Re:AMD's 5nm CPUs could be monsters
by ksec on Thursday March 26, 2020 @03:09PM
(#22696793)
>is there a good tl;dr explanation of how intel lost their lead?
Poor Management, Culture and Denial. Nothing technical really.
( They lost their Only Paranoid Survives Culture )
10nm was initially expected to be in 2016, but since 14nm was delayed it was naturally assumed it would be 2017 instead. But it was delayed again and in 2018 they shipped 10nm CPU with incredibly low yield.
All while their management and CEO promising 10nm were fine.
If you are counting, that is 4 years of delay. Meanwhile, TSMC, the leading edge Foundry for non-Intel node / products ( That is everything from Qualcomm, Apple, Nvidia, AMD, Broadcom etc... ) has been keeping their head down and grinding. And so they went from roughly 1 node behind ( ~2 years ) to 1 node advance ( ~2 years ).
One thing to point out is while they might have lost their technical lead, their most recent financial results is still recording breaking.
Poor Management, Culture and Denial. Nothing technical really. ( They lost their Only Paranoid Survives Culture )
10nm was initially expected to be in 2016, but since 14nm was delayed it was naturally assumed it would be 2017 instead. But it was delayed again and in 2018 they shipped 10nm CPU with incredibly low yield.
All while their management and CEO promising 10nm were fine.
If you are counting, that is 4 years of delay. Meanwhile, TSMC, the leading edge Foundry for non-Intel node / products ( That is everything from Qualcomm, Apple, Nvidia, AMD, Broadcom etc... ) has been keeping their head down and grinding. And so they went from roughly 1 node behind ( ~2 years ) to 1 node advance ( ~2 years ).
One thing to point out is while they might have lost their technical lead, their most recent financial results is still recording breaking.