I’ve been an investor for 30 years. One thing I’ve learned is these analysts you see on TV never get anything right. Everything they say sounds logical, but it is usually wrong. If they could really predict the future of companies, they wouldn’t tell you for free on tv.
13:35 5nm chips are NOT in NASA spacecraft and rovers. The radiation regimes they have to operate in would fry them in minutes. Perseverance rover on Mars uses BAE RAD750 chips whose smallest feature sizes are 150nm, 30 times linearly smaller, 900 times less dense in total features.
Yes, I was also annoyed at this. Space hardened processors are made with silicon on sapphire instead of plain silicon wafers. In addition the transistor density of intel 10 nm process is about equivalent to TSMC & Samsung's 7 nm. CNBC couldn't be bothered to report this accurately either. en.wikipedia.org/wiki/Radiation_hardening
It's a play field with only 3 players for decades, TSMC, Samsung, and Intel. Samsung already pour $17bn to build a semiconductor factory in TX, and they are trying to get it online very very quickly. It's not in our favor, as consumers, if Intel exits the game. Let's hope Intel can make a strong come back.
With a free 26 billion, why wouldn't they make it? Do you support your government not having money for veterans but having money to give to Intel for no reason? Let's not talk as though Intel isn't one of the most profitable companies in the US...they can certainly afford to build their own damn factories. Shame on Biden for this shameless corporate welfare and theft of tax dollars.
They are going to have too. TSMC will vanish if China gets their way. China might get their fabs but they will not be able to make their chips without the help of the rest of the world. TSMC is a joint venture of allot of companies in Europe and other places in a sense they supply TSMC with the resources for them to make all the chips. Resources China does not have. The smartest thing TSMC can do right now is move all their manufacturing to the United States if they want to still exist in the future. If not its just going to be Samsung and Intel.
It's really cool to see an amazing Engineer who was involved in making of the real products of Intel to be the CEO of Intel ... finally a good CEO rather than just MBAs.... Intel will surely see a turnaround and regain its position again .
@@centerfresh8472 its not about tsmc , its been handy to have a gen ahead fab for amd but what has setup their success is the core zen architecture which was designed from scratch to scale forseeing the multicore future we now have where intel's was not . zen 4 and 5 will crush intel for at least the next 5 or 6 years and thats a long long time for shareholders with weak hands to sit in 2nd place on a ceo with big dreams who isnt getting immediate results
This new guy talks a lot about hopes and dreams. Maybe too much than what he can make happen by 2025. 18A? Took them THIS long to start building a fab for 10nm that costs more than twice as much as TSMC with their 5nm. Lol.
@@centerfresh8472 intel has a better chance of falling than TSMC. Just look at how many customers they've got, how reliable and successful, and advancements they've got going on.
When the commentator said he had no idea how a company could miss a completion date for new technology development, he exposes himself as someone that has never tried to build something completely new. Engineering at this level is seriously hard and hideously complex.
I don't get the skepticism these pundits are exhibiting towards Intel. Okay Intel had made some bad business decisions in the past like missing the mobile market, so what. Lot's of businesses have made bad business decisions and recovered. Look at Apple, back in the 90s it was near bankruptcy due to its bad product lineup and today they are one of the most successful companies of all time. Intel has the tools, know-how and the capital needed to recover. Another thing to remember is that the US government is going to be a big supporter of Intel's efforts in order to gain independence from Asia. So Intel has that going for them. Having U.S. as a sponsor is not a bad thing for the company.
@@edwint1780 True, Apple also missed the opportunity to aquire Tesla which is now a trillion dollar company. Lik you said, many companies have made mistakes
@George... Couldn't agree more.. We are talking about nanometres here and it's all high end bleeding edge technology... Can't imagine the engineering challenges required to overcome to lessen each nm.. Which commentators will never appreciate
And yet both TSMC and Samsung managed to succeed in reaching 5nm and overtake Intel. There should be no excuses, Intel messed up. If it's not abundantly clear at this point: Playing the fab game is a winner takes most competition. Intel doesn't get much more than scraps for being second place in the transistor race.
@@main_tak_becus6689 AMD is better for gaming streamers for 2 years now. Intel made a bad call by not ordering from TSMC 4 years ago and now they are still paying the price.
Intel wants to surpass TSMC with $26 billion? They do know that TSMC is investing $100 billion over the next 3 years, right? CNBC reported on that, too. Also, 18A by 2025? Translating from Intel Time, I'm guessing we'll see first small-scale products (probably a mobile CPU) by 2030.
TSMC needs more capacity for other partners intel will probably use most if it's capacity for itself 100B over next 3 years maybe but how much of that is R&D and how much is cost to setup new facilities
I'm pretty sure that $26 billion number is their r&d figures over the next two years. Their total investment is much more than that. Their going to spend $95 billion in the EU alone with more investment in the US in the future. Their new CEO is going to spend so much on r&d that their shareholders are worried their pockets will be affected. I really hope intel can catch up. It will be difficult but Americas tech leadership is at stake and Pat focusing more on long term gains by spending big on r&d instead of short term gains to please shareholders like his predecessors is already a good sign of things to come.
tsmc is bankrupting their owned country in debt vs us only spending 26 billion and intel is american....so just watch asian countries collapse by their debt and their people gonna riot to their government pretty soon now...china gonna see this a opportunity when that happen, not our concern when we got intel...they can keep their tsmc under water
@@naveenbattula when a single asml machine costs 180million intel will need to sell to others as well. Such machines have a life expectancy of a few years. This means that these machines need to work 24/7 for the next 3 years with no stop to make the invest worth it. Intel is not building the machines, they buy them from asml. Curently TSMC is a much better customer for ASML, the more you buy the better and more important customer you are. The 100B Tsmc spends is for the next gen 3nm machines while the 26B intel spends are for the old 10nm and 7nm machines. Tsmc is already operating 5nm machines, months now.
If intel actually manages to deliver 18A by 2025, then Pat will deserve so much praise. Catching up to competition and surpassing them in such a short time span is a Miricale ( IF it happens).
bold words honestly. while their direct competition in the CPU market (amd) is on 7nm that's just because a bigger fish (apple) is buying out all the even more advanced 5nm stock. and i believe tsmc already has started 3nm production, which should be hitting shelves next year for iphones. if amd decided it wanted to pay a premium for those 3nm chips then intel would find itself in a terrible spot.
Would love to see Intel make a comeback, especially after their designs falling behind those of AMDs, chips manufacturing in the US would also strengthen the supply chain
@Solendore but your power consumption is ridiculous, of course you achieve more performance if you throw more power at it. Power efficiency is just as important as performance
AMD is still slower than Intel.. for sure in top performance benchmarks. Apple m1 also is nothing at all good in benchmarks for power and video power. The best is still nvidia and intel powered gaming PC, simple and fact if you research the famous benchmark called Port Royal Hall of Fame benchmarks... Luumi is one of the youtubers who proves it with nitrogen cooling intel chips and nvidia for graphics.. its been the best and I build PC for 20 years, I know what I am talking about (aka you cannot correct the facts)
This is likely the best move for Intel. Had they decided to completely abandon manufacturing they'd likely eventually end up like IBM, or worse, Motorola!
CHINA OWNES MOTOROLA AND THE US MILITARY RADIO TECHNOLOGY FROM MOTOROLA! CHINA WILL BE ABLE TO USE COUNTERMEASURES ON ALL US MILITARY RADIOS MANUFACTURED BY MOTOROLA!!! NICE, SMART, DUMM & DUMMER!
The Heart and Soul of Intel is back at the Helm. I look forward to seeing these factorys open up and for us to become more independent again. I hope this is not forgotten going forward from this point. Keep it up :)
Yes this. Independence is Gold. America needs to regain no. 1 spot in this sector. I joined this industry thanks in parts to Robert Noucd and Jack Kilby
Reverse globalization. Cheap foreign suppliers are great if they ship stuff to you. North Korea, Japan, and China all have one problem, they are all close to China, that wants to go to war to conquer everything in sight in the Western Pacific.
@@emmanueloluga9770Allright independence.. Fine! ASLM is a Dutch company. So my country the Netherlands should make chips themselves. Setting the chipmanufacturers of the world back a decade. Without the technology of ASLM Intel's plans fail immediately.
Never go full r3tard. Intel like usa is an israelie company. Usa does not make anything. Even their movies an internet an books an religions an anti religions an rulers are israelie. Im assuming the local bakeries an mc donalds aren't even run by them an making their food
@@Joey-ct8bm Well not how things work, Europe has been the world's factory when is comes to high tech factory machines whatever the end product those machines produce is never their business to produce. That's why ASML has never been into making chips it's just another world that they probably dont want to bother with not to mention atlist another company has come up with a similar machine hence in the near future there will be quite a number of players in that industry maybe not many but ASML won't dominate that industry forever.
I've been a champion of AMD since it was $2, and despised Intel for its anti-competitive practices, and stagnation of innovation. I've recently become a shareholder of Intel at $48.15 though. Because the tides are changing yet again. Something overlooked in this video are the Intel Dedicated GPU's being released Q1 2022. Whether they are competitive 1 to 1 with AMD or Nvidia GPUs will not even matter, because the supply and demand of GPUs is so screwed up. They will all sell out 100%.
Well, there is a big difference in the fact that Intel designs & constructs it's own chips too, but yeah, any investment any of these companies makes is going to pay tenfold in only a few years. They're basically printing money.
Me too;) Just simple. No way intel will go out of business just like AMD. Someday some point it will come back. Both AMD and intel are too important to fall. USA government won’t let them die.
@@jum5238 Amd Is already making arm chips with Samsung for future phones and Pc like apple did with newest Macbooks with M1 but Amd wants to make Exynos chips with rdna 2 similar performance as Rx6000 series if everything goes well
Chinese government tech investment budget was 1.5 TRILLION in 2020. For those keeping track, that's three years ago. America needs a course change, and FAST.
Yep. Intel was extremely anti-competitive in the 90: I think over $2b in anti-trust fines. Govt failed to reign it in and now is stuck with a second-rate fab.
@@jeevang7853 Sure I do. I am a tax paying citizen of the country giving Intel the tax brakes it so enjoys. If you had any intelligence you'd have understood what I mean by "We"
Intel’s manufacturing process was competitive and leading until about 2015 when they had trouble going from 14nm to 10nm. That was when TSMC surpassed them by going into 7nm and 5nm. AMD also redesigned their chips around this time (The first Ryzen) so despite larger and sparser transistors, they were able to make a big boost from their old Excavator like of CPUs and be 80% competitive with Intel. Intel kept the old P6 architecture from 1998 going for as long as they could. It would have been great if Intel didn’t laugh at AMD’s puzzle block strategy (CPU consisting of small does and connecting them together with infinity fabric) when they’re now using them too
If I were a betting man, I'd have money on Intel getting back on top again. Speaking as an Accountant, Engineers should always run these kinds of companies.
So glad to see a REAL engineer back in charge of INTEL. The worst choices to lead tech/engineering companies are hires from outside who are NOT engineers but from unrelated fields (e.g. Financial, Marketing, etc.) or even worse...."diversity" hires who are not engineers. Engineers can more easily understand business than businessmen can understand engineering. When I was in college becoming an electrical engineer the joke was that those who couldn't cut it as engineers went into "busyness".
I like how you can tell Intel would only do the story if they said nothing about AMD. "Our sales were down due to supply issues and PC Demand" *looks at AMD's earning sheets during same period* "Yeah I'm going to have to say your story didn't check out"
A weak dollar can signal an economic downturn, making me to ponder on what are the best possible ways to hedge against inflation, and I've overheard people say inflation is a money-eater thus worried about my savings around $200k
The stock market is a way to hedge against inflation. Most notably amidst recession, investors need to understand where and how to allocate funds to hedge against inflation and still make profits.
