Intel reiterates chip supply shortages could last several years - Fox Business

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Intel Corp’s CEO said on Monday it could take several years for a global shortage of semiconductors to be resolved, a problem that has shuttered some auto production lines and is also being felt in other areas, including consumer electronics.

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Pat Gelsinger told a virtual session of the Computex trade show in Taipei that the work-and-study-from-home trend during the COVID-19 pandemic had led to a "cycle of explosive growth in semiconductors" that has placed huge strain on global supply chains.

"But while the industry has taken steps to address near term constraints it could still take a couple of years for the ecosystem to address shortages of foundry capacity, substrates and components."

INTEL CEO REITERATES WARNING THAT GLOBAL CHIP SHORTAGE COULD LAST YEARS

Gelsinger had told The Washington Post in an interview in mid-April the shortage was going to take "a couple of years" to abate, and that it planned to start producing chips within six to nine months to address shortages at U.S. car plants.

Intel announced a $20 billion plan in March to expand its advanced chip manufacturing capacity, building two factories in Arizona and opening its plants to outside customers.

An Intel Tiger Lake chip is displayed at an Intel news conference during the 2020 CES in Las Vegas, Nevada, U.S. January 6, 2020. REUTERS/Steve Marcus/File Photo

"We plan to expand to other locations in the U.S. and Europe, ensuring a sustainable and secure semiconductor supply chain for the world," Gelsinger said, without elaborating.

Intel's plans could directly challenge the two other companies in the world that can make the most advanced chips - Taiwan Semiconductor Manufacturing Co Ltd (TSMC), and South Korea's Samsung Electronics Co Ltd.

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The two have come to dominate the semiconductor manufacturing business, moving its centre of gravity from the United States, where much of the technology was once invented, to Asia, where more than two-thirds of advanced chips are now manufactured.

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June 01, 2021 at 09:38AM
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Intel CEO says chip shortage could persist for years - South China Morning Post

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May 31, 2021 at 12:13PM
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Intel CEO says chip shortage could persist for years - South China Morning Post

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You're an Animal! Intel Teases the 'Beast Canyon' NUC 11 Extreme, a Killer Compact PC - PCMag

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The 2021 edition of Computex, for Intel, is all about the chip giant reinforcing its latest successes with laptop CPUs. The 11th Generation Core processors in its "Tiger Lake" families are filtering out across the world in new laptops everywhere. These chips have debuted in three main waves, with its H-Series (power-user, and most recent), H35-Series (lighter-impact, but still muscular), and U-Series (thin-and-light) Tiger Lake chips being the new laptop norms since the second half of 2020.

Its desktop processors, meanwhile, are between generations, with the early-2021 launch of the 11th Generation "Rocket Lake-S" socketed CPUs. So Intel is throwing a sop to desktop enthusiasts at the virtual Computex show with a sneak peek of a new, power-minded NUC PC. Meet the NUC 11 Extreme Kit, with the evocative code name "Beast Canyon."

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Easy There, Tiger!

Next Unit of Computing (NUC) is Intel's classic family of compact desktop systems that employ the company's mobile CPUs. The aim behind NUC is inspiring and furthering the cutting edge of mini PC design. Some of these models are little pockets of power as small as 6 inches square, like the recently reviewed "Tiger Canyon" Intel NUC 11 Pro Kit, which we crowned with an Editors' Choice award just last week. The new Tiger Lake-based NUC, though, is bigger, a successor to the NUC 9 Extreme Kit (code-named "Ghost Canyon") that we awarded a Best of CES award in 2020.

Ryan Shrout, chief performance strategist at Intel, gave a group of select journalists a quick flash of the new NUC in a video-call briefing, before Computex began. The PC is more comparable in form factor to the NUC 9 Extreme (closer to toaster-size) than a typical NUC, which is something you can hide behind a monitor.

The Intel NUC 11 Extreme Kit and its classic glowing skull (Image: Intel)

Intel points out that the new NUC 11 Extreme is the first NUC capable of hosting a full-length discrete video card. That's in slight contrast to the NUC 9 Extreme, which also supports discrete graphics (that was a NUC "first," in its time), but only cards up to 8 inches long. (That chassis allowed for a short-barrel Asus GeForce RTX 2070 in our test model, but most top cards are longer than that.) This 8-liter chassis calls to mind an alternative NUC design like that of the Razer Tomahawk NUC from CES 2020.

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The Return of the Compute Element

What also sets the NUC 11 Extreme (and the NUC 9 Extreme) apart from the rest of the NUC pack is the use of Intel's Compute Element platform. Touted first at Computex 2019 and debuting in a retail product in 2020's NUC 9 Extreme, Compute Element integrates an Intel mobile CPU, the motherboard, main system memory, and other core components into a single module. In the case of the NUCs, the Compute Element looks a fair bit like a chunky video card, and plugs into a PCI Express-card-like slot on a backplane in the chassis. An actual PCI Express slot alongside accommodates the actual video card.

A 9th Generation Core Intel Compute Element (Image: PCMag)

Worth noting here is that unlike the squat, slim NUC 11 Enthusiast Kit (dubbed yet another canyon, "Phantom Canyon") that we reviewed in the past month, the NUC 11 Extreme Kit employs Intel's H-Series, as opposed to lower-power U-Series, processors. H-Series isn't a true desktop chip line, but rather the same kind of CPU you'd get in a gaming laptop or mobile workstation designed for power users and content creators. The 2021 H-Series chips will be unusual, though, in that they will be implemented as part of the Compute Element that slots into the Beast Canyon chassis. Via different Tiger Lake-H Compute Elements, the NUC 11 Extreme will be available in Core i5, Core i7, and Core i9 flavors.

