[HN Gopher] Intel tapes out chips on 1.8nm and 2nm production nodes
       ___________________________________________________________________
        
       Intel tapes out chips on 1.8nm and 2nm production nodes
        
       Author : cainxinth
       Score  : 100 points
       Date   : 2023-03-08 13:01 UTC (9 hours ago)
        
 (HTM) web link (www.tomshardware.com)
 (TXT) w3m dump (www.tomshardware.com)
        
       | ChuckNorris89 wrote:
       | Would be great to get more competition from Intel in the fab
       | space.
       | 
       | Would also be great if intel would stay in the GPU race as a
       | third player to put some pressure to AMD and Nvidia.
        
         | 2OEH8eoCRo0 wrote:
         | > Would also be great if intel would stay in the GPU race as a
         | third player to put some pressure to AMD and Nvidia.
         | 
         | Are they not?
        
           | ChuckNorris89 wrote:
           | Their discrete GPU business has had loses over 3.5 Billions
           | so far and it will likely keep loosing money for the near
           | future since they aren't competitive yet and the next gen,
           | Battlemage is not planned till 2024 the earliest.
           | 
           | Their ability to support the losses of the GPU division to
           | keep them in the race for the long run will depend on the
           | other businesses making bank to compensate.
           | 
           | Are they making bank? If not, they might axe the GPU
           | division.
        
             | LegitShady wrote:
             | other perspective - in the long run, intel can't afford to
             | axe the gpu division, because there's so much potential in
             | that space where x86 and its new generations is
             | increasingly getting bigger competition from arm based
             | designs.
             | 
             | Intel basically has to get gpus right, eventually. AMD is
             | already doing it. Apple is already doing it, for their
             | purposes. Intel has to catch up.
        
               | ChuckNorris89 wrote:
               | _> intel can't afford to axe the gpu division, because
               | there's so much potential in that space_
               | 
               | Haha, that's adorable when you consider how many things
               | with potential Intel has either axed, sold off, or
               | abandoned over the years.                 - ARM mobile
               | chips (StrongARM)            - Mobile modems (now
               | belonging to Apple)            - Compute stick
               | - Itanium            - The Edison and Curie            -
               | IoT Gateway            - Xeon Phy            - Movidius
               | VPUs haven't been axed but they don't seem to be getting
               | developed further            - Recon smart glasses
        
               | viewtransform wrote:
               | Don't forget the Intel purchase of McAfee software for
               | $7.5B
        
               | sogen wrote:
               | > ARM
               | 
               | Oh what could have been
        
               | thunderbird120 wrote:
               | None of those were core to Intel's business in the way
               | GPUs are likely going to be going forward. The closer
               | integration of CPUs and GPUs is an industry wide trend
               | with Apple, Nvidia, AMD, and Intel all trying to
               | eliminate the need to go off-chip for as much as
               | possible. Things can be dramatically faster and more
               | efficient across both consumer and server workloads if
               | everything is just part of the same actual chip and you
               | don't have to go out and use things which are plugged
               | into the motherboard. Making that work is a lot easier if
               | you have both your own CPU and GPU architectures. Apple
               | has both in the M1, Nvidia is pairing ARM cores with its
               | GPUs, AMD obviously makes both, and Intel is trying to
               | get in on the game. They recognize that having their own
               | GPU designs are going to be very important to both their
               | consumer and HPC products going forward, especially as
               | use-cases which rely on GPU or GPU-like acceleration (AI
               | stuff) proliferate. Having competitive GPU designs is
               | critical to their future competitiveness.
        
               | mepian wrote:
               | Intel actually spent too much effort on the Itanium, it
               | was stillborn. The Xeon Phi was just the product name of
               | the Larrabee without the display output parts, and the
               | Larrabee was demoted to the Xeon Phi BECAUSE it didn't
               | have enough potential to compete with the discrete GPUs
               | from Nvidia and AMD. The current attempt at discrete GPUs
               | is more promising.
        
               | elihu wrote:
               | Also, they helped develop Infiniband before dropping out.
               | Much later they got back into the Infiniband business by
               | buying QLogic, and from there developed Omnipath which
               | they eventually gave up on, spinning the product line off
               | as a separate company, Cornelis Networks.
               | 
               | Some others: Realsense, Optane, and they sold their NAND
               | busisess to SK Hynix.
        