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@@tradekings5433 Inflation is over 8%. The stock market is down 20% this year. Keeping my money in bank could be no good but investing is riskier, I wish to find better value deals as asset prices keep decreasing but lack the skillset, mind if I look up your advisor? I admit this is the only way for amateurs like myself
@@Robertgriffinne Sure, the advisor that guides me is Corinne Cecilia Heaney, she's well-grounded and known, shouldn't be a hassle finding her page, just look up her name on the net.
Building the new foundry’s in Arizona keeps them off the coast a little during the war with China so they have a slightly better chance to continue pumping them out.
As someone who was deciding to invest into Intel or TSMC 2 years ago the choice was too easy.TSMC is the 10th largest company in the world, way better leadership and invest heavily into R&D.Intels five years behind at best and TSMC has too much market share.The only thing that would hurt them is natural disaster or China conflict
Amd was 5 years behind and then released ryzen to kick intels ass, intel just made patrick gehsinger CEO (hes an actual engineer) and are pouring billions into rhis operation im sure theyll be fine
@@brianvalencia9001 I’m saying you’re wrong.They don’t control the most complicated part of the semiconductor ecosystem and TSMC is as close to a monopoly as it gets.Plus Intel doesn’t even come close to the 100 billion theyre investing the next three years.Its over for Intel once TSMC starts producing their 3nm chips
@@brianvalencia9001 yes, they'll be fine but won't be able to compete with TSMC any time soon and that is what will give AMD the edge. Just have a look at Alder Lake's (10nm) power budget required to compete AMD's Zen 3 (7nm) which has been out for a year.
@@chrismayher617 dear oh dear oh dear...do you really think that a few nm is going to be the difference at this level ? REALLY ? I guarantee you it wont be, chip logic will be, and Intel has always been the best at it
AMD didnt reverse engineer the CPU. they were contracted to MAKE the CPU for IBM. they were GIVEN the blueprints. they were PAID to make it for intel. to fill an order
That’s much later. Before they became a viable 2nd source for IBM, they reverse engineered intel chips and tried to sell the knock offs. When IBM needed a 2nd supplier, AMD was the only viable alternative due to being gaining experience by reverse engineering Intel chips.
The first AMD cpus where made from looking at images of an intel CPU and reversed engineered. "It was originally produced without license as a clone of the Intel 8080, reverse-engineered by photographing an early Intel chip and developing a schematic and logic diagrams from the images." The wikipedia page for the Am9080, a [reversed engineered] clone of the intel 8080.
I am glad Intel has so much competition. Although I have been a fanboy since I was a kid, and still am today, it's good to see them get off their ass. They were never good at Nand memory storage,
I remember back when AMD released the K6-2 and it was starting to show up in Gateway and Dell machines. I thought Intel was in trouble, especially with the cost of the Intel chips being significantly higher. But AMD didnt end up taking over. Now here we are decades later and AMD has finally gotten its foot in the door to a point that Intel has to do all of this stuff in this video to compete. Interesting.
@@billlam7756 like AMD was back in the day. The problem isn't Intel as a whole, but the fact that almost all managerial jobs were took other by purely financial guys. Bean counters like they are called by most engineers.
I worked for Intel from 2006-2009 in a managerial position as an outsider. The place was way too political and some/many people are rather nasty to one another. There was just the wrong vibe. I was hoping BK can turn this ship around but Intel fired BK. I sincerely hope things work out for Intel.
I know that 'vibe'. As a robotics consultant (ret) I had to advise a CEO to open a new building with new people if they wanted to get the vibe and energy going with automation(in contrast to employees sabotaging robots that were "going to take our jobs". That productivity increase was needed revenue, to keep their payroll going, LoL...sardonically As an investor, I think INTC, F, and GM stocks are all showing signs that having old factories and staff are a liability, compared to a fresh start with the latest and most enthusiastic people and equipment per square foot. (while capital is cheap)
BK OK'ed $500 million for the last olympics which had under half the viewership of the previous Olympics. He also wasted money on drones and and that Fossil watch that eventually had to be bought back after it caught on fire. That money could have gone to purchase the tooling needed to maintain tech leadership. At least now, I think Intel has the best CEO they have had since Grove.
ah yep.. this was what I was looking for. People problem. Always is. Endless meetings about nothing. Endless leaders tripping over each other to shout loudest. Little regard for the people that deliver or for the customer.
They got complacent while they sat atop their throne in the CPU world. AMD finally coming back swinging with the Ryzen CPU line forced them to finally start innovating again because they were no longer alone at the top.
It's not that they got complacent, it's more that they expended billions on crazy technologies that never panned out and they thought they could take big risks on cutting edge technology due to their superiority. This didn't last long
@@satyampatel491 No they got complacent. Stock buybacks and dividend increases were beginning to become a focus as R and D actually decreased not just as a percentage basis but on a dollar basis during the previous CEO's tenure
They were milking the market, and it was so obvious. It's why i didn't bother upgrading my CPU for more then 5 years at a time. Intel is a epitome of shitbaggery greedy capitalists. Capitalise no matter what. Glad AMD overtook them
Take it from me, one of the biggest fanboys of Intel. Been building computers since 1995 and Intel was my King. Athlon XP was the first real big threat to Intel imo but Ryzen is where AMD won.
A few years back its how Samsung plan to catch Intel dominance. Intel used to be years ahead of competition. It started with their cost cutting, closing down plants to maximize profit while investing less in R&D.
@@ramenlover1727 it is actually more logical if the CIA uses explosives to destroy tsmc when china gets too close. the united states will _not_ leave strategically important manufacturing like that at the hands of the Chinese. China wants to _capture_ it, so they can use it. the tsmc production capability is why they both, China and USA, want to go to Taiwan in the first place. china has already very likely planted special forces all over near strategic targets in taiwan. frankly, i am not sure if the taiwanese even want to resist the chinese occupation that much, they've shown quite lackluster will in polls against defending possible invasion from china. most of them just don't care that much. they just see it as a bit different management, but nothing changing fundamentally. taiwanese already speak mandarin chinese as their main language. mandarin chinese has been the official language of taiwan since 1945, and is the most spoken language in the country. it's remarkably unchanged from the mainland variant of mandarin. they see the chinese people more closer to them ethnically and culturally than the white westerners, fundamentally. i think it might be those "russia annexing places that are already full of russians" type of fight, where even the military just gives up instantly their military bases, basically. its the other countries, Australia, India, Japan, USA, Germany, Britain, etc. that are seemingly _far_ more willing to put up a fight against china.
12:39 TSMC is one of the most significant suppliers for Intel, this is very convincing that TSMC is only focus on Manufacturing the chips, and very trustworthy for their customers.
@@kiroshki understood，the reason why TSMC can produce one of the most sophisticated chips today is manly because their suppliers trust TSMC，ASML, Applied Materials and TOK are key suppliers for TSMC，without these suppliers，China still can't produce most powerful chips even TSMC falls on their hands，because no high-tech company trusts China.
@@cobaltblue2756 We Taiwanese are used to it. China has been making their war cries for over 70 years since 1949, the year they declared independence and founded their People's Republic of China.
Yes. It is good to see engineers running companies that were originally created by them . Who knows better and have more common sense about management a company that the ones who understand what they do and what they need to succeed.
Half true, Guillevem. Ford, a brilliant mechanic with at least three of the greatest engineers of the century on his side, was beaten by Sloan, the genius of marketing and organization, who put General Motors together. (Sloan then managed to lose most of his own personal fortune in an ill-advised attempt to "correct" what he sw as the market's underappreciation of his genius: good at management does not necessarily mean good at financial speculation...)
Hope it works for them, a lot of people naturally supported underdogs when Intel was king, so they stayed with hostility toward it even now, But overall the best outcome for consumers is that all companies do great and have to work very hard for to have their products bought by consumers, if it would happen that Intel fails as some predicted that would be terrible for consumers
@@VantaCanadaBlack yea but that is not the point, point is that AMD was successful in overcoming that from Intel, Apple was successful in abandoning Intel and going forward with their own chips, so if Intel doesn’t have any success soon, they might be pushed out of market, then AMD would be monopoly in PC segment, which would not be good, what made AMD good was their desire to outcompete Intel, but without Intel they would inevitably become new Intel of pre Ryzen era
I want to see Intel succeed not just for nostalgia but bc its v scary that 95% of the worlds CPUs are made in one tiny, unrecognized country and disputed land. Absolutely terrifying what could happen if the global supply chain were massively affected by natural disasters and political turmoil
thank you CNBC for really breaking down the chip shortage and the huge responsibility intel has to try and stabilize the chip industry w/ new production here in the US. I'll definitely be supporting intel instead of other companies regardless of who is on top in the short term. even though throughout my entire life or most of it 25 years i've supported other companies this has opened my eyes to the bigger picture. i'm rooting for these guys they are true pioneers of technology.
Chip companies are all international these days. TSMC is currently opening a new fab in Arizona, and the Biden Administration recently blocked Intel from opening a fab in China.
I can’t believe this report didn’t mention AMD. AMD has crushed Intel in the PC market with their astonishing Ryzen line of processors. They set the bar for performance and price at a level that Intel simply cannot compete. And don’t let me get started about the graphics capabilities that you get built in into their processors thanks to their proprietary Radeon technology. Intel has stopped being the leader in consumer electronics a long time ago. It’s just that now it is more than obvious.
Intel is having such a tough time competing with AMD currently BECAUSE of TSMC, which was mentioned multiple times in the video. AMD has had a breakthrough in moving to their chiplet designs, but unless someone can actually build it the design is worthless. TSMC's manufacturing ability is what enables AMD with Ryzen and Apple with M1 to have such competitive products.
@@julian6653 No, the I5 beats its competitor chip. Not the fastest from Intel. And AMD still crushes Intel, when it comes to server/workstation chips. Besides, AMD is soon launching new chips as well, so hold your breath.
Intel, I was learning about computer architecture with textbooks about your processors! Just out of nostalgia, I hope you succeed and get more chapters in textbooks ;)
It's not good enough that Intel be the best chip maker. They need a substantial US fab production. Thank goodness they are doing that. They are more than a company, they are a national security asset.
On technology tsmc actually pays their engineers in Taiwan as much as Intel pays their engineers in Arizona The brightest phD graduate from MIT, CIT, Stanford , Berkley now goes to Google, apple, FB, Tesla … Intel is not on their top 10 dream job list While top graduates in Taiwan still joins tsmc TSMC’s night hawk project actually make 24 hours, 3 shifts R&D One of their RD executive joked about it : intel’s people are 2x smarter than my engineer , but we work 3 times harder
Humans are pretty cool. The amount of cooperation and planning in order to pull something like this off is immense. Imagine the great things that could be accomplished if such a large amount of energy wasn’t used on ridiculous politics and wars.
However some of the greatest innovations we have today were made or improved upon during times of great conflicts. Wi-Fi during the Cold War, nuclear technology during WW2, the rapid growth of the airplanes and cars during WW1, and even the rise of the telegraph during the Crimean War.
@@tonyc7352 what I'm saying is people are more likely to work during a calamity or chaos but are less likely to come together to prevent said chaos or calamity from happening or causing a lot of damage
Get more US government subsidies and special favours!!! Intel has stopped being the most innovative chip design(Nvidia, AMD) or chip fabrication (TSMC, Samsung) company a long time ago.
@@darshan5726 zen4 isn't anywhere close to shipping, and i didn't hear many great things about it... seems like amd's efforts have been placed in zen5.
@@BattousaiHBr yeah but they consume more power and requires better cooling. but i agree its better this year i am hoping for good alder lake cpu for laptop amd not available because no stock, intel is available .
