Intel's 7nm is Broken, Company Announces Delay Until 2022, 2023
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an hour ago
From bad to worse
Intel announced today in its Q2 2020 earnings release that it has now delayed the rollout of its 7nm CPUs by six months relative to its previously-planned release date. Intel's press release also says that yields for its 7nm process are now twelve months behind the company's internal targets, meaning the company isn't currently on track to produce its 7nm process in an economically viable way. The company now says its 7nm process will not debut on the market until late 2022 or early 2023.
Here's the snippet from Intel's press release:
"The company's 7nm-based CPU product timing is shifting approximately six months relative to prior expectations. The primary driver is the yield of Intel's 7nm process, which based on recent data, is now trending approximately twelve months behind the company's internal target."
On the earnings call, Intel CEO Bob Swan said the company had identified a "defect mode" in its 7nm process and has invested in "contingency plans," which Swan later defined as using third-party foundries. The company will also use external third-party foundries as a contingency plan for its
, the company's first graphics chips. Ponte Vecchio comes as a chiplet-based design, and Swan clarified that some of the production for the chiplets (tiles) will be outsourced to third parties. Intel also says that its first 10nm desktop CPUs, Alder Lake,
.
The company clearly isn't pleased with its execution on the 7nm node, as Swan remarked that "I'm not happy, I'm not pleased, with our 7nm performance" at the end of the call.
It's unclear how Intel will reconcile a six month delay to its 7nm processors with a year delay to its internal 7nm yield projections, but it is possible the company had a built-in buffer in its roadmap. The delay reflects yet another setback as Intel still struggles to overcome the multi-year yield issues it has encountered with its 10nm process. Those delays have allowed its competitors, like AMD, to seize an opportunity to wrest the process node leadership position from Intel for the first time in the company's history. That's
with a better node, not to mention the Amazon's new
. The announcement also exacerbates the recent news that rock star chip architect Jim Keller, who was part of a team effort to revitalize the company's roadmaps,