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  • HStewart - Thursday, May 9, 2019 - link

    One thing I am curious about Xe graphics on desktop which I believe is planned - but what about lighter version of Mobile laptops and such.. even something to compete with NVidia 1xxx on the laptop.
  • DigitalFreak - Thursday, May 9, 2019 - link

    From another AT article: Intel has stated that its Xe product stack will feature two different microarchitectures from mobile client up to GPGPU
  • RU482 - Thursday, May 9, 2019 - link

    has anyone seen or confirmed just what products will fall in the Xe swim lane? My Intel reps are being very coy and resistant to provide ANY details yet. It would be nice to know...do they intent to offer a challenger to Quadro video cards? Tesla compute cards? both? Enquiring minds want to know!
  • Ian Cutress - Thursday, May 9, 2019 - link

    They haven't said yet. They aren't making that information available.
  • BigMamaInHouse - Friday, May 10, 2019 - link

    Damn. The slides department looks like working 24/7 in full steam!...
    IMO they are trying to stop the stock price free fall, over 20% in two weeks.
    This is what happens when you have 99% of the market-share for many years and you can charge as much as you want for your products and Bamm, 1 Day you get Real competition with 32C at third of your current price and before you Blink the competitor has 64C CPU's.
    This makes me happy since we all know that Intel's engineers could have made amazing product and development in last 10 years but the Marketing department was having all the power, now the engineers must be happy to get all the new R&D money and much more freedom and appreciation so can make Intel Great again :-).
  • peevee - Thursday, May 9, 2019 - link

    Newsflash: today Intel announced long-awaited release of a new code name. "Specious Lake represents the last 10 years of Intel innovation" said Super Vice President of Marketing Patel Dumborajachurpan.
  • HStewart - Thursday, May 9, 2019 - link

    Comments like this one should belong on WCCFTech.
  • HStewart - Thursday, May 9, 2019 - link

    Just for you are sure what I am talking about is the "Specious Lake" joke.
  • HStewart - Thursday, May 9, 2019 - link

    Just FYI, it looks like in 2021 Intel is moving out of the lake and into rapids with 'Sapphire Rapids" and in 2022 well they just call it "Next Gen"
  • outsideloop - Thursday, May 9, 2019 - link

    We are in the midst of a full-on Intel paper assault and propaganda campaign to limit losses for the remainder of the year to AMD.
  • PeachNCream - Thursday, May 9, 2019 - link

    It's very much a paper assault and a positive spin on the latest ugly situation that is lowering the share value. Apparently there's no reason to be bullish about the company's financial outlook until around 2023 when 7nm chips finally start looking more competitive...assuming the competition remains reasonably stagnant until then which may not be the case at all.

    https://www.marketwatch.com/story/intel-stock-fall...
  • HStewart - Thursday, May 9, 2019 - link

    Stock looks level to me as of 1pm - and others are down, AMD to a sharp turn down today - but went back up - so above quote are probably don't like Intel. This is no official statement when 7nm is competitive. Just that Xe will get it first and in 2021 not 2023.
  • PeachNCream - Thursday, May 9, 2019 - link

    I hold Intel shares. They're down nearly 5% right now (an hour after your comment). That's not level by any stretch of the imagination. While I'm not worried about the day to day performance since I'm in this for dividends and my portfolio is diverse, indications are pointing to weakened performance for the next four years. In Intel terms, weakened performance is still just fine since the gross margin ought to hang around an obnoxious +50%, but that is down considerably from their usual performance.

    As for this BS - "This is no official statement when 7nm is competitive."

    We have - "While Intel's first 7 nm product will be launched in 2021, Intel stresses that high-volume manufacturing (HVM) using the technology will begin in 2022 when the technology will be used not only for a server GPU, but also a server CPU."

    Which is from this article that you seemingly read and commented on starting yesterday - https://www.anandtech.com/show/14311/intel-process...

    So you can see with production ramp-up happening in 2022 for 7nm on server chips, volumes for purchase will likely hit the markets sometime in 2022 and consumer chips on the same process node are likely going to arrive in 2023.

    Honestly, I'm not sure why I just wasted all that time typing at you. You're intentionally ignorant and blindly brand loyal. Heck, I have investments in Intel and even I'm not standing around with pom-poms waiting to shake my money makers when Intel encounters the least bit of trouble. You have some unresolved issues.
  • CiccioB - Thursday, May 9, 2019 - link

    Well, this view is not entirely true.
    Intel stock is loosing value not because of this talking about 10 or 7nm, but for two other main reasons:
    1. Trump sentences about China's trade deals which put clouds on the entire economy progress
    2. Linked to the above, the fact that Intel business depends heavily on big data center orders, and seen Intel already has given an outlook of flat market for the entire 2019, reason n.1 is putting more doubts on its flatness rather than being downwards.

    You can see nvidia following the same path, being hit more hardly han others in the market.

    AMD, which just has crumbles in data center market is not going to suffer this economic negative momentum as everyone knows that if they manage to increase their presence in the DC market of just one point they are going to make a lot of money more than the none they are doing now (while 1% less in Intel is almost unnoticeable, but the problem are not the 1 less, its the 20% less they write in Q1 financial report).

    As soon as the China deal will resolve Intel (and nvidia incidentally) will probably be the ones to gain most of the advantages and their stock will recover as fast as they have lost.

