Recent trends seem to be mostly incredible news from Intel, and I guess the stock price testifies to that. Although we reported a week ago on how Intel has shifted the storage industry with its latest 3D NAND and Optane infused products, it also looks like it will be able to achieve double-digit performance gains from Rocket Lake.
Intel has just posted a soothing blog post, perhaps aimed at savvy investors, that paints a picture of secure growth – and a firm that skillfully strives to keep up with high demand for its premium products. The main case is that Intel has managed to double its 14nm and 10nm output in the last three years.
“Over the last three years, we’ve doubled the capacity of the tile volume, and it’s been a significant investment,” said Keyvan Esfarjani, SVP and general manager of production and operations at Intel. “Moving forward, we don’t stop … We continue to invest in factory capacity to ensure we can keep up with the growing needs of our customers.”
Intel provides a certain backdrop for its valuable achievement. He says he found it “innovative ways to deliver more results within existing capacities” in recent years using yield improvement. In addition, the company is stepping up the 10nm process by 2020, with a ‘large amount’ of 10nm production now taking place in Oregon, Arizona and Israel.
The well-announced introduction of the 10nm SuperFin is another point of pride for Intel. He says that this technological improvement has made it possible “the largest single improvement in the interior in Intel’s history,” and the performance improvements coming from the 10nm SuperFin are comparable to the entire node transition, the company says.
Esfarjani’s second quote from the Intel blog was less convincing. He noticed that 10nm was advancing “pretty good”, which is not a highly affirmative statement, but is positive in a way that future lawsuits can be avoided. Meanwhile, PC Desktop fans still have to go through at least another generation of 14nm (RKL-S with CML-Refresh) before they get any 10nm SuperFin goodies.