Dave
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"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,090
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Post by Dave on Jan 14, 2021 3:02:58 GMT -8
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,090
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Post by Dave on Jan 14, 2021 3:30:38 GMT -8
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SomeJuan
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Taking a nap…
Posts: 321
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Post by SomeJuan on Jan 14, 2021 9:36:49 GMT -8
Samsung announces the S21 phones, with a new flatter surface! www.anandtech.com/show/16414/samsung-announces-galaxy-s21-s21-s21-ultra“ Other design differences to last year’s models is the fact that the displays now are “flatter”, with almost no side-curvature at all. This is actually mostly a positive for a majoritys of users, as after several years of side curvature experiments, it seems that most people prefer functionality.”Too darn funny 🤣 PS. The Qualcomm 888 chips are made by Samsung, not Taiwan Semiconductor (TSM which is up 12.5% today)
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SomeJuan
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Post by SomeJuan on Jan 14, 2021 10:05:32 GMT -8
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SomeJuan
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Taking a nap…
Posts: 321
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Post by SomeJuan on Jan 14, 2021 10:11:36 GMT -8
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SomeJuan
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Post by SomeJuan on Jan 14, 2021 10:34:23 GMT -8
Dateline 2/12/2021 A chat with Bob Swan, Intel’s CEO on Jan 12, 2021 www.anandtech.com/show/16360/an-interview-with-intel-ceo-bob-swan-roundtable-qa-on-fabs-and-future“ To that, and secondly, the comment Bob has made about only using third party resources such that Intel has preferential treatment and maintains an IDM-like advantage (i.e., similar benefits to that of being vertically integrated). This has significant implications as it boils down to which third party resources Intel might consider using. Intel has a significant financial advantage over a number of its direct competitors in the traditional markets it plays, but for third party foundry, the competitors are different. Apple is TSMC’s lead partner on 5nm and won’t be outbid, whereas AMD and Qualcomm take up most of the 7nm volume now that Huawei is no longer a customer. TSMC has already stated that it isn’t prepared to build out additional operations just for Intel, especially if they would be temporally limited until Intel reaches parity on its own manufacturing. If Intel were to outbid for capacity against AMD or Qualcomm, then it puts severe question marks on the gross margin, something that Bob Swan is very keen to monitor and keep in line with Intel’s historical metrics. The other option would be Samsung, where Intel would have to bid against Samsung itself and NVIDIA for capacity.” Dateline Jan 14, 2021 Bob Swan is out... Meet Pat Gelsinger www.anandtech.com/show/16419/intel-appoints-pat-gelsinger-as-new-ceo-from-feb-15th“ The board and I deeply appreciate Bob Swan for his leadership and significant contributions through this period of transformation for Intel,” continued Ishrak. “Under his leadership, Intel has made significant progress on its strategy to transform into a multi-architecture XPU company to capitalize on market shifts and extend Intel’s reach into fast-growing markets. Bob has also been instrumental in reenergizing the company’s culture to drive better execution of our product and innovation roadmap. He leaves Intel in a strong strategic and financial position, and we thank him for his ongoing guidance as he works with Pat to ensure the leadership transition is seamless.“
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SomeJuan
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Post by SomeJuan on Jan 14, 2021 10:56:30 GMT -8
Dateline 2/12/2022 Intel announces new 11th Gen Rocket Lake processors... www.anandtech.com/show/16390/intel-previews-11th-gen-core-rocket-lake-core-i911900k-and-z590-coming-q1“ Spending five generations on the same base microarchitecture is a long time. Progress and excitement can be sustained through optimizing a process node, adding cores, and extracting every drop of frequency, but at some point the base design becomes the bottleneck and it is time to move on. Intel’s enthusiast desktop market has been waiting for an update for a couple of generations, and while the new 11th Gen Core Rocket Lake doesn’t migrate off of the 14nm process node, we are at least getting a new microarchitecture that stands to deliver (according to Intel) a 19% IPC improvement. Promising a Q1 launch, Intel lifted the lid a little on its next consumer flagship, the Core i9-11900K. “My take... Intel’s still at 14nm, and a TDP of 125 Watts, WTH 😒
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chinacat
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AAPL Long since 2006
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Post by chinacat on Jan 14, 2021 11:08:55 GMT -8
When did this become the Intel Finance Board? Just kidding. Thanks for all of the interesting information. Surely the M1 and what it says about future Intel prospects had to drive at least some of this.
