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Summer Intel fell behind

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In the summer of 2020, Intel seemed poised for triumph. Then things went mistaken. “In a nutshell: Intel blew it up,” explains Glenn O’Donnell, director of research at Forrester Research. Intel had to announce to the world that it would delay its next major manufacturing feat for its chips by a few more years, an admission that Intel was, once again, lagging behind in the competition.

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After years of a misplaced batch, manufacturing delays, and a leadership change, the formerly undisputed chip-making king finds himself facing competition he hasn’t faced in decades — while simultaneously finding himself in what could be the company’s rock base.

In 2020, Intel was forced to admit that it would severely delay its 7nm node, which was recently renamed Intel 4.

Intel managed to survive the hell final summer, at the cost of being forced to dramatically rethink its business from the top to the base. Now it has a unused CEO, a unused plan, and a market hungry for more chips. He set driven goals, revealed the most detailed process roadmap and a bold promise to move forward and regain processor leadership by 2025, if he can avoid the familiar pitfalls of the former decade. The coming years will be a moment of success or failure in recovery that will correct course – or send Intel into what may be its final meltdown.

“It wasn’t something that happened all of a sudden. These things build and build and build over time until something happens that breaks everything,” says O’Donnell. “Things have run a downward trajectory for Intel for years, yet it was final summer—and the 7nm delay—when I started The cracks in the Intel interface look more like valleys.

“Throughout its history, until recently, manufacturing has been one of the magical things that has been going on at Intel — part of Intel’s secret sauce has been manufacturing innovations, which is why 7nm has been such a vast embarrassment,” O’Donnell says. “It’s been a vast hit, psychologically, across the company, but also across the market because that means Intel no longer has that secret sauce.”

The fact that Intel still makes its own chips today is a rarity in the industry. The vast majority of tech companies are manufacturing-free, which means they outsource their chips — even if they design them themselves — to other companies. AMD, Nvidia, Qualcomm, Apple, MediaTek, and Broadcom are some of the leading examples of myth companies today.

Intel is one of the few computer chip companies that are still designing And They make their own machines – they can design every part of the process to their own specifications and purposes, and they have unparalleled control over the actual manufacturing of their products. It’s actually Owns own fabs, and it’s the only major company still making chips in the United States at the moment. Manufacturing has been one of Intel’s biggest strengths for decades. But the fact that the company missed its 7nm forecast, following years of the 10nm delay it was just recovering from, was a vast blow.

Last year started off well for Intel. The company announced Tiger Lake chips (technically the company’s 3rd generation 10nm designs) which also saw the emergence of the company’s lengthy-running Xe GPU architecture, giving it an exciting unused wave of slick processors in a (graphics) area that has lengthy been one of Intel’s weaknesses. The chips delivered impressive performance, although – like their lengthy-delayed Ice Lake predecessors – they were restricted to only low-power laptops. It turns out that waiting for 10nm and unused Intel graphics was worth it: The unused chips outperformed single-core AMD when they were released, and were actually up to the hype.

There’s still more to do: Intel has released only 10nm chips for its weakest laptop product. If you purchase a thin and lightweight PC, it will be better than ever, with all the improvements in performance and power efficiency that the unused build node has brought with it. But it took nearly a packed year prior the more powerful Tiger Lake H-series chips were released for gaming and video-editing laptops, and you’re just starting to see those benefits. It still has to move its desktop chips to 10nm (at the potential expense of this year’s chips, which have attempted to integrate 10nm designs into 14nm architectures to accomplish mixed results).

After years of manufacturing delays, it looks like Intel may, perhaps, be back on the right track.

But when June started, Intel’s problems started to surface again. Veteran engineer Jim Keeler has announced that he is leaving the company for “personal reasons”. Keeler is mr. Overhauling the world of chip design: Help Apple build its in-house A-series chips, AMD with its Zen architecture, and Tesla with its self-driving computer chip. Intel brought Keeler to the board of directors in 2018, and while the company hasn’t publicly defined his role other than to lead Intel’s silicon engineering team for “system-on-chip (SoC) development and integration,” his job was clear: as leader of Intel’s 10,000 semiconductor engineering team Someone, he had to get Intel back on the right track.

Keeler is known for his short stints in companies – he often comes in and gets things moving and leaves prior the fireworks start. But his less than two years at Intel and his sudden departure marked one of his shortest stints to date, and an inauspicious start to Intel’s summer.

But there was more bad news awaiting Intel just a few days later, when Apple announced at WWDC 2020 that it would switch over to its Arm-based chips, away from the Intel processors it’s been using for more than a decade. The logic was similar to when Apple first switched from PowerPC to Intel in 2005: Bloomberg She mentioned that the Mac manufacturer weighed and measured Intel’s roadmaps, already riddled with recent delays, and found that they wanted to.

Apple’s Q2 2019 earnings report goes further, directly blaming lower Mac sales that quarter on processor supply issues with Intel. “We believe our Mac revenue would have been higher compared to final year without these restrictions,” CEO Tim Cook noted.

