This is based on your non-disclosure presentations from Intel? (Spoiler: I get NDA presentations from my HP/Intel reps, and there's definitely a roadmap but of course no NDA presentation has a firm timetable.)
Yep - "fabless", the kiss of death for silicon vendors.
Ooops! AMD is fabless. Kiss of death.
Nvidia is also fabless. Apple is also fabless. I guess they are all going down, according to you.
You can have any roadmaps you like from anybody. If Intel is not able to manufacture any of the stuff presented in those presentations - you can put them into toilet. Educate yourself first about Intel's future process, then talk. Murthy Reduchintala has spoken few days ago, that 10 nm is not going out for next 12-18 months, because they cannot get it to work on proper yields, and they cannot give any timetable for it, because "They simply don't know the answer". Only 7 nm gives some hope for Intel, thankfully, they started again putting R&D resources in it, not the way 10 nm got them, and it gives glimpses of hope.
Do you really believe what you write?!
AMD is barely catching up with what Intel has on technology level and far behind on the financials….
Funnily enough, this same rhetoric is going through Intel Management, and was going over past 2-3 years.
A giant without process, has legs from clay.
AMD Barely catching up to Intel? Sales are saying something different... But that is not a matter for this post.
Intel cannot put out 10 nm products out for next few years. Intel will compete with 7 nm products from other companies, with their own 14 nm products.
What this means: AMD will have 64 Core server CPU, with slightly higher IPC than Skylake architecture, clocking as high as all of Lakes from Intel. Best what Intel will come up with is 28-32 core CPU.
Consumer: AMD can have up to 4.8 GHz Turbo state single core CPU with 16 cores on 7 nm process, for AM4 platform, that has higher IPC, than Skylake architecture. Barely, but higher. Intel can have here 8 Core/16 Thread CPU, that clocks to 4.8 GHz single core, with Skylake IPC, on LGA1151 platform.
Who do you think has technological advantage in this scenario? Its not imaginative. Its REALITY, which will occur in 2019, because the roadmaps are confirmed. We are not talking about today. Apple does not care about it, hence why they are dropping Intel in their desktop lineup. Are you sure it is not because AMD has technological advantage slated for the future, because Intel cannot manufacture anything on 10 nm process, and 7 nm is a mist at this point? And remember 10 nm is not going out for next 1.5 years, and is HVM 2020 right now. Which is exact year, when Apple wants to start dropping Intel. If you would be on Apples side, and know that Intel has manufacturing problems, and you solely rely on him, would you not switch to another vendor who will have technological advantage, and will have manufacturing capability of actually delivering the chips?
Guys, all of this has been already written in tech/financial world. Why are you asleep and uneducated about this? Whole 10 nm Fiasco, and the fact, that Intel will lose technological advantage they had for past decade shows you incompetence of their management staff, and teaches us all, how technological advantage can go "poof" in just two years, when you management staff is incompetent, and full of themselves.
Read up what happened, what Intel though about AMD, Zen, competition, process lead, why they fed with money 14 nm process, to increase yield(and Margins), at the expense of 10 and 7 nm processes, which effects we see today, and will see for another 1.5 years. Because of the stage we are right now, 7 nm is not dead yet, and can be fixed. 10 could be revolutionary process, but Intel bite a bit too much it could chew(2.7 times denser logic, vs 14 nm process, which is ridiculous looking from grand scheme of things).
If I would be Intel I would completely scrap the 10 nm, and go straight full on for 7 nm.