@@shivsankermondal yep. zen5 seems like it'll use the same efficiency cores architecture as alder lake, and it doesn't seem like windows' scheduler knows how to handle these well yet.
Funny how INTC makes big plans for capex and their stock tanks, but Ford does a similar thing in a less likely to succeed and more competitive EV market and their stock goes parabolic.
@@ageminiani Not many people in the world can afford M1 IMac but anyway Intel has plans to compete, and I think they will succeed. They have to, the US is awake to the fact that semiconductors are important for national security. The US cant rely on Taiwan when they could be at war with China at any time. Intel plans to make its own designs, and designs from other manufacturers. Intel is responsible for the personal computer, I wouldnt under-estimate them.
tsmc are planning on shipping 2nm (reportedly non-silicon chips) in 2025, but Intel might well at least come close to catching up. A monopoly/duopoly would be awful for progress so here's hoping!
@@ageminiani ARM chips are clean sheet design, many of the x86 have old code inside. Second intel and amd have general purpose processor the M1 is made exclusively for apple products and they can optimize it to work properly on their OS. If Microsoft design their own chip and send it to TSMC for production on their 5nm process it will be probably faster than the AMD/Intel that are currently on the market.
I love how Intel seems to assume that while they try to move past TSMC and Samsung, their 2 competitors with node processes that are currently ahead will play nice and stand still for Intel to catch up...
@@Karoleishh Yes, ASML is the only company making EUV lithography machines and Intel's not ASML's only customer. In the last quarter Q3'21, 46% of ASML total system sales are to Taiwan and 33% to South Korea, with USA only making up 10%. The sales for the quarter before that was similar. That easily tells where are the bulk of the machines are going to, and it's not Intel.
@@Buster475 Everyone is using the same machines now. Word on the street is that Intel will quickly move past 7nm and I imagine everyone will hit similar process issues at a similar time on similarly sized nodes (From what I've read, TSMC and Samsung are already running into a lot of yield issues with 3/2nm and lower). But Intel has been using more complex materials (e.g. Cobalt) in their 10nm and 7nm nodes to try and deal with some of the issues of the older DUV tech. So I personally think, with proper leadership, they can put the experience to use in further nodes with EUV to surpass TSMC and Samsung. But we'll see.
@@teddysmith8725 We just have to see. In recent years, Intel is the one who had continuously encountered show stopping yield issues with their most advanced processes that had led to multiple delays with their own 10nm or Intel 7 processes. This is not something that Pat Gelsinger can fix alone. And so far this year, he is looking more like a marketing person making all sort of promises, but had failed to deliver the results he said he would. While TSMC had ran into issues, at least they are already sampling, while Intel just goes on roadshows about it's technology roadmaps. But I definitely like to see competition since that is good for us as consumers.
@@Buster475 Yes, Intel has been running into process issues, but this was largely due to their slowness to adopt EUV and their desire to get ahead of quantum mechanical issues by adopting new materials. They've invested more in EUV for their 5nm node (Intel 3), and I imagine that should ease a lot of the process issues they were running into. I wouldn't be surprised to see only one or two 7nm processor generations before leapfrogging to 5nm, because their 5nm is rumoured to not be that far behind 7nm in development. Like you said, we shall see.
Intel has been way to relaxed. Even as AMD and Samsung surpassed them in almost every way, Intel did nothing. Competition is good, but Intel has a long way to go to actually improve. They thought they owned the world, and that mindset is a hard one to break.
@@x8jason8x doesn’t it represent the preference you would of had if it was actually 3nm, also Intel 10 nm will just be called 7 and after intel 4 they going angstrom
I have an affectionate loyalty for Intel. My very first PC build was an AMD and it caught on fire after using the PC to play a complex video codec DVD, the DVD's that later came out with a newer codec just a few years before Blu-Ray was introduced. The next day I visited the local CompUSA ( remember that store? ) and walked out with all Intel parts. Got home, built the PC and everything ran so smooth and handled every stress test without a problem. Ever since, I'm all pro Intel.
If your machine caught on fire it was likely due to some power supply issue or faulty wiring. A cpu running hot will degrade the materials and get misreads but it won’t light on fire.
@@drygordspellweaver8761 No, dummy. It did not catch on fire. The graphics card smoked and sparked and blew. I was watching Leon The Professional on advanced DVD codec, it happened during the climax scene with all the fast moving scenes and bright colors. I know there's like some weird cult-ish loyalty following for AMD products. I say Intel is way much better.
I still did not hear what fundamentally causes Intel to fall behind. I heard that Intel had missteps, but I did hear why. If the fundamental problems, managerial or cultural, have not been mitigated, government subsidy can only carry limited amount of time. Should we expect Intel becomes a government owned corporation and accepts taxpayer money forever?
Good question, based on my friend (who was a production manager at a TSMC plant in Taiwan and WaferTech in OR), a lot of it has to do with different culture, work discipline, there is a reason why German and Japanese make quality cars, they are much more disciplined and pay attention to details, the same can apply to the Taiwanese. I’m concerned throwing our tax money (just like what we criticize the CCP does to subsidize their companies) is not the answer.
@@oguogu8177 That was not the problem though it could have been eventually. The main problem was that the wrong person was promoted to CEO in Intel and it fell behind in everything because of him. He didn't keep intel up with the changing world (Intel got laxed because of their success in the past). That's why they were stuck on 14nm while their competition got down to 7nm and 5nm. Intel quit innovating and could not produce efficient and competitive computer chips like before. This is how AMD grabbed some of the market share. They were able to start putting out better computer chips because of their designs and having access to 7nm which intel did not have.
It's because intel is not using EUV lithography. Even though intel was the first to consider using EUV, Intel ditched the technology when ASML took too long to get it to work and instead, Intel focused on using multi patterning and finfet on the older DUV machines. TSMC and Samsung moving to EUV machines earlier is what caused intel to fall behind.
Currently, TSMC and Samsung are not Intel's competitors. But they're jumping into Foundry business... which they failed before "while" competing with AMD. Samsung and TSMC are already manufacturing 3nm die and announced 2nm. AMD is on 7nm. Latest Intel Alder Lake is still on 10nm. It wont take just $26 billion. It will take $26 billion every year.
@WolframaticAlpha SMFH... False. That's what Intel fans claim and Intel 10nm is slightly denser for SRAM but TSMC 7nm is denser where it counts. Logic. Intel 10nm consumes FAR more power and runs MUCH hotter. NOT equal to 7nm. Any other false information you wanna spread?
Finally, the amount of $$$ Intel spent on shady practices and eliminating competition is insane ... (no one in the right mind can become technology leader just by tanking competition)
When there's only a very few competitors or none whatsoever for something that was just made in the 60's or 70's (semiconductor CPU's) then you tend to become a technology leader like Intel. I mean if you developed a CPU that had traits of both AMD and Intel plus your own traits you also would become a leader. It's lack of opponents, not shady business dealings.
The fact that they are behind TSM in developing powerful chips and now they are publicizing their 20A plan just seems to be more of trying to stay relevant while you are being defeated on your own game and just relying that 20A announcements will save your share price from plumbing down
20A is just the renaming for what would have been Intel 5nm. Not renaming it would be marketing stupidity (Intel traditionally sucked at modern marketing). Also, things used to be measured in Micronmeters not too long ago and no one cared. The switch to nanometers started a marketing thing. Moving to Amstrong is the same marketing BS. In the past, Mosfet transistors were used. These are 2 dimensional in structure. And a 2 dimensional measurement like nanometers made sense in such a 2 dimensional case. Then FinFET transistors (3d in structure) were switched to and nonameters suddenly had no literal meaning. 20A is planned to use RibbonFET. These type of transistors have multiple gates per transistor. So it's a new type of transistor. Not marketing a change like that with a complete new change in name would be stupid. E.g. Intel 10nm and TSMC 7nm are the same. It's just marketing names that doesn't measure anything that's used to bamboozle people. TSMC was smart. They opted to skip a number and then marketed the crap out of it. Intel is now trying to play the same trick on the idiots who take "nanometers" seriously. And people will be dumb enough to continue to fall for it.
Size of the transistor is not that relevant, you also need a good design of the chip itself, if intel 7 (aka as 10nm) is head-to-head to tsmc's 7nm, this, at the end of the day, is what would matter.
I have a friend who used to work at one of the fabs in Chandler. He said a lot of work fell behind because of toxic office politics that kept building up since the 2000s, and there's still a pretty strong Good Old Boys mentality among the management which hinders solving problems. Problems got even worst since the pandemic, with people abusing policies and management just not giving a damn. Toxic Work Politics and management problems happens at every workplace, but this semiconductor industry is so intense and fast pace, any small hiccup can be very costly in terms of money and delays.
First we had intel that was monopolizing over AMD (talking about computers) and they were expensive. Now it's exactly the opposite. We need them to be competitive again so they both go cheap again.
Please this piece was a joke. US business creates a national security problem and supply chain problem by outsourcing chip manufacturing to Asia and gets rewarded with billions of government welfare money. Typically US business socialism...
@@msp5138 The only joke is the US conservative ideology that led to the demise of US industrial policy which, in turn, led to the demise of the US domestic semiconductor industry. Both TSMC and Samsung were heavily subsidized by their respective governments until they became successful and could stand on their own.
If intel can pull off that sub nm chip that would be insane!!! Having a clearer focus is definitely going to benefit them. I'm surprised it took them so long to see just how far they had fallen behind.
It’s 7nm did not even get to mass production. Overcoming Moore’s Law is not even dreamt by TSMC or Samsung. Intel is still stuck in 10nm. At this rate Intel may require the USA government help to steal or force the technology to be transferred forcibly from TSMC or Samsung just for the 7nm. It’s good to be high but it is bad for health.
@@leecheong4986 Those numbers 10nm, 7nm are meaningless, terms, only for public pr. Intel bought up all the next generation Lythography machines from ASML. When they are delivered and installed, Intel will have a huge advantage. Qualcomm signed a multi billion dollar chip making contract with them and Qualcomm isn't stupid. Intel has always had great engineers. They were forced to work on products a marketing guy wanted. Now they are run by a top engineer. I would not bet against them.
If bitcoin miners are going to relocate from China to Texas, what happens when a mining farm suffer a power failure, how do the machines react, do they just restart or a loss.
I thought this documentary was really well done. Hit all the key Intel historical notes, while giving the present challenges that Intel faces context. I worked there for 15 years, knew Andy Grove, and believe or not, when I was there, Pat Gelsinger was only two levels above me, and I saw him frequently. He is a tech geek engineer like me, and seems to be carefully redirecting the ship to sail into a new port, as Andy Grove did a few times…..
See they all went fabless when the economy was good, because having your own fab wasn't paying. Now they're learning the hard way when the economy is bumpy and supply/demand issues arise.
Why do big corporations choose to build in states with limited water supplies? All it does is cause more people to move there and increase demand for water that isn't there to deliver. Texas, Arizona, New Mexico are states that cant promise to absorb endless growth and water demands.
Not American but was wondering how does this even happen or allowed to happen looking at the kind of money splashed in meaningless wars and readily available for the military complex. Infact with tech even manufacturing of basic stuff like clothing can be brought back to USA and mass produced at affordable rates to create an export market that can compete with cheap Chinese stuff, in the world where l come from anything from US is usually considered superior l don't know why they just dont see this enourmous market that will readily buy their stuff when priced fairly. With automation that is pretty doable, Europe has been doin it that's why family owned micro factories are the back bone of Germany legendary high tech manufacturing industry.
