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    Home Unlabelled Hardware support: Intel to Decide on Tapping Third-Party Foundry for 7nm Chips By Early 2021

    Hardware support: Intel to Decide on Tapping Third-Party Foundry for 7nm Chips By Early 2021

    October 23, 2020

    Hardware support: Intel to Decide on Tapping Third-Party Foundry for 7nm Chips By Early 2021

    Intel to Decide on Tapping Third-Party Foundry for 7nm Chips By Early 2021

    Posted: 22 Oct 2020 04:41 PM PDT

    [VideoCardz] AMD Ryzen 5 5600X claims the top score in Passmark single-thread benchmark

    Posted: 23 Oct 2020 12:36 AM PDT

    How would you redesign the motherboard? We have been on the ATX since the mid to late 90s, almost 20 years later and a lot has changed with the components all around it. What changes to layout and or design would make a more efficient or even gains, approachable, smaller computer?

    Posted: 22 Oct 2020 07:09 AM PDT

    There are a wide variety of end users who would benefit from an uplift, all the way down to the growing niche to mainstream sffpc with limitations to now pcie 4.0 (riser cables) all the way to how real estate is managed for mass servers.

    It seems like this standard we have essentially been on for the past 20 years is the foundation we have yet to innovate while we try to squeeze juice out of dried lemons from cpus and gpus.

    Wouldn't it be worth investing more time modernizing or even innovating in the motherboard design and layout?

    submitted by /u/joejaep
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    3DMark in Ultra-HD - Benchmarks of the RX 6800XT with and without Raytracing appeared | igor´sLAB

    Posted: 23 Oct 2020 02:34 AM PDT

    [VideoCardz] AMD Radeon RX 6800XT (Navi 21) engineering board photo leaked

    Posted: 22 Oct 2020 01:35 PM PDT

    [TechTechPotato] Intel Building 10nm Capacity, But More Delays?

    Posted: 22 Oct 2020 08:07 PM PDT

    [TFT Central] AU Optronics Latest Panel Development Plans

    Posted: 22 Oct 2020 04:53 PM PDT

    [Gamers Nexus] $1800 Video Card Review: EVGA RTX 3090 FTW3 Ultra vs. Founders Edition

    Posted: 22 Oct 2020 08:51 PM PDT

    Intel Q3 2020 Financial Results

    Posted: 22 Oct 2020 03:07 PM PDT

    Earnings Call - October 22nd, @ 5PM ET/ 2PM PT

    Documents:

    CEO/CFO Comments:

    Our teams delivered solid third-quarter results that exceeded our expectations despite pandemic-related impacts in significant portions of the business. Nine months into 2020, we're forecasting growth and another record year, even as we manage through massive demand shifts and economic uncertainty. We remain confident in our strategy and the long-term value we'll create as we deliver leadership products and aim to win share in a diversified market fueled by data and the rise of AI, 5G networks and edge computing. - Bob Swan

    ​

    Expected Results vs Actual:

    Stats Expected Q3 2020 Results Actual Q3 2020 Results
    Revenue $18.2 Billion $18.3 Billion
    EPS (non GAAP) $1.10 $1.11

    Revenue by Market:

    Market Q3 2020 Q3 2019 YoY
    Client Computing Group $9.8 Billion $9.7 Billion up 1%
    Data Center Group $5.9 Billion $6.4 Billion down 7%
    Internet of Things Group $677 Million $1.0 Billion down 33%
    Non Volatile Memory Solutions Group $1.2 Billion $1.3 Billion down 11%
    Programmable Solutions Group $411 Million $507 Million down 19%
    Mobileye $234 Million $229 Million up 2%

    GAAP

    Q3 2020 Q3 2019 vs Q3 2019
    Revenue($B) $18.3 $19.2 down 4%
    Gross Margin 53.1% 58.9% down 5.7 ppt
    R&D and MG&A ($B) $4.7 $4.7 down 1%
    Operating Income ($B) $5.1 $6.4 down 22%
    Tax Rate 15.2% 10.8% up 4.3 ppt
    Net Income ($B) $4.3 $6.0 down 29%
    Earnings Per Share 1.02 $1.35 down 25%

    Non-GAAP

    Q3 2020 Q3 2019 vs Q3 2019
    Revenue($B) $18.3^ 19.2^ down 4%
    Gross Margin 54.8% 60.4% down 5.5 ppt
    R&D and MG&A ($B) $4.7 $4.7 down 1%
    Operating Income ($B) $5.4 $6.9 down 22%
    Tax Rate 15.3% 10.8% up 4.5 ppt
    Net Income ($B) $4.7 $6.3 down 26%
    Earnings Per Share $1.11 1.42 down 22%

    News Summary:

    • Third-quarter revenue of $18.3 billion was above July expectations, down 4 percent year-over-year (YoY). Data-centric revenue* declined 10 percent while PC-centric revenue was better than expected, up 1 percent YoY.
    • Third-quarter GAAP earnings-per-share (EPS) was $1.02, down 25 percent YoY; non-GAAP EPS of $1.11 was down 22 percent YoY, above July expectations.
    • Year-to-date, generated $25.5 billion cash from operations and $15.1 billion of free cash flow and paid dividends of $4.2 billion.
    • Announced agreement to sell Intel NAND memory and storage business to SK hynix for $9.0 billion.1
    • Raising full-year revenue and earnings expectations from July guidance. Expecting 5 percent top-line growth YoY in 2020 with full-year revenue of $75.3 billion; GAAP EPS of $4.55 and non-GAAP EPS of $4.90.

