"It's time to give up thinking about wanting to keep your market share at 90%. It limits our thinking and prevents us from keeping up with the pace of technological development. ", says Swan. "We are so focused on market shares, instead of looking at what we do much more widely"he continued. Further in the statement, Intel CEO suggested that the company must focus on the development of not only processors, but also graphics systems and accelerators in the form of even programmable gate arrays, which are increasingly used in the development of artificial intelligence and machine learning. These markets are dominated by rivals in the form of Nvidia and AMD.
In a word, Intel wants to let go of the consumer processor market to some extent to gain shares in other markets. Nervan processors for SI development and Xe graphics are expected to help. Ultimately, the company wants to enjoy a 30% share in the industry responsible for all silicon production. Its value is currently estimated at USD 288 billion.
Intel's recent attempts to conquer new markets have been rather successful average effects. Optane storage and storage devices are somewhat popular, but modem activity has turned out to be a multi-billion dollar catastrophic financial one. To make matters worse, by focusing on a more universal development path, Intel was still struggling with processor production shortages. Swan says the brand’s ambitions are too high.
"It all began with … Moore's law. Despite the fact that physics worked against us, we decided to set the bar high in terms of performance.", said Swan. How did it end We know perfectly well. AMD makes processors in a 7-nanometer process, and Intel is still struggling with processors in lithography 14 nm (for 5 years!) – currently 14 nm ++.
Intel wants to present its 7-nanometer processors (equivalent to 5 nm TSMC) in … the fourth quarter of 2021. The transition to the 5 nm (3 nm TSMC) process is expected in the second half of 2024.