             | 7speter wrote:
             | They went into this knowing they'd spend billions before
             | making money. Its taken almost a decade of development and
             | Alchemist is out on the market and the drivers continue to
             | improve. Intel's a big company with 28 billion in cash on
             | hand, I don't see them giving up in this space when AI/ML
             | is becoming a burgeoning cash cow.
        
               | ChuckNorris89 wrote:
               | _> They went into this knowing they'd spend billions
               | before making money._
               | 
               | They went into this during the covid and crypto driven
               | GPU scalpocalipse when everything that could render
               | triangles would sell for whatever sticker price you put
               | on it but ended up launching right after the bubble bust.
               | Very unfortunate timing. Now their products need to
               | actually be competitive.
        
               | 7speter wrote:
               | Intel didn't just jump into the gpu market because of the
               | 2020 mining craze. It takes much longer to develop these
               | products. They hired Raja Koduri in 2017:
               | 
               | https://arstechnica.com/gadgets/2017/11/intel-poaches-
               | amds-t...
        
               | ChuckNorris89 wrote:
               | _> They hired Raja Koduri in 2017_
               | 
               | Ah yes, the person who led the development of the least
               | successful GPUs in Radeon's history. Intel looked at his
               | achievements and thought "that's the rockstar we need".
        
               | ksec wrote:
               | Thank God I find another person on HN with similar views
               | on Intel's GPU and Raja.
        
             | bryanlarsen wrote:
             | But I wouldn't hesitate to buy one if it's the right card
             | for your needs. I'm likely going to. Even if they axe the
             | discrete cards the tech will make it into CPU's and SOC's
             | so driver support will continue.
             | 
             | And of course their Linux support is open source and top
             | notch.
        
               | galangalalgol wrote:
               | Yeah, as many other things as I dislike about intel, I
               | give them some grace for how well they support their GPUs
               | on linux. If I could only figure out how to get flux.jl
               | to work with oneapi.jl
        
               | helf wrote:
               | I'm loving my A770. Absolutely zero issues with it and
               | it's handling raytracing and all with aplomb.
        
               | smcl wrote:
               | I recall seeing some issues with performance on some
               | older games - do you know if this is still the case, or
               | did you not try it? I'm not in the market for a graphics
               | card at the moment, but if there's another competitive
               | company in the space when I am that would be excellent.
        
       | propter_hoc wrote:
       | Nice seeing angstroms used in real life!
        
       | Havoc wrote:
       | Can't wait to see negative Nanometers
        
         | linuxftw wrote:
         | High voltage anti-electrons that produce power rather than
         | consume it while we're at it.
        
       | 2OEH8eoCRo0 wrote:
       | Exciting news. 1.8nm in late 2024 is quite soon.
       | 
       | Intel to Apple: If you can't accept me at my worst you don't
       | deserve me at my best.
        
         | Someone wrote:
         | Intel Foundry Services
         | (https://www.intel.com/content/www/us/en/foundry/intel-
         | foundr...) needs customers.
         | 
         | We'll see whether they turn down Apple when it offers to buy
         | stuff worth billions.
         | 
         | Also: how large are Intel's nanometers, compared to those of
         | the competition? I wouldn't know.
        
         | tambourine_man wrote:
         | I know you're kidding but this is capitalism, not a spouse
         | relationship.
         | 
         | If they pay, they're always welcome.
         | 
         | Pat even said they wanted Apple's business back in an
         | interview.
        
           | 2OEH8eoCRo0 wrote:
           | Of course. If Apple brings the money Intel will gladly fab
           | their chips.
        
             | tambourine_man wrote:
             | It wasn't so obvious a few years ago. You couldn't have
             | Intel fab your design for any price. x86 was as strategic
             | for them as their fabing expertise.
             | 
             | Now it's a different story.
        
             | BeetleB wrote:
             | Not many people are aware, but for a while Intel was
             | manufacturing parts for the iPhone. They made no money out
             | of it - Apple demanded too low a price.
        
               | tambourine_man wrote:
               | I don't think they did. Apple made an offer and they
               | refused. One of Intel's worse mistakes.
        
               | BeetleB wrote:
               | https://www.wired.com/2016/09/oh-hey-intels-iphone-now/
        
         | daneel_w wrote:
         | _> "Intel to Apple: If you can't accept me at my worst you
         | don't deserve me at my best."_
         | 
         | Thank heavens for that. Good riddance.
        
           | counttheforks wrote:
           | Yeah, I can't imagine wanting to work with Apple.
        
