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I think this part of the report could be essential for Rome's success:
.... a combination of multiple factors.......that is certainly a large one
https://www.extremetech.com/computing/296453-welcome-to-the-second-golden-age-of-amd
AMD takes wrecking ball to Intel's segmentation strategy.
....snip
AMD isn’t just offering chips at lower prices, it’s taking a bat to Intel’s entire market segmentation method. Good luck justifying an $8000 price increase for additional RAM support when AMD is willing to sell you 4TB worth of addressable capacity at base price.
also....do not overlook the effect that the future AMD server roadmap has with customers...........Zen 3 design is complete......Zen 4 design underway..........AMD has pretty much delivered Zen 1 and Zen 2 on schedule and as advertised. Lisa ALWAYS emphasizes predictability and delivering what they say they will do........... with a maniacal focus on EXECUTION and a ever increasing NO PRISONERS mindset............meanwhile, Intel has been in full reaction mode since Zen 1 with roadmaps not worth the paper they were printed on....... enraging server customers and turning them to AMD.
Real-time, I could have done.
....but you DID NOT............trade notification is in real time.....post trade in less than 3 minutes.....or just don't post it at all.........no excuses ....PERIOD...............who do you use for trading?
But (because I anticipated a good MU earnings report before it was out yesterday) and I expected a lot of enthusiasm today in the chip sector due to MU's earnings report, I loaded up on AMD shares yesterday, and paid an average of $29.50 (in the morning unfortunately because it drifted lower for the rest of the day and I could have bought the shares cheaper if I had the patience).
...so why not post it in real time???
ZombieLoad Attacks May Affect All Intel CPUs Since 2011: What to Do Now
Phillip Tracy · Senior Writer
Updated May 15, 2019
https://www.tomsguide.com/us/zombieload-attack-intel-what-to-do,news-30082.html
.....snip
Intel, which calls this set of flaws Microarchitectural Data Sampling, or MDS, says select 8th Gen and 9th Gen CPUs are already protected against the flaw, and that all future CPUs will include hardware mitigation. (The researchers who discovered the flaws disagree with Intel and insist those chips are still affected.)
AMD Security Announcement on Fallout, RIDL and ZombieLoad Attack
https://www.guru3d.com/news-story/amd-security-announcement-on-falloutridl-and-zombieload-attack.html
RIP Hyper-Threading? ChromeOS axes key Intel CPU feature over data-leak flaws – Microsoft, Apple suggest snub
https://www-theregister-co-uk.cdn.ampproject.org/v/s/www.theregister.co.uk/AMP/2019/05/14/intel_hyper_threading_mitigations/?amp_js_v=0.1#referrer=https%3A%2F%2Fwww.google.com&_tf=From%20%251%24s&share=https%3A%2F%2Fwww.theregister.co.uk%2F2019%2F05%2F14%2Fintel_hyper_threading_mitigations%2F
Intel tried to bribe VU University Amsterdam into suppressing news of the latest security flaw
https://www.reddit.com/r/AMD_Stock/comments/bos1pw/intel_tried_to_bribe_vu_university_amsterdam_into/
........old dog...........old tricks
Shoot I’m down almost 13% already...what’s gonna have to happen to get this back up?
....2+ years of good execution by Intel........good luck with that.
AMD and Cray seek to develop fastest supercomputer in the world
By: MarketWatch | May 7, 2019
Renewed partnership leads to $600 million deal with Energy Department for supercomputer dubbed Frontier
Advanced Micro Devices Inc. and Cray Inc. have been awarded a $600 million contract to develop the fastest supercomputer in the world for the U.S. Department of Energy, the companies announced Tuesday morning.
The deal, to design a massive supercomputer called Frontier, is the most ambitious in the revived partnership of the two companies, and could give AMD AMD, -0.44% more clout in high-performance computing and data-center chips. AMD supplied Cray CRAY, -0.91% with Opteron processors for supercomputers until about 2013, when Cray switched to Intel Corp. INTC, -0.96% CPUs only; Cray revived its relationship after AMD launched its powerful Epyc data-center processors last year.
The companies have a bold deadline to complete and deliver Frontier sometime in 2021 to the Oak Ridge National Laboratory in Tennessee. Executives said in a briefing ahead of the announcement that the computer will be the fastest in the world when it is complete, and one that will also integrate artificial intelligence into data analytics and modeling.
