Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc

Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by hajile on Friday September 07, 2018 @04:47PM (#17937502)

No.

Two fabs output more chips than one fab. Intel has deals with other companies for both 10nm and 14nm production and some of those deals are undoubtedly based on Intel moving their own chips to 10nm. At capacity and unable to increase as expected means customers move to other companies that make compatible, competitive products. Once those companies move, they may not come back.

This is quite a bad position to be in.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by dman on Friday September 07, 2018 @04:54PM (#17937554)

Are there other companies that are using Intel fabs with real volume?

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by chx on Friday September 07, 2018 @08:51PM (#17938760)

https://www.theverge.com/2018/7/25/17614930/apple-iphone-201...

https://www.tomshardware.com/news/14nm-processor-intel-short...

> That ramp is occurring as Intel is also bringing production of its 14nm XMM 7560 modems online for Apple during the second half of this year. The new Apple contract, which consists of millions of modems for iPhones, will certainly be a top priority at Intel's fabs.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by chasil on Saturday September 08, 2018 @09:01AM (#17940662)

I had heard that Apple will be dumping Intel modems after that contract is complete, with Mediatek the likely new partner. This might have something to do with the Qualcomm lawsuit over Apple breaking NDAs by sharing sensitive information with Intel.

Assuming this to be so, Apple may not be allocated the highest priority.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by slededit on Friday September 07, 2018 @05:09PM (#17937662)

Altera pre-acquisition. But it wasn't working too well.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by Soundest on Friday September 07, 2018 @05:38PM (#17937874)

Altera is hilarious, they shit the bed with Stratix 10 - delayed by years and bet the house on Intel. Intel bought them and then totally shit the bed on what was meant to be the process shrunk version of Stratix 10. What a way to go...

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by slededit on Friday September 07, 2018 @06:05PM (#17938011)

Not hilarious if you are stuck with ancient 7 series parts as the only cost effective option. They just recently graced us with a Spartan 7 that uses the same die as their artix parts with the gigabit transceivers not bonded out. How generous.

We need competition in the FPGA space again.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by kevin_thibedeau on Friday September 07, 2018 @07:01PM (#17938291)

Their original roadmap was to provide a low density, low cost Artix as a replacement for some of the Spartan price point and that never materialized. This latest dogbone is just to get around Vivado's lack of support for anything before 7-series and the age of the last ISE.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by dnautics on Friday September 07, 2018 @05:21PM (#17937756)

Ericsson 5g, or so I hear

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by kingosticks on Saturday September 08, 2018 @12:40PM (#17941571)

Wasn't the rumour that this was Nokia 5g (https://www.semiaccurate.com/2018/07/02/intel-custom-foundry...)?

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by chx on Friday September 07, 2018 @08:47PM (#17938749)

Moving is incredibly hard though, it takes year plus to adjust to a new fab.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by princekolt on Friday September 07, 2018 @10:05PM (#17938990)

But Intel has been dropping the ball over and over again lately. Some customers might take something like what's reported here as the last straw.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by landryraccoon on Friday September 07, 2018 @04:51PM (#17937533)

They have a competitor. If OEMs switch to AMD because they can’t get parts from Intel those sales could be gone forever.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by chasil on Saturday September 08, 2018 @09:04AM (#17940672)

Don't you mean TSMC, followed by Global Foundaries?

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by landryraccoon on Saturday September 08, 2018 @11:19PM (#17944155)

I wasn't aware that HP and companies that manufactured servers and PCs purchased directly from the fabs. You can buy server class CPUs from AMD, can you get them direct from TSMC?

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by chasil on Monday September 10, 2018 @11:33AM (#17952523)

AMD doesn't fab their own chips anymore.

I understood that TSMC would be manufacturing the next round of AMD processors, since Global Foundaries didn't have 7nm ready.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by landryraccoon on Monday September 10, 2018 @11:52AM (#17952642)

We're talking past each other. HP isn't going to switch from Intel to TSMC because HP doesn't design CPUs. They make servers. Their vendor is going to be AMD not TSMC or Global Foundaries. You're saying Global Foundaries has fabs that make AMD's chips but I'm looking at it from a business/marketing perspective not who's making the hardware. The customer never sees a "Global Foundaries" label on the CPU, it's going to say AMD or Intel on it.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by jarym on Friday September 07, 2018 @04:48PM (#17937513)

Spin maybe... but they weren’t planning for the 10nm process CPUs to be delayed and they weren’t prepared for the increase in demand on the 14nm parts. Poor management decisions have collided here it would seem.

Not the same as when a manufacturer says they’re making as many as possible and they’re selling out.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by fpoling on Friday September 07, 2018 @07:48PM (#17938493)

Well, for the past 40 years Intel managed to deliver node shrinks mostly on time. Management got used to that and thought that 10nm troubles were temporary, not something that required new design like rumored 10/12nm hybrid replacing original 10nm plans.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by cryptonector on Friday September 07, 2018 @05:27PM (#17937800)

Intel might not have been able to make alternative decisions anyways. Cost might have made them choose between 10nm sooner or more 14nm now, and not betting on 10nm could easily have cost them more. Hard to say without insider info.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by naasking on Friday September 07, 2018 @05:26PM (#17937786)

But not every chip they projected or promised to make, so not so great really.

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Re:Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc by agumonkey on Friday September 07, 2018 @04:46PM (#17937496)

it is as a first layer analysis, but it's a fault for such a large company not to have fallback buffers to avoid short supply

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