Because they were too selfish and thought they would stay at the top. Intel crushed every company in the beginning and had no competition until AMD and TSMC started scaling up
@@Elldubbieyou That's complete nonsense. Intel has simply been a consistent leader. They can price higher because they're a more trusted brand. AMD would certainly charge more if they could. AMD has had some wins over the decades, but have also made some very poor decisions that resulted in them no longer making their own chips. AMD and NVidia will also be screwed if China decides to invade Taiwan.
I think you guys didn’t do enough research on Intel 7, formerly Intel 10nm super finfet. Even though it was “10 nm”, the “nm” notation to semiconductors aren’t true and are primarily just marketing gimmicks. Intel 7 is comparable to TSMC 7’nm’, however TSMC has designed smaller chips than Intel and Samsung, and they produce smaller chips with higher density than Samsung.
@@ageminiani This is what this story misses. Intel runs CISC, while ARM uses RISC. And RISC is better for these 10 core 15 core 20 core processors, because the instruction set is smaller. How will intel compete when they still use RISC. It's too power heavy, and they may compete on speed, but not power consumption.
@@ageminiani 3DMark Time Spy Extreme World RECORD with 2x RTX 3090 KINGPIN Cards on LN2 at Aalto University Apple is slower than intel, you need to run your machine for longer time than intel for a fact, so any less power is still doubled when you do a task that takes 200 percent the time as intel does.. get a clue. 3dmark proves intel and nvidia crushes m1 apple in real performance in shorter amount of time. We dont need less wattage, we need more power
@@heyaisdabomb ISA is only part of the equation of why Apples chips do better, its more than just" ARM = better therfore faster" argument. having access to the latest nodes, vertical integration with software 100% in your control will obviously give you special advantages over your competitors. You don't see any other ARM desighners do better except for APPLE.
intel can kiss this dream goodbye . Apple has created a chip which was impossible to even imagine . Adl was nothing but a super overclock just to get that 15% ahead with AMD , as a result , super high temperature and power draw . x86 days are numbered..
I love how there are probably millions of manufacturing and fabrication locations around the world from various products. And most people call them a plant or manufacturing facility. But not these silicon boys, they have to call them a "Fab".
@@tedmoss Other than the fact hat TSMC got a massive subsidy and that Samsung is massive compared to intel, TSMC has been constructing new foundries and branches everywhere on the globe, especially the US. This was their plan for years before Intel even knew what they were doing.
@@tedmoss oh, and I design and build vacuum equipment for the semiconductor industry, we are absolutely slammed with orders from all the players in the game.
And a perfect way to rationalize even more billions of taxpayer dollars to be funneled into corporations. It will be fun to see how much actual infrastructure the 1 trillion dollar infrastructure bill will bring.
Intel is being left behind. They’re keeping up power-wise, but their chips run hotter and consume more power than their competition. Efficiency matters.
it does and it doesnt. if it runst hotter due to more power draw but has to run shorter efficientcy is the same or better as proves last days.. its about energy used per workload. and on top of that their chips use less when idle as am chips. and most systems are idle for the most time.
AMD dropped the price of the 5800X $100, this shows that they see Intel as a real competitor again. Of course their efficiency is still a real problem, but at least they don't LIE about their power consumption anymore.
I went from a AMD fan to an Intel fan back to AMD. Intel hasn't progressed much and AMD has caught up with them with processors that are on point with them with more cores enabling for faster computing. I'd like to see you Intel come back and be more competitive but currently their prices for CPUs compared to amd's are extremely overpriced.
@@brianvalencia9001 a cheaper CPU, but you have to also buy ddr5 ram, a new motherboard, and a new OS. So realistically not cheaper than upgrading or building a CPU with AMD.
@@brianvalencia9001 My bad, but from how I see it the prices and delivery of items are going to be screwed until next year anyways. With the supply chain being so messed up and the increase consumer demand, how will anyone even get any thing at an affordable price in Q4 2021.
I’ve been an investor for 30 years. One thing I’ve learned is these analysts you see on TV never get anything right. Everything they say sounds logical, but it is usually wrong. If they could really predict the future of companies, they wouldn’t tell you for free on tv.
they dont have vision and dont understand technology. When you dont fully understand a hyper complex system how can you predict its future?!
💯
Agreed.
Whatever they say you do the opposite. That’s what I’ve learnt. 🤣
@Technotopia I know they dont tell me everything because i know everything myself. Im a microprocessor designer.
13:35 5nm chips are NOT in NASA spacecraft and rovers. The radiation regimes they have to operate in would fry them in minutes. Perseverance rover on Mars uses BAE RAD750 chips whose smallest feature sizes are 150nm, 30 times linearly smaller, 900 times less dense in total features.
Yes, I was also annoyed at this. Space hardened processors are made with silicon on sapphire instead of plain silicon wafers. In addition the transistor density of intel 10 nm process is about equivalent to TSMC & Samsung's 7 nm. CNBC couldn't be bothered to report this accurately either.
en.wikipedia.org/wiki/Radiation_hardening
30x linearly bigger you mean.
Even on earth these cosmic flips occur so often. In space it'll go nuts.
@@striker44 physical size, yes. In terms of transistor count, smaller.
@@prateekpanwar646 the latter is already pointed by his comment on density. I am talking about the lateral dimension or size comment.
competition is always a good thing .... I wish them plenty luck
competition is a sin
@@starwreck *lack of education
@@richardk2495 he must be one of those socialists that spends all day ready Marx and Lenin
@@jorgenascimento9710 along with authoritarian theocrat.
bring the fab back!!
It's a play field with only 3 players for decades, TSMC, Samsung, and Intel. Samsung already pour $17bn to build a semiconductor factory in TX, and they are trying to get it online very very quickly. It's not in our favor, as consumers, if Intel exits the game. Let's hope Intel can make a strong come back.
They HAVE. Intel for the future
With a free 26 billion, why wouldn't they make it?
Do you support your government not having money for veterans but having money to give to Intel for no reason?
Let's not talk as though Intel isn't one of the most profitable companies in the US...they can certainly afford to build their own damn factories.
Shame on Biden for this shameless corporate welfare and theft of tax dollars.
They are going to have too. TSMC will vanish if China gets their way. China might get their fabs but they will not be able to make their chips without the help of the rest of the world. TSMC is a joint venture of allot of companies in Europe and other places in a sense they supply TSMC with the resources for them to make all the chips. Resources China does not have. The smartest thing TSMC can do right now is move all their manufacturing to the United States if they want to still exist in the future. If not its just going to be Samsung and Intel.
It’s almost like they shouldn’t have spent $60 billion on stock buybacks and instead been investing in their chip technology.
What happens when you put finance people in charge of a tech company.
Correct.
Top people in the company ended up with tens of millions of dollars. They would probably disagree with you.
Hey man the executives got fabulously wealthy and it was worth it to them
Their legacy victory is typically a barrier with this type of company... The swampy politicians got overpaid but not for shareholders interests
They will never overtake Doritos
Did you know that Doritos were invented at Disneyland in 1964?
Nor will they have a chance against Funyuns.
You never know. Silicon flavored dip may be the next big thing.
@@pjacobsen1000 I like your optimism. Maybe Frito-Lay will introduce a 2mm Chilli
Cheese Chip.
Doritos has high power consumption. Isn't actually effecient
It's really cool to see an amazing Engineer who was involved in making of the real products of Intel to be the CEO of Intel ... finally a good CEO rather than just MBAs.... Intel will surely see a turnaround and regain its position again .
in 4-5 years later...
Time doesn't matter. There's no guarantee that TSMC will last forever.
@@centerfresh8472 its not about tsmc , its been handy to have a gen ahead fab for amd but what has setup their success is the core zen architecture which was designed from scratch to scale forseeing the multicore future we now have where intel's was not . zen 4 and 5 will crush intel for at least the next 5 or 6 years and thats a long long time for shareholders with weak hands to sit in 2nd place on a ceo with big dreams who isnt getting immediate results
This new guy talks a lot about hopes and dreams. Maybe too much than what he can make happen by 2025. 18A? Took them THIS long to start building a fab for 10nm that costs more than twice as much as TSMC with their 5nm. Lol.
@@centerfresh8472 intel has a better chance of falling than TSMC. Just look at how many customers they've got, how reliable and successful, and advancements they've got going on.
I come from the future! It's 2024, Nothing has changed. TSMC FTW.
When the commentator said he had no idea how a company could miss a completion date for new technology development, he exposes himself as someone that has never tried to build something completely new. Engineering at this level is seriously hard and hideously complex.
I don't get the skepticism these pundits are exhibiting towards Intel. Okay Intel had made some bad business decisions in the past like missing the mobile market, so what. Lot's of businesses have made bad business decisions and recovered. Look at Apple, back in the 90s it was near bankruptcy due to its bad product lineup and today they are one of the most successful companies of all time. Intel has the tools, know-how and the capital needed to recover.
Another thing to remember is that the US government is going to be a big supporter of Intel's efforts in order to gain independence from Asia. So Intel has that going for them. Having U.S. as a sponsor is not a bad thing for the company.
@@edwint1780 True, Apple also missed the opportunity to aquire Tesla which is now a trillion dollar company. Lik you said, many companies have made mistakes
@George... Couldn't agree more.. We are talking about nanometres here and it's all high end bleeding edge technology... Can't imagine the engineering challenges required to overcome to lessen each nm.. Which commentators will never appreciate
Dude had no volume other than "scream" as well, very annoying
And yet both TSMC and Samsung managed to succeed in reaching 5nm and overtake Intel. There should be no excuses, Intel messed up. If it's not abundantly clear at this point: Playing the fab game is a winner takes most competition. Intel doesn't get much more than scraps for being second place in the transistor race.
I learnt that for a technology company, Having an engineer CEO makes a great difference in product which I think Intel proved to be true
CEO: What potato do you use in our chips
Don't you mean AMD? AMD was on the verge of bankruptcy till Lisa Su, a engineer took control and now AMD is out performing Intel.
@@InDreamsYourMine but AMD's market share is far behind Intel. For gaming, I'd choose Intel any day.
@@main_tak_becus6689 Market share and sells to OEMS Intel is still ahead, but in terms of DIY, AMD is out performing Intel in sales.
@@main_tak_becus6689 AMD is better for gaming streamers for 2 years now. Intel made a bad call by not ordering from TSMC 4 years ago and now they are still paying the price.
Intel wants to surpass TSMC with $26 billion? They do know that TSMC is investing $100 billion over the next 3 years, right? CNBC reported on that, too.
Also, 18A by 2025? Translating from Intel Time, I'm guessing we'll see first small-scale products (probably a mobile CPU) by 2030.
TSMC needs more capacity for other partners intel will probably use most if it's capacity for itself 100B over next 3 years maybe but how much of that is R&D and how much is cost to setup new facilities
I'm pretty sure that $26 billion number is their r&d figures over the next two years. Their total investment is much more than that. Their going to spend $95 billion in the EU alone with more investment in the US in the future. Their new CEO is going to spend so much on r&d that their shareholders are worried their pockets will be affected. I really hope intel can catch up. It will be difficult but Americas tech leadership is at stake and Pat focusing more on long term gains by spending big on r&d instead of short term gains to please shareholders like his predecessors is already a good sign of things to come.
tsmc is bankrupting their owned country in debt vs us only spending 26 billion and intel is american....so just watch asian countries collapse by their debt and their people gonna riot to their government pretty soon now...china gonna see this a opportunity when that happen, not our concern when we got intel...they can keep their tsmc under water
@@user78405 if the US cant collapse under their current 30+ trillion debt, i think taiwan will be fine with just a few billion.
@@naveenbattula when a single asml machine costs 180million intel will need to sell to others as well. Such machines have a life expectancy of a few years. This means that these machines need to work 24/7 for the next 3 years with no stop to make the invest worth it.
