It’s not hard to remember a time when it seemed like Intel was an unbeatable, immovable giant in computing, with AMD filling in the low end of the spectrum and ARM-designed chips on mobile. But apparently, all you have to do to get a giant to fall is to let it trip itself. Intel has struggled to offer competitive products in recent years and is now seeing pressure from AMD, Nvidia, and ARM. Now, a major delay has kicked off some reorganization within the company.
Last week, Intel announced that it would delay its transition to the 7-nm node, and won’t deliver even a 10-nm chip until the latter half of 2021. The company is introducing its its 10-nm Tiger Lake CPUs soon, along with Ice Lake CPUs intended for use in servers. Its Alder Lake desktop CPUs and Sapphire Rapids server CPUs, built on the 10-nm node, in the second half of 2021. Intel pushed out its 7-nm plans by a full 12 months.
As a result of this delay, Intel announced that it will begin reorganization within the company. According to PCWorld, the company will break up its Technology, Systems Architecture and Client Group, and executive officer dr. Murthy Renduchintala is leaving the organization. His TSCG group will be broken up into five teams, each of which will report to Intel CEO Bob Swan.
Dr. Ann Kelleher will head Technology Development; Keyvan Esfarjani will lead Manufacturing and Operations; Raja Koduri will continue to run Architecture, Software and Graphics, and Dr. Randhir Thakur will continue to head Supply Chain.
The company is looking at shifting some of its silicon production to TSMC–particularly for its upcoming Xe GPU architecture–though DigiTimes reports (via TechPowerUp) that TSMC is likely to increase capacity for its new client.
New Logos, More Competition
INTEL EVO POWERED BY CORE I5 Trademark Application of Intel Corporation – Serial Number 90069922 :: Justia Trademarkshttps://t.co/dPneHQD88s pic.twitter.com/t29IM5zrew
— 188号 (@momomo_us) July 29, 2020
Intel is also in the process of overhauling its corporate identity, having registered a bunch of new trademarks with the United States Patent and Trademark Office, including a new look for the Intel Inside logo.
Intel is hardly dead, of course. Intel’s market cap dwarfs that of AMD at $205 billion versus $90 billion. But Intel is seeing pressure from all sides. Not only are ARM-powered mobile devices more popular than ever, Apple is switching to its own ARM-based silicon. On the processor front, AMD continues to offer CPUs with more cores and better prices. Intel still wins the per-core race, but the competition is hot. And now, Intel is looking to get into offering GPUs at almost every level from integrated GPUs to discrete gaming GPUs up through HPC, and that puts them in Nvidia‘s sights. That’s a lot for one company to compete with, so it’s hardly surprising that the company is struggling to keep up.
Don’t worry AVX-512 will save the day for Intel.
lol, but that Marketing Worked. Now everyone refers to it as KFC.
reorg means layoffs. layoffs inside, lol.
And “Kentucky Fried Chicken” became “KFC”
Why don’t they brand something “Ryzen” while they’re at it?
It is always a bad sign when a company changes their branding because it shows they have too many marketing people. Remember when Silicon Graphics became sgi?
OK let’s Rebrand to obfuscate and spend unnecessary efforts there because we did not for years prepare for the Future and we have to hide that under mountains of marketing oriented mush. Maybe everyone should Google Intel’s Quarterly Share Buy Back efforts and maybe those billions would have been better spent on Fab Tooling and Process Node R&D! And do Google Intel’s Contra Revenue spending as well and that’s more Billions wasted with Atom for Phones.
Intel’s Quarterly Share Buybacks in Billions of US Dollars:
March 31, 2020 4.229B
Dec. 31, 2019 3.476B
Sept. 30, 2019 4.521B
June 30, 2019 3.049B
March 31, 2019 2.53B
Dec. 31, 2018 2.266B
Sept. 30, 2018 2.657B
June 30, 2018 3.893B
March 31, 2018 1.914B
7nm is when Intel cuts its 14nm production in half!
I think you meant 14+++++++ 😀
7nm exists… it’s just stacked up to make 14 nm++++++++++++++++++++++
Sigh… since links are censored, Google these yourselves but:
I love the EVO product names! So original and non-confusing.
I’ll totally not confuse them with my Autel Evo drone or my Samsung Evo SSD.
Sigh… since links are censored, Google these yourselves but:
I love the EVO product names! So original and non-confusing.
I’ll totally not confuse them with my Autel Evo drone or my Samsung Evo SSD.
I love the EVO product names! So original and non-confusing.
I’ll totally not confuse them with my Autel Evo drone or my Samsung Evo SSD.
Tsk Tsk… I need to start fact checking RIGHT IN THE HEADLINE.
Let’s get one thing clear: Intel didn’t DELAY 7nm. That implies 7nm at Intel exists…. muhahahahah