Why is AMD still on Pcie4 instead of Pcie5 like Intel claims to be?
No Pcie5 drives and stuff are out there yet, there are no shipped "fully enabled" Pcie5 Intel motherboards from Intel yet to our knowledge either. Intel claims it is all eminent, but not quite here yet.
Why should AMD rush into blowing bunches of money at this gnarled up Pcie5 situation until Pcie5 works itself out into a "simple reality", something that generally happens when Pcie6 gets announced sometimes next year. The gnarly parts of Pcie5 will get overtaken by Pcie6 and get a new chance to actually make it into reality.
AMD for one likes to be able to re-use their old motherboards for as long as possible. Intel will have required 2-3 new motherboards be purchased during this same time span before AMD goes over to Pcie5 when it finally becomes a firm real working standard.
Intel prefers for their Intel fanboys to have to buy lots & lots of new stuff with every new Intel generation whether it works well or not. "Forced motherboard churn" is an Intel thing after all. AMD prefers to let you drop in your new processor in your old socket and reuse all your old stuff
for as long as possible ......
So AMD will stay at Pcie4 until a motherboard shift to Pcie5 is REQUIRED by something real, then they will announce the organized Pcie5 changeover complete with all the bits and pieces it requires at some logical point.
One would think the AM5 socket processor introduction could be such a point, but we are not the ones in charge of AMD's buying of all these bits and pieces. AMD will hold off on Pcie5 a bit longer until the shortage situation gets better on Pcie5 parts and all the bits and pieces are freely available at a reasonable cost.
These pieces may actually wind up being Pcie6 pieces if this gnarled up mess holds on long enough.
Yup, there is even some talk about combining Pcie5 and Pcie6 as the new standard comes out this year as Pcie5 really hasn't actually done very much in the industry yet, with a lot of key players holding off on Pcie5 due to Covid waves, shutdowns and and various chip shortages subside.
Qualcomm is "excited" for what Intel promises, and Qualcomm will get Intel to quote on their new phone and small laptop stuff going forward in addition to TSMC and Samsung. That's all the commitment Intel has from Qualcomm, really, the chance to quote once Intel actually builds the plants. Then, remember, Qualcomm will keep their TSMC wafer allocation going and just add Intel as a secondary source until such time Intel can supply the entire amount at a winning price point (a never ever will take place event).
It is funny that the tech that gets Qualcomm excited actually belongs to TSMC and to AMD instead belonging to Qualcomm or Intel --- funny about that little factoid, isn't it?
Intel's higher pricing isn't going to win Intel very much of anything especially if TSMC actually WANTS to retain that business ........
===================================================
Intel has taken a contract from the US Military to build a plant to make sub-1.8 nm sized stuff for them in year 2025.Intel says they can do this with help from IBM as IBM is currently at the state of the art in ribbon FET technology. IBM has made the up the pre-production 2nm ribbon FET that Samsung is getting ready to produce some chipsets off of.
Lots of stuff to work through on this one and
Intel does not have the tech base for this super fine EUV that Samsung has developed with ASML and ARM over the years. Not even IBM has any real production level tech at this level, they currently only have a single ASML sampling machine that is capable of running the parts we are talking about, and that only at a very slow rate.
Intel thinks they can modify the stuff they already own to do this job, in essence making up their own processes like they have done in years past
....... smoking their own brown vapor marketing dope again I see.I wish Intel lots & lots of luck. DARPA is their primary contracting customer for this 120 Billion dollar project and
if you defraud the American Military they got a deluxe cell jest a waiting for you in Guantanamo Bay, Cuba.
NOTE: Please don't try to build this complex in the deep desert south west ---- Arizona, New Mexico and Texas have all totally run out of water this summer. Chip plants need LOTS & LOTS of water ongoing all year long ....... and once that water is used and reused at the plant a time or two it picks up too much heavy metal contaminates to be sent downstream to be mixed in with somebody downstream's drinking water or veggie plant water.