• sillywalk 18 hours ago |
    I thought that this was going to be about AMD depending on some horrible Intel part, not that Intel made a crappy processor, so more people are going for AMD.
    • bjconlan 17 hours ago |
      I think it indirectly is (in the form of TSMC) as Intel have started to use TSMC fabs for some of their processor lines and I think this is eating into AMD (and other TSMC customers) production.

      They had the same problem with apple and the 4nm fabs, but couldn't exactly say anything as smearish.

      • sillywalk 16 hours ago |
        It ooks like you're right. A quick check shows Intel outsourced Arrow Lake (or parts of it) to TSMC.

        As a side note, I wish Intel would move to a different non-lake naming scheme.

        • gjsman-1000 16 hours ago |
          Coffee Lake was cute; but at least it made more sense than a lake made of arrows.
          • AlotOfReading 12 hours ago |
            The codenames are supposedly from real places because you can't trademark geographic names.
        • wtallis 15 hours ago |
          At the end of 2023, Intel shipped Meteor Lake, where all but one chiplet were made by TSMC. Arrow Lake updates that chiplet (the one with the CPU cores) to also be made at TSMC, though on the older N3B process rather than the better N3E process that AMD is using.

          Intel's current low-power laptop processor (Lunar Lake) is also all TSMC. The only thing Intel is making for their current-generation consumer products is the passive silicon interposer all these chiplets are mounted on.

          • phonon 13 hours ago |
            Arrow Lake-U is an updated Meteor Lake on Intel 3.

            "The Intel Core Ultra 200U series processors utilize the Redwood Cove (P-core) architecture, which originally debuted in Intel Core Ultra Series 1 processors and Crestmont (E-core) architecture that is found throughout the Intel Core Ultra Series 2 family of processors,” an Intel spokesman said in an email. “However, the Intel Core Ultra 200U series is built on the Intel 3 process node, rather than the Intel 4 process used for Intel Core Ultra Series 1 processors, which helps improve performance of the processor overall."[0]

            [0] https://www.pcworld.com/article/2568168/intel-debuts-arrow-l...

            • wtallis 13 hours ago |
              Ah, interesting. Intel likes to do weird things with the smallest mobile chips.
  • tedunangst 17 hours ago |
    Would AMD be happier if inventory was piling up?
  • teleforce 15 hours ago |
    This reminds me of a popular saying attributed to Napoleon "Never interrupt your enemy when he is making a mistake."
  • accrual 10 hours ago |
    I'm grateful I was able to pick up one of these, it's a speedy chip indeed. This round of AMD vs Intel kind of reminds me of the battles for top performance in the 90s, each side trading blows with another 100MHz and a bit more cache every few months. It was an exciting time and it's great to see AMD pulling ahead again.

    > "Our goal is that leadership product in every segment, and I'm not going to talk about unannounced products," replied Intel's Jim Johnson, Corporate VP and GM of Client Engineering.

    I wonder if Intel actually has something new in the pipeline. I was holding out for their new chips before starting a new build and the new "Core Ultra" line didn't impress me, but it's also clearly a new chiplet design that will be around for a while and should have room for improvements now that the big shift to chiplet is underway.