[koenneker]

>Moores law is ending for everyone, not just Intel.

I am by no means an "in the know" on Chip design and this whole bit is probably a fair bit of speculation, but I remember Jim Keller talking about the ending of Moores law on a podcast in February[1]. If I remember correctly his argument boiled down to the theory, that Moores law is in some sense a self fulfilling prophecy. You need to have every part of your company believing in it, or else the parts stop meshing into one another well. I.e. if a team doesn't believe that they will get reach a density/size improvement, that would allow them to use more transistors in their design they will need to cut down and adjust their plans to that new reality. If this distrust in improvement spreads inside of a company, it would in turn lead to a steeper slowdown in overall improvement.

And while there may be an industry-wide slowdown at the current point in time, perhaps this dynamic is exacerbated at intel, causing them to loose their competitive edge over the past years.

[1]https://youtu.be/Nb2tebYAaOA?t=1805 (Timestamped to the beginning of Topic of Moores law slowing down)

[Klinky]

~ignore bad info~

[wmf]

Intel 10 nm does not use EUV.

[wtallis]

Intel's 10nm strategy was basically to do everything they could to advance their fabrication process without having to use EUV. Some of those changes turned out to be bigger risks than EUV. TSMC was a bit less aggressive with their last non-EUV nodes, but it actually worked and now they have EUV in mass production (though few if any end-user products have switched over to the EUV process at this point).

[Klinky]

Thanks for the correction.