Intel admits it will take 2 years to catch up with the competition

In a dialogue with investors at the Morgan Stanley conference on March 5, Intel Chief Financial Officer George Davis frankly admitted that his company was lagging behind its public competitors. technology to produce semiconductor chips on modern processes, and it will take at least 2 years to catch up with them.

The announcement of CFO George Davis did not surprise many by the fact that the market also reflected exactly that. For example, while Intel is still struggling with 10nm chip production lines, rival TSMC has launched 7nm CPUs and is moving towards the 5nm process. The same is the case with AMD. Currently AMD has used the 7nm process to produce the newly launched Ryzen 3000 series.

At Brainstorm Tech 2019, Intel CEO Bob Swan shared the goal of achieving 2.7x higher semiconductor density on 10nm processors than the current 14nm generation is too ambitious for Intel. . This makes the company still stuck at 14nm process after many years.

Intel has delayed the 10nm process for too long compared to the previous schedule, and was forced to extend the 14nm process life cycle and move to the PAO (Process - Architecture - Optimization) model to streamline this delay.

For now, Intel has only dared to 'hope' to begin mass production of 7nm chips with better performance by the end of 2021, in which case everything goes smoothly. This makes Intel lose a lot of competitive advantage in the market, although the company itself still owns the proprietary technology that has made their name over the years.

For the time being, Intel aims to address the performance gap on its chips with platform-level improvements, including tight hardware integration on the AI ​​and software fronts. However, that is only a temporary solution.

Intel hopes to catch up with TSMC by the end of 2021, but it's clear that its competitors are not standing still. TSMC is expected to operate the first 3nm line by the end of 2022. The difficulty is really besieging Intel.