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"Catch up to TSMC at 1.8nm" is the dream. So fabbing other customers' stuff.

On the product side, Intel seems to be doubling down on GPUs, in spite of troubling rumors about Arc gen 2.

Of course the question is what will be on time and what will be delayed. Previous delays obliterated the product lineups Intel meticulously planned before.



Yes, "5 nodes in 4 years" is the rallying cry of the company right now.


Hasn't this been the case for years? "Okay, we didn't get this node, but the next one or the one after that is totally ours"


Apparently 18A is ahead of schedule.

If its not, that would be very dire, given the rumors that 20A is behind. Intel can only cancel and delay for so long.


Any links to said "troubling rumors about Arc Gen 2"?


The Moore’s Law Is Dead YT channel claims the GPU as been delayed and "cut back" to a more modest size... But on second thought, I regret making that claim, as MLID is a unreliable source. For instance, they previously claimed Arc was canceled, and die size revisions don't really happen this close to release.

This is the last credible rumor I know of: https://videocardz.com/newz/intel-next-gen-arc-battlemage-gp...

Nevertheless Intel did officially modify and delay Falcon Shores (their big server GPU) to 2025, which worrying.

https://www.anandtech.com/show/18756/intel-scraps-rialto-bri...




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