火星守望者
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战斗力 鹅
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注册时间 2008-5-28
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好奇点开了r/intel,看看是什么样的echo chamber这么好骗karma的
结果除了pinned by moderator的俩贴,hot贴第一:
Intel is really going towards disaster
So, kind of spend my weekend looking in to Intel roadmap for our datacentar operations and business projection for next 2-4 years. (You kind of have to have some plan what you plan to buy every 6-8 months to stay in business).
And it's just so fucking bad it's just FUBAR for Intel. Like right now, we have 99% Intel servers in production, and even if ignore all the security problems and loss of performance we had (including our clients directly) there is really nothing to look forward to for Intel. In 20 years in business, I never seen situation like this. Intel looks like blind elephant with no idea where is it and trying to poke his way out of it.
My company already have order for new EPYC servers and seems we have no option but to just buy AMD from now on.
I was going over old articles on Anandtech (Link bellow) and Ice Lake Xeon was suppose to be out 2018 / 2019 - and we are now in 2020. And while this seems like "just" 2 years miss, Ice Lake Xeon was suppose to be up to 38 Cores & max 230W TDP, now seems to be it's 270W TDP and more then 2-3 years late.
In meantime, this year we are also suppose to get Cooper Lake (in Q2) that is still on 14nm few months before we get Ice Lake (in Q3), that we should be able to switch since Cooper Lake and Ice Lake use same socket (Socket P+ LGA4189-4 and LGA4189-5 Sockets).
I am not even sure what is the point of Cooper Lake if you plan to launch Ice Lake just next quarter after unless they are in fucking panic mode or they have no fucking idea what they doing, or even worst not sure if Ice Lake will be even out on Q3 2020.
Also just for fun, Cooper Lake is still PCIe 3.0 - so you can feel like idiot when you buy this for business.
I hate using just one company CPU's - using just Intel fucked us in the ass big time (goes for everyone else really), and now I can see future where AMD will have even 80% server market share vs 20% Intel.
I just cant see near / medium future where Intel can recover, since in 2020 we will get AMD Milan EPYC processors that will be coming out in summer (kind of Rome in 2019) and I dont see how Intel can catch up. Like even if they have same performance with AMD server cpu's why would anyone buy them to get fucked again like we did in last 10 years (Security issues was so bad it's horror even to talk about it - just performance loss alone was super super bad).
I am also not sure if Intel can leap over TSMC production process to get edge over AMD like before, and even worst, TSMC seems to look like riding the rocket, every new process comes out faster and faster. This year alone they will already produce new CPU's for Apple on 5nm - and TSMC roadmap looks something out of horror movie for Intel. TSMC plan is N5 in 2020 - N5P in 2021 and N3 in 2022, while Intel still plan to sell 14nm Xeon cpu's in summer 2020.
I am not sure how this will reflect on mobile + desktop market as well (I have Intel laptops and just built my self for fun desktop based on AMD 3950x) - but datacentar / server market will be massacre. |
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