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  • bubblyboo - Thursday, December 6, 2018 - link

    More damage control along with that 7nm press release to divert attention from the 10nm chaos.
  • witeken - Thursday, December 6, 2018 - link

    Intel didn't put out a "7nm press release". Go to newsroom.intel.com. These are articles based on quotes from a 30 minute plus Q&A/discussion on a Nasdaq investor conference a few days ago. Try again.
  • bubblyboo - Thursday, December 6, 2018 - link

    Try again? You should tell Intel that instead.
  • Opencg - Friday, December 7, 2018 - link

    I heard a rumor that 10nm is completely scrapped at this point
  • Krysto - Thursday, December 6, 2018 - link

    If you read "14nm demand" as "14nm shortages due to lack of 10nm fabs" it makes more sense.
  • peevee - Monday, December 10, 2018 - link

    This!
  • Sahrin - Thursday, December 6, 2018 - link

    Translation: "Oh shit, AMD isn't fucking about."
  • 2b3o4o - Friday, December 7, 2018 - link

    Not sure your translation is accurate. If AMD was fucking about Intel would be having even greater issues meeting demand.
  • Opencg - Friday, December 7, 2018 - link

    Oh shit guys we slacked off for the past 8 years. We didnt even think we needed 10nm lol.
  • eva02langley - Thursday, December 6, 2018 - link

    All due because Intel was not able to manage their transition to 10 nm. There is no overdemands, this is just all made up. The only reason why they are making so much money is because they overcharge for their products.
  • FreckledTrout - Thursday, December 6, 2018 - link

    It's still too much demand regardless of the reason. Sure it's very much due to the fact Intel did not spin up a new 14nm fab as they planned to move to 10+ but there is still very high demand. If they were overcharging then there sales would be down and they have had year on year record sales. Every single company overcharges for its products just as much as demand allows. I am not a fan of Intel either but everything you said is not accurate.
  • HStewart - Thursday, December 6, 2018 - link

    AMD would also charge more for there products if they had the demand - but they are mostly limited to desktop sales.
  • sajal - Thursday, December 6, 2018 - link

    Not new, already mentioned on their last earnings call!!
  • HStewart - Thursday, December 6, 2018 - link

    Sounds like they had plans for this,

    1. Get rid old and obsolete micron plant
    2. Build up 14nm plants to meet demand
    3. Put FAB 42 online for 7nm.

    I believe most companies do such expenses at end of year for financial reasons. Preparing for 2019.
  • Bob-o - Thursday, December 6, 2018 - link

    > 1. Get rid old and obsolete micron plant

    Surely you jest? Or just not familiar with the JV, and who had the upper hand?
  • Long_on_AMD - Thursday, December 6, 2018 - link

    There are three reasons for Intel's 14 nm capacity shortfall; only two of which are typically mentioned. The first is AMD pressuring Intel to up their average CPU core count. Intel first launched a quad-core processor in January of 2012. Up until late last year, that was still the highest core count of their client CPUs. In the absence of real competition, Intel choose to slow-walk innovation and milk their customers. AMD's launch of Ryzen in the spring of last year finally forced Intel to slowly up the core count of their client CPUs, much as EPYC did the same on the server side. More cores = more area = more 14 nm demand.

    Then there are chipsets. Historically, these were always on the last node. That was the plan this time around, but Intel's 10 nm process was an abject failure, so now both CPUs and chipsets are competing for fab capacity at 14 nm.

    But there is a third driver of 14 nm demand, which gets a lot less press. Security flaws, of which many have been revealed this year, have taken a dramatic toll on the performance of vast numbers of Intel processors in cloud and other server deployments. Hits of 30% or more are widely cited. Those server customers were hit hard and fast by these issues, and did not have the luxury of time to consider switching to AMD. It is a panicked "give me more of exactly what I bought ASAP to get my throughput back to what it was" reaction, which will goose Intel for a quarter or two, but at the prices they are charging, will lead to defections in the long run.
  • Dotans - Thursday, December 6, 2018 - link

    Your first sound reasonable, the second is a really known issue. The third one is maybe one side of the large demand for servers CPU's.
    Another known 14nm issue is moving modem capacity inside Intel to 14nm and have to keep Apple happy with their desire quantities.
    The last one is really an uptick in the CPU global demand. The PC is back and no one predicted it.
  • peevee - Monday, December 10, 2018 - link

    " Intel first launched a quad-core processor in January of 2012."

    You must be kidding. Core 2 Quad (Kentsfield XE) is from 2006.
  • jjj - Friday, December 7, 2018 - link

    Actually he does not state that they have increased the CAPEX further to boost 14nm supply and that means it's not that at all. He implies but does not state so the intention is to mislead.
  • Opencg - Friday, December 7, 2018 - link

    Intels long term plan to limit supply backfires when amd actually has competitive chips. Management and engineers communication and ability to work together cohesively fails miserably at egocentircly dominated company.

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