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AMD outsells Intel in the datacenter space

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499 points baal80spam | 4 comments | 05 Nov 24 19:27 UTC | HN request time: 0s | source
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gautamcgoel ◴[05 Nov 24 20:46 UTC] No.42055008[source]▶
Damn, first Intel missed out on Mobile, then it fumbled AI, and now it's being seriously challenged on its home turf. Pat has his work cut out for him.
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cheema33 ◴[05 Nov 24 21:19 UTC] No.42055260[source]▶
Intel has come back recently with a new series of "Lunar Lake" CPUs for laptops. They are actually very good. For now, Intel has regained the crown for Windows laptops.

Maybe Pat has lit the much needed fire under them.

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Dalewyn ◴[06 Nov 24 00:53 UTC] No.42056531[source]▶
Lunarrow Lake is a big L for Intel because it's all Made by TSMC. A big reason I buy Intel is because they're Made by Intel.

We will see whatever they come out with for 17th gen onwards, but for now Intel needs to fucking pay back their CHIPS money.

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1. justinclift ◴[06 Nov 24 00:59 UTC] No.42056553[source]▶
Are they being fabbed by TSMC in the US, or overseas?
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2. vitus ◴[06 Nov 24 12:34 UTC] No.42061258[source]▶
TSMC doesn't have any cutting-edge fabs in the US yet.

TSMC Washington is making 160nm silicon [0], and TSMC Arizona is still under construction.

[0] https://www.tsmcwashington.com/en/foundry/technology.html

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3. justinclift ◴[06 Nov 24 13:53 UTC] No.42062291[source]▶
That page doesn't really say much about what's currently being produced at TSMC Arizona vs the parts still under construction.

There's 4-nm "engineering wafer" production happening at TSMC Arizona already, and apparently the yields are decent:

https://finance.yahoo.com/news/tsmc-arizona-chip-plant-yield...

No idea when/what/how/etc that'll translate to actual production.

---

Doing a bit more poking around the net, it looks like "first half 2025" is when actual production is pencilled in for TSMC Arizona. Hopefully that works out.

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4. vitus ◴[07 Nov 24 00:57 UTC] No.42072047{3}[source]▶
No disagreement here; the link I provided was specifically for TSMC Washington.

I'm not saying that TSMC is never going to build anything in the US, but rather that the current Lunar / Arrow Lake chips on the market are not being fabbed in the US because that capacity is simply not online yet.

2025H1 seems much more promising for TSMC Arizona compared to the mess that is Samsung's Taylor, TX plant (also nominally under construction).