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Thread: Intel delays mass production of 10nm CPUs to 2019

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    Intel delays mass production of 10nm CPUs to 2019

    It will have taken 5 years for Intel to move from 14nm to 10nm. How will Intel maintain its market position going forward?

    Intel Delays Mass Production of 10 nm CPUs to 2019

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    “We are shipping [10-nm chips] in low volume and yields are improving, but the rate of improvement is slower than we anticipated. As a result, volume production is moving from the second half of 2018 into 2019. We understand the yield issues and have defined improvements for them, but they will take time to implement and qualify.”

    “We are going to start that ramp as soon as we think the yields are in line, so I said 2019,” Mr. Krzanich noted. “We did not say first or second half, but we will do it as quickly as we can, based on the yield.”

    The Intel 2 year process tick-tock stopped with 14nm being 3 years and 10nm 4 years. In my opinion Intel got caught up in the transistor race with TSMC and finally crashed.

    For me this all started when Intel decided to get into the foundry business again then took Altera, TSMC's close partner. I was at the Starbucks in TSMC Fab 12 when it was announced. It really did make a big impact on TSMC employees, shock and disbelief.

    Do you remember when Mark Bohr from Intel said the fabless model was collapsing? That the foundries would not be able to follow Intel where they are going?

    Intel says fabless model collapsing... really?

    More than 88k people read that blog by the way...

    Bottom line: Social media sites like SemiWiki and Anandtech brought transparency to the semiconductor industry and transparency has brought embarrassment to Intel and that embarrassment continues. Just my opinion of course.

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    Last edited by Daniel Nenni; 3 Weeks Ago at 09:06 AM.
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    They won't. TSMC is ramping up 7nm and will be at 5nm in 2020. Intel will be 2-3 years behind and will be at a major process disadvantage. No wonder Apple planning to switch, and everyone else will follow.

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    Intel still makes the best product. Yes there's a niche market for amd but for most of us intel is the best. I think the problem is that you can only go so far banging your head against the wall and let's be honest that's how most engineering is done. Everyone's struggling not just intel.

    You can criticize Mark Bohr as being an empty suit but he probably thinks he got paid and really doesn't care. There are a lot of people like that.

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    Admin Daniel Nenni's Avatar
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    Quote Originally Posted by Portland View Post
    You can criticize Mark Bohr as being an empty suit but he probably thinks he got paid and really doesn't care. There are a lot of people like that.
    I met Mark at a conference and he is definitely not an empty suit. The problem is that Mark has never been exposed to the type of transparency that we have today. The same can be said for politicians and other public figures. After 30 years inside the Intel closed loop culture it must have been quite an awakening for Mark and Intel on a whole. Now marketing hype can only go so far before you are destroyed by the transparency police.

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    Quote Originally Posted by Daniel Nenni View Post
    I met Mark at a conference and he is definitely not an empty suit. The problem is that Mark has never been exposed to the type of transparency that we have today. The same can be said for politicians and other public figures. After 30 years inside the Intel closed loop culture it must have been quite an awakening for Mark and Intel on a whole. Now marketing hype can only go so far before you are destroyed by the transparency police.
    I'm playing devil's advocate but Intel is making record profits so everything is going well.

    That said I've seen companies with record profits lose their mechanic and the company fails because no one knows how to run the automated equipment. Oregon is a very cliquey and catty. The same problems the campus in Washington County is having happens at the college level, other companies, with neighbor and really all over. Israelies they stick to a philosophy and do it. In Oregon politics come first.

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    Intel's record profits are an act of financial engineering. You change the depreciation schedule of a Fab from 3 years to 5 years and boom, depreciation expense goes down 40% and profits magically go up. You acquire a bunch of companies with debt and revenue goes up. Is Intel really a better business than it was 5 years ago though?

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    Also read: Intel 10nm Yield Issues by Scott Jones for more technical detail.

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    Quote Originally Posted by Daniel Nenni View Post
    I met Mark at a conference and he is definitely not an empty suit......
    Mark gives a very nice seminar on 10 nm scaling, without wearing a suit, in Jan 2018 for young engineering students in his former alma mater, see my comment here: www.semiwiki.com/forum/content/7433-intel-10nm-yield-issues.html#comments_start

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    Any theories why Intel screwed up on 10nm and other foundries didn't? Brian talked about "edge stuff", and "thin cleans" in the earnings call. No idea what that means, but maybe some one here knows:
    The last part of your question about whether will it be a 10 or 10-plus-plus or 10-plus I think was your question, the yield improvements that we're making are just that, more focused on yield. So think of them as improvements to the various edge stuff, the lithography stuff, thin cleans (33:54) and things like that in order to really drive the multi-patterning and, in some cases, multi-multi-patterning, where you have four, five, six layers of patterning to produce a feature. It's really about that. They aren't necessarily around performance.

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