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The first details on the Beast (Image: Intel)

Additional details on the Beast Canyon NUC are scarce at the moment, but we did note the signature Intel "performance enthusiast" skull logo on the front face of the chassis, a common theme on its highest-performance NUC PCs over the years and harkening back to Intel's enthusiast-grade, branded motherboards back when it was a motherboard maker. In the brief flash we got of the machine in Shrout's hands, a color-fade effect was evident on the skull logo. This will be the first NUC with RGB lighting.

We would also note that employing Tiger Lake-H and its supporting chipset should bring new integrated capabilities to the NUC platform, such as support for PCI Express 4.0 and Wi-Fi 6E. But we'll have to confirm this once a full spec sheet rears its head.

Pricing and availability details were also not yet shared. Stay tuned for more on the NUC 11 Extreme Kit once we can lure a sample of the Beast into PC Labs for some down-home benchmarking!

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May 31, 2021 at 09:30AM
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You're an Animal! Intel Teases the 'Beast Canyon' NUC 11 Extreme, a Killer Compact PC - PCMag

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AMD New ‘Zen 3’ Threadripper Processors Rumored In August Launch: Bad News For Intel - Forbes

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AMD (NASDAQ: AMD) could be launching 4th Gen Ryzen Threadripper processors as early as August, finally bringing the Zen 3 architecture to its high-end desktop (HEDT) platform for the first time.

The latest rumor suggests AMD could be announcing the new CPUs at its June 1st Computex Keynote, which will be live-streamed on its YouTube channel.

AMD's Threadripper 4000-series could be launching in August

AMD

AMD's Zen 3 CPUs haven't missed their marks across the range, generally outperforming Intel at every price point. The high-end desktop market is almost entirely AMD's domain; despite the fact its Threadripper CPUs such as the Threadripper 3960X are made using the older Zen 2 architecture, Intel's own HEDT models struggled to compete either on price or performance, with the company having to slash prices to remain competitive.

Currently, the Ryzen 9 5950X is also giving Intel headaches, given it mostly matches Intel's Core i9-10980XE, but costs less and is available on a much cheaper platform. However, the Ryzen 9 5950X has also meant that introducing CPUs below the 24-core Threadripper 3960X was questionable, given how powerful the 5950X is, with AMD opting instead to continue availability of its older Threadripper CPUs such as the Threadripper 2950X for those that need more memory channels and PCIe lanes.

Servethehome forum member lihp has posted information regarding next-gen Threadripper CPUs with an ... [+] apparent launch date of August

Antony Leather

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The latest leak, though, points at a 16-core model being available this time and even better is that you will be able to use the new Threadripper CPUs, which will likely offer 24, 32 and 64-core models too, on existing TRX40 motherboards, albeit with a BIOS update.

The leak comes from ServerTheHome Forums (via Wccftech), which points at availability in September, so is still a few months away at least. It's likely the 16-core model could be seeing the light of day given the poor availability of AMD's Ryzen 9 5950X, or that it sees extra PCIe lanes and memory channels as being attractive to potential owners.

Current TRX40 motherboards are likely to be compatible with AMD's new Threadripper CPUs

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There's certainly a huge gap in price and performance between the Ryzen 5950X and Threadripper 3960X - the latter costs $1400 while the former just $995 right now on Amazon. AMD would then likely kill off its older Threadripper CPUs - the Threadripper 2950X is still readily available for example.

I'll be reporting from AMD's keynote so follow me here on Forbes for the latest PC hardware news and reviews and don't forget to check me out on YouTube, Instagram and Facebook as well.

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May 31, 2021 at 09:28PM
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AMD New ‘Zen 3’ Threadripper Processors Rumored In August Launch: Bad News For Intel - Forbes

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Intel versus Apple: Chipmaker’s latest attack scores own goal - 9to5Mac

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The one-sided Intel versus Apple battle has seen the chipmaker raging ever since Apple announced the switch from Intel Macs to Apple Silicon ones. Intel’s latest attack on Macs, however, is something of an own goal.

Attempting to show the superiority of Windows PCs over Macs, the chipmaker makes a comparison with an Intel-powered Mac …

Background

Intel started insulting Apple back in January when its incoming CEO dismissed Apple as “a lifestyle brand,” even while acknowledging that it had to play catchup. In February, Intel ran ads highlighting things you can do on a PC but not a Mac – which actually consisted of using a touchscreen and playing a game discontinued on macOS.

A month later, the desperation clear, Intel hired I’m a Mac actor Justin Long to poke fun at M1 Macs. Later the same month, Intel CEO Pat Gelsinger dismissed it all as a bit of “competitive fun” and said the company still hoped to be an Apple supplier in the future. Then in April the company showed off a MacBook Pro in an ad for… a processor the machine doesn’t use.

Latest Intel versus Apple presentation scores own goal

Intel has now upped the ante with a new set of slides designed to show that a Windows PC is a better gaming platform than a Mac (hardly a claim any Mac user would deny), as reported by PC Gamer.

In a recent call with Intel’s Ryan Shrout about the performance of its 11th Generation H-series laptop processors, he took some time out to throw some serious shade Apple’s way […] According to Intel, it’s the poor gaming experience of a Mac that makes its own devices superior […]

To be fair, gaming on a Mac absolutely is rubbish, and it’s not something I’d want to do. But I’m still surprised that Intel is so angry about it all. I even asked if Intel was burning its bridges with Apple? The answer was that Apple has been very public about moving to its own silicon and that it is now a competitor. All’s fair in love and war I guess.

