Intel's 7nm is broken, company announces delay until 2022, 2023

[illegalwater]

Intel is having problems with their 7nm process, rollout has been pushed back six months.

Quote

Intel announced today in its Q2 2020 earnings release that it has now delayed the rollout of its 7nm CPUs by six months relative to its previously-planned release date. Intel's press release also says that yields for its 7nm process are now twelve months behind the company's internal targets, meaning the company isn't currently capable of producing its 7nm process in an economically viable way. 

 

Here's the snippet from Intel's press release: "The company's 7nm-based CPU product timing is shifting approximately six months relative to prior expectations. The primary driver is the yield of Intel's 7nm process, which based on recent data, is now trending approximately twelve months behind the company's internal target."

 

It's unclear how Intel will reconcile a six month delay to its 7nm processors with a year delay to its internal 7nm yield projections, but it is possible the company had a built-in buffer in its roadmap. The delay reflects yet another setback as Intel still struggles to overcome the multi-year yield issues it has encountered with its 10nm process. Those delays have allowed its competitors, like AMD, to seize an opportunity to wrest the process node leadership position from Intel for the first time in the company's history. That's triggered a price war in the market as Intel fights a true x86 competitor with a better node, not to mention the Amazon's new Graviton 2 ARM chips based on TSMC's 7nm node. The announcement also exacerbates the recent news that rock star chip architect Jim Keller, who was part of a team effort to revitalize the company's roadmaps, has left the company. 

Calling it now, this won't be the only time they delay 7nm, it'll be 10nm all over again.

Source

https://www.tomshardware.com/news/intel-announces-delay-to-7nm-processors-now-one-year-behind-expectations

[spartaman64]

Quote

Intel announced today in its Q2 2020 earnings release that it has now delayed the rollout of its 7nm CPUs by six months relative to its previously-planned release date. Intel's press release also says that yields for its 7nm process are now twelve months behind the company's internal targets, meaning the company isn't currently capable of producing its 7nm process in an economically viable way. 

Quote

Here's the snippet from Intel's press release:

"The company's 7nm-based CPU product timing is shifting approximately six months relative to prior expectations. The primary driver is the yield of Intel's 7nm process, which based on recent data, is now trending approximately twelve months behind the company's internal target."

Quote

It's unclear how Intel will reconcile a six month delay to its 7nm processors with a year delay to its internal 7nm yield projections, but it is possible the company had a built-in buffer in its roadmap. The delay reflects yet another setback as Intel still struggles to overcome the multi-year yield issues it has encountered with its 10nm process. Those delays have allowed its competitors, like AMD, to seize an opportunity to wrest the process node leadership position from Intel for the first time in the company's history.

Quote

Intel CFO George Davis has previously indicated that the company's process tech would lag its its competitors until 2021 until 7nm arrived in 2021, and that the company would regain the lead with its 5nm process at an undefined time

Quote

That plan to regain a competitive footing has now obviously shifted due to the 7nm delay. Intel had planned to speed the delivery of its 7nm node to offset the underperforming 10nm, which it said would not perform as well as other nodes. At the time, Davis noted that the company was trying to be clear with investors about the impacts of 10nm on the company's gross margins: "...but the fact is that I wanted to be clear what was happening during the 10nm generation. The fact is, it isn't going to be as strong a node as people would expect from 14nm or what they'll see in 7nm."

source: https://www.tomshardware.com/news/intel-announces-delay-to-7nm-processors-now-one-year-behind-expectations

 

This is beginning to look dangerously like 10nm again. At this point it just seems like hubris saying that your 10nm is more dense than the competitor's 7nm is all fine and good except you can't produce any and the same thing might be happening with their 7nm. If you can't produce it that dense then scale it back so at least you can get the power benefits and don't have 10 core cpus consuming 331 watts of power.

 

sniped by 1 minute

[iBabySlapper]

Ooof, I hope none of you own intel shares...

[Jurrunio]

Who cares, even 10nm isnt used to make their current flagships. 7nm will just be further behind

[Levent]

14nm architecture is turning 7 years old soon. Almost as old as GTA5 and milked as much. Tbh at this point I am going to say new Rockstar triple A game is going to be released before 7nm Intel CPUs.

[TempestCatto]

[Drama Lama]

Get ready for 10 nm +++++++++

[Bananasplit_00]

LOOOOOL

[Zando_]

12 minutes ago, Levent said:

Tbh at this point I am going to say new Rockstar triple A game is going to be released before 7nm Intel CPUs.

Better to say a new GTA. I'd defo call Red Dead Redemption 2 a AAA game. 

