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Intel reveals: 10 nm will be less productive than 14 and 22 nm, 10+ will come – later

Intel's CFO George Davis showed up at Morgan Stanley's TMT conference, having a refreshingly honest and open discussion with the analysts present about the 10 nm process. The company revealed that it plans to press ahead with the 10+ process this year, but also warned that 10 nm as a node "simply won't be the best node Intel has ever had" and will actually be less productive than 22 nm.

Nevertheless, George mentioned that Intel is completely unaffected by the coronavirus (considering that it is mainly done in the US) and that there is still an oversupply that is just waiting to be met. Intel's CFO dampened expectations with a refreshingly honest disclosure: 10mm simply won't be the best knot Intel has ever had, less productive than 14 nm and 22 nm.

Source: Intel

He also mentioned that more products than 10nm server CPUs will be released this year – and at the same time cleared up all the myths that 10 nm is still in limbo. Intel has always been open about the state of the business (or manufacturing in this case) – a stance that is still due to Intel's CEO Bob Swan. My colleague Usman Pirzada from WCCFTECH recorded and reproduced part of the text:

[Frage nach dem Zustand von 10nm]

We are definitely in the 10-nanometer era and we introduced Ice Lake at the end of last year. This year, GPUs will be released – uh- a discrete GPU coming out this year. Of course, we also have a network ASIC that will be launched at the end of the year. The server SKUs come out on 10 -uh-, which is interesting and significant in how we approach process technology, and this year comes 10+ .

And what we've said is that it's important to launch a new node because we want to introduce an improvement within the node every year, and so we're going to release our Tiger Lake product. It will appear with our 10+ node. Our client team has told me that I am not allowed to talk about how much more performance will come out of it. But the idea is to get a gradual transition without having to wait for 7 nm in between. And we can talk about it because it's difficult to find a conference where we can talk about some of the things we were going to do, but we're not going to hold back the information.

[Unverständliche Kommentare vom Publikum]

HAL Yes, but they don't let me talk about it first.

You know that the right people who do the hard work on the produc[es]t will talk about it, but so you know it, I feel like we're in the era of 10-nm nodes. It is important that we will continue to see earnings improvements over time, but as we said at our analyst day in May 19, this will not be the best node Intel has ever had, it will be less productive than [nm]14, less productive than 22 [nm], but we are excited about the improvements we are seeing, and we expect to start with the 7 nm period, with a much better performance profile, but by the end of 2021.

This is something that enthusiasts have been discussing for a long time, while Intel's 10 nm was still hanging in the balance about a year ago. Since 7 nm is an TEU-based process, it will act as a kind of reset and will actually be much easier to achieve (relatively speaking) than the costly 10 nm procedure. Many people suggested that Intel should simply switch directly to 7nm, but since the transition to 7 nm is not affected by the changeover to 10 nm and the company has ample money, it makes sense that 10 nm is a kind of transition node bleinb , while Intel is reorienting itself.

The good news for investors here is that the uncertainties will be removed and that they know exactly where Intel stands: 10 nm will be right this time, but you shouldn't expect it to be as productive as 14 nm. This can probably be interpreted not only as an incremental performance boost that you get from moving to a smaller node, but also as a financial profile (10 nm will definitely cost Intel a decent bar of money). Another silver lining on the horizon is that the company is still on track to switch to 7 nm by 2021, and that it has remained relatively unaffected by the global slowdown caused by the coronavirus.

Source: wccftech via Usman Pirzada

 

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Igor Wallossek

Editor-in-chief and name-giver of igor'sLAB as the content successor of Tom's Hardware Germany, whose license was returned in June 2019 in order to better meet the qualitative demands of web content and challenges of new media such as YouTube with its own channel.

Computer nerd since 1983, audio freak since 1979 and pretty much open to anything with a plug or battery for over 50 years.

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