“At the time of power on, we believe it will be the most powerful supercomputer in the world,” AMD Chief Executive Lisa Su said.
Su and Peter Ungaro, the chief executive of Cray, said the system — planned to be the size of about two basketball courts — will reach a processing speed of 1 exaflop per second, which translates to an unimaginable 1 quintillion floating point calculations per second. It will be about 50 times faster than today’s fastest supercomputers. AMD will provide both the main processors, or CPUs, and the graphics processors, or GPUs.
Executives said researchers will use Frontier in systems biology, materials science, energy production and health-data science. Traditional scientific models and simulation capabilities will be augmented with data analytics and modeling that will drastically reduce time by automatically recognizing patterns in data and guiding simulations beyond traditional approaches, they said.
“We can do a quite a bit of deep learning, solving problems that we don’t know exist,” Su told MarketWatch in an interview.
With this deal, AMD hopes to show that it can be a force in the arena of high-performance computing. Since AMD launched Epyc processors based on its Zen architecture, it is slowly getting back into the corporate server market and the cloud-computing market. Su now hopes to make the same forays in the arena of the most powerful machines, many of which are used by national laboratories. Frontier will replace a former supercomputer known as Titan which used AMD CPUs and Nvidia Corp. NVDA, -0.75% GPUs.
“We are super happy that this has both AMD GPUs and CPUs,” Ungaro said in an interview. “We spent a lot of time designing with all the GPU and CPU vendors. And in spending time with AMD, their teams showed us a new way to build a node.”
Su said that the CPUs, or central processing units, for Frontier will be custom-designed by AMD, based on its Zen 2 architecture, and that each CPU will work with four GPUs, or graphics processing units, but neither AMD nor Cray would disclose how many total chips will be in the system. The AMD/Cray system will cost more than twice as much as the current No. 1 system, they said.
According to the most recent Top 500 list of the world’s fastest supercomputers, the No. 1 system today is also at Oak Ridge National Labs: the Summit, developed by IBM Corp. IBM, +0.09% and powered by IBM’s Power9 processors and Nvidia’s graphics chips. That machine has about 8,712 IBM Power 9 chips and 39,204 Nvidia GPUs, and brought the No. 1 spot back the U.S., unseating China for the first time since 2013. As of the November Top 500 list, Summit hit a peak performance of 143.5 petaflops per second, or 1 quadrillion floating point operations per second. Its cost was cited as $280 million in 2016.
This is Cray’s second big supercomputer deal with the Energy Department in the past two months. In March, it said that it will deliver another supercomputer to the Argonne National Labs in 2021, the first supercomputer to perform at so-called exascale speeds, in a deal worth more than $100 million. The Argonne contract plans to use both processor and memory chips from Intel.
Thomas Zacharia, director of Oak Ridge, said the systems were not competing.
“Frontier will be the largest system that DOE has procured,” he said at a briefing.
AMD and Cray have set some lofty goals for the Frontier system, but Su and Ungaro were confident that their companies can complete the system on time and deliver the performance they are promising.
“It is a lot of technology, and it will give us both respectively, a big advantage in the marketplace,” Ungaro said. “We are setting a big goal and putting the resources behind it.”
Read Full Story »»»
https://www.marketwatch.com/story/amd-and-cray-seek-to-develop-fastest-supercomputer-in-the-world-2019-05-07?mod=mw_theo_homepage
• DiscoverGold
I can't say (as you did) that I would leave this stock before it makes serious profits. I would think that I would have done something very stupid if I did that. To me, that would be equivalent to leaving NVDA several years ago just prior to it starting to make serious profits.
.......my first buy was at $1.79 in 2016............my average share basis is about $4...........I should have sold all when it spiked above $32 last Sept. Only the FEDS admitting they can't raise interest rates has kept us from a monumental market crash. Still, I think it may be no more than a year off. If it spikes above $32 again due to the Rome launch, I will sell all. It is now GROSSLY overvalued and has been for years. At some point potential profits have to be realized. The current P/E is above 80!....the world economy is in an incredibly fragile condition.......no reason at my age (67) to risk another 2000 or 2008. I don't live extravagantly and I doubt I can spend the profits from this AMD opportunity in the time I have left. This is my last rodeo.
https://www.siliconinvestor.com/readmsg.aspx?msgid=30416958&srchtxt=$1.79
All of this on a stock which only produced 8-cents of profit last quarter, and whose earnings estimates for this quarter have steadily declined from 9-cents to 5-cents for this quarter.