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SomeJuan
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Post by SomeJuan on Jan 14, 2021 11:19:35 GMT -8
When did this become the Intel Finance Board? Just kidding. Thanks for all of the interesting information. Surely the M1 and what it says about future Intel prospects had to drive at least some of this. chinacat, Bob Swan, likely! The “Rocket Lake” at 14nm, as well as the TDP at 125 watts, likely! Sad thing is that my uncle worked as a chip designer at Intel for 20 + years, and his comment about Intel and their “Lake” products being at 14nm for five years is tragic... it was a facetime call over the holidays, so i might have read his body language and intonation wrong 😬 Guess Bob had some splainin to do 😅 As to the Intel board comment, every article was more about AAPL, you just weren't parsing the between the lines white space! 👍🏼 As a point of interest, Apple has only been using Intel 65 watt TDP processors for years, exception being the current Mac Pro, and iMac Pro. Cheers to me, Im long...
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SomeJuan
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Post by SomeJuan on Jan 14, 2021 11:48:55 GMT -8
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,090
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Post by Dave on Jan 14, 2021 12:43:16 GMT -8
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chinacat
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AAPL Long since 2006
Posts: 4,426
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Post by chinacat on Jan 14, 2021 14:54:20 GMT -8
Wow! That’s quite a gap between #1 and #2.
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4aapl
Moderator
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Post by 4aapl on Jan 14, 2021 15:56:24 GMT -8
Wow! That’s quite a gap between #1 and #2. But clicking on it says: I don't see any M1's, but I guess they are 7 and 8 core ones anyways. Right? It's great to leave the others in the dust. I liked the G3 ads, and in my boxes of stuff I still have one of the snail posters from MWSF. If there is a huge speed difference, it will get utilized by those that want that, whether for gaming or productivity.
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SomeJuan
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Post by SomeJuan on Jan 14, 2021 17:35:53 GMT -8
Good catch, 4aapl... bogus!
However, my point is spot on. MacOS reigns supreme... on x86 no less! Says a lot about the OS, eh!
The real takeaway is AMD, they chewing Intel a new Arse hoe! And the top single core benchmarks have 64 cores, hmm, wait till WWDC, grin
My take... F Windows, and Intel’s chip dominance... pfft. M1X baby. And a Unix based OS.
More to come...
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SomeJuan
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Post by SomeJuan on Jan 14, 2021 18:10:47 GMT -8
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SomeJuan
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Post by SomeJuan on Jan 15, 2021 0:58:11 GMT -8
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SomeJuan
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Taking a nap…
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Post by SomeJuan on Jan 15, 2021 1:07:10 GMT -8
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SomeJuan
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Taking a nap…
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Post by SomeJuan on Jan 15, 2021 1:15:23 GMT -8
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SomeJuan
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Taking a nap…
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Post by SomeJuan on Jan 15, 2021 1:26:53 GMT -8
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SomeJuan
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Taking a nap…
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Post by SomeJuan on Jan 15, 2021 2:13:09 GMT -8