To show just how much better the gaming performance is on a PC rather than a Mac, Intel shows a chart comparing the performance of a PC running its latest H-Series chips with a MacBook Pro. The problem, as the site notes, is that the comparison is not with an M1 MacBook Pro, but with… an Intel one!

The red in this graph is actually an Intel-powered MacBook Pro, using a Core i9 9980HK alongside an AMD Radeon Pro 5600M to be exact, compared to the Core i5 11400H alongside a GeForce RTX 3060.

What the company has succeeded in showing is that the latest Intel chip is better than an older Intel chip. Who’d have thought it?

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Check out 9to5Mac on YouTube for more Apple news:

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May 31, 2021 at 06:17PM
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Intel Demos Alder Lake Mobile Laptop, Chips Sampling to Customers - Tom's Hardware

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Intel briefly demoed an Alder Lake laptop at Computex 2021 and confirmed that the company already has mobile versions of its new hybrid chips shipping to its customers and partners. Ultimately the demo was little more than Intel showing the laptop playing back a video, but it is an important milestone because it confirms that the mobile Alder Lake variants are deep in the development process.

(Image credit: Intel)

It's well known that Intel's 12th-Gen Alder Lake will bring the company's hybrid architecture, which combines a mix of larger high-performance Golden Cove cores paired with smaller high-efficiency Gracement cores, to desktop x86 PCs for the first time. However, Intel is going all-in: Intel will reunify its desktop and mobile lines with Alder Lake, bringing its new 10nm architecture and leading-edge connectivity options, like PCIe 5.0 and DDR5, to laptops.

We've already pieced together plenty of information about Alder Lake, which you can read here. Here's the brief rundown:

• Qualification and production in the second half of 2021
• Hybrid x86 design with a mix of big and small cores (Golden Cove/Gracemont)
• Up to 16 cores
• 10nm Enhanced SuperFin process
• LGA1700 socket requires new motherboards
• PCIe 5.0 and DDR5 support rumored
• Five variants: -S for desktop PCs, -P for mobile, -M for low-power devices, -L Atom replacement, -N educational (probably Chromebooks)
• Gen12 Xe integrated graphics
• New hardware-guided operating system scheduler tuned for high performance

Intel hasn't released the official specifications of the Alder Lake processors, but a recent update to the SiSoft Sandra benchmark software, along with listings to the open-source Coreboot (a lightweight motherboard firmware option), have given us plenty of clues to work with.

The Coreboot listing outlines various combinations of the big and little cores in different chip models, with some models even using only the larger cores (possibly for high-performance gaming models). The information suggests four configurations with -S, -P, -N, and -M designators, and an -L variant has also emerged:

• Alder Lake-S: Desktop PCs (Both LGA and BGA models)
• Alder Lake-P: High-performance notebooks
• Alder Lake-M: Low-power devices
• Alder Lake-L: Listed as "Small Core" Processors (Atom)
• Alder Lake-N: Educational and consumer client (Chromebook-class devices)

Naturally, Intel didn't divulge which flavor of the mobile processor it unveiled today, but it appears there will be four different flavors of the mobile devices to choose from. Intel divulged that Alder Lake laptops will come later this year, so we won't have to wait long for further details.

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May 31, 2021 at 09:48AM
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Watch The AMD Computex 2021 Keynote Live Here - Radeon RX 6000M, Next-Gen Ryzen, Threadripper CPUs & More - Wccftech

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AMD is going to host its high-performance Computex 2021 keynote featuring CEO, Dr. Lisa Su, tomorrow which will be featuring a host of announcements in its CPU & GPU segment. Tune in with us over here to watch all those announcements live here.

AMD CEO, Dr. Lisa Su, To Host High-Performance Computing Keynote at Computex 2021 on June 1st, Will Focus on High-End Announcements For PC Enthusiasts & Gamers

The AMD Computex 2021 keynote will take place on 1st June at 10 AM (Taipei Time). AMD's keynote will be primarily focusing on PC enthusiasts and gamers as mentioned in the previous presser.

AMD Zen 5 Powered Next-Gen EPYC ‘Turin’, Ryzen 8000 ‘Granite Ridge’ & Ryzen 8000 ‘Strix Point’ CPUs To Be Produced on TSMC’s 3nm Process Node

TAIPEI, Taiwan–(BUSINESS WIRE)–TAITRA (Taiwan External Trade and Development Council) announced today that Dr. Lisa Su, President and CEO of AMD, is invited back to deliver a keynote address at COMPUTEX 2021. This digital keynote will be on Tuesday, June 1, at 10:00 AM Taipei time, with the keynote theme “AMD Accelerating – The High-Performance Computing Ecosystem”.

“The past year has shown us the important role high-performance computing plays in our daily lives – from the way we work to the way we learn and play. At this year’s COMPUTEX, AMD will share how we accelerate innovation with our ecosystem partners to deliver a leadership product portfolio”

COMPUTEX displays will be digital this year, with keynotes and forums running on hybrid. “It has been a year unlike others. Technology has gotten us through some of the most challenging times,” said James Huang, TAITRA Chairman. “We will continue to transform our exhibition models and practices to meet the evolving needs of our exhibitors, visitors, and media, without losing the most essential element of a trade show – connection.”

Dr. Lisa Su is proud to join COMPUTEX once again in 2021. “The past year has shown us the important role high-performance computing plays in our daily lives – from the way we work to the way we learn and play. At this year’s COMPUTEX, AMD will share how we accelerate innovation with our ecosystem partners to deliver a leadership product portfolio,” said Dr. Lisa Su.

