https://www.theregister.com/AMP/2022/08/05/intel_is_late_again/
Can Pat stop the rot – or is the chip giant facing a Kodak moment? No and yes past the tipping point. Intel is where
Intel is a massive organization filled with brilliant scientists, electrical engineers, and software developers. And yet, despite all of this talent, the company is falling behind rival AMD. Why you ask because ad 10nm and 7nm they could design the greatest chip but TD and Fab couldn’t produce. AMD, Nvidia, Apple and others do T have this problem. Fan and silicon TD is total FUBAR.
EPYC is the competition! However, it's hard to ignore Sapphire Rapid's absence when companies like AMD have been pushing ahead unabated. The House of Zen has enjoyed bumper Epyc server processor sales amid the absence of Sapphire Rapids
Intel can claim up and down that Intel 4 is on track to ship in 2023 with Meteor Lake, but the company's track record suggests that's wishful thinking.
Gelsinger hasn't made things any easier for himself in this regard. Opening Intel's fabs to contract manufacturing was a bold move, but who is going to buy your chips if your process tech never arrives on time? If Intel wants to steal share from TSMC for leading edge chip manufacturing, it needs a competitive process. As it stands, it doesn't look like it has one.
Intel can claim up and down that Intel 4 is on track to ship in 2023 with Meteor Lake, but the company's track record suggests that's wishful thinking.
Gelsinger hasn't made things any easier for himself in this regard. Opening Intel's fabs to contract manufacturing was a bold move, but who is going to buy your chips if your process tech never arrives on time? If Intel wants to steal share from TSMC for leading edge chip manufacturing, it needs a competitive process. As it stands, it doesn't look like it has one.