AMD shares soar on the back of Intel’s 7nm woes: 16 percent gains as Ryzen 3000 remains a 7nm leader

[Redaktion]

Following an Intel earnings call where the CPU maker admitted that its 7nm process still wasn't ready, competitor AMD saw a massive boost to its share value, with AMD shares having gained 16 percent on NASDAQ.

https://www.notebookcheck.net/AMD-shares-soar-on-the-back-of-Intel-s-7nm-woes-16-percent-gains-as-Ryzen-3000-remains-a-7nm-leader.482942.0.html

[ariliquin]

I'm looking at you Dell, Lenovo, Razer, where are our premium AMD laptops? Tired of waiting.

[JayN]

"giving the company another year of exclusivity as the only CPU maker delivering 7nm x86 chips"

Perpetuating the misinformation that there is some significant difference between TSM 7nm and Intel 10nm.   In fact the reported densities of these two are comparable.  Also, both AMD and Intel continue to use multi-patterning on DUV.  Neither uses EUV at this point, although TSM has made it available.

No, this announcement only has meaning for when AMD moves to TSM 5nm and Intel moves to their own 7nm, since these are also comparable in density.  For AMD, perhaps that is for zen4.  For Intel, it is beyond Sapphire Rapids on the server side and beyond Alder Lake, which is the successor to Tiger Lake.  That one is Meteor Lake, which was not scheduled until 2022.  The server chip is Granite Rapids, also scheduled for 2022.  This is based on the info from wikichip.

So, the delays have nothing to do with CPU schedules in 2020 or 2021 on Intel's side.

It might have delayed the Ponte Vecchio GPU, except that there are rumors it is being built in TSM now, or perhaps in both Intel and TSM since Swan described developing contingencies.

[John Meier]

"giving the company another year of exclusivity as the only CPU maker delivering 7nm x86 chips"

Perpetuating the misinformation that there is some significant difference between TSM 7nm and Intel 10nm.   In fact the reported densities of these two are comparable.  Also, both AMD and Intel continue to use multi-patterning on DUV.  Neither uses EUV at this point, although TSM has made it available.

No, this announcement only has meaning for when AMD moves to TSM 5nm and Intel moves to their own 7nm, since these are also comparable in density.  For AMD, perhaps that is for zen4.  For Intel, it is beyond Sapphire Rapids on the server side and beyond Alder Lake, which is the successor to Tiger Lake.  That one is Meteor Lake, which was not scheduled until 2022.  The server chip is Granite Rapids, also scheduled for 2022.  This is based on the info from wikichip.

So, the delays have nothing to do with CPU schedules in 2020 or 2021 on Intel's side.

It might have delayed the Ponte Vecchio GPU, except that there are rumors it is being built in TSM now, or perhaps in both Intel and TSM since Swan described developing contingencies.

Zen 3 will use DUV, and that will use EUV

Zen 4, assuming it will launch on late 2021, will probably be using TSMC 5nm, as it will enter volume production this year

[John Meier]

*Zen 3 will use EUV