Is it really over for Intel®?

[Koenig168]

....

also need bring in cheap but good heatspreader bundle like this kimdoole

https://www.aliexpress.com/item/1005005236695265.html?spm=a2g0o.productlist.main.3.75e4fY1yfY1y7N&algo_pvid=078ff7b2-a247-46e0-b605-e0a513e617c1&algo_exp_id=078ff7b2-a247-46e0-b605-e0a513e617c1-1&pdp_npi=4@dis!NOK!220.81!220.81!!!139.20!139.20!@210385db17371430640066033ec584!12000033056618251!sea!NO!4323396693!X&curPageLogUid=YJ82RagzXH0x&utparam-url=scene:search|query_from:

ugly lah ...

 

[kimsix]

ugly lah ...

But performs quite good, cheap and available. tiagong better than iceman if using air

https://www.overclock.net/posts/29272750/

 

[matique]

For the 32GB system guys, it is now possible to pressure TD via your dealer to get a box of 50 pcs of CKD KLEVV blacks with unlocked PMIC and spread it across dealers who'd take some in. Obviously this won't fit the bill for low-cost parts system builders use.

Might be possible for distributor to bring in, MOQ might be 10 when talking about higher end boards. If you can find enough buyers to group buy via your preferred dealer, possibly 70% or close to 100% of the batch.

Unfortunate, but SG is a small market and good halo products like these are likely to collect dust on shelves because it doesn't have an Asus logo.

You getting z890 system to make use of CKD sticks? Perf still better on non ckd, just run 8400++ tight and you'll be good. For these kind of sticks...i think it won't make sense for them to bring in lah. Enthusiasts will just bring it in themselves.

 

[Phen8210]

You getting z890 system to make use of CKD sticks? Perf still better on non ckd, just run 8400++ tight and you'll be good. For these kind of sticks...i think it won't make sense for them to bring in lah. Enthusiasts will just bring it in themselves.

if they bring in the price will be marked up and people will just import

 

[Encrypted11]

You getting z890 system to make use of CKD sticks? Perf still better on non ckd, just run 8400++ tight and you'll be good. For these kind of sticks...i think it won't make sense for them to bring in lah. Enthusiasts will just bring it in themselves.

Nope RPL till thunderbolt 6 integrated possibly.
Optane 905P delayed my need for a PC speedup.

Have a friend with Z890I Nova building soon, giving BIOS tuning advice on non-CKD KLEVVs. I think it might turn out to be a quick tune at 8400.

If CKD KLEVVs come to our shores, likely similar margins of the non-CKD in percentage terms but much harder to sell. Amazon.co.jp might be the official distributor for SG I guess.

 

[matique]

Nope RPL till thunderbolt 6 integrated possibly.
Optane 905P delayed my need for a PC speedup.

Have a friend with Z890I Nova building soon, giving BIOS tuning advice on non-CKD KLEVVs. I think it might turn out to be a quick tune at 8400.

If CKD KLEVVs come to our shores, likely similar margins of the non-CKD in percentage terms but much harder to sell. Amazon.co.jp might be the official distributor for SG I guess.

klevv/greenstick i will just order from taobao haha. Cheapest there anyway, and the sticks useful for us since we are blocking it.

 

[kimsix]

Intc up 28% in 5 days! Going to break even soon! Blueteam is return of the king!

tsmc monopoly really jialuck, causing shortages and inflation.

buy more Core ultra please!

 

[ragnarok95]

Yes, ARL refresh coming. lol.

 

[kimsix]

Hwz Intel shareholders please stop bean counters from breaking Intel foundry! They are our last hope


Joseph Bonetti
Principal Engineering Program Manager at Intel Corporation

1d

Recent articles about a possible Intel Foundry / TSMC joint entity or outright sell-off to TSMC have many incorrect statements about Intel's technological status. For instance, many articles say TSMC engineers will come over and share their know-how and help Intel to get their "3nm" & "2nm" nodes working. Huh? Intel's "3nm" node, Intel 3, has been in production for many months & is used in Intel's latest Xeon 6 chips. Intel 18A, Intel's "2nm" node is nearing completion, showing healthy progress, sampling chips to laptop makers, & is on track to be in Panther Lake chips late this year. Does TSMC have their "2nm" node, N2, up and running? No. Neither company has a "2nm" node at this point. However, Intel is on track to have theirs in production sooner.