             | daneel_w wrote:
             | Me neither, with all those hundreds of millions of devices
             | sold annually.
        
               | coffeebeqn wrote:
               | Outbidding every other company for the fab.. it's truly a
               | nightmare
        
               | Tagbert wrote:
               | Looked at from the fab's viewpoint, that is just selling
               | their capacity to the highest paying customer. Seems
               | pretty much standard business practice. Nothing
               | nefarious.
        
         | mdasen wrote:
         | Intel did say that they were hoping to win Apple's business
         | back (https://www.macrumors.com/2021/10/17/intel-hopes-to-win-
         | back...). I doubt that Apple will go back to x64 architecture,
         | but Intel is offering to work as a third-party foundry for
         | others' chips and Apple is willing to pay a ton more than most
         | companies (probably including Intel's own internal accounting)
         | for the latest fabrication processes.
         | 
         | If Apple is willing to pay such that the margin on Apple's
         | business is better than the margin on Intel's own chips, I
         | don't think Intel is going to be vindictive. In fact, Apple
         | choosing Intel for their fabrication would probably be the best
         | thing for Intel's fabrication business. Not only can Apple pay
         | lots of money in advance, it would signal to the industry that
         | Intel's fabrication process is something they should all be
         | paying attention to. Apple tends to be very risk-averse with
         | their supply chain and Apple is known as the company that pays
         | for the best fabrication. If they move to Intel's fabrication,
         | they've done a lot of due diligence in that process. Yes, Intel
         | could offer a good deal to Apple to get them to move so some of
         | it might be marketing - but that's exactly what Intel could use
         | for its third-party fab business.
         | 
         | I doubt that Intel will hold a grudge. It would be way more
         | valuable to Intel to win Apple's business. Heck, TSMC is on the
         | cutting edge today in part because Apple will commit so much
         | money. If Intel can win Apple's business, they can remove a lot
         | of the wind behind TSMC's sails. Yes, TSMC will still be a
         | great company, but Apple's willingness to pay premium prices
         | definitely helps TSMC. They know that investing in new,
         | expensive processes will be paid back by Apple. If TSMC has to
         | rely on Qualcomm and MediaTek (who want to wait for nodes to
         | become cheaper), it's likely that they won't have the same
         | purchasing for their latest nodes leading them to slow down
         | their progress a bit. If TSMC's progress slows, that gives
         | Intel so many benefits. All those ARM datacenter processors
         | that people might move to? Not if TSMC's progress slows and
         | Intel gains and keeps a sizable advantage on fabrication.
         | 
         | If Intel can snag Apple away from TSMC, it will probably be the
         | best thing Intel could do for itself.
        
       | eganist wrote:
       | Edit: I was going only off the headline, never opened the
       | article. original comment below.
       | 
       | ---
       | 
       | Somewhat surprised we're not measuring in Angstroms yet.
       | 
       | 18 and 20 angstroms respectively. Might not be a SI unit but it's
       | still metric and gets rid of that pesky decimal. Especially since
       | a silicon atom is 2 Angstroms, it seems like the right unit.
        
         | kirab wrote:
         | Did you read the article? It's literally what Intel is doing.
        
           | taspeotis wrote:
           | Did you read the HN Guidelines [1]? It's literally saying not
           | to do what you did:
           | 
           | > Please don't comment on whether someone read an article.
           | "Did you even read the article? It mentions that" can be
           | shortened to "The article mentions that".
           | 
           | [1] https://news.ycombinator.com/newsguidelines.html
        
           | eganist wrote:
           | I didn't. I was going off the comments and headline. Thanks
           | for the call-out, it's well deserved.
        
       | kilgnad wrote:
       | How does Intel China coexist with Intel USA without proprietary
       | information leaking out?
        
         | onlyrealcuzzo wrote:
         | Doesn't Intel only produce memory in China, and is in the
         | process of moving all of that production to SK?
        
         | elihu wrote:
         | Strict export controls on information. People from countries
         | that are subject to export controls aren't allowed to see
         | certain things or work on certain projects.
         | 
         | I'm not sure how big a presence Intel has in China these days,
         | but my impression is that it's small and it shrunk quite a bit
         | when Intel got out of the NAND memory business.
        
           | kilgnad wrote:
           | I'm curious how this is enforced within the company
           | ecosystem. Seems that it can easily be violated.
        
