| Pemalite said: Intel has already invested billions in that plant already. That's just Fab 42. |
It's still not in production yet ... (And it won't be up until 2020/2021)
That's $2.3 billion (Intel) vs ~$3.5 billion (Samsung) per year but Samsung doesn't only rely on itself since there's a symbiotic relationship with IBM and GF ...
I wouldn't be so certain who is ahead anymore when it's not clear that Intel will be the first to transition to new scanner technology and new transistor structure ... (At this point it's starting to look like Intel will lose the EUV race and it's also looks like Intel won't be the first to transition to a new transistor sructure since they'll stick with FinFETs for 7nm and Samsung has plans to introduce their MCBFET (multi-channel bridge FETs) technology the year after that.)
| Pemalite said: By the time 64bit OS's, Software and Games started to gain traction, allot of users had transitioned away AMD's K8. Thus it's 64bit extensions often went unused. |
It wasn't big at the time for desktop users but it was a big thing in servers, it was the biggest contributor to how AMD destroyed the monopoly Intel had on x86 servers at the time ...
| Pemalite said: Vega was AMD "Catch up" part. It wasn't meant to beat nVidia. If AMD wanted to be competitive with Vega, it needed to launch 12 months ago, not in a month or two from now. nVidia is locking in gamers with it's Propriety technology. That's an uphill battle to beat. You buy a G-Sync monitor, chances are you are only buying nVidia GPU's for the life of that monitor. |
Die size says otherwise ... (GP102 at 471mm^2 vs Vega 10 at 484mm^2)
And while Nvidia may be trying to lock in customers with their proprietary technology they can't exactly ignore industry standards like HDMI 2.1 which will provide adaptive refresh rates in it's spec. Nvidia could decide to ignore HDMI 2.1 and charge extra for G-sync technology but it'll be dumb how you'll have to pay extra on top of HDMI 2.1 for the same functionality you can get without having to pay for anymore but hopefully Nvidia realizes that it's dumb to scam their customers like that and drop G-sync for good in favour of HDMI 2.1 ...
| Pemalite said: EUV should mean less patterning. So it should reduce costs. Intel is going to forgo EUV and retain higher patterning and then transition to EUV later. Basically they don't wish to spend big on that technology now, but later and just put up with higher chip fabrication costs in the shorter term. |
Just means that Intel won't have the best performance then ...
While Samsung might have to pay more for using ASML's NXE:3400B systems than Intel using it's successor, they can at least claim the crown in transistor technology ...
