Friday, January 22nd 2021
Intel Has Fixed its 7 nm Node, But Outsourcing is Still Going to Happen
Intel has today reported its Q4 2020 earnings disclosing full-year revenue with the current CEO Bob Swan, upcoming new CEO Pat Gelsinger, and Omar Ishrak, Chairman of Intel's board. During the call, company officials have talked about Intel's earnings and most importantly, addressing the current problems about the company's manufacturing part - semiconductor foundries. Incoming Intel CEO, Pat Gelsinger, has talked about the state of the 7 nm node, giving shareholders reassurance and a will to remain in such a position. He has made an argument that he has personally reviewed the progress of the "health and recovery of the 7 nm program."
The 7 nm node has been originally delayed by a full year amid the expectations, and as with the 10 nm node, we have believed that it is going to experience similar issues. However, the incoming CEO has reassured everyone that it is very much improving. The new 7 nm node is on track for 2023 delivery, when Intel is expected to compete with the 3 nm node of TSMC. Firstly, Intel will make a debut of the 7 nm node with client processors scheduled for 1H 2023 arrival, with data center models following that. The company leads have confirmed that Intel will stay true to its internal manufacturing, but have stressed that there will still be a need for some outsourcing to happen.
Source:
Tom's Hardware
The 7 nm node has been originally delayed by a full year amid the expectations, and as with the 10 nm node, we have believed that it is going to experience similar issues. However, the incoming CEO has reassured everyone that it is very much improving. The new 7 nm node is on track for 2023 delivery, when Intel is expected to compete with the 3 nm node of TSMC. Firstly, Intel will make a debut of the 7 nm node with client processors scheduled for 1H 2023 arrival, with data center models following that. The company leads have confirmed that Intel will stay true to its internal manufacturing, but have stressed that there will still be a need for some outsourcing to happen.
65 Comments on Intel Has Fixed its 7 nm Node, But Outsourcing is Still Going to Happen
This is good news. Production will continue. Intel has to give the right signals in order to continue as an independent manufacturer.
Of course, Intel just happens to have hit a low within an industry-wide low, which doesn't really help.
en.wikipedia.org/wiki/List_of_semiconductor_fabrication_plants
Tbh, I'm not even sure if there are too few cutting edge fabs available or demand has just soared. Either way, it still sucks for end-users.
Edit; Going over that list, I didn't realize there are so many fabs states-side. Also, where does Taiwan put all those fabs? Do they expand Dutch-style? :P
Code name lavalake.
Also very misleading title, Intel has NOT fixed their 7nm nde as if there were a power switch somewhere that someone forgot to turn on, its more of, they are promising to have their node operational if not profitable by 2023
Maybe Intel wanted to buy back some shares and they couldn't do that at a reasonable price so they keept stalling with the " we can't make 7/10nm " and eventually or already bought some shares back.
But it's strange they can't make anything close to what Samsung and TSMC makes, even if they lowered the density.
This could be just bull...it, biggest semiconductor company in the world stuck at the same node for 6 years, no progress in 6 years!
"Everything is fine"
Intel makes volume that at least right now, TSMC and Samsung can't match. If you're not aware, about half of TSMCs nodes are larger than 12nm while Samsung's 8nm is only 60% the density of Intel 10nm / TSMC 7nm.
Intel 7nm is expected to be not just equivalent to TSMC 5nm, but about 20% more dense. There are no AMD 5nm chips out and reportedly Apple has 80% of TSMCs 5nm capacity for 2021 booked up. That leaves 20% for *everyone else*.
AMD will have to compete for that 20% of 5nm capacity in 2021 with Broadcom, Qualcomm, and potentially Intel - among others I'm sure.
This effectively means you won't see an x86 5nm until 2022. It's actually quite likely that, outside of maybe a low volume paper launch, the first one to actually supply the x86 market with meaningful volume of 200MT/mm "Intel 7nm / TSMC 5nm" chips will be - Intel.
Edit: I should throw in, the real threat to Intel right now is probably Apple. I said x86 for a reason. Apple is clearly well supplied with 5nm M1 and A14. AMD is basically going to be getting scraps of what's left from TSMCs capacity on 5nm for at least another year, so regardless of their performance they most likely just won't have much product to sell. Based on Gelsinger's comments, he seems quite aware that Apple is the real threat.