At the COMPUTEX | AMD CEO Keynote, Dr. Lisa Su will share the AMD vision for the future of computing, including details of the growing adoption of the AMD high-performance computing and graphics solutions, built for PC enthusiasts and gamers.

AMD is a leading player in creating world-class high-performance computing solutions, under the leadership of Dr. Lisa Su. Their technology sparks and creates ideas that transform our lives. “AMD is a star that continues to accelerate in the tech industry, and we are very excited that Dr. Lisa Su is joining COMPUTEX 2021. We can expect and look forward to exciting news that Dr. Su is bringing to COMPUTEX,” said James Huang.

TAITRA is extending invitations to global CEOs to keynote at COMPUTEX 2021. The COMPUTEX keynote and forum schedule will be updated regularly as more speakers are announced. For more show information, please check out the official COMPUTEX website.

When it comes to high-performance computing announcements, we can almost most certainly think of a few products that AMD might be announcing at its Computex 2021 keynote. First up, there's the next-generation Ryzen Threadripper lineup codenamed Chagall that has been in the works for a while now. The next-generation Threadripper family would feature the new Zen 3 architecture and deliver insane performance leaps like the ones we saw on the EPYC Milan line of server chips.

It is also stated that AMD will share the vision for the future of computing which means we can expect brand new CPU and GPU roadmaps. AMD is hard on work on its next-generation RDNA 3 lineup of GPUs featuring MCM technologies and updating its existing roadmap will solve the confusion regarding AMD's upcoming Zen products with rumors (Warhol & Raphael). Some reports also suggest that we will see the first AMD Navi 23 GPUs along with the Radeon RX 6000M series, the Radeon Pro (RDNA 2) lineup, and a DIY-specific AMD Ryzen 5000G launch.

With that said, let us know your thoughts below of what you expect AMD will be unveiling during its 2021 Computex keynote.

What do you expect AMD will be announcing/unveiling at its Computex 2021 keynote?

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May 31, 2021 at 02:37PM
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Watch The AMD Computex 2021 Keynote Live Here - Radeon RX 6000M, Next-Gen Ryzen, Threadripper CPUs & More - Wccftech

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AMD Radeon RX 6000 mobile GPUs are here to take on Nvidia - TechRadar

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AMD has unveiled laptop versions of its Radeon RX 6000-series graphics cards, which aim to take on Nvidia’s mobile RTX 30-series GPUs.

The lineup is headed by the AMD Radeon RX 6800M, which sees AMD making a long-awaited return to high-end mobile gaming. The graphics card is based on a Navi 22 GPU with 40 CUs - putting it on par with the full-fat AMD Radeon RX 6800.

AMD claims the mobile GPU, which also features 12GB GDDR6 memory and a 145W TGP, will render on average 120 frames per second, and is promising major performance gains over a 2019 gaming laptop packing an Nvidia RTX 2070 graphics card. The Radeon RX 6800M will deliver a 1.7x improvement in Resident Evil: Village, according to AMD, and a 1.4x boost in Cyberpunk 2077. 

More interestingly, AMD is also claiming its high-end mobile GPU will outperform the Nvidia RTX 3070 and, in some cases, the Nvidia RTX 3080. The AMD Radeon RX 6800M averaged 141 fps in Resident Evil Village compared to 132 and 137 fps, respectively, and managed to beat out both of Nvidia’s mobile GPUs in Borderlands 3 and Assassin’s Creed Valhalla. 

AMD is claiming even more impressive gains when it comes to gaming on battery, suggesting the AMD Radeon 6800M will offer 1.4x the performance of the RTX 3080 in both Resident Evil: Village and Dirt 5.

AMD has also unveiled two lesser-powered mobile GPUs - the AMD Radeon RX 6700M and Radeon RX 6800M. The former, which packs 36CUs, 10GB GDDR6 memory and a TGP of up to 135W, promises up to 100fps gaming at 1440p, while the latter features takes aim at the Nvidia’s mobile RTX 3060 with its 26CUs, 8GB memory and TGP of up to 100W.

According to AMD, the Radeon RX 6800M will deliver impressive gains over the Nvidia RTX 3060 in a number of 1080p games including Borderlands 3 and Dirt 5. However, according to AMD’s own benchmarks, it failed to match the Ampere GPU in Call of Duty: Black Ops Cold War or Cyberpunk 2077. 

AMD says its new GPUs, which it’s touting as the fastest “AMD Radeon Graphics for laptops” are available starting now - the Radeon RX 6800M and RX 6600M are shipping starting today, with the RX 6700M set to follow soon. 

The first laptops to pack AMD’s new graphics have also started shipping. The all-AMD ROG Strix G15, which pairs an AMD Radeon RX 6800M mobile GPU with a Ryzen 9 5900HX processor, is available today. 

• This year, Computex is going virtual, but we'll still be bringing you all the breaking computing news and launches as they happen, so make sure you check out all of TechRadar's Computex 2021 coverage.

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May 31, 2021 at 10:00AM
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Intel’s latest 11th Gen processor brings 5.0GHz speeds to thin and light laptops - The Verge

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Intel made a splash earlier in May with the launch of its first 11th Gen Tiger Lake H-series processors for more powerful laptops, but at Computex 2021, the company is also announcing a pair of new U-series chips — one of which marks the first 5.0GHz clock speed for the company’s U-series lineup of lower voltage chips.

