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Intel talks about specter and meltdown, in addition to its processes at 14 nm and 10 nm

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In a recent conference call with JP Morgan, Intel has addressed issues like 10nm production, 14nm longevity, and Specter / Meltdown vulnerabilities in great detail, providing a unique insight into the company's plans for the next 12-18 months.

Intel talks about issues with its 10nm node and Specter and Meltdown vulnerabilities

Starting with Specter / Meltdown, Intel has committed to launching new products with hardware-level mitigations later this year, in the form of Cascade Lake and Whiskey Lake, which will use the company's existing 14nm manufacturing process. On the 10nm issue, Intel was quick to point out that they are shipping silicon in low quantities.

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The 10nm node currently doesn't have an exact framework for the process to be ready, with Intel limiting production until it makes financial sense. The 10nm will go into full production when they reach a high enough point on the performance curve.

With the current status of 10nm, Intel plans to stick with 14nm for a while longer, claiming that they are comfortable with their 14nm roadmap and that it will give them product leadership over the next 12-18 months. If this statement is correct, we will see products at 14nm for next year, putting AMD in a position where they can launch 7nm products before Intel can create high-end processors at its 10nm node.

The company's use of 14nm for 2019 data center products offers AMD a great opportunity to gain market share, especially if they can continue to offer competitive pricing. The roadmap is lagging because of its 10nm production yields, forcing the company to release Skylake, Kaby Lake, and Coffee Lake with minimal architectural changes under increasingly efficient iterations of its 14nm manufacturing process.

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