Intel: 10nm node will be less productive than 22nm ones
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Intel Chief Financial Officer George Davis appeared at the Morgan Stanley TMT conference and had a refreshing and honest discussion with analysts about the 10nm process.
"It just isn't going to be the best node Intel has ever had."
The company revealed that it is planning to push the 10nm process this year, but also warned that, although it is almost certain that they are already entering the 10nm era, the node "is simply not going to be the best node Intel has ever had. ” And it will actually be less productive than the 22nm one. That said, George mentioned that Intel has not been affected at all by the Coronavirus and is still in excess demand waiting to be met.
He also mentioned that the 10nm server parts are going to land this year as well, dispelling all doubts that the 10nm were still in limbo. Intel has been increasingly candid about the state of its business (or manufacturing in this case), an attitude that goes back to Intel CEO Bob Swan.
This is something that enthusiasts have long discussed while Intel's 10nm was stuck in limbo a year or so ago. Since 7nm is an EUV-based process, it will act as a kind of readjustment in difficulty and actually be much easier to accomplish (relatively) than the expensive 10nm process. Many people suggested that Intel should go straight to 7nm, but since the transition to 7nm is not affected by the transition to 10nm, and considering that the company has a lot of money, it makes sense that 10nm is a kind of transition node.
visit our guide on the best processors on the market
The good news for investors here is the dispelling of uncertainty and knowing exactly where Intel is: 10nm will work out this time around, but let's not expect it to be as productive as 14nm. This can probably be interpreted not only as the performance increase obtained by switching to a lower node, but also the longevity that this node will have. Another positive aspect is that the company is still on track to make the transition to 7nm by 2021. We will keep you informed.
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