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Arm Macs and AMD rising: How Intel's endless 10nm struggles cost it so much

Arm Macs and AMD rising: How Intel's endless 10nm struggles cost it so much | Internet of Things - Company and Research Focus | Scoop.it
Intel’s endless 10nm nightmare has cost it so, so much.

It all started on September 5, 2014. That’s the day Intel introduced 5th-gen Core M chips based on “Broadwell,” the company’s first processors built using the 14-nanometer manufacturing process. Despite some manufacturing woes that pushed Broadwell back from its expected 2013 release, Intel’s offering served as the vanguard of processor technology. AMD remained stuck on the 28nm process with its abysmal Bulldozer architecture. A mere month later, the Apple iPad Air 2 launched with a custom A8X chip that couldn’t quite hang with Intel’s older Haswell CPUs in Geekbench—but it was getting close.

Nearly six years later, the tables have turned. Intel’s 10th-gen Core processors remain on an (upgraded) 14nm process. AMD’s Ryzen chips have snatched the computing crown, and Apple’s doing the unthinkable: switching Macs away from x86 CPUs onto its own custom Arm silicon. And if Apple's flight from Nvidia GPUs after “Bumpgate” in 2009 is any indication, it won’t be coming back.

How did Intel get here? Let's look at how the company lost its way, starting with the death of tick-tock.

[ Further reading: The best CPUs for gaming ]
The long road to 10nm
It wasn’t supposed to be like this. Intel’s original roadmaps expected 10nm chips to launch in 2016, with more advanced 7nm chips coming in 2018. Then the delays began.

The death of Intel’s vaunted “tick-tock” manufacturing process served as the canary in the coal mine. For years, Intel’s processors followed the tick-tock cadence, releasing upgraded CPUs with a smaller manufacturing process one generation, then a new microarchitecture built on the smaller process the following year. Tick-tock; tick-tock. The relentless innovation must have sounded like the doomsday clock to then-floundering AMD.
Richard Platt's insight:

Intel’s endless 10nm nightmare has cost it so, so much.  It all started on September 5, 2014. That’s the day Intel introduced 5th-gen Core M chips based on “Broadwell,” the company’s first processors built using the 14-nanometer manufacturing process. Despite some manufacturing woes that pushed Broadwell back from its expected 2013 release, Intel’s offering served as the vanguard of processor technology. AMD remained stuck on the 28nm process with its abysmal Bulldozer architecture. A mere month later, the Apple iPad Air 2 launched with a custom A8X chip that couldn’t quite hang with Intel’s older Haswell CPUs in Geekbench—but it was getting close.  Nearly six years later, the tables have turned. Intel’s 10th-gen Core processors remain on an (upgraded) 14nm process. AMD’s Ryzen chips have snatched the computing crown, and Apple’s doing the unthinkable: switching Macs away from x86 CPUs onto its own custom Arm silicon. And if Apple's flight from Nvidia GPUs after “Bumpgate” in 2009 is any indication, it won’t be coming back.  How did Intel get here? Let's look at how the company lost its way, starting with the death of tick-tock.

The long road to 10nm - It wasn’t supposed to be like this. Intel’s original roadmaps expected 10nm chips to launch in 2016, with more advanced 7nm chips coming in 2018. Then the delays began.  The death of Intel’s vaunted “tick-tock” manufacturing process served as the canary in the coal mine. For years, Intel’s processors followed the tick-tock cadence, releasing upgraded CPUs with a smaller manufacturing process one generation, then a new microarchitecture built on the smaller process the following year. Tick-tock; tick-tock. The relentless innovation must have sounded like the doomsday clock to then-floundering AMD.

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Despite PC 'Stabilization' Intel Shares Trend Down On Tepid Outlook - I4U News

Despite PC 'Stabilization' Intel Shares Trend Down On Tepid Outlook - I4U News | Internet of Things - Company and Research Focus | Scoop.it

Desktop computers still make up a large portion of chip maker Intel's business, but PC sales have been declining sharply in recent years as tablets, smartphones and laptops become increasingly popular. In a statement on the earnings today, CEO Brian Krzanich noted that the company saw “stabilization in the PC segment.”
Read more at http://www.i4u.com/2014/01/61313/despite-pc-stabilization-intel-shares-trend-down-tepid-outlook#VdqgafrymiLgD7kq.99


Via Elizabeth White
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Since we have the Samsung, and Apple numbers, here are the intel ones

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TSMC is finally making 20nm parts for Apple’s next-gen iPhone, iPad

TSMC is finally making 20nm parts for Apple’s next-gen iPhone, iPad | Internet of Things - Company and Research Focus | Scoop.it

TSMC has reportedly begun shipping Apple 20nm chips in volume, setting the stage for an introduction and launch later this year. The iPhone 6 will be the first 20nm SoC on the market — will Apple use that advantage to extend its lead over its rivals? http://www.peepstalks.com/tsmc-is-finally-making-20nm-parts-for-apples-next-gen-iphone-ipad/


Via Peeps Talks
Richard Platt's insight:

Exactly how much of Apple’s business is shifting to TSMC is still unknown. The A8 will be the first 20nm SoC available on the market; companies like Qualcomm aren’t expected to introduce their own 20nm hardware until 2015. That gap gives Apple first-mover momentum and it’s undoubtedly part of what the company paid for in its agreements with TSMC. It’s possible that this shift could spark other companies to move production to other facilities — companies that compete with Apple at TSMC could conceivably move business to Samsung or GlobalFoundries if they think the Taiwanese foundry won’t be able to keep up with demand.

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