Specifically, Intel is announcing the Core i7-1195G7 — its new top of the line chip in the U-series range — and the Core i5-1155G7, which takes the crown of Intel’s most powerful Core i5-level chip, too.

Like the original 11th Gen U-series chips, the new chips operate in the 12W to 28W range. Both new chips are four core / eight thread configurations, and feature Intel’s Iris Xe integrated graphics (the Core i7-1195G7 comes with 96 EUs, while the Core i5-1155G7 has 80 EUs.)

The Core i7-1195G7 features a base clock speed of 2.9GHz, but cranks up to a 5.0GHz maximum single core speed using Intel’s Turbo Boost Max 3.0 technology. The Core i5-1155G7, on the other hand, has a base clock speed of 2.5GHz and a boosted speed of 4.5GHz. Getting to 5GHz out of the box is a fairly recent development for laptop CPUs, period: Intel’s first laptop processor to cross the 5GHz mark arrived in 2019.

Along with the new processors, Intel has also announced its latest 5G modem solution for laptops — a new M.2 card that device makers will be able to incorporate into their designs, called the Intel 5G Solution 5000. (While Intel famously sold off its smartphone 5G division to Apple, Intel has continued its efforts in other areas of the next-generation connectivity standard.)

The new modem is a collaboration between Intel, Mediatek (which is handling the modem firmware) and Fibocom (which is actually manufacturing the modules), and will offer sub-6GHz 5G support and integrated eSIM technology. Intel says that Acer, Asus, and HP will all be offering laptops combing Intel’s Tiger Lake chips and new 5G Solution 5000 cards later this year.

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May 31, 2021 at 09:30AM
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Intel is happy to burn bridges with ex-Mac mate Apple - PC Gamer

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In a recent call with Intel's Ryan Shrout about the performance of its 11th Generation H-series laptop processors, he took some time out to throw some serious shade Apple's way. Actually, it was throwing shade around as if it was going out of fashion, with AMD, ARM, and Apple all getting some. Maybe Intel simply doesn't like the start of the alphabet? Anyway, most of the exasperation was reserved for its old bestie, Apple. 

According to Intel, it's the poor gaming experience of a Mac that makes its own devices superior. A sentiment I can definitely get behind, but it's still surprising to hear that coming from Intel. 

This wasn't an idle boast either, Intel has thrown some research behind its feeling. Not only are Apple Macs rubbish because they run Apple's own M1 silicon, which is obviously inferior to what Intel used to make, but over half of the most popular games don't even run on the platform.

(Image credit: Intel)

What of emulators, I hear you ask? Yeah, they had that covered too. By showing off Valheim running appallingly through Parallels: trees popping in out of existence, textures appearing and disappearing. It was not pretty. 

Not content with that, it then produced this slide:

(Image credit: Intel)

The red in this graph is actually an Intel-powered MacBook Pro, using a Core i9 9980HK alongside an AMD Radeon Pro 5600M to be exact, compared to the Core i5 11400H alongside a GeForce RTX 3060. Proof, if it were needed, that PCs are just better. Leading to Intel dropping the slide about PCs offering better gaming experiences than 100% of Mac laptops. 

There's an underlying theme here that gaming is not a niche anymore. That even among creators that have bought a laptop for work, they still game. And so the fact that you can't game properly on a Mac means that Apple should probably give up and go home. 

(Image credit: Intel)

To be fair, gaming on a Mac absolutely is rubbish, and it's not something I'd want to do. But I'm still surprised that Intel is so angry about it all. I even asked if Intel was burning its bridges with Apple? The answer was that Apple has been very public about moving to its own silicon and that it is now a competitor. All's fair in love and war I guess.

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May 31, 2021 at 09:30AM
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Intel reiterates chip supply shortages could last several years - Reuters

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An Intel Tiger Lake chip is displayed at an Intel news conference during the 2020 CES in Las Vegas, Nevada, U.S. January 6, 2020. REUTERS/Steve Marcus

Intel Corp's (INTC.O) CEO said on Monday it could take several years for a global shortage of semiconductors to be resolved, a problem that has shuttered some auto production lines and is also being felt in other areas, including consumer electronics.

Pat Gelsinger told a virtual session of the Computex trade show in Taipei that the work-and-study-from-home trend during the COVID-19 pandemic had led to a "cycle of explosive growth in semiconductors" that has placed huge strain on global supply chains.

"But while the industry has taken steps to address near term constraints it could still take a couple of years for the ecosystem to address shortages of foundry capacity, substrates and components."

Gelsinger had told The Washington Post in an interview in mid-April the shortage was going to take "a couple of years" to abate, and that it planned to start producing chips within six to nine months to address shortages at U.S. car plants. read more

Intel announced a $20 billion plan in March to expand its advanced chip manufacturing capacity, building two factories in Arizona and opening its plants to outside customers. read more

"We plan to expand to other locations in the U.S. and Europe, ensuring a sustainable and secure semiconductor supply chain for the world," Gelsinger said, without elaborating.

Intel's plans could directly challenge the two other companies in the world that can make the most advanced chips - Taiwan Semiconductor Manufacturing Co Ltd (TSMC) (2330.TW), and South Korea's Samsung Electronics Co Ltd (005930.KS).

The two have come to dominate the semiconductor manufacturing business, moving its centre of gravity from the United States, where much of the technology was once invented, to Asia, where more than two-thirds of advanced chips are now manufactured.

Our Standards: The Thomson Reuters Trust Principles.

