Re:Intel Plunges as It Weighs Exit from Manufacturing Chips
by ksec on Monday July 27, 2020 @12:33AM
(#23962256)
The title is incorrect to say the least, Intel isn't weighing on Exit from Fab manufacturing at all. They are simply contemplating the idea of outsourcing.
I think it needs a little more context regarding the reaction from analyst.
>“You didn’t need to read any more,” Sanford C. Bernstein analyst Stacy Rasgon said. “Whatever little credibility they had is out of the window.”
Few months ago Intel CEO in an Investor meeting promised 7nm by late 2021, and to regain its lead in manufacturing by 2023 with 5nm GAA ( "Gate All Around" also known as Nanowire ). That is not entirely impossible considering TSMC is scheduling their take on GAA with 2nm in 2024. So Intel would be one year ahead again. Volume will be an order of magnitude smaller but at least Intel could get that headline win.
So in less than 4 months, Intel is now saying the 7nm is delayed by 6 months, and dont expect 7nm consumer product until late 2022 and 2023.
That is why they have loss all credibility. They burned most of it with 10nm, and whatever is left is now gone with this report as well.
Also note something that is not discussed anywhere, ( At least as far as I can tell ). Why a 6 months delay of 7nm, initially scheduled late 2021, then suddenly becomes "dont expect 7nm consumer product until late 2022 and 2023. " Which is 12-14 months delay.
I think it needs a little more context regarding the reaction from analyst.
>“You didn’t need to read any more,” Sanford C. Bernstein analyst Stacy Rasgon said. “Whatever little credibility they had is out of the window.”
Few months ago Intel CEO in an Investor meeting promised 7nm by late 2021, and to regain its lead in manufacturing by 2023 with 5nm GAA ( "Gate All Around" also known as Nanowire ). That is not entirely impossible considering TSMC is scheduling their take on GAA with 2nm in 2024. So Intel would be one year ahead again. Volume will be an order of magnitude smaller but at least Intel could get that headline win.
So in less than 4 months, Intel is now saying the 7nm is delayed by 6 months, and dont expect 7nm consumer product until late 2022 and 2023.
That is why they have loss all credibility. They burned most of it with 10nm, and whatever is left is now gone with this report as well.
Also note something that is not discussed anywhere, ( At least as far as I can tell ). Why a 6 months delay of 7nm, initially scheduled late 2021, then suddenly becomes "dont expect 7nm consumer product until late 2022 and 2023. " Which is 12-14 months delay.