Re: Intel's dirty tricks department seems to be asleep
The security issues are largely resolved, at least to the extent that they can be with hyperthreading enabled, in the latest generation of 10nm/14nm parts.
The shortages are down to a few issues:
- 10nm capacity is practically non-existent. Latest rumours are yield rates are much lower than previously thought. Think <10% for any parts and then silicon defects dropping that further AND requiring more power than 14nm at similar clock speeds. Cannon Lake was measured in thousands of units instead of millions and subsequent 10nm generations haven't made significant headway in addressing the shortfall.
- 14nm is "easing" as they bring new fabs on-line. The 5th fab came online earlier this year and the 6th will come online in December giving them 50% more 14nm capacity by the end of 2019.
- design choices Intel made around memory channels/PCIe when they had no competition are coming back to haunt them now that 10nm is dead and 14nm is looking tired. The only option is bigger chips and doubling up to try and fight AMD. Which uses more fab capacity to address a more competitive market resulting in both lower volumes and reduced margins for everything other than halo products.