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May 31, 2021 at 10:33AM
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Giant Pension Sold Intel, Tesla Stock. Bought Covid-Vaccine Makers Moderna, Pfizer. - Barron's

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Canadian Pension Plan Investment Board cut more than three-quarters of positions in chip giant Intel and electric-vehicle maker Tesla, and bought Moderna and Pfizer stock in the first quarter.

Courtesy of Intel Corporation

One of the largest pensions in the world recently made big changes in its investment portfolio.

Canadian Pension Plan Investment Board slashed positions in chip giant Intel (ticker: INTC) and electric-vehicle maker Tesla (TSLA) in the first quarter, while materially raising stakes in Covid-19 vaccine makers Moderna (MRNA) and Pfizer (PFE). CPPIB, as the agency is known, disclosed the trades, among others, in a form it filed with the Securities and Exchange Commission. The CPPIB, which managed $411 billion in assets as of March 31, declined to comment on the stock trades.

CPPIB sold 2.3 million Intel shares in the first quarter to cut its investment to 452,880 shares.

Intel stock soared 28.5% in the first quarter, but since then it has slid 10.8%. In comparison, the S&P 500 index rose 5.8% in the first quarter, and has gained 5.8% in the second quarter so far.

Intel’s first quarter, reported in late April, crushed estimates, but shares slid on disappointing data-center revenue. Some analysts are worried about what they see as Intel’s larger problems. For its part, Intel recently disclosed an investment in a payments company.

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CPPIB sold 150,255 Tesla shares to end March with only 46,051 shares of the EV maker.

Tesla stock slipped 5.3% in the first quarter, and so far in the second it has dropped 6.4%.

Tesla saw a setback to its “top pick” status in Consumer Reports last week. It has seen a headwind of PR issues lately. Some are waiting for Tesla CEO Elon Musk to return to being a complete bull on Bitcoin.

CPPIB’s increased investment in Moderna and Pfizer came at a time when the head of the pension fund flew to the U.A.E. to get a Covd-19 vaccine shot. The Wall Street Journal reported in late February that CPPIB CEO Mark Machin apparently made the move to sidestep the Canadian queue for a dose. Machin resigned the day after the report; he didn’t comment, and no laws were broken.

The pension bought 541,970 additional Moderna shares to end the first quarter with 1.3 million shares, and more than doubled its Pfizer investment to 13.8 million shares by buying 7.7 million more shares.

Moderna stock soared 25.3% in the first quarter, while Pfizer stock slipped 1.6%; so far in the second quarter, they are up 41.3% and 6.9%, respectively.

Moderna is currently seeking Food and Drug Administration approval for its vaccine for adolescents. Pfizer has started a new trial for a booster dose. Both companies reported strong quarters earlier this month.

Inside Scoop is a regular Barron’s feature covering stock transactions by corporate executives and board members—so-called insiders—as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.

Write to Ed Lin at edward.lin@barrons.com and follow @BarronsEdLin.

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May 30, 2021 at 06:00PM
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Giant Pension Sold Intel, Tesla Stock. Bought Covid-Vaccine Makers Moderna, Pfizer. - Barron's

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Intel's Xe-HPG DG2 Graphics Card Pictured: Big, Green and Power Hungry - Tom's Hardware

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YouTube channel Moore's Law Is Dead has published what it claims to be one of the first images of Intel's upcoming enthusiast-grade DG2-series graphics card based on the Xe-HPG architecture (possibly codenamed 'Niagara Falls'). The board does look like a graphics card, but it doesn't have any Intel logotypes (they might have been removed to protect the source) or any other clear indication this is a DG2 GPU, so we should view any gleaned information with some skepticism. 

Intel's upcoming DG2 lineup is projected to include at least two graphics cards with either 384 or 512 execution units (EUs) and up to 16GB of memory that communicates over a 256-bit interface. The YouTube channel has published an image of Intel's alleged DG2 graphics card and shared some additional information about Intel's possible plans. The report says that while Intel might formally introduce its DG2-series graphics cards in Q4 2021, the cards won't be widely available until Q1 2022.

Performance-wise, the top-of-the-range DG2 is projected to be slightly slower than Nvidia's GeForce RTX 3080. Still, Intel is reportedly pricing the product 'aggressively' and is looking at a 'sweet spot' in the $349 to $499 range to grab market share.

(Image credit: YouTube/Moore's Law Is Dead )

The picture of the board also gives us a few points to chew over. First, the board has DisplayPort and HDMI interfaces and houses memory chips, so this is definitely a graphics card. The memory chips are installed in a pattern previously attributed to Intel's upcoming high-end graphics cards with Xe-HPG GPUs, so this may indeed be Intel's DG2. 

Secondly, Intel's high-end Xe-HPG GPU has a rather sophisticated multi-phase (10+) voltage regulating module (VRM). The VRM consists of two blocks on both sides of the GPU with a power management controller located near the display outputs. Such a VRM may imply the complexity and dimension of the graphics processor. In any case, this is an early sample and not a commercial product. Since this is a development board, some elements might be installed on the PCB merely for testing purposes. 

Another thing that catches the eye are the two eight-pin auxiliary PCIe power connectors that can deliver up to 300W of power to the GPU and its memory. Additionally, the card can draw another 75W from the motherboard. That means we're looking at a power-hungry graphics card. It's noteworthy that the power connectors face the front side of the PC, which increases the actual length of the card. In contrast, modern AMD and Nvidia graphics cards feature power connectors on their top edge near the back. It is noteworthy that previously leaked pictures of an alleged Intel DG2 card showed the board with power connectors on top. Since we don't know how old either sample is, it's impossible to draw any conclusions here. 

