4nm will have a hard time competing with Intel 18A and TSMC 3nm

Last week, AMD presented its AI, data center, and consumer plans for the next few years to financial and industry analysts. Despite the huge success in the data center market, partial success in AI, and a solid roadmap ahead, I wanted to share a shortcoming on the consumer roadmap, especially concerning 2026.

Arrow Lake refresh only a stopgap

Troubled Chipzilla has confirmed that a refresh of its Arrow Lake processors will limp out in 2026, with proper Nova Lake chips finally crawling out with the enthusiasm of a slug after a Hamburg rainfall later that year.

Analysis: Multi cluster nodes for the future

Arm has organized an in-person event for the willing, senior management, and engineering groups from different CPU and GPU groups with a lot to share.

Well, that is new

Intel's most advanced manufacturing process is apparently going to arrive more than six months earlier than planned.

Analysis: Intel 7, Intel 4 Intel 3, and Intel A20 angstrom

The nanometer branding has been quite an inaccurate way to describe the transition size and the performance. After maintaining desktop and especially mobile leadership for the most part with 14nm, Intel is happy to report that the second-generation 10 nm is in heavy volume. 10nm is now represented more than 14nm volume, but Intel decided to change the way it calls its manufacturing processes.

Sins of the 7nm, fab delays, and 5G

Back in 2015, Intel poached Murthy Renduchintala to help the company with 5G and a forward-looking roadmap, and five years after, Intel announced that Murthy would be leaving on August 3.

Analysis: CTO mindset

There was a lot of discussion about Intel’s CEO's recent presentation at the Credit Suisse technology conference. Bob Swan commented that he is willing to give up the 90 percent mark share mindset. He would instead get 30 percent of all silicon market valued at $288 TAM.

Neoverse 7nm, 7+ and 5nm by 2021

Drew Henry, an SVP and the general manager of the infrastructure line of business at ARM, went on stage at the San Jose ARM Tech 2018 conference and revealed a new roadmap featuring new codenames and plans all the way to 5nm Poseidon core in 2021. It will be branded as Neoverse.

Always connected at 7nm and 5nm

ARM has already shared with the press and analyst that the company expects to ship Cortex A76 based products in both 10 and 7nm in late 2018/early 2019, but now it has disclosed a few more details about its 7nm Deimos and 7/5nm Hercules parts.

Zen 3, Navi, and next-gen on track

In addition to revealing that Ryzen Threadripper 2000 series is now sampling, AMD has given a bit more information on its future CPU and GPU plans with fresh two new slides, confirming that both Vega and Zen 2 7nm designs are complete as well as that its future designs are on track.