But yeah 14nm is getting rather long in the tooth, I doubt there's much more they can pull out of it. The latest stuff performs really damn well, but I don't think there's much left in the bag. I'll probs still personally stick with it though lol. 

[SansVarnic]

25 minutes ago, iBabySlapper said:

Ooof, I hope none of you own intel shares...

My shares are doing well.   Purchased during the covid market drop.

[PocketNerd]

22 minutes ago, Drama Lama said:

Get ready for 14 nm +++++++++

fixed!

[Drama Lama]

57 minutes ago, iBabySlapper said:

Ooof, I hope none of you own intel shares...

they used to be the biggest ( or second biggest) public company by combined stock ( could be wrong )

[TetraSky]

Oh boy... They can't catch a break, eh.

Sometimes, I do wonder if all the "issues" Intel are having is because someone in the upper management decided "hey, lets give AMD a break for a few years, yeah? We need competition to boost our ego and as it was, they would've died off sooner or later, we can't have that, otherwise you can bet we'll have antitrust lawsuit up our butt in every countries, forcing us to separate from the CPU manufacturing part of Intel".

[Kisai]

1 hour ago, iBabySlapper said:

Ooof, I hope none of you own intel shares...

I sold mine in 2016. Heck I sold all my US stocks in 2016 because the market couldn't decide if the elected idiots were a good thing or a bad thing. If you were invested in US markets this entire time from 2016 till today, you likely lost all gains made around march, depending on what you invested in. If I had held onto them till now it would have been worth about 25% more than when I sold it but, things weren't looking good for a while there.

 

Intel's stock price dropped 10% after hours today. So that tells you how much the market thinks of that. 

[StDragon]

1 minute ago, Kisai said:

I sold mine in 2016. Heck I sold all my US stocks in 2016 because the market couldn't decide if the elected idiots were a good thing or a bad thing. If you were invested in US markets this entire time from 2016 till today, you likely lost all gains made around march, depending on what you invested in. If I had held onto them till now it would have been worth about 25% more than when I sold it but, things weren't looking good for a while there.

 

Intel's stock price dropped 10% after hours today. So that tells you how much the market thinks of that. 

You made an arguably rational decision. Problem is, the current market is anything but rational! 

[iBabySlapper]

1 hour ago, SansVarnic said:

My shares are doing well.   Purchased during the covid market drop.

Have you seen what's happened to intel after hours though? If I were in your shoes I would be cutting my losses and making off with whatever profits you've gotten.

[spartaman64]

6 minutes ago, iBabySlapper said:

Have you seen what's happened to intel after hours though? If I were in your shoes I would be cutting my losses and making off with whatever profits you've gotten.

yeah especially since they seemed to have learned nothing

[BigDamn]

Intel it's time to go baby steps. 13nm, 12nm, 11nm, etc. Slow and steady wins the race!

[SansVarnic]

8 minutes ago, iBabySlapper said:

Have you seen what's happened to intel after hours though? If I were in your shoes I would be cutting my losses and making off with whatever profits you've gotten.

Meh, I have been doing this for a while, I invest for the long run not short gains.

[poochyena]

2 hours ago, iBabySlapper said:

Ooof, I hope none of you own intel shares...

my AMD shares are doing well :).

[iBabySlapper]

12 minutes ago, SansVarnic said:

Meh, I have been doing this for a while, I invest for the long run not short gains.

Sounds like an awfully dangerous line to take in a double whammie of a presendential election and a market crash, but it's not my place to comment really.

[iBabySlapper]

5 minutes ago, poochyena said:

my AMD shares are doing well :).

Yeah, AMD has almost 5X'd my money, I'm glad I bought in when Ryzen 1st gen rumours started flowing.

 

Though personally I'm thinking it's about time to sell.

[mr moose]

1 minute ago, iBabySlapper said:

Sounds like an awfully dangerous line to take in a double whammie of a presendential election and a market crash, but it's not my place to comment, really.

most long term investments will have periods of loss,  the thing is balancing inflation against long term growth against fee's and tax against dividends.  I have friends with long term investments taken out just before the GFC.  poor bloke invested $100K then the market nose dived into a bucket of shit,  As far as I know he hasn't lost anything and is still making money. 

[piratemonkey]

Intel is going to be ~2005 to 2017 AMD. Hot, not that good, and is a laughing stock

[justpoet]

7 minutes ago, iBabySlapper said:

Sounds like an awfully dangerous line to take in a double whammie of a presendential election and a market crash, but it's not my place to comment really.

That's actually why the only "safe"(er) play in the stock market is the long game, buying while down, at this point.

Unless you're a day trader/option trader, then with how silly the market swings have been, you love everything.