Dateline 6/8/2021 Apple introduces the new M1X and Mac OS 15, both to ship in Q3 2021. The new M1X achieves a single Geekbench score of 2017 on single core performance... and Multi core of 14778, surpassing the 2020 score of the Mac Pro! My take... the relationship of AAPL appears strong with TSM and the TSM fab in Phoenix, is making great progress. It appears that TSM might have 3nm in Phoenix in late 2023, reports of late 2023 processes are seeing yields rise. CEO of TSM, Any Dihn, announced today that TSM is is the process of bringing the fab online in Phoenix in early 2024 is ahead of schedule, the new 3nm fab, with help from AMAT for select partners at 3nm, and the $18 Billion in capex since 2021 has been a rewarding experience, with over 2700 jobs created in the Phoenix fab. A good read... www.techpowerup.com/276087/tsmc-to-roll-out-3nm-plus-manufacturing-process-in-2023
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,090
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Post by Dave on Jan 15, 2021 4:13:39 GMT -8
Dateline 6/8/2021 Apple introduces the new M1X and Mac OS 15, both to ship in Q3 2021. The new M1X achieves a single Geekbench score of 2017 on single core performance... and Multi core of 14778, surpassing the 2020 score of the Mac Pro! My take... the relationship of AAPL appears strong with TSM and the TSM fab in Phoenix, is making great progress. It appears that TSM might have 3nm in Phoenix in late 2023, reports of late 2023 processes are seeing yields rise. CEO of TSM, Any Dihn, announced today that TSM is is the process of bringing the fab online in Phoenix in early 2024 is ahead of schedule, the new 3nm fab, with help from AMAT for select partners at 3nm, and the $18 Billion in capex since 2021 has been a rewarding experience, with over 2700 jobs created in the Phoenix fab. A good read... www.techpowerup.com/276087/tsmc-to-roll-out-3nm-plus-manufacturing-process-in-2023From the comments section of your link: I think they like it.
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mark
fire starter
Posts: 1,552
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Post by mark on Jan 18, 2021 19:37:33 GMT -8
Dateline 6/8/2021 Apple introduces the new M1X and Mac OS 15, both to ship in Q3 2021. The new M1X achieves a single Geekbench score of 2017 on single core performance... and Multi core of 14778, surpassing the 2020 score of the Mac Pro! My take... the relationship of AAPL appears strong with TSM and the TSM fab in Phoenix, is making great progress. It appears that TSM might have 3nm in Phoenix in late 2023, reports of late 2023 processes are seeing yields rise. CEO of TSM, Any Dihn, announced today that TSM is is the process of bringing the fab online in Phoenix in early 2024 is ahead of schedule, the new 3nm fab, with help from AMAT for select partners at 3nm, and the $18 Billion in capex since 2021 has been a rewarding experience, with over 2700 jobs created in the Phoenix fab. A good read... www.techpowerup.com/276087/tsmc-to-roll-out-3nm-plus-manufacturing-process-in-2023Are you telling us that they are going to skip MacOS 11, 12, 13, and 14?
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SomeJuan
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Taking a nap…
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Post by SomeJuan on Jan 19, 2021 7:37:18 GMT -8
Dateline 6/8/2021 Apple introduces the new M1X and Mac OS 15, both to ship in Q3 2021. The new M1X achieves a single Geekbench score of 2017 on single core performance... and Multi core of 14778, surpassing the 2020 score of the Mac Pro! My take... the relationship of AAPL appears strong with TSM and the TSM fab in Phoenix, is making great progress. It appears that TSM might have 3nm in Phoenix in late 2023, reports of late 2023 processes are seeing yields rise. CEO of TSM, Any Dihn, announced today that TSM is is the process of bringing the fab online in Phoenix in early 2024 is ahead of schedule, the new 3nm fab, with help from AMAT for select partners at 3nm, and the $18 Billion in capex since 2021 has been a rewarding experience, with over 2700 jobs created in the Phoenix fab. A good read... www.techpowerup.com/276087/tsmc-to-roll-out-3nm-plus-manufacturing-process-in-2023Are you telling us that they are going to skip MacOS 11, 12, 13, and 14? Oops, a typo, i meant MacOS 12.0 Thanks for clarification...
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mark
fire starter
Posts: 1,552
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Post by mark on Jan 19, 2021 13:22:58 GMT -8
Are you telling us that they are going to skip MacOS 11, 12, 13, and 14? Oops, a typo, i meant MacOS 12.0 Thanks for clarification... Easy mistake to make ... I continuously get mixed up between MacOS and iOS version numbers!
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