Reply to post: Re: We'll burn that bridge when we come to it

A bridge over troubled water: Intel teases Ponte Vecchio, the GPU brains in US govt's 1-exaFLOPS Aurora supercomputer

Anonymous Coward
Anonymous Coward

Re: We'll burn that bridge when we come to it

"Different teams worked on 7 and 10nm ...... so I'm betting the 10nm team is really hoping the 7nm guys screw up too."

If Intel screw up 7nm, it will hurt Intel badly and the fab/CPU market will likely change fundamentally.

It would likely mean significant consolidation as Intel will drive a lot of the smaller fabs relying on older nodes out of business as they search for revenue to fund "next-gen"

At the high end, TSMC's capacity constraints would likely limit production significantly and completely alter where many products are produced as constrained capacity would likely lead to high margin kit like x86 CPU's (AMD), GPU's (nVida/AMD) dominating and low margin/high volume chips (non-premium ARM chips) moving to other fabs.

POST COMMENT House rules

Not a member of The Register? Create a new account here.

  • Enter your comment

  • Add an icon

Anonymous cowards cannot choose their icon