Intel 在今早 Q2 財報話10nm volume production 要到明年年底
本帖最後由 dull_dull 於 2018-7-27 10:00 編輯
Vivek Arya - Bank of America Merrill Lynch
Thanks for taking my question. Bob, on 10-nanometer progress, any color on what these are doing? And systems you mentioned on shelf for second half 2019, I assume that's mostly PC Client. Any sense of when we can think of timing for your server products on 10-nanometer also?
Venkata S. M. Renduchintala - Intel Corp.
Hi, this is Murthy. I'll take that one. We continue to make progress on 10-nanometer. Yields are improving consistent with the timelines we shared in April. And yes, you're quite right. The systems on shelves that we expect in holiday 2019 will be client systems, with data center products to follow shortly after.
Pierre C. Ferragu - New Street Research LLP (US)
Hi, thank you for taking my question, a quick follow-up on 10-nanometer. When I look at this timeline between now and the Christmas season next year, it's 18 months. It's a very long time to improve your yield. And I have two questions on this one. The first one is, could you give us some color on what are the most challenging aspects of the process that you need to address to improve use? What's the most challenging in the 10-nanometer process? And then my second question is how do you think about the impact of these delays on your competitiveness? Where do you think it's going to hurt you the most?
Venkata S. M. Renduchintala - Intel Corp.
So let me take that. I think as we look at what we need to do in 10-nanometers, again, let me replay some of the data we shared on our April call. Recall that 10-nanometers strive for a very aggressive density improvement target beyond 14-nanometers, almost 2.7x scaling. And really, the challenges that we're facing on 10-nanometers is delivering on all the revolutionary modules that ultimately deliver on that program. And while there's risk and a degree of delay in our timeline on that, we're very pleased with the resiliency of our 14-nanometer roadmap, where in the last few years we've delivered in excess of 70% product performance improvement as we've moved through our 14-nanometer generation of products.
So as we look at 2019 across both the client and data center space, we feel very good about the product competitiveness of our 14-nanometer program, and that to some degree is factoring into our timing on 10-nanometer and launching 10-nanometer at a point in time where we believe the yields are at a level that make it prime for volume production. So 14-nanometer I think through the rest of this year and through 2019 continues, we believe, to drive product leadership across all our portfolio in client and server. |
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