Intel is not building the machines, they buy them from asml. Curently TSMC is a much better customer for ASML, the more you buy the better and more important customer you are.
The 100B Tsmc spends is for the next gen 3nm machines while the 26B intel spends are for the old 10nm and 7nm machines. Tsmc is already operating 5nm machines, months now.
Kudos to Pat Gelsinger. It is exciting to see an actual Engineer, a true geek run Intel 👏👊
I hope intel is successful with their U.S. operations. We need this!
Agreed another fab with be highly beneficial
us labour culture will find semicon fab arent compatible
@@vandankholme2898 We have FAB here already guy, try to keep up
@@ageminiani : TSMC is not building the latest nodes in Arizona. wake the f up.
@@ageminiani nonsense.....
If intel actually manages to deliver 18A by 2025, then Pat will deserve so much praise. Catching up to competition and surpassing them in such a short time span is a Miricale ( IF it happens).
If anyone can pull it off, it's Pat.
bold words honestly.
while their direct competition in the CPU market (amd) is on 7nm that's just because a bigger fish (apple) is buying out all the even more advanced 5nm stock. and i believe tsmc already has started 3nm production, which should be hitting shelves next year for iphones.
if amd decided it wanted to pay a premium for those 3nm chips then intel would find itself in a terrible spot.
@@Extys intel needed Pat a LONG time ago. Id imagine intel wouldn't be in this mess to begine with if they didn't put incompetant CEOs.
SILICON CHIPS SHORTAGE ARE NOT ACCEPTABLE IN THIS 21 CENTURY.
@@Extys ROFL... the investors don't believe so!
Would love to see Intel make a comeback, especially after their designs falling behind those of AMDs, chips manufacturing in the US would also strengthen the supply chain
They will
@Solendore but your power consumption is ridiculous, of course you achieve more performance if you throw more power at it. Power efficiency is just as important as performance
@Solendore im an electrical engineering student and would love to work with you after hearing how passionate you are about your company
AMD is still slower than Intel.. for sure in top performance benchmarks. Apple m1 also is nothing at all good in benchmarks for power and video power.
The best is still nvidia and intel powered gaming PC, simple and fact if you research the famous benchmark called Port Royal Hall of Fame benchmarks...
Luumi is one of the youtubers who proves it with nitrogen cooling intel chips and nvidia for graphics.. its been the best and I build PC for 20 years, I know what I am talking about (aka you cannot correct the facts)
Alder lake cpus are crushing everything on the market. Will be interested in how AMD responds.
This is likely the best move for Intel. Had they decided to completely abandon manufacturing they'd likely eventually end up like IBM, or worse, Motorola!
This is the worst move. It would be a lot cheaper to teach Intel's employees Chinese, saves a lot of money and trouble.
CHINA OWNES MOTOROLA AND THE US MILITARY RADIO TECHNOLOGY FROM MOTOROLA! CHINA WILL BE ABLE TO USE COUNTERMEASURES ON ALL US MILITARY RADIOS MANUFACTURED BY MOTOROLA!!! NICE, SMART, DUMM & DUMMER!
Or Dell?
Where is Dell?
@@masteryoda394 Anyone who knows history knows not to bet against Intel.
@@jamescarter8311 They will recently build more semiconductor plants in Europe, so I think I was wrong there.
The Heart and Soul of Intel is back at the Helm. I look forward to seeing these factorys open up and for us to become more independent again. I hope this is not forgotten going forward from this point. Keep it up :)
Yes this. Independence is Gold. America needs to regain no. 1 spot in this sector. I joined this industry thanks in parts to Robert Noucd and Jack Kilby
Reverse globalization. Cheap foreign suppliers are great if they ship stuff to you. North Korea, Japan, and China all have one problem, they are all close to China, that wants to go to war to conquer everything in sight in the Western Pacific.
@@emmanueloluga9770Allright independence.. Fine! ASLM is a Dutch company. So my country the Netherlands should make chips themselves. Setting the chipmanufacturers of the world back a decade. Without the technology of ASLM Intel's plans fail immediately.
Never go full r3tard. Intel like usa is an israelie company. Usa does not make anything. Even their movies an internet an books an religions an anti religions an rulers are israelie. Im assuming the local bakeries an mc donalds aren't even run by them an making their food
@@Joey-ct8bm Well not how things work, Europe has been the world's factory when is comes to high tech factory machines whatever the end product those machines produce is never their business to produce. That's why ASML has never been into making chips it's just another world that they probably dont want to bother with not to mention atlist another company has come up with a similar machine hence in the near future there will be quite a number of players in that industry maybe not many but ASML won't dominate that industry forever.
I've been a champion of AMD since it was $2, and despised Intel for its anti-competitive practices, and stagnation of innovation. I've recently become a shareholder of Intel at $48.15 though. Because the tides are changing yet again. Something overlooked in this video are the Intel Dedicated GPU's being released Q1 2022. Whether they are competitive 1 to 1 with AMD or Nvidia GPUs will not even matter, because the supply and demand of GPUs is so screwed up. They will all sell out 100%.
I agree for the long haul intel could make a comeback but question remains, whether its just going to be a "second best tsmc".
Well, there is a big difference in the fact that Intel designs & constructs it's own chips too, but yeah, any investment any of these companies makes is going to pay tenfold in only a few years. They're basically printing money.
Bruh you got AMD for $2? Damn that some serious diamond hands you have there
Me too;)
Just simple. No way intel will go out of business just like AMD.
Someday some point it will come back.
Both AMD and intel are too important to fall. USA government won’t let them die.
Too bad the U.S.A. has learned to place profit over people. Where’s the patriotism and loyalty? Let’s Go Intel!
*"When you've been standing on top for so long.. you forget to look down."*
- probably Intel
*"They'll never see us coming."*
- probably AMD
AMD buys its chips from TSM lol
@@Mansa.D.Musa313 and now they’re getting more market share. Now Samsung and Sony are AMD’s partner. Lol.
I once proposed Intel buy up ARM, but they were focused on MIPS instead.
@@jum5238 yeah well nobody's perfect
@@jum5238 Amd Is already making arm chips with Samsung for future phones and Pc like apple did with newest Macbooks with M1 but Amd wants to make Exynos chips with rdna 2 similar performance as Rx6000 series if everything goes well
Chinese government tech investment budget was 1.5 TRILLION in 2020. For those keeping track, that's three years ago. America needs a course change, and FAST.
Wouldn’t have to do this if we hadn’t given up our chip dominance in the 90s due to lack of vision smh. Tech is now.. and tech is the future.
Yep. Intel was extremely anti-competitive in the 90: I think over $2b in anti-trust fines. Govt failed to reign it in and now is stuck with a second-rate fab.
@@ikjadoon bad governing and greedy....
SILICON CHIPS SHORTAGE ARE NOT ACCEPTABLE IN THIS 21 CENTURY.
@@jeevang7853 Sure I do. I am a tax paying citizen of the country giving Intel the tax brakes it so enjoys. If you had any intelligence you'd have understood what I mean by "We"
Intel’s manufacturing process was competitive and leading until about 2015 when they had trouble going from 14nm to 10nm. That was when TSMC surpassed them by going into 7nm and 5nm.
AMD also redesigned their chips around this time (The first Ryzen) so despite larger and sparser transistors, they were able to make a big boost from their old Excavator like of CPUs and be 80% competitive with Intel. Intel kept the old P6 architecture from 1998 going for as long as they could.
It would have been great if Intel didn’t laugh at AMD’s puzzle block strategy (CPU consisting of small does and connecting them together with infinity fabric) when they’re now using them too
If I were a betting man, I'd have money on Intel getting back on top again.
Speaking as an Accountant, Engineers should always run these kinds of companies.
Smart money would be shorting Intel.
So glad to see a REAL engineer back in charge of INTEL. The worst choices to lead tech/engineering companies are hires from outside who are NOT engineers but from unrelated fields (e.g. Financial, Marketing, etc.) or even worse...."diversity" hires who are not engineers. Engineers can more easily understand business than businessmen can understand engineering. When I was in college becoming an electrical engineer the joke was that those who couldn't cut it as engineers went into "busyness".
Intel should skip 7nm and go for less than 5nm processors, that’s the only way they can catch up.
@@TundishSkul 12th gen seems promising, and they do have a good plan with plenty of fabs coming, i say its a good time to buy now
@@TundishSkul gonna wait to get my div. Then bounce. Buying tsmc
I like how you can tell Intel would only do the story if they said nothing about AMD. "Our sales were down due to supply issues and PC Demand" *looks at AMD's earning sheets during same period* "Yeah I'm going to have to say your story didn't check out"
Ya, the moment they left AMD out when saying TSMC and Samsung are in the lead I knew this was not going to be unbiased reporting.
@@Aiyahhh AMD is a part of TSMC so...
@@siddhantgarodia3381 lmao not it is not. AMD is an independent company. It only contracts TSMC for all of its chips.
@@Aiyahhh this is chip manufacturing, amd buys their chips intel makes their own
AMD is fabless, uses TSMC as contract manufacturer. Intel has its own fab and that's what the premise of this news.
A weak dollar can signal an economic downturn, making me to ponder on what are the best possible ways to hedge against inflation, and I've overheard people say inflation is a money-eater thus worried about my savings around $200k
The stock market is a way to hedge against inflation. Most notably amidst recession, investors need to understand where and how to allocate funds to hedge against inflation and still make profits.
@@marianparker7502 In my opinion, the impact of the rise or fall of the U.S. dollar on investments is multi-faceted but learning how to grow your money has never been easier than now that you can explore and experience a truly diverse marketplace passively by using a well-performing portfolio-advisor.
@@Natalieneptune469 I agree, having a portfolio-advisor for investing is genius! Not long ago amidst the pandemic crash in March 2020, I was really having inveesting nightmare prior touching base with a license portfolio-advisor. In a nutshell, i've accrued over $550k with the help of my advisor from an initial $120k investment thus far.
@@tradekings5433 Inflation is over 8%. The stock market is down 20% this year. Keeping my money in bank could be no good but investing is riskier, I wish to find better value deals as asset prices keep decreasing but lack the skillset, mind if I look up your advisor? I admit this is the only way for amateurs like myself
@@Robertgriffinne Sure, the advisor that guides me is Corinne Cecilia Heaney, she's well-grounded and known, shouldn't be a hassle finding her page, just look up her name on the net.
TSMC is light years ahead. This is not something they can just fix by throwing some money at it. TSMC has positioned itself much better for success
TSMC is a processor manufacturer. Intel’s competitors are Samsung, AMD, Nvidia, Qualcomm and Apple.
They are ahead but not light years.
@Nelson Swanberg The Game of chip wars is about to get all dirty again people! 🍷🇺🇸 vs 🇹🇼 vs 🇨🇳
Building the new foundry’s in Arizona keeps them off the coast a little during the war with China so they have a slightly better chance to continue pumping them out.
@TheCatnfused intel has left 14nm since Q2 and are now on 10nm on all realeased devices today
As someone who was deciding to invest into Intel or TSMC 2 years ago the choice was too easy.TSMC is the 10th largest company in the world, way better leadership and invest heavily into R&D.Intels five years behind at best and TSMC has too much market share.The only thing that would hurt them is natural disaster or China conflict
Amd was 5 years behind and then released ryzen to kick intels ass, intel just made patrick gehsinger CEO (hes an actual engineer) and are pouring billions into rhis operation im sure theyll be fine
@@brianvalencia9001 I’m saying you’re wrong.They don’t control the most complicated part of the semiconductor ecosystem and TSMC is as close to a monopoly as it gets.Plus Intel doesn’t even come close to the 100 billion theyre investing the next three years.Its over for Intel once TSMC starts producing their 3nm chips
@@brianvalencia9001 yes, they'll be fine but won't be able to compete with TSMC any time soon and that is what will give AMD the edge. Just have a look at Alder Lake's (10nm) power budget required to compete AMD's Zen 3 (7nm) which has been out for a year.
