Intel smelters ctinue to face problems and another spectrum-like vulnerability disclosure may be imminent

Despite positive results for the first quarter of 2018, Intel faces persistent problems with its foundries, both with the 10nm often delayed, and with its own modem producti in 14nm. Intel revealed in the cference call the results that the 10nm volume had been postped to 2019, without specifying what part of the year.

The beginning of Intel's 10nm process was a particularly painful point, with the upcoming Whiskey Lake set to be the fifth new architectural project in the 14nm process. Before 14nm, Intel had maintained a two-architecture "tick-tock" strategy for its processors, where a new foundry node denoted a small update of the architecture the previous processor as "tick" and a architectural evoluti more significant. tock " a matured process.

We first reported the disappearance of the tick-tock strategy in 2016. Things are getting worse for Intel since 10nm had to deal with other delays. To put this shift into perspective, Intel's original roadmaps had a 10nm technology in 2015. There are several reass for this delay, but Intel CEO Brian Krzanich explains that some features of the 10nm process Intel's require up to five or six steps. Other competing foundries are known for up to four steps in 10nm or 7nm processes.

This development has implicatis for Intel, its customers and competitors. First of all, Intel has lost the technological edge that it ce held over the rest of the semicductor industry. While you can not compare …

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