At fewest one previous engineer at Intel confirmed these frustrations: Candid Principal Engineer Francois Bideneuil said قال computer games That the switch was at fewest in part due to destitute quality assurance with the company’s Skylake chips.

But the switch to Arm chips wasn’t just an announcement that Apple was fed up with Intel’s delays — it was announcing to the world from one of tech’s most influential companies that Intel chips couldn’t hang around anymore. “When we make bold changes, it’s for one simple but powerful reason: so we can make much better products” — for Apple, leaving Intel behind was a necessary choice to let the Mac leap forward, Cook said in the announcement. And sure enough, Apple’s first M1 chips exceeded expectations in every aspect, changing our perception of laptop performance when they arrived later final year.

But it was all a prelude to Intel’s biggest looming disaster: announcing its second-quarter 2020 earnings announcement that the company had set a “defect mode” on the 7nm process, holding back progress for at fewest a year. The next-generation chip, originally slated for a late 2021 release and an significant part of Intel’s strategy to get it back on track and catch up with other silicon producers like TSMC, has been delayed until beforetime 2023.

This is a big problem for Intel. As explained by Natalie Enright Gerger, a professor of computer engineering and a leading researcher in computer engineering, there are two main ways that chip makers can improve performance: unused designs, such as placing more cores or unused AI accelerators on chips; and adding more transistors, which mainly come from newer and smaller architectures. “Without the aptitude to shrink the knot, they are missing out on one of the two key drivers of performance. They are still competent to innovate…but they are unable to get that extra triumph for more transistors that AMD has.”

AMD is also the beneficiary of TSMC’s more advanced production: its Ryzen chips have been running at 7nm since 2019, and it could be ready to skip Intel again when its 5nm Zen 4 chips ship in 2022.

Intel competes effectively with one hand tied behind its back. The fact that this product has ever been kept up to date is a testament to the advantages it offers in-house production offerings, and innovations in things like Foveros’ unique packaging techniques – all of the “secret sauce” mentioned overhead – but the constant delays of unused structures have shown it to be the considerate of trick that can’t Intel preserve up with it only for so lengthy.

The fallout from the summer’s events came quickly. Soon following the 7nm news broke, Venkata “Murthy” Randuchentala, the company’s previous hardware chief, left his post. Former Intel CEO Bob Swan — the previous chief financial officer of Intel prior he came first — is replaced by Pat Gelsinger, a previous Intel engineer best known for helping pioneer some of Intel’s first innovations in the 1980s and serving as the company’s first CTO. . Gelsinger was an employee intended to aid patch the ship, a signal to both employees and the world that Intel wanted to get grave about chips and once again exploit their strengths.

Gelsinger wasted no time, already announcing Intel’s unused “IDM 2.0” strategy that will see the company outsource some of its production to other players like TSMC and Samsung, and work to solidify Intel as a chipmaker for other companies through a unused Intel Foundry service business, and create an driven goal to return Intel to the forefront of cutting-edge chip designs by 2025.

The newly announced roadmap – the most detailed look at its coming products that Intel has shared at some point – and the renaming of its technology nodes to better contextualize it with competitors is part of that strategy; A major announcement from the company that it has a comeback plan.

in a comment on the edge“We have a solid foundation, and an exciting strategic vision ahead of us,” said Intel Executive Vice President Michelle Johnston Holthus, highlighting the company’s unused investments and roadmap.

But getting there will be a challenge. Intel—the company once best known for being the untouchable CPU industry leader—is undeniable. While some of its unused advertising, like the $20 billion it’s investing in unused plants in Arizona, sounds impressive, it’s batches that will take years to pay off. It also pales in comparison to competitors like Samsung, which announced a $116 billion investment over a decade in semiconductor production in 2019, or TSMC, which has plans to invest more than $100 billion in capacity expansion over the next three years.

Even Intel’s unused roadmap is not guaranteed for the coming. There are a lot of driven goals out there, including the launch of the lengthy-delayed 7nm Intel 4 chips in 2023, and the next generation of transistor architecture with the Intel 20A in 2024. But Intel is emerging from its recent 10nm and 7nm struggles and will need to make sure its pace is up. The robust annual set up here does not confront similar hurdles that could cascade through the PC industry. And competitors like Samsung and TSMC are already preparing next one A generation of chips with a higher transistor density and more advanced technologies, which means that recently revitalized competitors like AMD and Qualcomm will be waiting to catch any slowdown from Intel. As O’Donnell explains, “They have to jump in now—just catching up isn’t enough.”

Last summer was a wake-up call for Intel, a clear indication that years of delays and missed opportunities were a bonanza it could not persevere to pass up. The changes Intel has made in the year since then are the right ones: Bringing back experienced leaders and hardware designers back and focusing on getting the semiconductor business back on track. Intel will have to restore trust, rebuild its reputation as a leader that OEMs and customers can count on, and show that it can still be competitive on the bleeding edge of chips. Last year was a pleasing first step, and the ball was in Intel’s court. But now, he must deliver.

Referensi: www.theverge.com

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