Re:AMD Zen 2 Update: 7nm EPYC in Labs Now, Launching in 2019
by ksec on Wednesday June 06, 2018 @08:57AM
(#17246688)
>The most likely cause of Intel's lagging is a wall of cost/benefit to being both designer and fab. This hit AMD earlier by being smaller(and arguably, with a different management style, AMD could have held on to their fabs longer) but each node only gets more expensive and harder to keep busy with orders which in turn means a greater need for external customers to fund R&D.
I have been struggling to explain this better, and those words describe the exact problem. Scale.
Apple alone ship more CPU unit then Intel. And that is all going to TSMC.
Just a reminder, the "original" original schedule, was that we have 10nm in 2016, 7nm in 2018, and 5nm in 2020. After the delay in 14nm, everything being pushed 1 year later. 2017 come and gone and we don't have 10nm, now 2018 we still won't have it, and as pointed out in various investor conference call. 10nm is now Scheduled for 2019.
They "were" miles ahead, but lack of competition and incentives meant 10nm didn't work out. They have been milking whatever they have for far too long. And waited a little too long to decide to enter the GPU market.
I have been struggling to explain this better, and those words describe the exact problem. Scale.
Apple alone ship more CPU unit then Intel. And that is all going to TSMC.
Just a reminder, the "original" original schedule, was that we have 10nm in 2016, 7nm in 2018, and 5nm in 2020. After the delay in 14nm, everything being pushed 1 year later. 2017 come and gone and we don't have 10nm, now 2018 we still won't have it, and as pointed out in various investor conference call. 10nm is now Scheduled for 2019.
They "were" miles ahead, but lack of competition and incentives meant 10nm didn't work out. They have been milking whatever they have for far too long. And waited a little too long to decide to enter the GPU market.