Intel Discuss Whiskey Lake-U, Amber Lake-Y, and ‘Cascade Lake-X’by Ian Cutress on June 5, 2018 2:29 AM EST
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- Cascade Lake
- Whiskey Lake
- Amber Lake
From Intel’s announcements today, two new unannounced codenames come to the front of the list: Whiskey Lake and Amber Lake. These are new U-series and Y-series processors respectively, and part of the 8th generation family, however Intel is not stating which processor architecture is being used nor which manufacturing node.
The new processors are aimed at Intel’s mobile processor lineup, and should feature in devices through the end of the year – Intel states they already have
70 140 new designs for laptops and 2-in-1s from OEMs starting this fall. Aside from stating that the new parts will offer double digit performance gains (against Kaby Lake parts, not the more recent Coffee Lake parts) and also will offer integrated Wi-Fi, when I say Intel is offering no details about these parts, I am not exaggerating. It lead to a very indepth conversation on our pre-brief call about announcing something like this but giving no details was a bad idea. It does strike a new era of Intel’s data sharing, and not in a good way.
This is the point where I mention something about 10nm. Intel gave no indication that these would be 10nm parts, and given previous statements on the issue, these are likely still 14nm parts using the Coffee Lake microarchitecture.
Also in Intel’s bag of announcements / light mentions, we were told that Intel will launch a new X-series processor (likely Cascade Lake for HEDT) by the end of the year, as well as a next gen Intel Core S-series CPU (which should be the 8-core Coffee Lake). Again, no information beyond this.
We have some time with Intel this week to dig deeper into these announcements. Stay tuned.
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Frenetic Pony - Tuesday, June 5, 2018 - linkSo, Intel "fails to discuss" Whiskey Lake and Amber Lake and etc.
If I'd had Intel stock I would have sold it last year after they promised 10nm for nth year in a row with nothing to show for it. Now I'm wondering when it is you're supposed to short them. When DO you short a company with a balance sheet that's great in the immediate term but has ever worsening long and midterm prospects?
damianrobertjones - Tuesday, June 5, 2018 - link"has ever worsening long and midterm prospects?"
You cannot predict the future and, if you could, you wouldn't be here as you'd have a load of cash and be living on an island.
goatfajitas - Tuesday, June 5, 2018 - linkRegardless of any internal setbacks or advancements by a competitor,you can count on one thing... Intel has a great deal of expertise, time, money and manufacturing capability and they will bite back.
III-V - Tuesday, June 5, 2018 - linkPredicting the future is easy. Knowing exactly when things will boil over is not.
Frenetic Pony - Tuesday, June 5, 2018 - linkMy island has Wifi
CaedenV - Tuesday, June 5, 2018 - linkWhen looking at Intel's prospects you need to look at their core business. These consumer laptop and desktop chips are what get people like us excited, but it is one of the smallest parts of their bottom-line income.
Demand for their server products remains strong, and that isn't changing. The new DIMM based Optane products coming out in the next year is going to be a big game changer for large servers in a way that very few people see coming.
So ya, disappointed as I was in their keynote (which seemed to be full of empty promises) I don't see any of that disappointment hurting Intel's ability to make money, so their stocks will continue to do just fine. It may even be a good time to buy in.
My next desktop or laptop may be AMD, but I am not exactly giving up on Intel's business plan.
CaedenV - Tuesday, June 5, 2018 - linkIt's a lot like nVidia. We still treat them like a gaming GPU company, when that is really just a botique part of the overall company now. They are saying nothing about their next gen gaming chips simply because they don't care about their next gen gaming chips. As soon as AMD catches up in performance (and availability), nVidia will release last year's tech that they put in their AI efforts and call it a day.
The fact that there are no gaming plans does not hurt nVidia's bottom line at all, because nVidia is not a consumer facing company any longer. Intel is in the same boat. Both companies are becoming this generation's IBM which disappears from the public view and continues making money hand over fist based on IP and B2B products.
The real question is if there is enough available IP for new companies to take their place during this transition, or if they will continue to keep a strangle hold on their legacy markets 'just because'
jjj - Tuesday, June 5, 2018 - linkDuring their Q1 call they mentioned some of these codenames in the context of the 10nm delay - that's delayed but we still have new things so you should leave no doubt that this is not 10nm.
Luckz - Tuesday, June 5, 2018 - linkYou wanna get wet? We have some nice 14nm+++++++ lakes for you.
goatfajitas - Tuesday, June 5, 2018 - linkNah, too many plus's. They will just add a new acronym for it, for example 14nm HPV process.