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Cake day: October 25th, 2023

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  • If you listen to the investor calls and roadmaps they state when 20A/18A will be ready and on what manufacturing processes.

    My guess is IFS will be coming online and Intel is saving that for their customers. And the other is better margin. Intel has better margins on their own manufacturing reserved for their higher priced products.

    Lunar Lake being a consumer product will mean lower margins. And saving 20A/18A for server and server gpu products could mean better margins.

    Performance is likely secondary. All new silicon perform pretty close that you really can’t tell the difference.

    Only NVIDIA has the exception with the software scaling. Like DLSS and Frame Generation.