Yep, makes sense why China wants to own Taiwan so badly now
@@chrismayher617 dear oh dear oh dear...do you really think that a few nm is going to be the difference at this level ? REALLY ? I guarantee you it wont be, chip logic will be, and Intel has always been the best at it
AMD didnt reverse engineer the CPU. they were contracted to MAKE the CPU for IBM. they were GIVEN the blueprints. they were PAID to make it for intel. to fill an order
That’s much later. Before they became a viable 2nd source for IBM, they reverse engineered intel chips and tried to sell the knock offs. When IBM needed a 2nd supplier, AMD was the only viable alternative due to being gaining experience by reverse engineering Intel chips.
@@jeevang7853 untill this week
@@green_block The US government required dual source, how quickly we forget.
The first AMD cpus where made from looking at images of an intel CPU and reversed engineered. "It was originally produced without license as a clone of the Intel 8080, reverse-engineered by photographing an early Intel chip and developing a schematic and logic diagrams from the images." The wikipedia page for the Am9080, a [reversed engineered] clone of the intel 8080.
This reporter got many things wrong. she obviously is out of her league
I am glad Intel has so much competition. Although I have been a fanboy since I was a kid, and still am today, it's good to see them get off their ass. They were never good at Nand memory storage,
Great to see Intel focused on being one of the world's leading the fab companies again.
Talking is cheap
One of... :|
I mean, good for them... they didn't go out of business.
@@_sparrowhawk They are the leader.
I remember back when AMD released the K6-2 and it was starting to show up in Gateway and Dell machines. I thought Intel was in trouble, especially with the cost of the Intel chips being significantly higher. But AMD didnt end up taking over. Now here we are decades later and AMD has finally gotten its foot in the door to a point that Intel has to do all of this stuff in this video to compete. Interesting.
It is AMD's decision to go fabless -- outsource manufacturing & focus on design that really helped them surpassed Intel.
Intel too cocky to make new cpu. Every generation is a slight refresh and not really anything new. They deserve it, by the end of the day its GREED
@@billlam7756 like AMD was back in the day. The problem isn't Intel as a whole, but the fact that almost all managerial jobs were took other by purely financial guys. Bean counters like they are called by most engineers.
ALDER LAKE is here.
@@philippesoares1745 Supposedly, the new CEO is an engineer.
I worked for Intel from 2006-2009 in a managerial position as an outsider. The place was way too political and some/many people are rather nasty to one another. There was just the wrong vibe. I was hoping BK can turn this ship around but Intel fired BK. I sincerely hope things work out for Intel.
I know that 'vibe'. As a robotics consultant (ret) I had to advise a CEO to open a new building with new people if they wanted to get the vibe and energy going with automation(in contrast to employees sabotaging robots that were "going to take our jobs". That productivity increase was needed revenue, to keep their payroll going, LoL...sardonically
As an investor, I think INTC, F, and GM stocks are all showing signs that having old factories and staff are a liability, compared to a fresh start with the latest and most enthusiastic people and equipment per square foot. (while capital is cheap)
That's true to all corporate jobs.
BK OK'ed $500 million for the last olympics which had under half the viewership of the previous Olympics. He also wasted money on drones and and that Fossil watch that eventually had to be bought back after it caught on fire. That money could have gone to purchase the tooling needed to maintain tech leadership. At least now, I think Intel has the best CEO they have had since Grove.
ah yep.. this was what I was looking for. People problem. Always is. Endless meetings about nothing. Endless leaders tripping over each other to shout loudest. Little regard for the people that deliver or for the customer.
Their Risc-V project may give a hail marry pass but otherwise, they are a level B company.
Since Intel had a dismal 2nd quarter earnings, and since Intel is about to layoff 15,000 employees, apparently, this plan of Intel didn’t work.
"How big is the building?"
"20 football fields."
@Laura Brown
w h a t
The US will literally use anything but the metric system.
"2057 Cheeseburgers", "783 AK-47s", "23 cornfields"...you get my point.
@@donwong3577 lmao... dude! you have me howling haha
around 14++++++
Freedom measurements.
They got complacent while they sat atop their throne in the CPU world. AMD finally coming back swinging with the Ryzen CPU line forced them to finally start innovating again because they were no longer alone at the top.
It's not that they got complacent, it's more that they expended billions on crazy technologies that never panned out and they thought they could take big risks on cutting edge technology due to their superiority. This didn't last long
@@satyampatel491 No they got complacent. Stock buybacks and dividend increases were beginning to become a focus as R and D actually decreased not just as a percentage basis but on a dollar basis during the previous CEO's tenure
They were milking the market, and it was so obvious. It's why i didn't bother upgrading my CPU for more then 5 years at a time. Intel is a epitome of shitbaggery greedy capitalists. Capitalise no matter what. Glad AMD overtook them
Take it from me, one of the biggest fanboys of Intel. Been building computers since 1995 and Intel was my King. Athlon XP was the first real big threat to Intel imo but Ryzen is where AMD won.
AMD was smart for handing over chip manufacturing to TSMC and instead focused on chip design. Intel should copy AMD in-order to compete.
Good PR by Intel. One thing about Americans, they're patriotic so I'm not surprised that CNBC has done this PR piece for Intel.
Say PR again ^-^ lmfao
Half of this video was a bad rep for intel
Never knew stating facts is just patriotic stances. Even when their literal pieces of intel creating most modern pieces of a computer.
It does seem like a very strong pr copywriting… only time will tell how strong their product will be. But at this point they are super far behind
iterally
We need Intel to be a competitor. Hope they succeed. Remember folks less competition means less innovation and less efficiency improvements.
what competition threes only 3 companies to choose from. 2 realistically speaking since apparently Intel has been irrelevant for the past 10 years.
A few years back its how Samsung plan to catch Intel dominance. Intel used to be years ahead of competition. It started with their cost cutting, closing down plants to maximize profit while investing less in R&D.
running a AMD ryzen 5800x, but i am glad to see intel is getting back into the game lets go!
@@ramenlover1727 it is actually more logical if the CIA uses explosives to destroy tsmc when china gets too close. the united states will _not_ leave strategically important manufacturing like that at the hands of the Chinese. China wants to _capture_ it, so they can use it. the tsmc production capability is why they both, China and USA, want to go to Taiwan in the first place.
china has already very likely planted special forces all over near strategic targets in taiwan. frankly, i am not sure if the taiwanese even want to resist the chinese occupation that much, they've shown quite lackluster will in polls against defending possible invasion from china. most of them just don't care that much. they just see it as a bit different management, but nothing changing fundamentally. taiwanese already speak mandarin chinese as their main language. mandarin chinese has been the official language of taiwan since 1945, and is the most spoken language in the country. it's remarkably unchanged from the mainland variant of mandarin. they see the chinese people more closer to them ethnically and culturally than the white westerners, fundamentally. i think it might be those "russia annexing places that are already full of russians" type of fight, where even the military just gives up instantly their military bases, basically.
its the other countries, Australia, India, Japan, USA, Germany, Britain, etc. that are seemingly _far_ more willing to put up a fight against china.
12:39 TSMC is one of the most significant suppliers for Intel, this is very convincing that TSMC is only focus on Manufacturing the chips, and very trustworthy for their customers.
And a reason why China will take Taiwan rly soon. To have under their hand microprocesor factories.
@@kiroshki understood，the reason why TSMC can produce one of the most sophisticated chips today is manly because their suppliers trust TSMC，ASML, Applied Materials and TOK are key suppliers for TSMC，without these suppliers，China still can't produce most powerful chips even TSMC falls on their hands，because no high-tech company trusts China.
@@kiroshki that's irrelevant imo , China re-unification has been country agenda since second leader deng Xiaoping
@@cobaltblue2756 We Taiwanese are used to it. China has been making their war cries for over 70 years since 1949, the year they declared independence and founded their People's Republic of China.
@@cobaltblue2756 Re-unification? Taiwan has never been ruled by the People's Republic of China. And that's a fact.
Yes. It is good to see engineers running companies that were originally created by them . Who knows better and have more common sense about management a company that the ones who understand what they do and what they need to succeed.
Half true, Guillevem.
Ford, a brilliant mechanic with at least three of the greatest engineers of the century on his side, was beaten by Sloan, the genius of marketing and organization, who put General Motors together. (Sloan then managed to lose most of his own personal fortune in an ill-advised attempt to "correct" what he sw as the market's underappreciation of his genius: good at management does not necessarily mean good at financial speculation...)
@@TheDavidlloydjoneslol look at Ford and GM today
Hope it works for them, a lot of people naturally supported underdogs when Intel was king, so they stayed with hostility toward it even now,
But overall the best outcome for consumers is that all companies do great and have to work very hard for to have their products bought by consumers,
if it would happen that Intel fails as some predicted that would be terrible for consumers
Intel engaged in a lot of illegal and anti-competitive business practices aimed at killing of AMD so its not just the underdog thing.
@@VantaCanadaBlack yea but that is not the point, point is that AMD was successful in overcoming that from Intel, Apple was successful in abandoning Intel and going forward with their own chips, so if Intel doesn’t have any success soon, they might be pushed out of market, then AMD would be monopoly in PC segment, which would not be good, what made AMD good was their desire to outcompete Intel, but without Intel they would inevitably become new Intel of pre Ryzen era
@@Ratimir101 I'd be ok with that xD
@@Atixtasy Why?
@@Atixtasy No you wouldn’t. No one would, which is why Intel failed at that attempt
I want to see Intel succeed not just for nostalgia but bc its v scary that 95% of the worlds CPUs are made in one tiny, unrecognized country and disputed land. Absolutely terrifying what could happen if the global supply chain were massively affected by natural disasters and political turmoil
thank you CNBC for really breaking down the chip shortage and the huge responsibility intel has to try and stabilize the chip industry w/ new production here in the US. I'll definitely be supporting intel instead of other companies regardless of who is on top in the short term. even though throughout my entire life or most of it 25 years i've supported other companies this has opened my eyes to the bigger picture. i'm rooting for these guys they are true pioneers of technology.
Chip companies are all international these days. TSMC is currently opening a new fab in Arizona, and the Biden Administration recently blocked Intel from opening a fab in China.
LOL, check your history.
We need more chip manufacturing in the US.
I can’t believe this report didn’t mention AMD. AMD has crushed Intel in the PC market with their astonishing Ryzen line of processors. They set the bar for performance and price at a level that Intel simply cannot compete. And don’t let me get started about the graphics capabilities that you get built in into their processors thanks to their proprietary Radeon technology. Intel has stopped being the leader in consumer electronics a long time ago. It’s just that now it is more than obvious.
And yet, the new i5 crushes the entire ryzen lineup. lol
Julian Only in performance. Power consumption and thermals are still bad as ever on Intel's side.
Intel is having such a tough time competing with AMD currently BECAUSE of TSMC, which was mentioned multiple times in the video. AMD has had a breakthrough in moving to their chiplet designs, but unless someone can actually build it the design is worthless. TSMC's manufacturing ability is what enables AMD with Ryzen and Apple with M1 to have such competitive products.
AMD designs Chips, they don't manufacture them. TSMC does.
@@julian6653 No, the I5 beats its competitor chip. Not the fastest from Intel.
And AMD still crushes Intel, when it comes to server/workstation chips.
Besides, AMD is soon launching new chips as well, so hold your breath.
Intel, I was learning about computer architecture with textbooks about your processors! Just out of nostalgia, I hope you succeed and get more chapters in textbooks ;)
The biggest issue with establishment entities is that they always fail to take chances and leaps. No one learned from Blackberries failures?