    You see, AMD stocks were gaining nothing (returning on par after an initial boom) after Lisa Su said that Zen will start doing some real competition not before 1.5 year from now, which means that Intel has all the time to create it new architecture at 10nm and be there to fight at that critical moment, when Zen will be mature enough to be chosen for new installations.
    Loosing some % in DC market in favor of a good Zen (and its better PP) is not a problem if the market grows. The real treat to Intel is not their technical offer now or in 18 months, but the flat or worse shrinking market, if Trump does not stop all that economic threats against the ones that have the capitals, pay USA debts and provide raw resources for USA own tech industries.
  • PeachNCream - Thursday, May 9, 2019 - link

    I specifically pointed out that the short term stock valuation is not the central point.
  • peevee - Thursday, May 9, 2019 - link

    In terms of share price and business overall, Intel has a lot of risks ahead of it, some shared with competition and some not. It is very likely than MORE THAN ONE of those risks will actualize, so it is pretty insane to invest in Intel now.
    Some of the big ones (risks, none are certainties but possibilities):

    - Corporate transition to Win10 with new desktops and laptops is almost over and will be over before the end of the year with Win7 going EOL, meaning that corporate sales will plummet.
    - Corporate server transition to cloud servers at AWS and Azure will be over the next couple of years, after which shared resource model will not require previous rate of purchases.
    - Strong competition from upcoming Ryzen 3000 on desktop, in only a month or two.
    - Very strong competition from next EPYC in servers.
    - Very probably failure of the first discrete GPU in many years in the face of Nvidia and AMD competition on TSMC and/or Samsung processes.
    - Inability of Intel's "10 nm" to reach competitive frequencies
    - Inability of Intel's "10 nm" to reach cost savings compared to their own "14 nm", let alone TSMC's "7 nm" or "6 nm", so upcoming 10nm volume production would hurt their bottom line.
    - Possible delays of Intel's "7nm".
    - Apple switching their MacOS products to their own ARM-based CPUs.
    - adoption of ARM for cheap Windows laptops and Chromebooks.
    - cloud gaming killing the demand for new CPUs and GPUs (including the new Intel's GPU)
    - next recession.

    What is the probability of none of them materializing?
  • smilingcrow - Thursday, May 9, 2019 - link

    You missed out plagues of locusts and the great flood.
  • mode_13h - Friday, May 10, 2019 - link

    Good point. Perhaps a bomb cyclone floods out one of Intel's fabs.

    On the flip side, perhaps Samsung or TSMC are even more susceptible to climate change-related outages.
  • HStewart - Thursday, May 9, 2019 - link

    Well June will tell if it is a paper assault or not - Ice Lake laptops are suppose to be revealed at 2019 Comdex and ready for shipping in June.

    Paper assaults comments belong on WCCFtech.
  • sa666666 - Thursday, May 9, 2019 - link

    No, you and your idiotic shilling belong on WCCFTech. When are you going to get the point that everyone here sees right through your blatant attempts at propping up Intel no matter what the announcement actually says.

    To be clear, I don't think most people care about Intel _or_ AMD that passionately; they just can't stand your drivel. IOW, _you_ are the one that's unwelcome and don't belong here.
  • PeachNCream - Thursday, May 9, 2019 - link

    I fully and completely endorse this comment.
  • voicequal - Thursday, May 9, 2019 - link

    Let's each do our part to keep the Anandtech community respectful. There's plenty of room to voice disagreement on a technical basis without stooping to personal attacks.
  • Korguz - Thursday, May 9, 2019 - link

    i agree with sa666666 as well...

    voicequal, hstewart doest voice disagreement on a technical basis, he voices his opinion on twisting the info around to suit his pro intel bias, or.. just makes stuff up that there is no proof of..
  • Irata - Friday, May 10, 2019 - link

    I second that, although WCCFTech forums are beyond toxic and very far into the "they started having free wifi at the asylum" territory.
  • mode_13h - Friday, May 10, 2019 - link

    I wouldn't say HStewart is unwelcome, but I wish he would tone down his partisanship.
  • CaedenV - Thursday, May 9, 2019 - link

    I knew we have been on 14nm for a while now... but it didn't hit me as to just how long we have been on it until I saw this chart! 6 years?!?! what has Intel been doing?
    And then they act as if we are going to see 10nm in 2019 at any scale! ha! Forget about 7nm and beyond.
  • mode_13h - Friday, May 10, 2019 - link

    Based on their schedule slippage first on 14 nm (remember how they basically skipped Broadwell on the desktop) and then on 10 nm, they're certainly running low on credibility.

    Maybe Peach & HStewart can vote down the next dividend payment, so Intel has some more money to invest in its fabs. I'm not sure its investors are entirely blameless in its current woes.
  • PeachNCream - Friday, May 10, 2019 - link

    Nope! I want my dividend and everything else is their problem. :D

    In all seriousness, Intel has been operating under pressure from shareholders for a very long time and has enjoyed lots of past growth. There are good times and bad ones in any company that operates in a competitive landscape. Even though the next few years don't look as good as the last few years, I think there's enough other business beyond CPUs to keep the ship on an even keel.
  • Elstar - Tuesday, May 14, 2019 - link

    I wonder when the public will learn more about "Knights Crest" product.

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