    Notes:

    • 100 Tigerlake based designs by end of year 2x April expectations
    • Ice Lake Server qualifcation by EOY, volume in Q1'21
    • DG1 GPU shipping for revenue (Xe Max)
    • DG2 powered on
    • Habana AI inference card shipping and training card in trials with major CSPS
    • OpenVINO design wins up 5x vs H1'19
    • DCG adjacenies up 34%
    • Mobileye design win with Geely, AHG and Willer
    • Alder Lake and Sapphire Rapids sampling this year
    • Confident in 2023 product leadershi on Intel 7nm or external foundry or mix of both
    • 10nm ramp accelerating - 10nm Arizona fab now fully operational - expecting to ship 30% more 10nm volume this year than previously expected

    Earnings Call:

    • DG1 systems available in Q4
    • DG2 - based on Xe HP is powered on and will move intel up the stack in performance into the Enthusiast sector
    • Habana Inference card shipping - have many PoC with major CSPs for Training card
    • OneAPI gold release in Q4
    • OpenVINO downloads this year were 2x peak last year - edge design wins up 5x vs H1'19
    • YTD 26 new design wins for Moblileye for 26 Million liftime units
    • Launched SuperVision ADAS for hands off ADAS.
    • Mobileye first IoTG group to returen to pre-covid 19 levels
    • Intel believes NAND sale to SK Hynix is a "win-win transaction"
    • Optane technology will be retained, development and products will continue
    • 3 High volume fabs producing 10nm
    • Predictable execution is needed
    • Intel is embracing the foundry ecosystem - now sees previous customers in this ecosystem as "strategic partners"
    • Adopting hybrid architectures and manufacturing
    • Reiterates investments to continue for leading edge nodes - important for differentiation
    • Alder Lake is now sampling
    • Sapphire Rapids sampling in Q4
    • Both make use of 10nm Enhanced Super Fin
    • Confident in 2023 product leadership on Intel 7nm or external or mix of both - more updates in January
    • 2020 has been this most challenging year of my career - Bob Swan
    • They still expect a record year - revenue is up $1.8 billion vs January Guide.
    • QUESTION AND ANSWERS
    • Very strong lineup for Server, Client and IoT in 2021/22
    • 2023 and beyond Intel is evaluating their internal processes and external process and it all boils down to timelime predictability, performance and economics.
    • Since the last time we spoke 7nm is doing very well - fixes deployed and making "wonderful progress"
    • It is important to Intel that they have a predictable cadence of products in 2023 and 2024.
    • Feel confident in the abilty to port to TSMC if needed. If they feel it makes more sense to port back to internal node they can.
    • There is slight pricing effect from competiton but change in margin is more due to product and customer mix change.

    ​

    Link to previous earnings thread:

    submitted by /u/dayman56
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    [ComputerBase] Patent dispute with Nokia: Lenovo stops selling all products with GPUs

    Posted: 22 Oct 2020 08:26 AM PDT

    Nvidia Reflex Tested, Huge Latency Improvements... Is There a Catch?

    Posted: 22 Oct 2020 03:19 AM PDT

    NVIDIA GeForce RTX 3070 3DMark performance leaked

    Posted: 22 Oct 2020 02:43 AM PDT

    Whatever came of the Centaur CHA NCORE x86 processor?

    Posted: 23 Oct 2020 12:46 AM PDT

    ASUS GPU binning

    Posted: 23 Oct 2020 01:55 AM PDT

    Does anyone know what ASUS's GPU binning process is like? I think it's confirmed that they use different bins for OC/non-OC, but does the same apply for TUF vs. STRIX?

    So in the progression TUF -> TUF OC -> STRIX -> STRIX OC, do they use 4 different bins?

    Or could I, say, get a better GPU on a TUF OC than on a STRIX (non-OC)?

    Assuming, of course, that they ever get enough Ampere chips to do any significant binning in the first place...

    submitted by /u/SnootyEuropean
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    Huawei Announces Mate 40 Series: Powered by 15.3bn Transistors 5nm Kirin 9000

    Posted: 22 Oct 2020 09:25 AM PDT

    I'm benchmarking some of Tiger Lake's gaming performance with my XPS 13 9310, and I just recorded Witcher 3 running if anyone's interested

    Posted: 22 Oct 2020 12:23 AM PDT

    It was interesting to see Intel claim that the new Tiger Lake laptops have iGpus powerful enough for light gaming, so I went ahead and benchmarked Witcher 3 on my XPS 13 to see how it stands up. I have the model with the i5-1135G7 and 8GB of RAM.

    1080p (1920x1200): https://youtu.be/cpZHJtCi-q0 720p (1280x800): https://youtu.be/CASj9ZaMhyE

    submitted by /u/StillNotSub7
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