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10nm In Trouble
Quote:Intel announced its financial results today, and although it posted yet another record quarter, the company unveiled serious production problems with its 10nm process. As a result, Intel announced that it is shipping yet more 14nm iterations this year. They'll come as Whiskey Lake processors destined for the desktop and Cascade Lake Xeons for the data center.
Krzanich also admitted that the company's density lead over competing fabs is shrinking. Intel has long been the keeper of the Moore's Law flame, and the company has continued to insist that the Law is still alive long after other companies have conceded that it expired. We'll have to see if Intel changes its messaging, but we're a long time removed from the Tick-Tock cadence. Considering that Intel hasn't delivered a smaller process in significant volumes since 2014, it's fair to say that the original Moore's Law is officially dead.
Quote:Although Intel has said in the past that it was using self-aligned quad patterning as part of 10-nm production, Krzanich offered the eyebrow-raising prospect that the company has to employ as many as five or six multi-patterning steps to create certain 10-nm features in response to one analyst question.

Krzanich didn't say whether those figures were merely examples of multi-patterning in general or specific examples of steps needed to produce Intel 10-nm chips, but the sheer number of steps inolved in multi-patterning on that scale could be a major factor in the yield problems that Intel is experiencing. As GlobalFoundries put it to me during our foundry tour earlier this year, every interaction a silicon wafer has with lithography tools increases the chance of a defect, and multi-patterning involves a lot of interactions with those tools as a wafer is shepherded to completion.
Quote:As of this writing, it’s not clear if the Core i3-8121 is an unusual one-off or a sign that a few more SKUs might pop up here and there before the product line launches in wider volume. We’re in uncharted waters at this point. This is the first time we’ve seen Intel delayed so badly on a major product line, and the ramifications for overall development aren’t known. The Core i3-8121 isn’t a particularly impressive specimen, but given that we already know Intel’s 10nm development is troubled, it’s not fair to treat the CPU as a final verdict on Intel’s 10nm, either.
Quote:These statements suggest an answer to what happened to Intel’s 10nm ramp and why it’s so late. Put simply, the company bit off more than it could chew. Intel’s node technology has always been ahead of TSMC, Samsung, or GlobalFoundries — a 14nm chip from Intel is roughly equivalent to a 10nm CPU from one of these companies. With 10nm, as shown on the slides above, Intel wanted to widen that gap and make up for the time it lost in delaying 10nm (note that this was before 10nm slid into 2019).
Intel’s slip on 10nm is significant. It’s the first time in the last two decades, at least, that the company has taken so long to make a node transition. It’s absolutely opened up a bit more opportunity for AMD than might otherwise exist. But it’s also a straightforward issue related to Intel’s decision to aggressively push for higher transistor densities at 10nm, and the use of EUV at lower process nodes should help prevent the problem from occurring again. In aggregate, Murthy’s overall level of confidence is well placed. Intel can’t afford to rest on its laurels and ignore its competitors, but 10nm slipping into 2019 isn’t going to cripple the company, either.
Quote:As a result of Intel's 10 nm difficulties, analyst firm Susquehanna, who recently downgraded AMD and NVIDIA shares on the expected lowered demand for graphics products from these companies in the wake of the first ever Ethereum ASIC, has now revised AMD's share strategy. Previously set at "Sell", the firm now rates AMD's shares as "Neutral" - specifically citing Intel's difficulties in ramping up the new process as simply giving AMD more chances to catch-up and surpass its blue counterpart. Susquehanna's Christopher Rolland published a note to clients stating basically that - that "We believe Intel's delay will help to maintain/improve AMD's competitiveness for their next generation of EPYC and Ryzen products", adding that "(...) for the first time in memory, AMD will compete at a similar process technology as Intel, a strong multi-year tailwind".

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