       | williamDafoe wrote:
       | This article about Intel candy canes and unicorns and rainbows
       | looks like simply a large hit of cocaine to keep their bloodied
       | investors hopes' up!
       | 
       | To quote Newt from alien 2, "Ripley, it won't make a difference!"
       | because SRAM is NOT scaling down!
       | 
       | https://fuse.wikichip.org/news/7343/iedm-2022-did-we-just-wi...
        
         | ddren wrote:
         | Isn't this problem solved with a chiplet design like AMD does?
         | Just manufacture the SRAM using an older and cheaper node and
         | keep the logic in the most advanced node.
        
         | helf wrote:
         | And? Just because one aspect isn't scaling well doesn't mean
         | the rest being scaled is pointless.
         | 
         | Besides the fact they will _probably_ figure out a way to
         | either replace sram with something else that does scale better
         | or they will figure out novel techniques to scale sram.
        
         | nerpderp82 wrote:
         | HBM is scaling up!
        
       | timmg wrote:
       | This seems so good (almost too good) that I wonder if they are
       | being realistic. It _seems_ like Intel has recently been missing
       | all their projected timelines.
       | 
       | Considering they are talking about full-on manufacturing in about
       | a year, they should be pretty far along. But I can't help being a
       | little worried that it will happen.
        
         | ac29 wrote:
         | > Considering they are talking about full-on manufacturing in
         | about a year, they should be pretty far along
         | 
         | When they say "manufacturing ready" in 2024, that doesnt mean
         | you will be able to purchase anything built on those nodes next
         | year. Intel 4 was manufacturing ready last year, but final
         | chips being available isnt expected until the end of this year
         | (and availability of final chips is usually months before you
         | can buy, for example, a laptop with one in it).
        
           | wmf wrote:
           | If these milestones aren't verifiable maybe we shouldn't be
           | reporting and commenting on them.
        
             | ac29 wrote:
             | Its of course not possible to know what will happen in the
             | future, but the particular topic this article is about was
             | announced by Intel during their Q322 earnings release:
             | 
             | "Intel 20A, 18A: First test chips have taped out"
             | 
             | Quote from page 5 of the Earnings Presentation here:
             | https://www.intc.com/news-events/ir-
             | calendar/detail/20221027...
        
         | VHRanger wrote:
         | To be fair, they started missing all the timelines after Brian
         | Krzanich succesfully executed his political coup as CEO of the
         | company.
         | 
         | It's hard to overstate how toxic he's been to the company.
        
           | rjzzleep wrote:
           | Is there context to this claim? If so, can you share it?
        
             | jacquesm wrote:
             | The performance of Intel during the five years that he ran
             | it is plenty of context, no? 2013 is a pretty clear
             | inflection point for Intel and that was the year that he
             | became CEO.
        
               | williamDafoe wrote:
               | I arrived at Google search in 2013 and soon they were
               | complaining about how much Intel was "Slacking" and how
               | badly they needed an alternate supplier for data center
               | chips.
               | 
               | I followed Chromebook and laptop iGPU 3D performance very
               | carefully from 2013-2019. Did you know Intel made ZERO
               | iGPU performance improvements in this time period? The
               | 2013 IRIS Pro 5200 and Haswell (4000 series) were a major
               | highpoint for FIVE years. The 5000 Through 8000 Intel
               | core cpus were highly stagnant and forgettable! Mostly
               | they were slacking off with new designs like the Ynnn
               | "thermal throttlemaker" Such chips ran fast for 3 secs
               | then quit - completely! From 2013-2019 their marketing
               | pinheads sure had a field day making up new names for the
               | same old shit iGPUs year after year after year!
               | 
               | I have seen NO impact from Pat Gelsinger so far! Almost-
               | competitive CPU's using 250% of the power of Ryzen 7000?
               | Are you kidding us, Pat?
               | 
               | Kryzanich laid off a huge number of CPU architects in
               | 2014 so they could have a much bigger and of course -
               | more important marketing department! Who needs these
               | useless digital designers when all they can do is reduce
               | the mips per watt? I mean who cares about that? And while
               | we're at it why not staff the boardroom of the world's
               | greatest physics company with community college marketing
               | people? Because, why not?
               | 
               | I don't see Apple returning to use the Intel
               | i9-thighburner CPUs anytime soon!
        
               | jacquesm wrote:
               | What's interesting is if you put all of that next to the
               | stock price. The disconnect is so weird.
        