....remarkable.....isn't it?...........I stand to make a small fortune on this stock and exit BEFORE it makes any serious profits at all..............tells you something about the market
OT: Tim May
Tim passed away a few weeks back. He posted here a few times so I decided to let you know.
Tim was a brilliant engineer with lots of warts
...lest we forget......May was an avowed, unabashed racist and anti-Semite..........piss on his grave.
I have AMD as symmetrical triangle.
Neither up or down.
I think you are right..........fundamentals imply this also........no meaningful upside til mid 2019 from Rome launch..........potential for large upside from Rome prevents downside...........result.....trades in $18-$22 range...............sell calls at upper end.... sell puts at lower end
https://techcrunch.com/2018/09/12/apples-new-iphones-are-powered-by-the-industrys-first-7nm-chips/
Please post a link where TSMC officially stated actual customers on 7nm.
Apple stated 7nm........where do you think they get them from? Intel?....ha... LOL!
Hasn't been mentioned here: The upcoming iPhone seems to use a 7nm processor, the A12. It is not official yet but going to be announced soon. That would mean 7nm volume production essentially would need to be in place right now. The day Intel lost its lead (actually: fell behind).
TSMC announced 7nm volume production began in May/June.............Apple, Huawei among others
7nm server parts from AMD at beginning of next year? Design already taped out according to them, so - why not?
...my guess is April.......customer sampling NOW.
..you do need to keep up.
@Andy
Look: I never did and never will care about what you write. It is of no use for me.
...oh my...........with humor my dear Unkwn......always with a little humor.
I always post replies into multiple quotes from different persons in one post in order not to clutter this board even more. Readers normally would have read the previous posts so I expect them to know who wrote what.
....really?........lets see...15 posts in a week.......cluttered you say??
Quote:
GF licensed the Samsung 14NM LPP process after failing at developing their own
This exactly proves my point that Samsung 7nm is also in trouble.
FYI.....I made the first sentence quote......ssami made the second
you mix and match my quotes with his thru out your cryptic reply to me............straighten it out with only replies to what I said to ME and I'll try to further engage.
You wish; apple wrote the check for 7nm;
AMD cuts checks too ....money is fungible........plenty of 7nm volume for AMD EPYC 2
https://m.eet.com/media/1306507/TSMC_Apple.png
BTW you do business to make money, sticking it to someone is what called small talk.
TSMC is doing very nicely........I'm not doing too bad myself
So in the game of musical chairs only 2 chairs left; let us see who is
left to occupy the only seat.
Yep.....there's TSMC and Samsung................RIP GF, Intel
...you are about the most eyes wide shut Intel supporter left on these boards
GF licensed the Samsung 14NM LPP process after failing at developing their own
This exactly proves my point that Samsung 7nm is also in trouble. Only TSMC is left, they are 80% apple for capacity, rest of 20% between qcom, amd etc. Now I dont know if TSMC has shipped 7nm part or have a test chip, god only knows
proves all that ? really??...to me it proves GF couldn't produce a viable 14nm proces but Samsung could............doesn't say anything about Samusung at 7nm. Besides AMD is using TSMC.......and I am quite sure they will make enough room for AMD's 7nm server offerings (EPYC 2) due out in April 2019.......that would be quite a coup for TSMC .....fabbing the first 7nm server CPUs and sticking it to Intel.
Ah, by the way, there were already reports about AMD moving some of the production to Samsung. Not sure if it actually happened or not (was in 2016). I think AMD already uses Samsung as a second/third source.
...what reports?............NO.............GF licensed the Samsung 14NM LPP process after failing at developing their own. This process was used very successfully for all the early Ryzen/Epyc stuff.............basically a vanilla foundry process used largely for smart phones competing against Intel's 14nm with all their years of learning and that famous close collaboration between design and process. GF then added their own improvements to come out with what they call their 12nm process....which gave a modest performance and density benefit without any extensive redesign. AMD continues to use these processes for all CURRENT 14nm/12nm CPU products but will likely debut NO MORE from GF and ALL future products will be 7nm from TSMC........including 7nm Epyc 2 server in April 2019........that's the concept......that's the plan
Actually some have likely have taken shares but can't bear the shame
....yeah.....remember when you suggested to the faithful here to hedge their Intel "investment" with a few AMD shares?.............I recall suggesting 5%...........you could have got 15 shares of AMD for one of Intel at that time.............but alas, now.....only two. I wonder if there were any takers.........Elmo....you still there??
