plat1098

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Intel has seemingly partnered with Samsung, one of the largest manufacturers of Integrated Circuits, in order to help reduce the CPU shortage currently affecting the PC market. It is the first time ever that Intel turned to Samsung for it's CPU manufacturing given that, historically, Intel's Client Computing Group (CCG) has always relied on Intel's internal fab to manufacture all of its components. But as resources in those fabs became constrained, Intel CCG started looking at other resources, such as TSMC, to manufacture the chipsets used in Intel-based motherboards.

In a report prepared by Sedialy, a South Korean news media, Intel turned to Samsung specifically to meet demand on its 14 nm products. This unexpected move came after negotiations which, if you believe the rumors before the news, were in progress for quite some time already. Samsung has formally agreed to manufacture Intel's CPUs of the microarchitecture code-named 'Rocket Lake', which will serve as processors for mini PCs, planned to be released in 2021.

According to the source, Samsung will begin mass production of 14 nm Intel CPUs in the fourth quarter of 2020, which means that Intel still will not feel any relief from the off-loaded manufacturing, and will have to put up with it for a while longer. Also, according to the source, Intel's 14 nm manufacturing shortage has been worse than reported, which this partnership with Samsung further hints towards.

Although Intel laid out plans to build a new factory, it will take years to finish it given it is a huge investment which pays off in the long run. There are possibly many reasons why Intel went with Samsung for its CPU manufacturing, with number one being the trade war between China and the US. While TSMC is available, it is also connected with AMD as it manufactures most of its silicon products. Another thing to consider is that Samsung is very much looking forward to accommodating Intel's CPU manufacturing, as its own thriving memory business is tied closely to Intel CPUs as far as the overall market is concerned.
 
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BoraMurdar

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The market hits them while their pants were off
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plat1098

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Well, for the time being, "looking into" does not equate "actively pursuing." But, it seems Intel has its plate full right now.
 

plat1098

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plat1098

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Excerpt:

Intel Corporation today announced that it has acquired Habana Labs, an Israel-based developer of programmable deep learning accelerators for the data center for approximately $2 billion. The combination strengthens Intel's artificial intelligence (AI) portfolio and accelerates its efforts in the nascent, fast-growing AI silicon market, which Intel expects to be greater than $25 billion by 2024 (1).

"This acquisition advances our AI strategy, which is to provide customers with solutions to fit every performance need - from the intelligent edge to the data center," said Navin Shenoy, executive vice president and general manager of the Data Platforms Group at Intel. "More specifically, Habana turbo-charges our AI offerings for the data center with a high-performance training processor family and a standards-based programming environment to address evolving AI workloads."

Intel's AI strategy is grounded in the belief that harnessing the power of AI to improve business outcomes requires a broad mix of technology - hardware and software - and full ecosystem support. Today, Intel AI solutions are helping customers turn data into business value and driving meaningful revenue for the company. In 2019, Intel expects to generate over $3.5 billion in AI-driven revenue, up more than 20 percent year-over-year. Together, Intel and Habana can accelerate the delivery of best-in-class AI products for the data center, addressing customers' evolving needs.

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plat1098

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The hardware gurus' comments following the article may be surprising. The (tdp) of 125 watts is likely not the upper limit but just reflective of the baseline cpu clock speed. Turbo boost can, what? Theoretically double the tdp? Wow! Definitely a consideration when it comes to cooling and power supplies.

I am watching this generation while contemplating a new build. A Coffee Lake i9 may be a better bet for me as its price might fall when this Comet Lake line comes out. Currently, an i9 9900 (non K) is 440.00 USD, down from 499 USD. I want to see a further reduction. (y) And keeping with the original title of this thread, Micro Center has been sold out of these cpus for one month now. (n)
 
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