place in the upcoming changes with new technology. They trust Intel so much that they don't have a plan B and bet on the Intel 10nm process.
Who is this company? SA said that Intel refused to disclose it to them, and did not disclose the company as a foundry customer.
SA station manager Charlie Demerjian mentioned that the company is a basic technology company. It has been operating for decades. Many companies rely on them, but now he thinks the company is going to die. If there is no product line for industry transformation, They can't survive.
Considering the recent articles on the SA website for Intel, they may have a lot of exaggeration. It is said that they know that the company with a market value of 20 billion US dollars does not say a specific name.
In addition, Even though Intel's 10nm process delay has caused some customers to be affected, such companies do not plan B when developing important products, regardless of risk, and then a product can not keep up with the company, it is hard to believe such a company. The ability to live for decades and achieve a market value of 20 billion US dollars, the key is to eat technical rice, it is hard to imagine.
The main ones mentioned here are Intel OEM customers. Intel's largest foundry customer is Altera, but it has been fully acquired by them. In the 10nm process foundry, the big companies that have been reported are mainly ARM, LG, ARM first. It can be ruled out that they do not produce chips themselves. Most ARM processors are also TSMC or GF, UMC, Samsung OEM, and Intel has few fingers.
LG has been quite bumpy in the progress of the processor in recent years. From the scale to the impact, it is in line with SA's big customers. However, LG's problem on the processor really can't be given to Intel. Intel's 10nm process is not available before LG self-developed. The processor is 磕磕绊绊, not mature.
So the question is, in the big company with a market value of 20 billion US dollars, who is the Intel 10nm pit?