Intel's analog to Congress's "Bridge to No Where"
the infamous Fab 42.......now scheduled so come "on line" at 7nm in 2021.............started construction in 2011
https://www.enr.com/ext/resources/Issues/Southwest_Issues/2018/03-March/12-March/Intel-Fab-42.jpg
I still think Mark Bohr is right about transistor density
yeah....just like when he said this
“The foundry model is collapsing,”
....just for the record and for any Intel fanbois still here........ Bohr was SPECTACULARLY wrong in this prediction. If anything, it is the Intel integratad model that is under threat.
https://www.eetimes.com/author.asp?section_id=36&doc_id=1266087
....if there is any one visible name one could associate with Intel's abject failure at 10nm, it has to be one Mark Bohr. He is suppose to be Mr. Process Technology at Intel. (read the article)
BIG trouble in Intel City......three NEW security flaws
....snip....."We believe Intel CPUs do almost no security checks up-front, but defer checks until instruction retire."...."On a side note, AMD CPUs are not vulnerable to this problem. Currently it is believed their address translation layer works according to spec," de Raadt said.
https://www.itwire.com/security/84056-openbsd-chief-says-more-intel-cpu-flaws-likely-to-be-found.html
............couldn't happen to a more deserving bunch of shoemakers
https://linux.slashdot.org/story/18/08/22/2213233/intel-publishes-microcode-security-patches-with-no-benchmarks-or-profiling-allowed
................let the lawsuits commence!
these were your quotes........both made AFTER ZEN IPC was known and a month AFTER AMD launched their new GPU architecture on an advanced process.
I don't see anything sustainable in this company.
Lisa Su definitely does a great job there, but there is just so little technological substance left at AMD that I can't think of them to stand against the big guys (Intel, Samsung, Qualcomm etc.).
..........so you recognized nothing of the AMD potential and thus enjoyed NONE of the early gains in the sock. You still have not answered. When did you FINALLY get on board??? I gots to know.
The only reason I am not shorting Intel is that being long AMD is the much better bet.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=124136835
...well, you seemed to have learned a bit since your spectacularly wrong conclusions less than 2 years ago when AMD was about $6. So when did you FINALLY get on board? You missed all the easy money. But at least not as soft minded and hard headed as the typical Intel "investor".
Yeah, BK will hold AMD setver share below 20%, for a while...
(contra revenue)^2
BK with some honesty of his own.........big trouble in Intel city
he only indicated that it was Intel’s job to not let AMD capture 15-20% market share."
https://www.barrons.com/articles/tech-today-intel-vs-amd-instagrams-revenue-microsofts-games-1528724509?mod=yahoobarrons&ru=yahoo&yptr=yahoo
Intel’s Stock Valuation Challenged
Intel (INTC) shares are down 35 cents, or 0.6%, at $54.70, after Instinet’s Romit Shah this morning warned the company faces “stiff competition” from Advanced Micro Devices (AMD) in server microprocessors this year, after talking with Intel Chief Executive Brian Krzanich last week.
As a result, Intel’s price-to-earnings multiple will have a hard time expanding from a recent 14.3 times forward earnings, warns Shah, who maintains a Buy rating on the stock.
Shah relates that Krzanich "was very matter-of-fact in saying that Intel would lose server share to AMD in the second half of the year,” which is not news, but he thought it significant that "Mr. Krzanich did not draw a firm line in the sand as it relates to AMD’s potential gains in servers; he only indicated that it was Intel’s job to not let AMD capture 15-20% market share."
The problem is that Intel’s move of its chips to the next-smallest feature size, 10 nanometers, is stuck in production issues and therefore the parts continue to be late to market.
That means "the burden is on [estimate] revisions to drive continued outperformance” of Intel’s stock, and "we are less confident about further multiple expansion.”
On a related note, I wrote over the weekend in Barron’s print edition that Intel is among tech stocks whose valuation multiple have had a hard time expanding this year.
