Comments on: The Pax Chipzilla Is Over, And Intel Can’t Hold Back The Barbarians https://www.nextplatform.com/2022/10/28/the-pax-chipzilla-is-over-and-intel-cant-hold-back-the-barbarians/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Wed, 09 Nov 2022 01:18:02 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: peter j connell https://www.nextplatform.com/2022/10/28/the-pax-chipzilla-is-over-and-intel-cant-hold-back-the-barbarians/#comment-200198 Mon, 31 Oct 2022 19:18:24 +0000 https://www.nextplatform.com/?p=141419#comment-200198 “If Intel wants to play beefier Zeon P cores against more numerous Zen4 and Zen5 cores, then it had better be doing some pretty substantial architectural changes in those future generations of Xeon SPs.”

Zactly – the debate (not just here) makes it sound Intel just has to get their node act together & they are back in the game.

BS. Their key problem is architecture. Their 14nm would compete w/ amd 7nm if they had chiplets etc. Like amd, but they dont & they wont. Its a very long haul project they seem to have little stomach for.

The above advances wont provide them with the ~seamless expandability of large teams of low latency chiplets, & all the other benefits of zen – economics, efficiency….

I see little cause for optimism for them.

]]> By: Michael Alan Bruzzone https://www.nextplatform.com/2022/10/28/the-pax-chipzilla-is-over-and-intel-cant-hold-back-the-barbarians/#comment-200191 Mon, 31 Oct 2022 17:06:33 +0000 https://www.nextplatform.com/?p=141419#comment-200191 See nine years of Intel Xeon and five years of AMD Epyc full line supply here at WW open market share here September 2013 through October 8, 2022;

https://seekingalpha.com/instablog/5030701-mike-bruzzone/5661542-intel-antitrust-litigation-today-november-10-2021-united-state-congress-and-states-ag

Highlight of the Xeon nine-year supply wave is Intel working with the channel to get the glut of Haswell v3 and Broadwell v4 supply sold off before ramping Sapphire Rapids preserving channel accumulated capital for new production procurements from whatever primary vendor.

Pursuant component vendor product volume classically determined $1K average weighed price less cost of sales to determine gross per unit, any category volume share on gross per unit divided into gross revenue, and channel supply share specific inventory holdings, channel supply share is the only truly independent and verifiable market share standard in relation such a determination from any design producer 10-Q or component design producer’s constituent ‘OEM’ said quarterly finished goods volume.

As Mr. Morgan aptly points out “supply wins” instead of “design wins”. That is the best tech does not always win?

Mike Bruzzone, Camp Marketing

]]> By: atlman https://www.nextplatform.com/2022/10/28/the-pax-chipzilla-is-over-and-intel-cant-hold-back-the-barbarians/#comment-200069 Sun, 30 Oct 2022 00:15:07 +0000 https://www.nextplatform.com/?p=141419#comment-200069 Hi. I have said this in the past. Intel won’t stay on 10nm forever. By 2025 they will be on an equivalent process to AMD, which will allow them to close the gap with Epyc in terms of number of cores and power per watt. Meaning that AMD’s design wins are on borrowed time. However, Intel’s supply wins aren’t going anywhere. Intel owns their own fabs – even if they did sign a financing deal where third parties will get 50% of the fab revenue for quite awhile – and AMD is limited by how much capacity they can finagle from a TSMC that also services Apple, Qualcomm, MediaTek and Nvidia customers that give them higher volumes and more money, plus TSMC is raising prices.

Unless – that is – AMD chooses another fab. Samsung technically reached 3nm before Intel, but the issues referred to here https://www.semianalysis.com/p/samsung-electronics-cultural-issues may prevent AMD from relying on them. So will AMD need to choose Intel Foundry Services to close their supply gap? You should not rule it out.

Finally, you did not prominently mention ARM in the datacenter this time around. It is relevant because my belief is that once both AMD and Intel are on equivalent process nodes in 2025, ARM servers will take more market share from AMD than Intel. Also, please note that the primary competition for Intel AXG will be Nvidia. The reason: where Intel has viable competitors to Nvidia’s data center and cloud HPC and ML/AI tools, AMD does not.

]]> By: H https://www.nextplatform.com/2022/10/28/the-pax-chipzilla-is-over-and-intel-cant-hold-back-the-barbarians/#comment-200044 Sat, 29 Oct 2022 17:14:23 +0000 https://www.nextplatform.com/?p=141419#comment-200044 I think it’s disingenuous to talk about revenue and profits without discussing R&D expenditure.

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