               | bfrog wrote:
               | Short term gains traded for long term losses is a pretty
               | standard CEO playbook move. Make yours then bail with a
               | golden parachute as the plane crashes.
        
               | dyingkneepad wrote:
               | > from 2013-2019. Did you know Intel made ZERO iGPU
               | performance improvements in this time period?
               | 
               | This is absolutely not true at all. Haswell was a major
               | perf-per-watt improvement compared to previous Ivy
               | Bridge. Broadwell and then Skylake both had significant
               | improvements over their successors, not only in
               | performance but also in power consumption and by adding
               | necessary GPU tech to them. Then both Ice Lake and Tiger
               | Lake had near 2x improvements in some industry standard
               | benchmarks (e.g., Manhattan).
               | 
               | The difference between Intel's 2019 and 2013 integrated
               | GPUs is much bigger than the difference between their
               | 2019 and 2013 processors.
        
               | adgjlsfhk1 wrote:
               | Gelsinger's only been there 2 years. You don't expect a
               | major turn-around for roughly 5 (at the least) since it
               | takes a pretty long time to go from research node to
               | production.
        
             | BeetleB wrote:
             | Not sure what he's referring to, but during his tenure he
             | decided to "shake things up" and laid people off almost-
             | Elon-Musk-style. He basically had a target in terms of
             | Dollars, and he asked HR to come up with metrics to hit the
             | target. They laid off everyone who had had a bad review the
             | prior year. But that wasn't enough to hit the target, so
             | they laid off everyone who had an average performance
             | review, but low bonuses. But that didn't hit the target, so
             | they offered voluntary severance packages to those who had
             | not had a promotion more than N years. That, along with
             | encouraging early retirement let them hit the target.
             | 
             | The layoffs happened all at once - not in phases. You had
             | cases where a manager was suddenly told to inform his
             | report that he is being laid off, only to then be told that
             | the manager himself is being laid off.
             | 
             | As you can imagine, any time someone does a blunt top down
             | approach like this, you lose a lot of critical people with
             | no one in the team knowledgeable to take over.
             | 
             | No one saw it coming. Managers were not told in advance.
        
         | klyrs wrote:
         | Note that the product of "tape-out" is just data. That data is
         | then used to produce masks, which are then used in
         | photolithography to define features on a chip.
         | 
         | Now, I could go off and tape out some test circuits for a 1pm
         | process. That doesn't mean I'm making _any_ progress towards
         | bringing a 1pm fab node to reality.
        
       | dougmwne wrote:
       | Intel has been troubled for about 10 years now. The cracks
       | started showing in 2013 when they delayed the 14nm process for
       | about a year, then widened when they couldn't get 10nm into
       | production for several years. At this point we are allowed to be
       | a little skeptical when they tell us they are going to regain the
       | crown.
        
         | mbgerring wrote:
         | People were skeptical of Apple for a long time after Steve Jobs
         | came back, too.
        
           | scarface74 wrote:
           | Intels issue is that it's competing on technology. Jobs never
           | really tried to compete on technology. Apple competed on user
           | experience and its "unfair advantage" was vertical
           | integration.
           | 
           | Apple didn't become competitive on a technological basis
           | until 2012 with the iPhone 5s.
           | 
           | What's Intel's "unfair advantage".
        
             | ijidak wrote:
             | Wait, isn't Intel vertically integrated exactly like Apple?
             | They own design and foundry. TSMC is mostly foundry. AMD is
             | mostly design.
             | 
             | Right now, vertical integration is a weakness for Intel --
             | just as it was for Apple during the Jobs interregnum and
             | the beginning of his return. (e.g. the pre-Apple-on-Intel
             | silicon years.)
             | 
             | But the situation could quickly change and vertical
             | integration could become an advantage again for Intel.
             | 
             | Especially in a "challenging" geopolitical environment.
        
         | ozarker wrote:
         | I definitely agree with you. Though AMD's comeback with Ryzen
         | really surprised me and I don't think other companies can't
         | replicate comebacks like that.
         | 
         | After the Bulldozer fiasco who would think AMD would be where
         | they are today?
        
           | nordsieck wrote:
           | > After the Bulldozer fiasco who would think AMD would be
           | where they are today?
           | 
           | I mean... for people who remember AMD's original breakthrough
           | with the Athlon, it's not super surprising.
           | 
           | Although it feels a bit like a problem with Intel as well. I
           | think, too much time wearing the crown can be bad for a
           | company. Although some companies don't seem to suffer from
           | that problem - Nvidia and TSMC being 2 pretty good examples.
        
