https://www.extremetech.com/computing/306978-intel-expects-to-reach-process-p...
According to remarks Intel CFO George Davis made at a Morgan Stanley conference this week, the company still believes it has a ways to go before it matches the pace of its foundry competitors and retakes overall process leadership. Reports of his remarks at the conference suggest Intel won’t regain parity with TSMC and possibly Samsung until it launches 7nm parts in 2021, with the firm retaking leadership at the 5nm node. Intel has previously said it would launch a GPU on 7nm in 2021, and Intel CEO Bob Swann has stated that 7nm CPUs will ship in Q4 2021OK, Intel has been letting their acting Chief Financial Officers speak for the company as "current spokesman" again. This new one is called George Davis, the new Corporate CFO.
This is two bean pickers in a row promoted to be "acting talking head" for the company with Bob Swann now moving back up a step into the exalted Chairman of the Board CEO status and the acting current Intel Finance type bean picker taking up the main public "talking head" position.
Reality vs Intel This year is 2020, first quarter.
The world is ACTUALLY AT 7nm right now and is busy stepping down to 6-5nm as we speak.
6-5nm will roll across the board everywhere this year, everywhere but at Intel and Global Foundry.
In 2021, second gen 5nm will hit, and possibly 3rd gen 5nm if it rolls out as fast as the first ones did.
2022 is likely the start of 3nm turf (assuming the two years per lithography generation as driven by Apple holds true).
Intel's head dog info from both head bean pickers says that Intel WILL REMAIN at least two generations back and as such Intel is being counted out as relatively mortibund by doing so.
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https://www.anandtech.com/show/15253/80core-n1-nextgen-ampere-quicksilver-the...
The new product doesn’t yet have a marketing name – we asked and they preferred it to be called ‘Next-Gen Ampere’ for now, or to use its SoC codename ‘QuickSilver’. What we were told is that the new product is a brand new ground-up design from Ampere, separate from the AppliedMicro IP acquisition. It plans to compete in the same space that Amazon’s Graviton2 currently sits at AWS, but as the main alternative to the other cloud providers that won’t have access to Graviton2.
What we are getting today is some rough details of the new chip. Other features, such as exact SKUs to be launched, exact TDPs, exact frequencies, and pricing, are going to be disclosed at the official release announcement in 2020. Nonetheless, Ampere has exposed a lot of details.
Next-Gen Ampere will be a monolithic chip built on TSMC’s 7nm process and featuring 80 cores. These cores are not custom like eMAG, but are built on Arm’s Neoverse N1 design, using paired clusters of cores connected by an Arm mesh IP (CMN-600). This is the same core as Graviton2, and as expected Ampere is keen to promote that their design is optimized for power, performance, latency, and throughput, as well as offering more cores and more of other things as well.ARM Holdings has put out a 7nm factory standard N1 design version of the ARM cores with a heavy duty infinity fabric data buss and AI accelerators that is primarily intended for use in Data Centers. Companies have put together 36 core, 64 core and now 80 core versions of this product and have begun sampling and testing. Expect this tech to roll downhill to the PC world within several years or so .....
This 80 core N1 variant has now been sampled and is out at several of the data farm folks being tested for its claims of 2x+ processing power at <1/2 the energy cost of the best of the Intel mainframe chipsets. The cost of the processor is low enough to get down into upper range PC space right now, and if it becomes common place the price will drop further.
Remember, the biggest data crunchers -- Google, Amazon, etc. etc. already roll their own arm based processors and are currently reaping these sorts of cost and speed benefits from doing so.
So, we already know the idea works.
Prediction time AMD has taught the world (and the OS boys) that lots of cores are cool and are a perfectly acceptable way to get the job done faster and at the lowest cost.
I have an 8 core Motorola cell phone swinging 8 tiny energy efficient A53 cores that uses this "many little processors" method to get the job done, and that includes doing video playback tasks that used to only run off a PC box.
Trust me on this --- 24 or 36 or 64 or 80 ARM Holdings N1 cores can get the same job done on a PC replacement chipset.If AMD drops their current quite slow "sandbagged" improvement pace any further due to Intel not moving any at all, then the ARM processor boys will pick up their x86 fumble AT ONCE and run the dropped ball on down the field in the opposite direction using the ARM Holdings N1 cores and a consumer version of the new mainframe connection buss fabric.
Intel is no longer relevant and is quite moribund and immovable -- AMD needs to watch out for their real current "phone based" competitors sitting over there against the wall jest a glaring at you and fondling their N1 licenses --- and yes, they are glaring at you AMD you good old buddy you .......