[Beowulf] Intel Storm on the Horizon ?

[Douglas Eadline]

These two stories from SemiAccurate are a bit disconcerting.

There is a bit of company dirty laundry that make the Krzanich
firing seem silly, but the money statement is:

"Yields of fully working chips rounds to zero. Intel’s 10nm process flat
out doesn’t work and SemiAccurate’s sources are telling us about the
continuing struggle for Intel."

SemiAccurate has been following this issue for a while. More details
are available for paid subscribers (anyone here?) Charlie Demerjian
is usually more right than wrong about this stuff.

https://semiaccurate.com/2018/06/29/intels-firing-of-ceo-brian-krzanich-is-a-cover-for-deeper-problems/

https://semiaccurate.com/2018/07/02/intel-custom-foundrys-10nm-meltdown-is-crushing-a-20b-market-cap-tech-giant/



--
Doug

[Jeff Johnson]

I think this has been oncoming for a while. While Intel has been doing the
Tick-Tock march for a while they have also been bringing in new concepts to
get avoid hitting a wall with the architecture.

First it was single to dual to multi-core. Next was pulling devices into
the die. HBM slated to come into the die. Where do you go from there if
physics is fighting you at ≀10nm?

I think we're looking at a repeat of 2003, AMD is about to start eating
their lunch for a while.

Just one guy's opinion, and you know what they say about opinions...

Post by Douglas Eadline
These two stories from SemiAccurate are a bit disconcerting.
There is a bit of company dirty laundry that make the Krzanich
"Yields of fully working chips rounds to zero. Intel’s 10nm process flat
out doesn’t work and SemiAccurate’s sources are telling us about the
continuing struggle for Intel."
SemiAccurate has been following this issue for a while. More details
are available for paid subscribers (anyone here?) Charlie Demerjian
is usually more right than wrong about this stuff.
https://semiaccurate.com/2018/06/29/intels-firing-of-ceo-
brian-krzanich-is-a-cover-for-deeper-problems/
https://semiaccurate.com/2018/07/02/intel-custom-foundrys-
10nm-meltdown-is-crushing-a-20b-market-cap-tech-giant/
--
Doug
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Jeff Johnson
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Aeon Computing

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High-Performance Computing / Lustre Filesystems / Scale-out Storage

[C Bergström]

It's an interesting theory, but just because Intel is off-schedule.. why
would you think AMD is positioned to capitalize?

1) Do they have the mindshare?
2) Do they have the software to back up nice hardware?
3) Big machines are contractually locked down years in advance

That leaves small and mid market opportunities... Where can they make a
move in time and how? (Don't get me wrong.. I'm a big fan of AMD and wish
them all the best luck)

Post by Jeff Johnson
I think this has been oncoming for a while. While Intel has been doing the
Tick-Tock march for a while they have also been bringing in new concepts to
get avoid hitting a wall with the architecture.
First it was single to dual to multi-core. Next was pulling devices into
the die. HBM slated to come into the die. Where do you go from there if
physics is fighting you at ≀10nm?
I think we're looking at a repeat of 2003, AMD is about to start eating
their lunch for a while.
Just one guy's opinion, and you know what they say about opinions...

Post by Douglas Eadline
These two stories from SemiAccurate are a bit disconcerting.
There is a bit of company dirty laundry that make the Krzanich
"Yields of fully working chips rounds to zero. Intel’s 10nm process flat
out doesn’t work and SemiAccurate’s sources are telling us about the
continuing struggle for Intel."
SemiAccurate has been following this issue for a while. More details
are available for paid subscribers (anyone here?) Charlie Demerjian
is usually more right than wrong about this stuff.
https://semiaccurate.com/2018/06/29/intels-firing-of-ceo-bri
an-krzanich-is-a-cover-for-deeper-problems/
https://semiaccurate.com/2018/07/02/intel-custom-foundrys-10
nm-meltdown-is-crushing-a-20b-market-cap-tech-giant/
--
Doug
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------------------------------
Jeff Johnson
Co-Founder
Aeon Computing
www.aeoncomputing.com
t: 858-412-3810 x1001 f: 858-412-3845
m: 619-204-9061
4170 Morena Boulevard, Suite C - San Diego, CA 92117
High-Performance Computing / Lustre Filesystems / Scale-out Storage
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[Douglas Eadline]

Post by C Bergström
It's an interesting theory, but just because Intel is off-schedule.. why
would you think AMD is positioned to capitalize?

