Intel 20A is scheduled for mass production in 2H24 and TSMC N2 in 2H25, so 1 year according to current roadmaps.
However, fabs get judged on what they ship, not what the promise. TSMC is shipping N3 in volume, and Intel 4 is still not shipping, and sounds like it will be a cut down limited volume release (https://www.tomshardware.com/news/intel-meteor-lake-cpus-for...) most likely because the yields are not there.
Based on prior delivery it is highly unlikely that Intel will ship meaningful volume on 20A before TSMC does on N2, but miracles happen.
you are right. but the claim that tsmc is "2 year behind intel" based on those roadmaps is assuming a lot.
intel has consistently failed to deliver on their prior roadmaps and is currently behind tsmc in what they are shipping, so it requires a bit of magical thinking to believe that they will suddenly get a 2 year lead on tsmc.
intel is still not shipping 4, which is their first part to use euv. based on what they are shipping, they cant do it at volume yet. the idea that they are going to scale euv and then jump to gaafet and bspd in the next 18 months is kind of beyond belief.
when intel was failing to deliver 10nm (now called 7) in volume, they were saying the exact same thing, that 10nm was delayed but 7nm (now called 4) was on schedule (https://www.anandtech.com/show/15217/intels-manufacturing-ro...). back then intel 4 was scheduled for 2021. the magic leap didnt happen and it is 2 years late so really no reason to think that everything else wont get pushed back the same this time.
tsmc has already been shipping euv products in volume for years and they have a roadmap for introducing gaafet and bspd incrementally which looks a lot more realistic.
1) Is actually released in 2024
2) In volume
3) Plays a meaningful role in getting Intel back into striking distance to the performance crown in perf per mm per watt. Intel has pulled every shortcut lever (larger dies, crank up the power) to continue to be relevant. They're running out of shortcuts.
TSMC was never about being first, despite somehow they are now the leading edge Fab.
TSMC has always been conservative with feature set. GAA was supposed to be 3nm but ultimately pushed to 2nm. Same with Backside delivery.
TSMC is very clear about what their date does and means. Intel's 2024 ( and it is late 2024 ) will only be starting to producing and shipping to customer in 2025.
The volume difference between Intel's 20A and TSMC is also not comparable. This is a similar case with Samsung where they announce their latest nm but you dont see actual product shipping with it.
That being said I still think Intel would catch up by 2025. The question is whether they could find enough customers and volume.
1. Talks about 45 percent decline in stock value when amd /Nvidia declined by almost 60 percent in the same period.
2. Talks about Nvidia revenue growing by 50 percent in Q3, when in reality they fell 17 percent vs the last year. AMD's revenue fell too. Perhaps the author is confused that Nvidia's earning calendar runs 1 year ahead and they reported q3 2023 results recently, not 2022.
If you actually look into the details, Nvidia's revenue growth was lower due to their gaming/mining GPU sales seeing a major drop from 2021. This was obviously a temporary blip from the unusual spike from the pandemic. Meanwhile, Nvidia's datacenter revenue is still seeing a large amount of growth. Intel's woes are not based on temporary blips and they are certainly not still seeing greatly accelerating growth like Nvidia.
AMD is increasingly competitive, but still doesn't have good software compatibility outside of gaming. GPUs are not the priority for them. They basically make 10 times less cards and aren't going to make more. Which is sad since we need more competition. Rising TSMC prices aren't as big of a deal for them since they are mostly on samsung right now.
I wouldn't say that things are so bad for Nvidia. They are selling more cards than ever, their "Ultimate Play" to rise the prices across the board will, most likely, be successful in the long run. Sub 200 dollars segment is dead, like sub 100 before it. Since they are going to make monstrous MCM GPUs, the price for an absolute high end is going to rise to unseen heights(performance will rise with them). I hope Intel will stop this madness eventually, but they won't be able to do it fast, even if they try as hard as they can.
The mobile facebook website does something quite creepy. After you click on a link that takes you to a new website in a new tab, if you click on another link from Facebook, it is somehow able to close the last opened tab and open a new one.
The usage model that facebook seems to be enforcing is that you read the article that you clicked on, and then come back to Facebook so that they can figure out how much time you spent there. You can't open multiple links in the background and read them at leisure.
They are able to close the background page even when you navigate to some other link from the opened tab! The URL has no special facebook specific crud. How are they able to close background tabs in Chrome like this?
Facebook doesn't allow 2 accounts for the same person for account security reasons. This is also why they tried to get so aggressive with checking ID cards to create facebook accounts. So either you delete everything from your personal account before linking, or link it as is.
