Monday, February 22, 2016 9:21:33 PM
Disagree. In the same time AMD went from 32nm Bulldozer to 28nm Excavator, which still looks like the same useless core to me, Intel went from 32nm Clover Trail/Medfield to 14-22nm Cherry View/Moorefield which were serious jumps in capability.
As for the foundry 14/16FF competition they just can't go where Intel can go in pricing and the Bay Trail experience proved that Intel will pick up major mobile business if priced ultra-competitively. The trick now is to do it without subsidies which is where Intel's dense 14nm will come in.
I think you and others are worrying about the wrong dangers. Intel at this moment has record PC/Server market-share so where does it go from there except potentially down ? The trick then will be to keep the overall market growing even if m/s falls back. Worst case Zen danger is if it beats the 'Lakes in throughput and especially throughput/power in which case AMD will have a major Server/high-end PC renaissance and Intel's GMs will fall. The threat of ARM mobile chips making PC/Server chips obsolete was always a paper tiger threat and the only one with an ARM core to compete, Apple, prices its products higher than the competing generic windows/android x86 products. Customers will always want the best processor the more they pay for a computing device, that will never change and as long as Intel keeps pushing the performance envelope it will exist as a rich profitable company.
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