If SA is right, Intel is not off schedule but rather off the rails.

--
Doug

Post by C Bergström
1) Do they have the mindshare?
2) Do they have the software to back up nice hardware?
3) Big machines are contractually locked down years in advance
That leaves small and mid market opportunities... Where can they make a
move in time and how? (Don't get me wrong.. I'm a big fan of AMD and wish
them all the best luck)
On Tue, Jul 3, 2018 at 2:39 AM, Jeff Johnson

Post by Jeff Johnson
I think this has been oncoming for a while. While Intel has been doing the
Tick-Tock march for a while they have also been bringing in new concepts to
get avoid hitting a wall with the architecture.
First it was single to dual to multi-core. Next was pulling devices into
the die. HBM slated to come into the die. Where do you go from there if
physics is fighting you at ≤10nm?
I think we're looking at a repeat of 2003, AMD is about to start eating
their lunch for a while.
Just one guy's opinion, and you know what they say about opinions...

Post by Douglas Eadline
These two stories from SemiAccurate are a bit disconcerting.
There is a bit of company dirty laundry that make the Krzanich
"Yields of fully working chips rounds to zero. Intel’s 10nm process flat
out doesn’t work and SemiAccurate’s sources are telling us about the
continuing struggle for Intel."
SemiAccurate has been following this issue for a while. More details
are available for paid subscribers (anyone here?) Charlie Demerjian
is usually more right than wrong about this stuff.
https://semiaccurate.com/2018/06/29/intels-firing-of-ceo-bri
an-krzanich-is-a-cover-for-deeper-problems/
https://semiaccurate.com/2018/07/02/intel-custom-foundrys-10
nm-meltdown-is-crushing-a-20b-market-cap-tech-giant/
--
Doug
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------------------------------
Jeff Johnson
Co-Founder
Aeon Computing
www.aeoncomputing.com
t: 858-412-3810 x1001 f: 858-412-3845
m: 619-204-9061
4170 Morena Boulevard, Suite C - San Diego, CA 92117
High-Performance Computing / Lustre Filesystems / Scale-out Storage
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[C Bergström]

Post by Douglas Eadline

Post by C Bergström
It's an interesting theory, but just because Intel is off-schedule.. why
would you think AMD is positioned to capitalize?

If SA is right, Intel is not off schedule but rather off the rails.

I see hand waiving and smoke, but let's see performance numbers that show
them in critical trouble. That's the only way that I can imagine this
having any tangible market impact. Intel is a ruthless company, I certainly
wouldn't under estimate them.

[Bill Abbott]

I do plan on keeping an eye on 20B market cap HPC vendors. So far I've
found exactly one.

Bill

Post by Douglas Eadline

Post by C Bergström
It's an interesting theory, but just because Intel is off-schedule.. why
would you think AMD is positioned to capitalize?

If SA is right, Intel is not off schedule but rather off the rails.
I see hand waiving and smoke, but let's see performance numbers that
show them in critical trouble. That's the only way that I can imagine
this having any tangible market impact. Intel is a ruthless company, I
certainly wouldn't under estimate them.
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[Kilian Cavalotti]

Post by Bill Abbott
I do plan on keeping an eye on 20B market cap HPC vendors. So far I've
found exactly one.

Maybe not necesarily a HPC vendor. Speculation is happening here:
https://semiaccurate.com/forums/showthread.php?9139-Intel-s-10nm-fiasco-is-going-to-kill-a-mystery-tech-giant

Cheers,