According to media reports such as AnandTech, MarketWatch, Wall Street Journal (WSJ), at first glance, Intel seems to be only delaying the 10nm process to start production. However, if compared with competitors, it will be clear that Intel is here. The clarification action at the law conference is both a must and a worst case. Intel’s former CEO Brian Krzanich previously stated at the April law conference that the 10 nanometer process was suspected of being related to technical issues and was forced to go public in 2018. The second half was postponed until 2019, but did not further explain whether it was the first half, the middle or the second half.
Now Intel’s latest law conference revealed that the 10nm process PC processor will not be available until the fourth quarter of 2019. As for the 10nm process server processor, it will be released later. This has already taken the former CEO. The promised 20-nanometer product listing in 2019 is clear, but it is almost the worst case, neither the beginning of the year nor the middle of the year, but the end of the year.
Although Intel has always claimed that the transistor density of its 10nm process is still higher than that of the competitors TSMC, GlobalFoundries (GF) and other foundries, the 7nm process, from time to time ridiculed TSMC and GF's 7nm process name is not true. However, Intel's process advantages are also lost during the slow sound of Intel's 10nm process products, TSMC, and GF's 7nm products. It is only one year before Intel's 10nm process. Mass production will start. Competitor AMD will launch a 7nm process Zen 2 CPU and Vega Instinct GPU from GF and TSMC, in addition to the current production of Zen+ PC processors in GlobalFoundries with 12nm process. The process is expected to release the Zen 2 processor in the first half of 2019; at the same time, AMD also plans to deliver the 7nm process server processor in the second half of 2018, which is expected to start mass production in 2019, which means When Intel waited until 2019 to start mass production of 10 nanometer products in the late 2019, AMD's two foundry partners, TSMC and GlobalFoundries, were in full swing with a 7-nanometer process.
In the past, Intel's most arrogant data center server processor market still relied on the 14nm process by 2019. Intel Chief Engineering Officer Murthy Renduchintala said that 10nm process server products will not wait until the end of 2019. Launched, this is actually a euphemistic statement that the Xeon server processor Xeon is probably not going to appear until 2020. Although many industry analysts have predicted it, it is another matter to disclose it from the Intel executives. This also means that the 14nm Cascade Lake processor will be on the ultra-seven 7nm process, codenamed Rome's new server processor, for Intel, the 2019 data center server processor is probably a difficult battle .