Finally, just like the latest AMD Radeon and Nvidia GeForce graphics cards, the alleged Intel DG2 desktop board seems to be slightly taller than the bracket, which is logical as its developers needed to accommodate the sophisticated power supply circuitry somewhere. It still isn't as tall as Nvidia's GA102-based reference designs, though. 

Keeping in mind that Intel's higher-end Xe-HPG graphics cards seem to be quite a bit out on the horizon, even accurate information about their current state should be considered preliminary – hardware gets more mature, and plans tend to change during the design process. 

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May 30, 2021 at 12:45AM
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Intel's Xe-HPG DG2 Graphics Card Pictured: Big, Green and Power Hungry - Tom's Hardware

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PC Sales Are Strong. That's Good News for Chip Giants Intel and AMD. - Barron's

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Intel and Advanced Micro Devices each received roughly half of last year's revenue are derived from PCs, and Lenovo, HP, and Dell noted continued strong demand for them.

Kiyoshi Ota/Bloomberg

Three large personal-computer companies reported powerful results Thursday. The chips that power such machines are also selling at record levels, which is likely to be a positive sign for the rest of the year, according to a Citi Research analyst.

Together Lenovo (ticker: LNVGY), HP (HPQ), and Dell Technologies (DELL), represent 63% of PC-market share, according to Citi Research analyst Christopher Danely. In a Friday client note, Danely wrote that the three companies reiterated how tough it is to get their hands on computer components, and that Lenovo expects the shortages to last for 12 to 18 months.

Lots of demand for computers built by the likes of HP is a good sign for chip companies making components that they use. For Intel (INTC) and Advanced Micro Devices (AMD), PCs were roughly half of last year’s revenue, and Micron Technology (MU) counted about a quarter of revenue from such products, Danely wrote. Intel makes central processing units, or CPUs, while AMD designs CPUs, and graphics chips. Micron makes flash memory and dynamic random access memory, or DRAM.

Danely cautioned that notebook shipments in April were weak, dropping 13% compared with March, and 9% below his team’s expectations.

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“We continue to monitor PC space, as we expect PC demand to roll over at some point,” Danely wrote.

Lenovo said that it was experiencing a low level of inventory, and that supply shortages—in part because of a global shortage of chips—would last as long as a year and a half. Rivals Dell and HP also discussed shortages, Danely noted.

Longer term, Danely expects there to be a price war between AMD and Intel, but it isn’t clear when such competition would heat up.

According to data from Mercury Research, first-quarter CPU shipments dipped slightly from the year-ago period, but remained relatively strong—the second-highest in history. Total PC processor shipments rose 41% in the first quarter, compared with a year ago, which is the greatest growth since 1996.

Intel has an 81% share of the desktop CPU market, and an 82% share of the laptop market, according to Mercury’s data. AMD captures the rest, with its share of the desktop CPU market up 0.7% from a year ago, and its laptop-market share up 1%.

Intel stock is down 0.8% to $57.23 in Friday afternoon trading, as rival AMD’s shares are up 2.5% to $80.35. Memory maker Micron is seeing shares up 0.7% to $84.48. The PHLX Semiconductor Index rose 1.1% Friday.

Write to Max A. Cherney at max.cherney@barrons.com

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May 29, 2021 at 12:36AM
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PC Sales Are Strong. That's Good News for Chip Giants Intel and AMD. - Barron's

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AMD Threadripper 5000 chips could arrive in September with a 16-core CPU - TechRadar

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AMD’s Ryzen Threadripper 5000 CPUs (codenamed ‘Chagal’) could be on shelves come September, if the latest speculation on the high-end desktop (HEDT) processors is to be believed.

As you’re likely aware, when AMD will finally get around to refreshing its Threadripper chips has been the subject of a fair bit of gossip, seeing as the last time we saw new models was back in November 2019 – so a September 2021 launch would represent a gap of almost two years.

This new Threadripper 5000 rumor (spotted by VideoCardz) comes from a denizen of the STH Forum, a certain ‘lihp’ – so not a familiar source, meaning you should sprinkle some extra caution around with this one – who claims that AMD is planning to launch next-gen HEDT silicon in August. Following that announcement, the processors will go on sale in September (remember, a previous rumor suggested an August release, so this fresh speculation is pretty much in line with what came before).

Mind you, the comment mentions ‘planned availability’, so as ever with these kind of leaks, even if this is indeed AMD’s plan right now, that could change and the intended timeframe could slide.

Entry-level 16-core CPU?

This rumor also lends weight to the previously floated speculation that AMD could produce a 16-core model with the Threadripper 5000 range. That would be a departure from the current Threadripper (Zen 2) chips which ditched the 16-core model.

Other higher core count models will still be available with Zen 3-based HEDT silicon, of course, and Threadripper 5000 is expected to maintain the same 64-cores for the flagship chip as seen in the current Threadripper 3000 family.

As to how a theoretical 16-core Threadripper chip will fit in when you consider that AMD has consumer processors with that many cores, it’ll obviously flex its muscles in other ways. Remember that AMD’s HEDT platform confers further performance benefits for heavyweight computing including quad-channel RAM and more PCIe lanes.

These new chips are expected to be compatible with current TRX40 motherboards, so if upgrading, you’ll be able to slot the new CPU in, and all that will be required is a firmware update.

AMD has done well in terms of keeping a tight lid on next-gen Threadripper leaks thus far, but if a launch really is only a couple of months or so away, we can doubtless expect more spillage to come which will give a much better indication of how the range is shaping up, and whether there will be a more affordable 16-core HEDT chip nestling on the lowest tier.