Recent reports suggest Intel 18A will outperform TSMC's N2. Both of these upcoming "2nm" nodes feature a new type of transistor called gate all around (GAA). However, InteI's 18A node has backside power delivery, an amazing engineering feat in and of itself. 18A is the more advanced node. What about future nodes beyond N2 and 18A? These will likely need ASML's latest EUV tools called high numerical aperture (high NA) EUV. Intel is the only foundry that has one of these tools up and running and performing high NA R&D. Intel has two of these $350M machines up and running. It appears Intel will have at least a one-year headstart with high NA. It was reported many months ago that Intel bought up ASML's full capacity of high NA tools for 2024.

So who would be helping who exactly if there is a joint venture?

Yes, Intel Foundry is hurting financially because they're spending tens of billions building new foundries and on EUV tools. In addition, Intel Foundry has not yet attracted any large external customers. But this is natural. No large potential customer (Nvidia, Qualcomm, etc...) is going to risk their partnership with TSMC to try out something unproven. Intel Foundry is on the cusp of proving themselves with their own products, and soon after with MSFT and Amazon who are both early 18A customers. Once the world sees this success, big names will bring some production over to Intel Foundry. Technical competition from Intel plus the threat of tariffs are jointly a huge problem for TSMC. Handing over control of Intel's foundries solves this problem for TSMC, but hurts Intel, hurts US leadership, and gives credibility to the false idea that Intel Foundry is not as advanced as TSMC.

Intel Leaders, Intel Board, Trump Administration, please don't sell out and/or give control of Intel Foundry to TSMC, just as Intel is taking a technical lead and getting out of first gear. This would be a horrible, demoralizing mistake.

https://www.linkedin.com/posts/jose...content&utm_medium=g_dt_web&utm_campaign=copy

 

[Encrypted11]

Pat good, mba evil
Take Intel private and the 12month FY accounting period type of short term planning will stop.

But splitting the companies and then IPOing it like HP/HPE etc makes the big banks like JP Morgan and Citi more money.

 

[fkchon]

18A from Intel fabs is ready. Nova Lake can't come soon enough.

https://www.intel.com/content/www/us/en/foundry/process/18a.html

 

[watzup_ken]

Hwz Intel shareholders please stop bean counters from breaking Intel foundry! They are our last hope


Joseph Bonetti
Principal Engineering Program Manager at Intel Corporation

1d

Recent articles about a possible Intel Foundry / TSMC joint entity or outright sell-off to TSMC have many incorrect statements about Intel's technological status. For instance, many articles say TSMC engineers will come over and share their know-how and help Intel to get their "3nm" & "2nm" nodes working. Huh? Intel's "3nm" node, Intel 3, has been in production for many months & is used in Intel's latest Xeon 6 chips. Intel 18A, Intel's "2nm" node is nearing completion, showing healthy progress, sampling chips to laptop makers, & is on track to be in Panther Lake chips late this year. Does TSMC have their "2nm" node, N2, up and running? No. Neither company has a "2nm" node at this point. However, Intel is on track to have theirs in production sooner.

Recent reports suggest Intel 18A will outperform TSMC's N2. Both of these upcoming "2nm" nodes feature a new type of transistor called gate all around (GAA). However, InteI's 18A node has backside power delivery, an amazing engineering feat in and of itself. 18A is the more advanced node. What about future nodes beyond N2 and 18A? These will likely need ASML's latest EUV tools called high numerical aperture (high NA) EUV. Intel is the only foundry that has one of these tools up and running and performing high NA R&D. Intel has two of these $350M machines up and running. It appears Intel will have at least a one-year headstart with high NA. It was reported many months ago that Intel bought up ASML's full capacity of high NA tools for 2024.

So who would be helping who exactly if there is a joint venture?

