In the early morning of July 24, Intel released its second quarter financial report for fiscal 2020. The financial report shows that Intel’s revenue in the second quarter was US$19.728 billion, an increase of 20% from US$16.505 billion in the same period last year. Intel expects adjusted earnings per share for the third fiscal quarter to be $1.10 and revenues of $18.2 billion.
From Intel's official website
According to the US CNBC report, Intel announced that the development of ultra-high-speed chips is behind schedule, and the progress of the 7-nanometer chip technology that will be used in future generations of CPUs has been postponed again. The current progress of this technology is about 12 months behind the internal target. The launch of the first 7-nanometer processor will be delayed until the end of 2022. In addition to increasing the 10-nanometer capacity, Intel also said it will use its foundry to respond to market demand.
From Intel's official website
The author believes that the chip market is extremely closely related to the terminal, PC, and server market, which has three major impacts:
First, AMD's 7-nanometer chipset will gain market advantages, and Intel's product disadvantages will also affect partners.
Intel’s delay means that AMD can take advantage of its 7nm chipset market. AMD has released a PC running the Ryzen 4000 chipset. AMD has an advantage over Intel's 10nm SoC. Therefore, it is imperative for Intel to return to the drawing board as soon as possible and launch a 7nm processor. After all, Intel no longer operates in the mobile field, which means that the PC is the only way they can work for future success.
Delays in the new generation of chipsets may force Intel to continue producing 10nm processors, which may affect the product strategies of Intel OEM partners such as HP, Dell and Asus.
Second, AMD has taken the form of outsourcing wafer production to obtain capital liquidity and advanced process technology. TSMC played an important role. Intel was forced to take an offensive. It is reported that the latest news from Taiwan’s supply chain has reached an agreement with TSMC to begin mass production of processors or graphics chips using TSMC’s 7-nanometer optimized 6-nanometer process next year.
Third, TSMC is the biggest winner. After losing orders from Huawei for the 7-nanometer process and the 6-nanometer process, they rapidly increased orders from American manufacturers, boosting operational capabilities.
It is reported that AMD will begin product iterations of Zen3 architecture processors and RDNA 2 architecture graphics chips at the end of 2020, and expand its orders for TSMC’s 7-nanometer and 7+ nanometer processes. Next year, it will be the largest customer of TSMC’s 7-nanometer process.
With Intel’s chip outsourcing and outsourcing of 6-nanometer orders from TSMC next year, under the support of AMD and Intel, TSMC’s advanced manufacturing process will remain fully loaded in the first half of 2021, and operations in the first quarter will reach new highs.
According to industry experts, Intel’s 10-nanometer transistor accumulation is slightly better than TSMC’s 7-nanometer, and is comparable to TSMC’s 6-nanometer. Starting from the second half of the year, the two parties have begun to cooperate on the redesign of the photomasks of some of Intel’s 10-nanometer processors or graphics chips. TSMC’s manufacturing process will start to contract TSMC’s 6nm production next year. It is understood that Intel has reached an agreement with TSMC and has scheduled a production capacity of 180,000 pieces of 6 nanometers from TSMC.
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