[quote=Myriad]I’m not sure it’s new news that INTC 10nm isn’t so great. The question for 2H19 – 1H20 is how well is the ramp to 7nm.
For INTC, the question isn’t really about market share loss, it’s how much loss the analysts expect vs what happens in reality.[/quote]
Well, yes and no.. Intel sure seems to be still marketing and claiming that 10nm ice lake is going to hit volume production and improved performance over all the previous 14nm products… It just screams misrepresentation.
And I would take talk about Intel’s 7nm with a grain of salt… The same way Intel was claiming that their 5G baseband chip was “production ready”, even showing a supposedly real picture of it… Except semiaccurate figured that 5G chip picture was just a photoshop of a previous fake 4G chip …… People didn’t believe semiaccurate at the time too… Well, we know what happened to Intel’s 5G chip….
If at all, it seems like Intel’s become a big company that over promises and under delivers, things that AMD was once accused of doing.