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A comment on Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc. Parent comment

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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