Yes, Intel Foundry is hurting financially because they're spending tens of billions building new foundries and on EUV tools. In addition, Intel Foundry has not yet attracted any large external customers. But this is natural. No large potential customer (Nvidia, Qualcomm, etc...) is going to risk their partnership with TSMC to try out something unproven. Intel Foundry is on the cusp of proving themselves with their own products, and soon after with MSFT and Amazon who are both early 18A customers. Once the world sees this success, big names will bring some production over to Intel Foundry. Technical competition from Intel plus the threat of tariffs are jointly a huge problem for TSMC. Handing over control of Intel's foundries solves this problem for TSMC, but hurts Intel, hurts US leadership, and gives credibility to the false idea that Intel Foundry is not as advanced as TSMC.

Intel Leaders, Intel Board, Trump Administration, please don't sell out and/or give control of Intel Foundry to TSMC, just as Intel is taking a technical lead and getting out of first gear. This would be a horrible, demoralizing mistake.

https://www.linkedin.com/posts/jose...content&utm_medium=g_dt_web&utm_campaign=copy

TSMC is clearly playing it safe and taking their time because there's no competition at this point in time. But till we see 18A chips being mass produced, I won't call it a success based on rumors. To me, the biggest red flag is when Broadcom claimed that the yields are very bad. While Pat defended the poor yields saying that people don't understand what that means, but coming from a big company like Broadcom which happens to be a potential client of Intel, that's not good news. Furthermore, if the US is looking for ways to help keep them alive, it may also mean that the board themselves are not confident of their survival without help, and so they are seeking help.

 

[ragnarok95]

Intel released 0x116 bios update. Should be out for most/all mobo. This weekend then i update.

 

[fkchon]

Just assembled. 0 tuning aside from turning on XMP on BiWin 8200 C36 A Die dimms.
I don't know how stupid all the mainstream reviewers are, how the hell do they get 90+ns.

 

[ragnarok95]

Where did you buy your memory? Interested.

 

[elmariachi]

Just assembled. 0 tuning aside from turning on XMP on BiWin 8200 C36 A Die dimms.
I don't know how stupid all the mainstream reviewers are, how the hell do they get 90+ns.

Hope Intel improves the memory performance on their refresh. It is a massive downgrade in memory performance especially due to the tile layout system which affects the latency. Also, ring bus is also clocked down heavily. I think that is also the reason gaming performance took a hit. But Z890 much easier to run 8000 and above without much effort compared to Z790 for example. My 14900KS for reference.

 

[fkchon]

Where did you buy your memory? Interested.

https://www.amazon.co.uk/16GBx2-820...714432&sprefix=biwin+8200,aps,303&sr=8-3&th=1

 

[fkchon]

Hope Intel improves the memory performance on their refresh. It is a massive downgrade in memory performance especially due to the tile layout system which affects the latency. Also, ring bus is also clocked down heavily. I think that is also the reason gaming performance took a hit. But Z890 much easier to run 8000 and above without much effort compared to Z790 for example. My 14900KS for reference.

Yeah all of that is true. My biggest regret was not going 13900K instead I went 7700K, 7950X3D then 9800X3D. I think I would've been very happy with just a 13900k.

Now I built this Intel 285K because realistically the 13th and 14th is already at an end, most of the fun tuning comes from silicon lottery.

 

[elmariachi]

Yeah all of that is true. My biggest regret was not going 13900K instead I went 7700K, 7950X3D then 9800X3D. I think I would've been very happy with just a 13900k.

Now I built this Intel 285K because realistically the 13th and 14th is already at an end, most of the fun tuning comes from silicon lottery.

Tuning on 285K should be far easier for sure and it's fun if you have the patience for it. It was much more nail biting on the 13/14th gen and requires luck and board/cpu binning to get memory frequency above 8200 at least. 8000/8200 was generally doable but past that really depended on your CPU IMC and board. At least from what I've seen, 285k and Z890 have made it easier on clocking memory high but the inherent architecture of the 285k doesn't seem to scale memory performance into much gaming gains. But it's a good platform to tune memory especially with CUDIMMS. Enjoy your tweaking in good health!

 

[ragnarok95]

RGB memory i will skip.

I saw Thor 8000 CL36. Maybe i will try that.