https://stratechery.com/2023/an- ... process-leadership/
I feel like at this point, are we world-class on process technology today? We’re getting there, we’re no longer broken. Are we world-class on design technology and architecture today? No, but we’re also no longer broken. Granite Rapids, Sierra Forest, Meteor Lake, the demonstrations of Arrow Lake, Lunar Lake, sending Clearwater Forest into fab in Q1 and Panther Lake, the 2025 products. People are saying, “Oh, these guys are executing on or ahead of schedule on the design side as well.” I still have a lot of work to do to get them back to world-class and unquestioned architecture leadership, but we’re no longer broken.
关于对自家工艺与制程的看法，之前有坛友发过帖。
SRAMs in particular, SRAM scaling will become a bigger and bigger issue going forward. So I actually don’t get benefit by moving a lot of my cache to the next generation node like I do for logic, power, and performance. I actually want to have a 3D construct where I have lots of cache in a base die, and put the advanced computing on top of it into a 3D sandwich, and now you get the best of a cache architecture and the best of the next generation of Moore’s law so it actually creates a much more effective architectural model in the future. Additionally, generally, you’re struggling with the power performance and speed of light between chips.
Intel自家的3D SRAM Cache？
I don’t know that I’d go all that way, but this is the biggest bet we have ever made as a company because it also puts incredible stress on the financials of the company as well, because Intel 4, hey, we never really took it high volume production until 3.
关于Intel 4/3的HVM的微妙表达。。。 |
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发表于 2023-11-11 20:02