AMD stock is down 6 cents, or 0.4%, to $15.19, in early trading.
latest on Fab 42.............7 year old "White Space" (aka Dead Space) Fab preps for 7nm launch wih $7B investment.........it's a triple "7 Winner" for Intel...... And, yes, this is a big deal..... announces Ann Kelleher, Intel Corporate Vice President
Fab 42: Our Recent Announcement.......Feb 2017
Completing Fab 42 in Arizona Is a Statement of Our Belief in Our Ability to Continue to Progress Moore's Law
Ann Kelleher, Intel Corporate Vice PresidentBy Ann Kelleher
News this week about our $7 billion investment in Fab 42 in Arizona is excellent. As the person responsible for managing Intel’s factories, I’d like to offer some context and my thoughts to help explain its importance.
First, let me share some background on Fab 42. It is a factory that we originally started building in 2011, aiming for our 14-nanometer technology. Then, based on a number of manufacturing efficiencies, we were able to defer using Fab 42 because we were able to fit the 14 nm capacity into our existing factory on the Arizona site. Since we deferred Fab 42, we’ve been consistently saying, “Yes, we will need Fab 42 for future space, capacity and for future technologies.” Well, that time has come. So we’re starting to prepare Fab 42 for 7 nanometer.
And, yes, this is a big deal.
In Fab 42, we will be using what we call our “white space.” White space is a clean room area that is already built but does not have any equipment installed. The equipment is generally the most expensive part of building out a fab, and completing Fab 42 represents a large investment from both a capital and a people perspective. It also means the Arizona site will ultimately manufacture 22 nm, 14 nm and our future 7 nm products. It will be a busy place, producing many of our IA microprocessors and supporting IA chips for many years to come.
As some of you who follow Intel’s business may know, our 10 nm product, the first of which is code-named Cannon Lake, will begin shipping in the second half of this year. And now we are talking about getting ready for 7 nm. You might say, “Well, this is early.” However, we always start preparing our factories several years before products becomes available. The timing is right for us to get ready for 7 nm technology in our factories.
I want those who follow our company and our industry to know that completing Fab 42 is a statement of our belief in our ability to continue to progress Moore’s Law. It’s a statement of our belief in our future products and in our manufacturing capability. Moore’s Law is alive and well at Intel.
I am pleased with what we’re doing now at Fab 42. I was the person who made the recommendation several years ago to defer that factory for future use. So today, I’m very happy that our Arizona factory will be supporting 7 nm technology and beyond. One question that may be in many people’s minds is, “So where is Intel’s next factory?” We haven’t made that decision right now, and we won’t be making that decision until next year at the earliest.
Intel factories are very important to me. I’m very proud when they start coming online. I’m very proud of the products that they produce. And I’m especially proud of our employees who keep our factory networking humming and the envy of the technology world.
Ann Kelleher is an Intel vice president and general manager of Technology and Manufacturing Group at Intel Corporation.
Eassa now questioning Intel's business model...........note...it was less than 4 years ago when Intel's Mark Bohr (Intel equiv. to CTO) claimed the foundry model would fail based on their inability to increase R&D $$ needed to keep up with Intel......................how spectacularly WRONG he was.
3 Reasons Intel Corp. Should Shut Down Its Factories
It's time for the tech titan to stop building its own chips.
Ashraf Eassa
( TMFChipFool)
May 8, 2018 at 12:00PM
In light of chip giant Intel's ( NASDAQ:INTC) prolonged struggle to bring its 10-nanometer chip manufacturing technology into volume production, I have grown increasingly concerned about the company's current business model.
In the past, when Intel's manufacturing group executed extremely well, the company's in-house chip manufacturing efforts were a genuine asset to the company. Today, however, Intel's manufacturing struggles have not only hurt its competitive positioning with respect to chip manufacturing technology, but those struggles have kept Intel's innovations in chip design from coming to market as well.
IMAGE SOURCE: INTEL.
Today, I'd like to go over three reasons Intel should stop manufacturing its own chips and outsource production to third parties.
1. Even playing fieldIt seems quite likely that over the next year or two, Intel will go from having manufacturing technology that's at rough parity with what the other contract chip manufacturers are offering to a position that's clearly behind the competition. This development would likely put Intel at a competitive disadvantage to other chip designers that utilize the contract chip manufacturers' latest technology, possibly hurting Intel's gross profit margin and revenue performance in the coming years.
If Intel were to start building its chips elsewhere, it could, at a bare minimum, ensure that it isn't operating at a competitive disadvantage to its peers. The playing field with respect to chip manufacturing technology would be leveled, improving Intel's potential competitive positioning in the years ahead.
2. Significant cost reductionsIntel spends substantially on research and development to develop new generations of chip manufacturing technologies. That spending is entirely worth it if it yields technologies that give Intel a leg up in the marketplace in either product performance/efficiency or in cost structure.