It's not good enough that Intel be the best chip maker. They need a substantial US fab production. Thank goodness they are doing that. They are more than a company, they are a national security asset.
Apple: *removes Intel chips*
Intel: LOL who even buys macs
Apple: *Makes M1 Pro/Max*
Intel: Apple pls
Funny story but at no point in the last 10 years did Intel laugh at anything.
@@_sparrowhawk I guess under that rock you didn't see all the comments Intel made about Apple
Intel is true though. Majority of the people outside US don't use macs
Just give it a few more years for x86 programs to be fully compatible with Apple silicon
Apple and AMD finally awakened the beast. Question is has it been awakened to be slain or to give reckoning? Time will tell.
Apple definitely called it’s announcement event “Unleashed” this year because they had to one up Intel’s “Accelerated” event.
...Never heard Intel had an event ...ever?
On technology
tsmc actually pays their engineers in Taiwan as much as Intel pays their engineers in Arizona
The brightest phD graduate from MIT, CIT, Stanford , Berkley now goes to Google, apple, FB, Tesla … Intel is not on their top 10 dream job list
While top graduates in Taiwan still joins tsmc
TSMC’s night hawk project actually make 24 hours, 3 shifts R&D
One of their RD executive joked about it : intel’s people are 2x smarter than my engineer , but we work 3 times harder
Humans are pretty cool. The amount of cooperation and planning in order to pull something like this off is immense. Imagine the great things that could be accomplished if such a large amount of energy wasn’t used on ridiculous politics and wars.
True that ..
However some of the greatest innovations we have today were made or improved upon during times of great conflicts. Wi-Fi during the Cold War, nuclear technology during WW2, the rapid growth of the airplanes and cars during WW1, and even the rise of the telegraph during the Crimean War.
@@justinianthegreat4696 Yes of course, but that conflict motivated people... to "cooperate and plan" - work together.
@@tonyc7352 what I'm saying is people are more likely to work during a calamity or chaos but are less likely to come together to prevent said chaos or calamity from happening or causing a lot of damage
@@justinianthegreat4696 Right, got you now. I know what you mean.
Get more US government subsidies and special favours!!!
Intel has stopped being the most innovative chip design(Nvidia, AMD) or chip fabrication (TSMC, Samsung) company a long time ago.
Correct. Intel uses TSMC as their foundry. Trouble is, China wants to eat Taiwan.
@@NeverTalkToCops1 exactly.
Subsidies are government intrusion into the free market.
If this was 2009, we would believe you
credit where credit is due, at least they delivered performance with alder lake.
sure it still runs pretty hot but cant win them all.
@@BattousaiHBr amd zen4 is around the corner!
@@darshan5726 zen4 isn't anywhere close to shipping, and i didn't hear many great things about it... seems like amd's efforts have been placed in zen5.
@@BattousaiHBr yeah but they consume more power and requires better cooling. but i agree its better this year i am hoping for good alder lake cpu for laptop amd not available because no stock, intel is available .
@@shivsankermondal yep.
zen5 seems like it'll use the same efficiency cores architecture as alder lake, and it doesn't seem like windows' scheduler knows how to handle these well yet.
I don't agree with that analyst. Intel won't have to try hard to get trust back. They are not VW or Amazon.
Funny how INTC makes big plans for capex and their stock tanks, but Ford does a similar thing in a less likely to succeed and more competitive EV market and their stock goes parabolic.
the modern day investor is all about hype
Buy the rumor, sell the news.
@@Nekrumorfiini1 most of the rumours are worthless. Most of them never become news
@@GT-tj1qg Not your rumors, you don't matter. It's the insiders who get the real """rumors""", okay?
@@Nekrumorfiini1 Well you're right that some rumours are better than others. Rumours that start from subject matter experts are the valuable ones
Please note Samsung and tsmc 5nm chips are really about the same size as Intel's "7nm" chips. It's how each manufacturer measures their chips.
They still need to get their 7nm out, intel 10nm rebranded to 7 is closer to TSMC 7nm, maybe 6+ in a year. The are definitely behind.
Didnt IBM develop a 3nm recently?
@@ageminiani Not many people in the world can afford M1 IMac but anyway Intel has plans to compete, and I think they will succeed. They have to, the US is awake to the fact that semiconductors are important for national security. The US cant rely on Taiwan when they could be at war with China at any time. Intel plans to make its own designs, and designs from other manufacturers. Intel is responsible for the personal computer, I wouldnt under-estimate them.
tsmc are planning on shipping 2nm (reportedly non-silicon chips) in 2025, but Intel might well at least come close to catching up. A monopoly/duopoly would be awful for progress so here's hoping!
@@ageminiani ARM chips are clean sheet design, many of the x86 have old code inside. Second intel and amd have general purpose processor the M1 is made exclusively for apple products and they can optimize it to work properly on their OS. If Microsoft design their own chip and send it to TSMC for production on their 5nm process it will be probably faster than the AMD/Intel that are currently on the market.
I love how Intel seems to assume that while they try to move past TSMC and Samsung, their 2 competitors with node processes that are currently ahead will play nice and stand still for Intel to catch up...
@@Karoleishh Yes, ASML is the only company making EUV lithography machines and Intel's not ASML's only customer. In the last quarter Q3'21, 46% of ASML total system sales are to Taiwan and 33% to South Korea, with USA only making up 10%. The sales for the quarter before that was similar. That easily tells where are the bulk of the machines are going to, and it's not Intel.
@@Buster475 Everyone is using the same machines now. Word on the street is that Intel will quickly move past 7nm and I imagine everyone will hit similar process issues at a similar time on similarly sized nodes (From what I've read, TSMC and Samsung are already running into a lot of yield issues with 3/2nm and lower). But Intel has been using more complex materials (e.g. Cobalt) in their 10nm and 7nm nodes to try and deal with some of the issues of the older DUV tech. So I personally think, with proper leadership, they can put the experience to use in further nodes with EUV to surpass TSMC and Samsung. But we'll see.
@@teddysmith8725 We just have to see. In recent years, Intel is the one who had continuously encountered show stopping yield issues with their most advanced processes that had led to multiple delays with their own 10nm or Intel 7 processes.
This is not something that Pat Gelsinger can fix alone. And so far this year, he is looking more like a marketing person making all sort of promises, but had failed to deliver the results he said he would.
While TSMC had ran into issues, at least they are already sampling, while Intel just goes on roadshows about it's technology roadmaps.
But I definitely like to see competition since that is good for us as consumers.
@@Buster475 Yes, Intel has been running into process issues, but this was largely due to their slowness to adopt EUV and their desire to get ahead of quantum mechanical issues by adopting new materials. They've invested more in EUV for their 5nm node (Intel 3), and I imagine that should ease a lot of the process issues they were running into. I wouldn't be surprised to see only one or two 7nm processor generations before leapfrogging to 5nm, because their 5nm is rumoured to not be that far behind 7nm in development. Like you said, we shall see.
Not to mention TSMC is already on 5nm manufacturing now
Intel used to be crazy expensive until AMD put them in their place.
That is why we can't lose Intel either.
Intel has been way to relaxed. Even as AMD and Samsung surpassed them in almost every way, Intel did nothing. Competition is good, but Intel has a long way to go to actually improve.
They thought they owned the world, and that mindset is a hard one to break.
Apple really slapped them in their face 😂
Hopefully they learn to accurately measure nanometers before they open these plants. That said, this would be awesome.
@anonymous one Well, the measurement itself isn't outdated, but yeah, I know what you mean. lol
@@x8jason8x doesn’t it represent the preference you would of had if it was actually 3nm, also Intel 10 nm will just be called 7 and after intel 4 they going angstrom
Companies need to take note. Get rid of MBA CEOs and put the engineers in the driver's seat. Intel has a bright future with this guy at the wheel.
So damn TRUE! We need nerds with imagination, not cheaters and scammers to run these companies.
I have an affectionate loyalty for Intel. My very first PC build was an AMD and it caught on fire after using the PC to play a complex video codec DVD, the DVD's that later came out with a newer codec just a few years before Blu-Ray was introduced. The next day I visited the local CompUSA ( remember that store? ) and walked out with all Intel parts. Got home, built the PC and everything ran so smooth and handled every stress test without a problem. Ever since, I'm all pro Intel.
If your machine caught on fire it was likely due to some power supply issue or faulty wiring. A cpu running hot will degrade the materials and get misreads but it won’t light on fire.
@@drygordspellweaver8761 No, dummy. It did not catch on fire. The graphics card smoked and sparked and blew. I was watching Leon The Professional on advanced DVD codec, it happened during the climax scene with all the fast moving scenes and bright colors. I know there's like some weird cult-ish loyalty following for AMD products. I say Intel is way much better.
I still did not hear what fundamentally causes Intel to fall behind. I heard that Intel had missteps, but I did hear why. If the fundamental problems, managerial or cultural, have not been mitigated, government subsidy can only carry limited amount of time. Should we expect Intel becomes a government owned corporation and accepts taxpayer money forever?
Yes.
Good question, based on my friend (who was a production manager at a TSMC plant in Taiwan and WaferTech in OR), a lot of it has to do with different culture, work discipline, there is a reason why German and Japanese make quality cars, they are much more disciplined and pay attention to details, the same can apply to the Taiwanese. I’m concerned throwing our tax money (just like what we criticize the CCP does to subsidize their companies) is not the answer.
@@oguogu8177 That was not the problem though it could have been eventually. The main problem was that the wrong person was promoted to CEO in Intel and it fell behind in everything because of him. He didn't keep intel up with the changing world (Intel got laxed because of their success in the past). That's why they were stuck on 14nm while their competition got down to 7nm and 5nm. Intel quit innovating and could not produce efficient and competitive computer chips like before. This is how AMD grabbed some of the market share. They were able to start putting out better computer chips because of their designs and having access to 7nm which intel did not have.
It's because intel is not using EUV lithography. Even though intel was the first to consider using EUV, Intel ditched the technology when ASML took too long to get it to work and instead, Intel focused on using multi patterning and finfet on the older DUV machines. TSMC and Samsung moving to EUV machines earlier is what caused intel to fall behind.
The hilarious thing is Intel just released a cutting edge chip.
Currently, TSMC and Samsung are not Intel's competitors. But they're jumping into Foundry business... which they failed before "while" competing with AMD. Samsung and TSMC are already manufacturing 3nm die and announced 2nm. AMD is on 7nm. Latest Intel Alder Lake is still on 10nm. It wont take just $26 billion. It will take $26 billion every year.
@WolframaticAlpha SMFH... False. That's what Intel fans claim and Intel 10nm is slightly denser for SRAM but TSMC 7nm is denser where it counts. Logic.
Intel 10nm consumes FAR more power and runs MUCH hotter. NOT equal to 7nm.
Any other false information you wanna spread?
Intel is in a very slow decay process. There is not going back to the old glory days.
Finally, the amount of $$$ Intel spent on shady practices and eliminating competition is insane ... (no one in the right mind can become technology leader just by tanking competition)
When there's only a very few competitors or none whatsoever for something that was just made in the 60's or 70's (semiconductor CPU's) then you tend to become a technology leader like Intel.
I mean if you developed a CPU that had traits of both AMD and Intel plus your own traits you also would become a leader. It's lack of opponents, not shady business dealings.
The fact that they are behind TSM in developing powerful chips and now they are publicizing their 20A plan just seems to be more of trying to stay relevant while you are being defeated on your own game and just relying that 20A announcements will save your share price from plumbing down
20A is just the renaming for what would have been Intel 5nm. Not renaming it would be marketing stupidity (Intel traditionally sucked at modern marketing).
