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7.
 
Re: Morning Tech Bits
Aug 12, 2020, 20:52
7.
Re: Morning Tech Bits Aug 12, 2020, 20:52
Aug 12, 2020, 20:52
 
Wallshadows wrote on Aug 12, 2020, 17:23:
phinn wrote on Aug 12, 2020, 13:25:
That said I really hope Intel makes a strong comeback with 10nm... if it ever ships for HEDT. Ryzen 4000 should be around the corner.

Not only is their 10nm dream essentially dead but it seems as though their 7nm process will be delayed by at least six months and it's to the point where they're either currently being or will shortly be sued via a class action from investors for not disclosing this information (had they known) during their last earning report. Intel shares continue to fall and it's expected that 7nm won't be ready until late 2021 or 2022 at which point AMD will likely be diving in to 5nm.
Intel Stock is higher than it was in '19 May.
They ain't going anywhere.

AMD is not half an iNtel.
Summary
  • When Intel announced the 7nm news, AMD stock gained as much as Intel lost. Investors view Intel’s loss as AMD’s gain.
  • The market is mistaking. Intel is a data-centric conglomerate. AMD does not compete in most of Intel’s growth opportunities.
  • The extent of the purported (future) Intel losses is also highly questionable.
  • AMD is not worth half as much as Intel and seems to have run up mostly on opportunism and dreams.
  • The second half will provide investors with much additional information (potential catalysts) about both businesses.
  • - At this point, Windows is the OS equivalent of Stockholm Syndrome. -
    Burrito of Peace
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6.
 
Re: Morning Tech Bits
Aug 12, 2020, 20:37
6.
Re: Morning Tech Bits Aug 12, 2020, 20:37
Aug 12, 2020, 20:37
 
Wallshadows wrote on Aug 12, 2020, 17:23:
phinn wrote on Aug 12, 2020, 13:25:
That said I really hope Intel makes a strong comeback with 10nm... if it ever ships for HEDT. Ryzen 4000 should be around the corner.

Not only is their 10nm dream essentially dead but it seems as though their 7nm process will be delayed by at least six months and it's to the point where they're either currently being or will shortly be sued via a class action from investors for not disclosing this information (had they known) during their last earning report. Intel shares continue to fall and it's expected that 7nm won't be ready until late 2021 or 2022 at which point AMD will likely be diving in to 5nm.

Quite a lot of the above is incorrect.

Regarding the desktop we will *maybe* move to 10nm next year, not 7nm. Not even close. Early next year we will see the Comet Lake successor Rocket Lake as the last 14nm CPU with PCIe 4.0 support. Towards the end of the year or maybe even early 2022 we will finally get the first 10nm desktop CPU from Intel which is known as Alder Lake with a big/little core design (eight big regular cores, eight "little" Atoms, one Xe IGP on the flagship CPU). Alder Lake will also come with PCIe 4.0 and recent rumors are indicating that Intel might move to DDR5 come Alder Lake.

7nm (Meteor Lake) is delayed much, much further back than late next year or early 2022. The most optimistic outlook is late 2022. It is more realistic that 7nm will be delayed way into 2023 because Intel said "six months delay" with regard to internal targets but they also admitted 12 months regarding "yields" which means that 7nm in reasonable quantities and at reasonable economics (yield rates) is delayed *at least* a full year. The "six months internal targets" blurb was the chill pill for investors. The 12 months delay talk was the cold, harsh reality.

Intel are basically out of the leading edge CPU business at this point. It is hard to tell whether they already know it or whether they are in denial. I do believe they are smart enough to know it. They might as well pull a GloFo, wrap up 7nm as the last production node and call it a day as far as developing leading edge nodes is concerned. They will never catch up to TSMC again unless there is a mega quake in Taiwan or PLA nukes the place. Intel should keep their fabs for a few more years as long as there is a demand for their (at best 7nm) products and then shut them down or sell them off.

IMO there is no point anymore after the latest 7nm delay to play the catch-up game. That delay was the final nail in the coffin of Intel as a leading edge node CPU maker. They might still have a valid business case in the non-leading edge world with their other chips (LAN, WLAN, modems and whatever else they are making) but in the high end CPU business they are toast *as a manufacturer*. If they want to continue making high end CPU designs at all then they should outsource to TSMC as everyone else does.
5.
 
Re: Morning Tech Bits
Aug 12, 2020, 17:23
5.
Re: Morning Tech Bits Aug 12, 2020, 17:23
Aug 12, 2020, 17:23
 
phinn wrote on Aug 12, 2020, 13:25:
That said I really hope Intel makes a strong comeback with 10nm... if it ever ships for HEDT. Ryzen 4000 should be around the corner.

Not only is their 10nm dream essentially dead but it seems as though their 7nm process will be delayed by at least six months and it's to the point where they're either currently being or will shortly be sued via a class action from investors for not disclosing this information (had they known) during their last earning report. Intel shares continue to fall and it's expected that 7nm won't be ready until late 2021 or 2022 at which point AMD will likely be diving in to 5nm.
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4.
 
Re: Morning Tech Bits
Aug 12, 2020, 15:00
4.
Re: Morning Tech Bits Aug 12, 2020, 15:00
Aug 12, 2020, 15:00
 
Fast, reliable, power sipping storage will make other forms of storage go extinct.
- At this point, Windows is the OS equivalent of Stockholm Syndrome. -
Burrito of Peace
Avatar 58135
3.
 
Re: Morning Tech Bits
Aug 12, 2020, 13:25
3.
Re: Morning Tech Bits Aug 12, 2020, 13:25
Aug 12, 2020, 13:25
 
After seeing benchmarks it seems like the i7-10700 (non K) is the best buy of this Intel generation, you can enable turbo but even without it was one of the best gaming CPUs (in the top 3 with the 10700K and 9900K models) and is only $310 on amazon.

That said I really hope Intel makes a strong comeback with 10nm... if it ever ships for HEDT. Ryzen 4000 should be around the corner.
2.
 
Re: Intel’s 9th Gen “Coffee Lake” Desktop CPUs get a massive price cut, up to 25 %, Core
Aug 12, 2020, 13:13
2.
Re: Intel’s 9th Gen “Coffee Lake” Desktop CPUs get a massive price cut, up to 25 %, Core Aug 12, 2020, 13:13
Aug 12, 2020, 13:13
 
Simon Says wrote on Aug 12, 2020, 12:24:
"Massive price cut"

9900K still pricier than 10700K... xD

Oh Intel... never change.

It serves a somewhat niche purpose for someone who is on a Z390 with a i3 or i5 but has a more limited budget instead of having to factor in a new Z470 motherboard. The performance between the two is fairly even.

For the person wanting to jump ship in to Comet Lake for the Rocket Lake upgrade path which is where things might finally get a little interesting to Intel it's a bit silly though.
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1.
 
Intel’s 9th Gen “Coffee Lake” Desktop CPUs get a massive price cut, up to 25 %, Core i9-9
Aug 12, 2020, 12:24
1.
Intel’s 9th Gen “Coffee Lake” Desktop CPUs get a massive price cut, up to 25 %, Core i9-9 Aug 12, 2020, 12:24
Aug 12, 2020, 12:24
 
"Massive price cut"

9900K still pricier than 10700K... xD

Oh Intel... never change.
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