What you need to know
- Intel's CFO says that Intel's process tech will lag behind AMD's until the end of 2021.
- He states that Intel's process technology will reach parity with AMD's when Intel makes the 7nm node.
- He adds that Intel feels it won't regain leadership until the 5nm node comes out in the future.
Intel's CFO, George Davis, shared at the Morgan Stanley conference that Intel process technology likely won't catch up to AMD's until the end of 2021 (via Tom's Hardware). Davis states that Intel's process technology should reach parity with AMD's when Intel produces the 7nm node at the end of 2021. Davis believes that Intel will regain process leadership when it builds the 5nm node at some point in the future.
Davis summarized how Intel feels it will catch up to AMD at the conference:
Davis was blunt with his assessment of the current generation of process tech from Intel, stating, "Look, this isn't just going to be the best node that Intel has ever had. It's going to be less productive than 14nm, less productive than 22nm." He continued to look ahead, adding, "we're excited about the improvements that we're seeing, and we expect to start the 7nm period with a much better profile of performance over that starting at the end of 2021."
Davis' statements are intended to give investors clear knowledge of where Intel is at the moment. He also outlined how Intel feels it will catch up and surpass the competition in the future.
Intel's 7nm process technology should roll out in late 2021. Intel hasn't publicly shared a specific date or time frame for the 5nm tech that Davis mentioned.
Sean Endicott brings nearly a decade of experience covering Microsoft and Windows news to Windows Central. He joined our team in 2017 as an app reviewer and now heads up our day-to-day news coverage. If you have a news tip or an app to review, hit him up at firstname.lastname@example.org (opens in new tab).
isn't AMD is fabless, therefore it's not AMD that have process advantages here but TSMC misleading article
Is now the time to buy AMD stock?
The time to buy AMD stock was 3 years ago. Or last week when the entire market freaked out.
Now might be the time to buy Intel though😂
No, lol. You'd be buying high and their stock will go down by 2021 when Intel surpasses them. Or buy now and sell before Intel next gen
What a confusing article. What does "less productive" mean?
How the mighty have fallen. For decades, Intel was the premium product, and you'd only get AMD if you were going on the cheap. But today, AMD is both cheaper and better. The key difference between these companies is leadership. AMD's CEO's background is that of an amazing engineer -- she got a EE bachelor's degree, master's degree and PhD all from MIT, then spent decades doing R&D and product development as an engineer. Intel's CEO got his bachelors in business administration and an MBA before spending decades working in corporate finance. It's not exactly a shocker that one of these CEOs has brought her company's products into the future rapidly and effectively while the other spent years tripping over his own feet in failed attempt after failed attempt to produce 10nm chips reliably and bringing down a company that was once at the top of the silicon food chain. All of my custom PC builds over the last 25 years -- including my most recent build about 14 months ago -- have had Intel processors. But if I were building one today, I would have a very difficult time thinking of a reason to use Intel. It's a shame to see Intel fall. But it's good to see that there's still a well-run chip manufacturer, even if it's a different one.
Athlon processors wiped the floor with Intel. That was only a little over a decade ago. I yep got lazy without competition and now they have to catch up. It's good for the processor market. Granted ARM processors may well rule the day
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