It’s not too surprising that AMD hasn’t pushed out new Threadripper processors yet, given the well-documented supply and demand issues with consumer Ryzen CPUs of late – the last thing the firm needs is having to fight another battle to meet demand on the HEDT front, with production resources already stretched as it is.

Indeed, that could be the biggest stumbling block in the argument against Threadripper 5000 turning up in a few months, although AMD has said that the CPU stock situation will get better as 2021 goes on, and for that matter there are clear signs of improved availability already (but not at the lower-end).

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May 29, 2021 at 05:14PM
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Intel Secretly Launches 65W B-Series Tiger Lake Desktop CPUs (Updated) - Tom's Hardware

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Update 28/05/2021 3:13 pm PT: Intel has provided us with the following statement that sheds more light on the latest Tiger Lake desktop processors:

"Intel has partnered with customers interested in expanding their product portfolio with enthusiast, small form-factor desktop designs.  The Intel Core i9-11900KB processor is a BGA solution built with unique specifications and performance specifically for these designs."

Update 28/05/2021 11:13 am PT: Intel has updated the product pages for the Tiger Lake B-series processors to confirm that they are indeed desktop processors. We've amended the article to reflect the change.

Original Article:

If you think Intel was done with Tiger Lake, then you have another thing coming. The chipmaker has unceremoniously posted four new Tiger Lake chips (via momomo_us) in its ARK database. Apparently, the processors are already launched.

The quartet of new processors are listed under the Tiger Lake family, with the 11th Generation moniker. However, they carry the "B" suffix, which is a designation that Intel hasn't used until now. We're unsure of what the letter stands for. The product pages for the Core i9-11900KB, Core i5-11500B, Core i7-11700B and Core i3-11100B have the aforementioned processors as desktop chips. Nevertheless, the "B" is rumored to BGA (Ball Grid Array), which makes sense since Intel doesn't specify a type of socket for the B-series parts. There's a possibility that these processors are soldered to the motherboard via the BGA package.

The core configurations for the listed Tiger Lake processors stick to Intel's guidelines. The Core i9 and Core i7 are equipped with eight cores and 16 threads, but with clock speeds as the main differentiating factor. The Core i5 and Core i3 SKUs arrive with six-core, 12-thread and four-core, eight-thread setups, respectively. It would appear that the Tiger Lake B-series processors benefit from Thermal Velocity Boost (TVB), though.

Intel Tiger Lake B-Series Specifications

Processor	Cores / Threads	Base / Boost / TVB Clocks (GHz)	L3 Cache (MB)	TDP (W)	Graphics	Graphics Base / Boost Clocks (MHz)	RCP
Core i9-11900KB	8 / 16	3.3 / 4.9 / 5.3	24	65	Intel UHD Graphics	350 / 1,450	$417
Core i7-11700B	8 / 16	3.2 / 4.8 / 5.3	24	65	Intel UHD Graphics	350 / 1,450	?
Core i5-11500B	6 / 12	3.3 / 4.6 / 5.3	12	65	Intel UHD Graphics	350 / 1,450	?
Core i3-11100B	4 / 8	3.6 / 4.4 / 5.3	12	65	Intel UHD Graphics	350 / 1,400	?

Since the B-series all enjoy a 65W TDP, it's common sense that they are faster than Intel's recently announced Tiger Lake-H 45W processors. The 20W margin allows the B-series access to TVB after all, which can be a difference maker in certain workloads. According to the Intel's specification sheets, only the Core i9-11900KB and Core i7-11700B can be configured down to 55W. The Core i5-11500B and Core i3-11100B have a fixed 65W TDP.

The Core i9-11900KB is the only chip out of the lot that comes with an unlocked multiplier. The octa-core processor appears to feature a 3.3 GHz base clock, 4.9 GHz boost clock and 5.3 GHz TVB boost clock. Despite the Core i9-11900KB and the Core i9-11980HK having the same maximum 65W TDP, the first leverages TVB to boost to 5.3 GHz, 300 MHz higher than the latter.

Image 1 of 4

Core i9-11900KB (Image credit: Intel)

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Core i7-11700B (Image credit: Intel)

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Core i5-11500B (Image credit: Intel)

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Core i3-11100B (Image credit: Intel)

Comparing from tier to tier, we're noticing higher base clocks on the B-series SKUs. The difference is between 400 MHz to 700 MHz, depending on which models you're looking at. Obviously, TVB gives the B-series higher boost clocks on paper. If we don't take TVB into consideration, the improvement is very little. For example, the Core i7-11700B has a 4.8 GHz boost clock speed, only 200 MHz higher than the Core i7-11800H. The Core i5-11500B is rated for 4.6 GHz boost clock, 100 MHz faster than a Core i5-11400H.

It seems that Intel only made improvements to the processing aspect of the B-series. The iGPU and Tiger Lake's other features look untouched. Like Tiger Lake-H, the B-series also comes with native support for DDR4-3200 memory and a maximum capacity of 128GB. However, the B-series seems to offer less memory bandwidth. For comparison, Tiger Lake-H delivers up to 51.2 GBps of maximum memory bandwidth, while the B-series tops out at 45.8 GBps.

It's unknown what Intel's intentions are for the Tiger Lake B-series lineup. Given the 65W TDP, it's reasonable to think that Intel launched the new processors to compete with AMD's Ryzen 5000G (codename Cezanne) desktop APUs that will eventually make their way to the DIY market.

The Link Lonk


May 29, 2021 at 05:19AM
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Intel Secretly Launches 65W B-Series Tiger Lake Desktop CPUs (Updated) - Tom's Hardware

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