Also, things used to be measured in Micronmeters not too long ago and no one cared. The switch to nanometers started a marketing thing. Moving to Amstrong is the same marketing BS.
In the past, Mosfet transistors were used. These are 2 dimensional in structure. And a 2 dimensional measurement like nanometers made sense in such a 2 dimensional case.
Then FinFET transistors (3d in structure) were switched to and nonameters suddenly had no literal meaning.
20A is planned to use RibbonFET. These type of transistors have multiple gates per transistor. So it's a new type of transistor.
Not marketing a change like that with a complete new change in name would be stupid.
E.g. Intel 10nm and TSMC 7nm are the same. It's just marketing names that doesn't measure anything that's used to bamboozle people.
TSMC was smart. They opted to skip a number and then marketed the crap out of it. Intel is now trying to play the same trick on the idiots who take "nanometers" seriously.
And people will be dumb enough to continue to fall for it.
Size of the transistor is not that relevant, you also need a good design of the chip itself, if intel 7 (aka as 10nm) is head-to-head to tsmc's 7nm, this, at the end of the day, is what would matter.
Most interesting to see if Intel can succeed in 3 years.
3 years is too soon for research&development
I have a friend who used to work at one of the fabs in Chandler.
He said a lot of work fell behind because of toxic office politics that kept building up since the 2000s, and there's still a pretty strong Good Old Boys mentality among the management which hinders solving problems.
Problems got even worst since the pandemic, with people abusing policies and management just not giving a damn.
Toxic Work Politics and management problems happens at every workplace, but this semiconductor industry is so intense and fast pace, any small hiccup can be very costly in terms of money and delays.
First we had intel that was monopolizing over AMD (talking about computers) and they were expensive. Now it's exactly the opposite. We need them to be competitive again so they both go cheap again.
Intel was never monopolizing. They were just consistently better.
"Make Intel Inside Again"
Intel theme music commences 🎶
inside usa
I've been watching CNBC for a while, and this was one of the best content pieces so far. More please!
Are you kidding?
This was one of the worst pieces of whitewash I have ever seen. None of the fundamental, difficult to solve problems were addressed.
Agreed. Really good piece by Intel. Would also love to see a video on how AMD made a come back
Please this piece was a joke. US business creates a national security problem and supply chain problem by outsourcing chip manufacturing to Asia and gets rewarded with billions of government welfare money. Typically US business socialism...
@@msp5138
The only joke is the US conservative ideology that led to the demise of US industrial policy which, in turn, led to the demise of the US domestic semiconductor industry. Both TSMC and Samsung were heavily subsidized by their respective governments until they became successful and could stand on their own.
Isn't this just boosting saging moral talk ? Seems so.
We need chips built in America 🇺🇸 ..
Can we all atleast agree that we should be doing everything we can to get American companies back in the chip business?
No.
@@crhu319 yes.
If intel can pull off that sub nm chip that would be insane!!! Having a clearer focus is definitely going to benefit them. I'm surprised it took them so long to see just how far they had fallen behind.
It’s 7nm did not even get to mass production. Overcoming Moore’s Law is not even dreamt by TSMC or Samsung. Intel is still stuck in 10nm. At this rate Intel may require the USA government help to steal or force the technology to be transferred forcibly from TSMC or Samsung just for the 7nm. It’s good to be high but it is bad for health.
@@leecheong4986 Those numbers 10nm, 7nm are meaningless, terms, only for public pr. Intel bought up all the next generation Lythography machines from ASML. When they are delivered and installed, Intel will have a huge advantage. Qualcomm signed a multi billion dollar chip making contract with them and Qualcomm isn't stupid. Intel has always had great engineers. They were forced to work on products a marketing guy wanted. Now they are run by a top engineer. I would not bet against them.
Thank you, have been watching your channels for couple of weeks now and it's really good and really helping me through
I'm 50% ADA 50% BTC 5 year hold
@@michaelscoffed1524 ADA and DOGE, a winning combination
Like you said, those are the only two i see holding at this time
@@willsonjames6124 When did ETH go from 6% to 5% when staking to ETH2?
Thanks you for your update am long term holding. I love dogecoin
Thought you'd mentioned Brazil and the UAE started a Bitcoin ETF today.
If bitcoin miners are going to relocate from China to Texas, what happens when a mining farm suffer a power failure, how do the machines react, do they just restart or a loss.
I thought this documentary was really well done. Hit all the key Intel historical notes, while giving the present challenges that Intel faces context. I worked there for 15 years, knew Andy Grove, and believe or not, when I was there, Pat Gelsinger was only two levels above me, and I saw him frequently. He is a tech geek engineer like me, and seems to be carefully redirecting the ship to sail into a new port, as Andy Grove did a few times…..
See they all went fabless when the economy was good, because having your own fab wasn't paying. Now they're learning the hard way when the economy is bumpy and supply/demand issues arise.
Why do big corporations choose to build in states with limited water supplies? All it does is cause more people to move there and increase demand for water that isn't there to deliver. Texas, Arizona, New Mexico are states that cant promise to absorb endless growth and water demands.
Tax breaks
Because land there is cheap, due to no one being able to sustain life from the water requirements.
part of it might be geological stability... not sure how prone these spots are to earthquakes..
Slips happen when you still continue to load leadership with MBA consultants.
How we lost this space is beyond me even back then we all knew it was the future
Not American but was wondering how does this even happen or allowed to happen looking at the kind of money splashed in meaningless wars and readily available for the military complex. Infact with tech even manufacturing of basic stuff like clothing can be brought back to USA and mass produced at affordable rates to create an export market that can compete with cheap Chinese stuff, in the world where l come from anything from US is usually considered superior l don't know why they just dont see this enourmous market that will readily buy their stuff when priced fairly. With automation that is pretty doable, Europe has been doin it that's why family owned micro factories are the back bone of Germany legendary high tech manufacturing industry.
Because they were too selfish and thought they would stay at the top. Intel crushed every company in the beginning and had no competition until AMD and TSMC started scaling up
Short term and slight midterm Profit. But it was bad strategically. And bad for pure midterm profit in multiple times.
@@Elldubbieyou That's complete nonsense. Intel has simply been a consistent leader. They can price higher because they're a more trusted brand. AMD would certainly charge more if they could. AMD has had some wins over the decades, but have also made some very poor decisions that resulted in them no longer making their own chips. AMD and NVidia will also be screwed if China decides to invade Taiwan.
I think you guys didn’t do enough research on Intel 7, formerly Intel 10nm super finfet. Even though it was “10 nm”, the “nm” notation to semiconductors aren’t true and are primarily just marketing gimmicks. Intel 7 is comparable to TSMC 7’nm’, however TSMC has designed smaller chips than Intel and Samsung, and they produce smaller chips with higher density than Samsung.
That's true.
@@ageminiani This is what this story misses. Intel runs CISC, while ARM uses RISC. And RISC is better for these 10 core 15 core 20 core processors, because the instruction set is smaller. How will intel compete when they still use RISC. It's too power heavy, and they may compete on speed, but not power consumption.
@@ageminiani 3DMark Time Spy Extreme World RECORD with 2x RTX 3090 KINGPIN Cards on LN2 at Aalto University
Apple is slower than intel, you need to run your machine for longer time than intel for a fact, so any less power is still doubled when you do a task that takes 200 percent the time as intel does.. get a clue. 3dmark proves intel and nvidia crushes m1 apple in real performance in shorter amount of time. We dont need less wattage, we need more power
@@heyaisdabomb ISA is only part of the equation of why Apples chips do better, its more than just" ARM = better therfore faster" argument. having access to the latest nodes, vertical integration with software 100% in your control will obviously give you special advantages over your competitors. You don't see any other ARM desighners do better except for APPLE.
SILICON CHIPS SHORTAGE ARE NOT ACCEPTABLE IN THIS 21 CENTURY.
intel can kiss this dream goodbye . Apple has created a chip which was impossible to even imagine . Adl was nothing but a super overclock just to get that 15% ahead with AMD , as a result , super high temperature and power draw . x86 days are numbered..
I love how there are probably millions of manufacturing and fabrication locations around the world from various products.
And most people call them a plant or manufacturing facility.
But not these silicon boys, they have to call them a "Fab".
Best of luck to Intel and the US!
Check your facts. Shockley was part of the team and not the sole inventor of the transistor.
That's nice, but Samsung and TSMC are investing 5 times what Intels spending, good luck keeping up.
How do you know? Where do you get your numbers?
@@tedmoss Other than the fact hat TSMC got a massive subsidy and that Samsung is massive compared to intel, TSMC has been constructing new foundries and branches everywhere on the globe, especially the US. This was their plan for years before Intel even knew what they were doing.
@@tedmoss oh, and I design and build vacuum equipment for the semiconductor industry, we are absolutely slammed with orders from all the players in the game.
@anonymous one nope, Intels announced up to 26 Billion in spending so far.
@anonymous one no, their not.
Technology in Everyday Life, Cannot without.
You can do it INTEL. We've faith in you and God bless you.
God has nothing to do with it; in fact, the more time you waste on him, the less time you have to do real good and innovation.
All I see is more competition, love it, the last thing I want is any dominant player in this industry.
The clip of Joe Biden saying “This is infrastructure!” Made me laugh. Definitely meme-able.
And a perfect way to rationalize even more billions of taxpayer dollars to be funneled into corporations.
It will be fun to see how much actual infrastructure the 1 trillion dollar infrastructure bill will bring.
@@benghazi4216 agreed!
Same lmao... i kept envisioning his PR people explaining to him what he was looking at before the cameras started rolling
@@chis5050 After he complained to them "This funny looking record doesn't even play!"
Intel is 10 years behind TSMC, they can't push beyond the 10nm limit. For Intel, it's late to catch up
@anonymous one Tell Intel to withdraw the 10 bn deal from TSMC. Since Intel is doing so well.
Great documentary on the current state of the chip market.
Intel is being left behind. They’re keeping up power-wise, but their chips run hotter and consume more power than their competition. Efficiency matters.
LOL AND has been chasing Intel chip technology for 30 years. Your comment is RICH.
it does and it doesnt. if it runst hotter due to more power draw but has to run shorter efficientcy is the same or better as proves last days.. its about energy used per workload. and on top of that their chips use less when idle as am chips. and most systems are idle for the most time.
AMD dropped the price of the 5800X $100, this shows that they see Intel as a real competitor again.
Of course their efficiency is still a real problem, but at least they don't LIE about their power consumption anymore.
EUG... oh yes they did... PL1 = 241W.
It's good for consumers. AMD started getting greedy
@@TheChico868 competition is great for consumers
@@TheChico868
Yep, competition is an automatic victory for consumers
I went from a AMD fan to an Intel fan back to AMD. Intel hasn't progressed much and AMD has caught up with them with processors that are on point with them with more cores enabling for faster computing. I'd like to see you Intel come back and be more competitive but currently their prices for CPUs compared to amd's are extremely overpriced.
Is 12th gen just not a thing to you?
@@brianvalencia9001 pretty expensive though
@@brianvalencia9001 a cheaper CPU, but you have to also buy ddr5 ram, a new motherboard, and a new OS. So realistically not cheaper than upgrading or building a CPU with AMD.
@@Brandon-cc4ft you dont need ddr5 but yea mobo does need to be new, but amds platform dies this gen so a new mobo is happening either way
@@brianvalencia9001 My bad, but from how I see it the prices and delivery of items are going to be screwed until next year anyways. With the supply chain being so messed up and the increase consumer demand, how will anyone even get any thing at an affordable price in Q4 2021.
Nice seeing factories opening up in the US. From Kenya i wish the US success
Thank you. Once we become successful, we want you to work with us.