             | snovv_crash wrote:
             | TSMC hasn't been on top nearly as long as Intel was.
             | 
             | NVidia indeed seems an outlier, although arguably the GPU
             | division of AMD hasn't had the same overhaul that the CPU
             | side had.
        
               | mepian wrote:
               | Yeah, the last significant stumble of Nvidia I can
               | remember is the GeForce FX (aka GeForce 5) series being
               | notably inferior to the ATI R300 series.
        
             | nerpderp82 wrote:
             | I do, Bulldozer was a great lesson on how to run a great
             | team to make a mediocre product because you don't have the
             | right feedback in place. When you have silicon is not the
             | time to find out you perform poorly.
        
           | silisili wrote:
           | A bit apples and oranges, isn't it? Intel has been having
           | trouble fabbing. AMD was having trouble designing. Keller et
           | al designed a hell of a chip with Ryzen, then threw it to
           | TSMC to produce. Intel probably could have done the same, but
           | for the sake of having a competitive home grown fab, I'm glad
           | they didn't.
        
             | ac29 wrote:
             | AMD also had trouble fabbing. They didnt spin out their
             | fabs until 2009 and continued to use manufacturing from the
             | spun out entity (Global Foundries) for many years after
             | that despite their capabilities being behind Intel and
             | TSMC. Ryzen manufacturing didnt move to TSMC until 2019
             | with Zen 2.
        
           | Vt71fcAqt7 wrote:
           | >I don't think other companies can't replicate comebacks like
           | that.
           | 
           | AMD didn't really _do_ so much. It was TSMC that saved them.
        
             | nl wrote:
             | This isn't really true. Zen was built for years at Global
             | Foundries on 14nm and out performed Intel at the time.
             | 
             | Moving to TSMC definitely helped later, but it was the
             | original Zen architecture that put them back in the game.
             | 
             | https://en.m.wikipedia.org/wiki/Zen_(first_generation)
        
             | ChuckNorris89 wrote:
             | Couldn't be a more false statement.
             | 
             | AMD's success was also due to their new Zen architecture
             | and move to chiplets. TSMC alone wouln't have been enough
             | to save them if their architecture would have sucked.
        
               | Vt71fcAqt7 wrote:
               | Right. It was just a coincidence that they became
               | competitive only after selling glofo and moving to TSMC.
        
               | ChuckNorris89 wrote:
               | Please get your facts straight. Zen architecture and
               | their move to chaplets were also big factors of their
               | success.
               | 
               | AMD still used Glo-Fo for the first gen Ryzens and still
               | do for the I/O die in some chiplets because it's cost
               | competitive.
               | 
               | It they would have just ported their failed Bulldozer
               | architecture to TSMC, that wouldn't have helped them at
               | all.
               | 
               | Your original claim that "AMD didn't do much" and it was
               | "TSMC that saved them" is a blatantly false. You are
               | grossly misinformed if you believe that.
        
           | [deleted]
        
         | NovaDudely wrote:
         | For about 20 years I had the mantra of "Don't bet against
         | Intel". A good example of this was in the early 90's when all
         | the hype from the Apple fans about PowerPC and the end of x86
         | by the year 2000. The hype was real but Intel was just quietly
         | saying "we have a road map and we will go well beyond what
         | people expect" and then Intel did it - while PPC slowly faded
         | away (for various reasons).
         | 
         | Everytime someone predicted the end of Intel - they just kept
         | knocking out of the park when least expected. Thinking going
         | from Pentuim 4 Prescott to Intel Core series for instance. Side
         | note - At least the Prescott was vaguely ambitious!
         | 
         | But the last decade has not been great for Intel. That
         | engineering prowess has faded a little. Their new GPU stuff is
         | neat and very forward thinking but it is still a wait and see
         | on that. But when it comes to their other elements, it feels
         | like they have just been doing the same thing with very minor
         | tweaks for far too long now.
         | 
         | ---
         | 
         | Another aside, it is same theoretical greatness doesn't always
         | translate to market greatness. If it worked like that we would
         | probably all be using PowerPC machines in some degree. A
         | wonderful ISA!
        
