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外围体育投注I've seen a number of posters claim that Charlie is "anti-Intel". No, he simply calls it like it is. Back in 2011, when AMD lost the recipe, he laid out the Bulldozer debacle in gory detail. Lately, it's been Intel's turn to lose the recipe, and Charlie was detailing why their 10 nm was a debacle long before the rest of the technical press and financial analysts had a clue that anything was amiss. And he was right. But that was "10 nm". Intel projected back in 2017 that 10 nm would lag behind 14 nm, and that 10 nm+ would be about on par. But they also projected that 10 nm++ would be a significant step forward, and as per today's 2020 Architecture Day, Charlie tends to agree.

Intel touted five major advancements, and one (SuperMIM capacitors) leads the pack, according to Charlie. The article is detailed, and entirely public access. AMD investors should give it a read.

Now, that certainly doesn't mean that we are on the verge of a 2006 Conroe/Core 2 Duo like reversal. Trust me, I lived that one, as well as the 2001 dot com crash that also crushed AMD's stock price. While it isn't explicitly mentioned in the above linked article, it is otherwise clear that Intel has limited 10 nm fab capacity, and that yields on that node are still far below where they ought to be. Charlie remains convinced that Ice Lake-SP will be an embarrassment next spring, and shouldn't be launched. Tiger Lake will restore some competition in the laptop space, but it will be capped in core count, and beaten by AMD in multithreaded applications. Still, Intel's performance using 10 nm++, as long as it is restricted to low power and low core count mobile CPUs, is about to get a lot better. The key to watch will be their fraction of retail laptop sales of 10 nm++ (Tiger Lake) versus their lackluster 10 nm+ (Ice Lake) and their still dominant shipping volumes of 14 nm +++lost count laptop CPUs.

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