According to info coming out of the conference call, Intel is outsourcing manufacturing of their Xe discrete GPU line, Ponte Vecchio, not CPUs.
For now. But they're already behind the curve and it sounds like they're at least 30 months away from bringing up their 7nm node...
There is currently no foundry that would have the capabilities and scale to do that.
They don't diversity their SoC manufacturers. There is only one, and that is TSMC. And if TSCM does falter, there isn't anyone else at the moment that can pick up the slack. TSMC is significantly ahead from a technology and capacity standpoint, it's not even funny.
They have in the past. If TSMC remains reasonably priced and maintains their technology edge, then there's no need to go anywhere else. If TSMC falls behind, that implies someone else stepped ahead, and Apple can move their business there.
The point I was answering is that Apple doesn't need to scale a new process, they can shop for one.
? IA-64 is the Itanium architecture.
Yep, my mistake. I meant x86-64
I think you are confusing ISA with CPU architecture. Today's Intel CPUs have a very different architecture than x86 CPUs from 20 years ago. And the x86-64 ISA has actually been cleaned up significantly. There's nothing wrong with it.
In any case, other than AMD's recent offerings there is no general purpose CPU architecture out there that can compete with modern Intel CPUs in terms of performance, and that is why it is "top notch". Apple may close the gap with their ARM CPUs, but it remains to be seen how well their CPUs really scale.
I'm playing a little fast and loose with the distinctions between instruction set and CPU architecture because I don't think the distinctions are material to the conversation.
Cleaned up, sure. But still necessarily backwards compatible. x86-64 still supports memory segmentation for gods' sake.
Other CPU architectures can compete on performance, what they can't do is run most of the commercially available software. DEC Alpha was bought by Intel and killed. PA-RISC was a casualty to Itanium. Power is still viable, but niche. As we're seeing, ARM is stepping into the ring.
Huh? Itanium was not backwards compatible (and is proof that a new architecture isn't necessarily better than the "legacy").
Yes, it was. It performed about as well as a 486, but they put almost a third of the die into supporting x86.
The failure of Itanium isn't proof that x86 is "top notch"-- it's proof that Intel's development process is an embarrassment.
It's not a "support chip". They keep it exclusive to their own CPUs as a business strategy. And the storage group does more than just Optanium.
Fair enough, then "in support of" might have been a better choice of words. If the storage group is only 8% of the revenue in total (and almost certainly less than 8% of the profits), then the non Optanium part is not what's going to carry Intel into the future if the CPU business craters.
Memory and storage are commodity devices versus the insanely high margins on their CPUs. They run memory through their fabs to defray the fixed costs, not because it's a cash cow.
In 2019 the storage business reported a $1.2B operating loss.
The modem business has nothing to do with basestations. Huawei is a major Intel customer, and Intel supplies market leading TEMs like Ericsson and Nokia. They are on track to becoming the market leader in this space, displacing companies like Broadcom.
Correct. Modems and basestations are different things. My point is that other than a few hobbies, Intel isn't very interested in or successful at anything other than cranking out x86 chips. The failure of the modem business is evidence of that.
In the Intel press release, they highlighted their growth in 5G base stations by pointing to the Atom P5900 which is, of course, an x86 processor.