Intel Ahead of Schedule

So considering how badly Intel stumbled with the transition to 10nm, how reliable are these roadmaps? Well, believe it or not, there is a lot of evidence that points to the fact that Intel is actually ahead of schedule by as much as 6 months. This is something we have covered before and while with 10nm, Intel was always pushing back its launches, it has actually brought back the 18A launch from development in 2025 to manufacturing ready (read: risk production) in 2H 2024 - which is a pretty big deal. It should come off as great relief to investors suffering from 10nm PTSD to know that not only is the process on track but Intel actually seems to be ahead of schedule.

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AMD Ryzen 7 7745HX “Dragon Range” CPU Benchmark Leak: 8 Cores On Par With 16 Core 12900HX (wccftech.com)

In terms of performance, the AMD Ryzen 7 7745HX “Dragon Range” CPU scored an impressive 1828 points in single-core and 18,606 points in multi-core. This puts the chip on par with Intel’s high-end Alder Lake-HX CPUs featuring up to 16 cores.

This 5nm cpu seems to be a very competitive option to Intel chips…doc

AMD EPYC 9654 ES 96-Core CPU Is As Fast As A LN2-Overclocked Threadripper 5995WX In Cinebench (wccftech.com)

Furthermore, the sample discovered by HXL (@9550pro) was running 768 GB of DDR5-5600 system memory compared to the official spec that only allows up to DDR5-4800 speeds. But enough of the specs, it’s time we talk about the benchmarks. The AMD EPYC 9654 CPU was tested in Cinebench & at its default state, it scored huge with 115,315 points going in its bag. This is on par with the fastest overclocked result of the Threadripper 5995WX chip under LN2 cooling which is reported at 116142 points.

This has a comparison of the 10nm Sapphire Rapids cpu to this 5nm sample. It doesn’t look good for INTC going forward imho…doc

AMD Talks RDNA 4, GPU-Based AI Accelerators, Next-Gen Graphics Pipeline: Promises To Evolve To RDNA 4 With Even Higher Performance In Near Future (wccftech.com)

Currently, GPUs for PCs are steadily evolving from RDNA 1 to RDNA 2 and RDNA 3, and we promise to evolve to RDNA 4 with even higher performance in the near future.

In recent years, Samsung Electronics’ SoC “Exynos 2200” has entered the smartphone field by providing RDNA 2-based GPU IP cores. In addition, AMD’s GPUs have been provided to electric vehicle maker Tesla for its “Model S” and “Model X” in-vehicle systems. It is a foray into new fields. We will continue to develop GPUs that will not betray the expectations of gamers.

It looks like AMD gpu’s are being used by Samsung and Tesla which bodes well for AMD in the future I’m hoping…doc

AMD Publishes Emergent Update After Massive Severity Appears In Ryzen Master Software (wccftech.com)

Here is a problem they had with Ryzen software that has been fixed…doc

I don’t think Intel is on time anymore. According to Morse Law is dead they are nerfing their entire lineup. See here for details.

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I am not sure this is related to schedule slips. It is certainly related to both their cost cutting programs, as well as the recently dramatic drop in demand. There is also a rumor that they delayed their TSMC N3 products by almost a year. Intel is now taking under utilization charges for their existing factory network. It sounds like the plan/goal is to get rid of a bunch of products, but accelerate the remaining few. What Intel plans for 2024/2025 is now very unclear to me.

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