       | tiffanyh wrote:
       | Since "nm" is meaningless these days, what's the transistor
       | count/mm2 of this 1.8nm Intel node?
       | 
       | As reference: TSMC 3nm is ~290 million transistors/mm2 (MTr/mm2).
       | IBM      TSMC   Intel   Samsung       22nm
       | 16.50         16nm/14nm          28.88   44.67   33.32       10nm
       | 52.51  100.76   51.82       7nm                91.20  237.18
       | 95.08       5nm               171.30           3nm
       | 292.21           2nm        333.33
       | 
       | https://news.ycombinator.com/item?id=27063034
       | 
       | https://www.techradar.com/news/ibm-unveils-worlds-first-2nm-...
        
         | hardware2win wrote:
         | 240m on 7nm node vs 290 on 3nm? Oo
        
           | sct202 wrote:
           | Intel renamed their nodes to align better to the foundries.
           | 10nm is now Intel 7, 7nm is now Intel 4, which would broadly
           | look more aligned in that table if it were updated.
        
         | 2OEH8eoCRo0 wrote:
         | If it's meaningless then why does Apple spend a shitload of
         | money on it? While the nm number doesn't translate to a feature
         | anymore, the nm number is not meaningless. It is more an
         | estimate of behavior. They behave as 2nm transistors would
         | behave in terms of spec.
        
           | teawrecks wrote:
           | > They behave as 2nm transistors would behave in terms of
           | spec.
           | 
           | And how do 2nm transistors behave?
        
           | babypuncher wrote:
           | TSMC's 3nm process is still more dense than their 5nm
           | process, just not by as much as the name would suggest. The
           | name is meaningless because it no longer gives you an
           | accurate idea of the average feature size.
        
           | tiffanyh wrote:
           | Because TSMC is the fab that can mass produce today the
           | highest density transistor count.
        
             | 2OEH8eoCRo0 wrote:
             | The customer doesn't care about density they care about
             | performance. If you could somehow build a magical low
             | density but performant chip that's what people would buy.
        
               | ZoomerCretin wrote:
               | Density = bigger cache, more cores.
        
               | bpye wrote:
               | Is that true? Density also means your chips are smaller
               | which means you're getting more parts on a wafer (though
               | yield is important there).
        
               | SilverBirch wrote:
               | This is correct from a logical point of view but not a
               | practical point of view. With a few major exceptions
               | transistors basically are one shape and do one thing. So
               | if you can scale the process node you scale the density,
               | if you scale the density you scale the performance. It's
               | not like 1 transistor could you give you 0.01 flops and
               | another could give you 0.02 flops, a transistor does 1
               | thing and it works or doesn't (with a few caveats), and
               | the second order effects don't really overcome that.
        
         | marricks wrote:
         | I feel like many threads said Apple's main advantage was
         | process.
         | 
         | So with a better process Apple and mobile chips can become even
         | more power efficient than intel chips?
         | 
         | Hard to piece this info together with that.
        
           | Jensson wrote:
           | Intel never shipped any 7nm, they stayed on their 10nm which
           | is as you can see far behind the 5nm TSMC node that Apple
           | used. So Apple benefiting from a far superior process is
           | real.
        
         | bschne wrote:
         | Am I reading this correctly that at 7nm intel had >2x the
         | transistor density of TSMC and their 7nm node is still ahead of
         | TSMCs 5nm node on that measure? That's not what I'd have
         | expected given everything one hears abt. intel --- have they
         | fallen off mainly by not progressing beyond that node, or along
         | other dimensions?
        
           | ajross wrote:
           | They have fallen off, but not by nearly as much as the node
           | names indicate. TSMC has been "cheating" with their node
           | designations for years (c.f. 3nm is not remotely a
           | (5/3)^2==2.8x increase in density vs. 5nm, it's more like
           | 30-50% denser), where Intel stuck with the notionally numeric
           | scales for longer.
           | 
           | But Intel has given up now too, the "7nm" line in that chart
           | is actually showing the process they're marketing as "Intel
           | 4" (denoting that it sits roughly where a "4nm" process would
           | vs. their competitors).
        
             | giantrobot wrote:
             | The Athlon XP naming approach. Intel following AMD again!
             | /s
        
               | mepian wrote:
               | Nitpick: this practice actually began way before the
               | Athlon XP, with the Am5x86:
               | https://en.wikipedia.org/wiki/Performance_Rating
        
           | KptMarchewa wrote:
           | Isn't what Intel now sells as "7" a rebranded 10nm process
           | and actual 7nm which you're referring to does not yet exist
           | commercially?
        