However, given that the company's internal chip manufacturing teams are executing so poorly that Intel's product competitiveness could soon take a large hit as a result, the money that it spends developing these new technologies, quite frankly, appears to be wasted.
Back in 2012, Intel indicated that it spent over $2 billion per year in research and development related to chip manufacturing technology -- a number that has likely only grown over the last six years. If Intel were to completely end development of its technologies internally, I'd estimate that the company would save between $3 billion and $4 billion per year.
Now, the trade-off here would be that Intel would have to pay a markup for silicon wafers produced by a third party, potentially meaning a drop in Intel's gross profit margin. However, if Intel's products are much more competitive as a result of having more reliable access to cutting-edge chip manufacturing technology, then Intel could more than make up the difference through improved market share and potentially even higher average selling prices (thanks to more competitive products).
3. Lower risk
If Intel were to get rid of its chip manufacturing operations, it would have at least two credible contract chip manufacturers to choose from: Taiwan Semiconductor Manufacturing Company and Samsung. Both companies have been flawlessly delivering new manufacturing technologies to the market on time for years now.
By having multiple potential sources for chip production, Intel would be able to hedge its bets -- if one chip manufacturer is having difficulties ramping up a next-generation technology, then Intel would be able to shift its orders to another player. If both third-party contract manufacturers are having issues, then at the very least Intel's competitors will be in the same boat.
Moreover, by building its chips at arguably more reliable contract chip manufacturers, Intel's customers may be more confident in the company's future product plans, making them less likely to be on the lookout for alternative suppliers.
Ashraf Eassa no longer owns shares of Intel. The Motley Fool recommends Intel. The Motley Fool has a disclosure policy
They used cobalt wires at the lowest metal layers, something that the foundries didn't do because they weren't as aggressive on minimum metal pitch scaling. The cobalt use is likely what's tripping them up.
......well...look who is back................ do you honestly believe that cobalt has been an issue (of several) until now and will continue to be an issue (the primary one) for the 12-18 month additional delay of 10nm server chips that was admitted by Murphy the other day at the J.P. Morgan Global Tech. Conf. ?
https://jpmorgan.metameetings.net/events/tmc18/sessions/15020-intel-corporation
Murphy (Intel) at J. P. Morgan Global Tech. Conference
dutifully taking the rap for BK.......and parroting the new Intel meme..............no 10nm server chips till 2020.... but 10 nm technology just ain't important no more.......it's now all about "architecture" and we got that in spades..... don'tcha know
.....meanwhile the good guys will sample their 7nm EPYC server chip to customers later this year
......................................................how about that there AMD!
http://www.siliconinvestor.com/public/9114301_e6881cdc9ba3071d4cfe239000ef562f.png
this is part of the OEM expansion of AMD laptop offerings that began in late 2017 and continues this year......just as claimed by AMD.........OK, now how about some body here claim that it is NOT "different this time"
Last year AMD was supposed to take over Intel in PCs and servers;
....absolute nonsense.......AMD projects 5% server share by year end.
looking at revenues no effect;
AMD projects 25% revenue increase this year
when AMD cannot sell; then Intel is doing contra revenue.
actually rumors indicate Intel contra revenue IS back....probably for modems...............AMD does not make modems
BTW; Intel will definitely have a "stunning" response
....so what do you think it may be?......"stunning" can cut both ways.
I posed a legitimate question based on a lot of "others" input....many of them sharp people............and you come back with NOTHING.......what the hell is the matter with you?........what the hell is the matter with you Intel folk??..............sheesh
We'll have to wait and see. I expect foundry 7nm to be denser in actual designs. In any case, Intel will be late with it and have no process lead anymore. That's new to their business. We'll see how they cope with it.
https://fuse.wikichip.org/news/641/iedm-2017-globalfoundries-7nm-process-cobalt-euv/
.......the rumors say 7nm at GF EPYC 2......16 core /32 thread 4MB/core ~210mm^2.... then 4 of these in an MCM yielding a 64core/128 thread MONSTER at ~ 220W ....sampling later this year to customers.
What do you see as the Intel response?
My wireless access global path is denied.
my laptop wireless no longer works.
MSFT and INTC f’d me again.
....I feel your pain......my antiquated AMD Athlon II X2 240 2.4GHz processor still chugging along......flawlessly