           | monocasa wrote:
           | Intel 7nm on that chart is what has been rebranded Intel 4,
           | ie the process that still isn't in high volume production.
           | Meanwhile TSMC is in high volume for N3 (the next iPhone
           | chips are currently using up that capacity).
        
         | thunderbird120 wrote:
         | Even the density figures are mostly lies. For example TSMCs N5
         | is closer to 134MTr/mm2 in the real world[1]. It can also
         | depend on the chip design itself. Some designs may scale better
         | than others because not all transistors get the same density
         | improvement from new nodes. Ultimately simple metrics for
         | predicting performance are sort of breaking down at the scale
         | these chips are currently being manufactured at. For example,
         | their TSMCs N3 increases transistor density for logic
         | transistors but SRAM sees no improvement over N5[2].
         | 
         | [1]https://www.angstronomics.com/p/the-truth-of-tsmc-5nm
         | 
         | [2]https://www.tomshardware.com/news/no-sram-scaling-implies-
         | on...
        
           | eigenform wrote:
           | Is this some image of how the devices you'd build with SRAM
           | (ie. big uniform array of bitcells) are very regular? I feel
           | like logic being not-as-uniform makes the talk about density
           | scaling different, but I can't exactly articulate how
        
             | trsohmers wrote:
             | It's in large part due to the wire density... a 6T SRAM bit
             | cell by itself could scale transistor density well, but the
             | word lines and bit lines are the limiters as they typically
             | have to go up 4 metal layers. Also, each read/write port
             | you add to the SRAM macro increases the size exponentially
             | rather than the linear scaling of the bit cells.
        
               | eigenform wrote:
               | I see! Thanks for finishing the thought!
        
         | hummus_bae wrote:
         | [dead]
        
         | spiffytech wrote:
         | What does nm measure these days? I hear it's just a marketing
         | term at this point, but "1.8" seems like a specific enough
         | number that it must be measuring _something_.
        
           | ddulaney wrote:
           | Nothing anymore.
           | 
           | Originally it measured a specific dimension on the
           | transistor. Then transistors started shrinking non-uniformly,
           | so they adjusted it -- "how big the transistors _would_ be at
           | equivalent density if they had shrunk evenly ". That's an
           | easy thing to play with though, and so you see more and more
           | departures from reality.
        
           | babypuncher wrote:
           | Minimum feature size.
           | 
           | The problem is that we've reached a point where not all
           | features scale down evenly. So while some transistors might
           | be 2 nm on a new process, others are largely unchanged from 3
           | or 5 nm.
           | 
           | How much you get out of a new process is now highly dependent
           | on how you design your chip and what you want it to do.
           | 
           | This is why AMD is using multiple processes in a single CPU
           | package these days. Some elements of their processors get
           | little or no benefit from smaller nodes, so it's cheaper to
           | make them on an older node.
        
           | KptMarchewa wrote:
           | It's like RHA on tank armor.
        
             | aidenn0 wrote:
             | I can't decide if that's an excellent analogy or a terrible
             | one. On the one hand it's very true, on the other hand I
             | suspect the fraction of HN readers who are familiar with
             | tank armor is fairly small.
             | 
             | For those not familiar, RHA is the type of armor used circa
             | world-war II. Armor has gotten better on a per-inch-
             | thickness with improved technology. Modern tanks (and
             | modern anti-tank munitions) are often rated as to the
             | equivalent thickness of RHA protection (or penetration)
             | they provide.
             | 
             | For example, Explosive Reactive Armor (ERA) can have a very
             | high RHA rating if you use a traditional HEAT (High-
             | Explosive Anti-Tank) round as your benchmark, but a tandem
             | HEAT round can almost completely eliminate the per-
             | thickness protection advantage that ERA offers. So a tandem
             | HEAT round might have a lower RHA penetration rating than a
             | traditional HEAT round, yet be more effective against an
             | ERA with a very high RHA rating.
             | 
             | So, if you have a spiffy new tandem HEAT round, and want to
             | fake^H^H^H^H present good numbers, you find the highest RHA
             | rated ERA armor that it can penetrate and claim that as the
             | RHA rating of your projectile. Even though it might not be
             | able to penetrate that many inches of actual RHA, or
             | possibly even modern composite armor with such an RHA
             | rating.
        
             | zamnos wrote:
             | took me a second to find the meaning of RHA
             | https://en.m.wikipedia.org/wiki/Rolled_homogeneous_armour
        
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