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Editorial Viewpoint
Intel is in trouble
If you have kept up with computers over the last
few years, you will know that Intel’s major competitor,
Advanced Micro Devices (AMD), has been giving them
a run for their money, especially in the server space.
For many years, Intel had such a commanding lead in
the computer CPU market that they did very little R&D.
They would release a new generation of processors that
was marginally better than the last one every couple of
years, raking in cash while putting in minimal effort.
That came back to bite them over the last few years as AMD got over the
problems it had in the early 2010s and brought out its very successful lineup
of ‘Zen’ processors. Apple also shook up the laptop market with their M-series
of processors from 2020. One big advantage of these processors is that they
have much better performance per watt compared to many of Intel’s offerings.
As this is going to press, AMD has just started launching their Zen 5 line of
CPUs, with modest performance improvements over Zen 4 but significantly
lower power consumption.
Intel has pushed its technology too hard in an attempt to deal with this
threat. The 12th-generation Core CPUs were perfectly fine, but the 13th and
14th-generation processors were pushed to higher frequencies, voltages and
power levels in an attempt to compete with AMD on performance.
To put this into perspective, the 16-core AMD Ryzen 7950X draws around
140W under heavy load with its default settings, giving similar overall
performance to Intel’s 24-core 14900K. However, in its launch configuration,
the 14900K drew over 300W under heavy load – more than twice as much as
the AMD part!
That high power draw is undesirable, but that isn’t why Intel is in trouble.
To get the chips to run fast enough to be competitive with AMD’s, they have
pushed their clock speeds as high as possible. To achieve high ‘boost’ clock
speeds, when just a couple of cores are loaded, they are feeding some CPUs
with 1.5-1.6V (it’s closer to 1.0-1.3V under normal conditions). It seems that
is too much, and it is killing them.
Intel has promised a patch to fix this. However, many 13th and 14th-generation
Intel CPUs are affected, and some will have already been damaged. The patch
might stop future damage but won’t fix that which has already occurred.
So, they will likely be replacing a large number of processors as they just
announced a two-year warranty extension on affected products. There’s also
the problem that some people with these faulty chips have had their warranty
claims denied. They really need to fix this properly but they must know it will
cost them a lot of money, so they are putting it off. It doesn’t help that they just
announced massive layoffs, with around 15,000 jobs gone.
While I think AMD’s technology is currently better overall than Intel’s, mainly
due to superior power efficiency, I don’t want a situation where AMD gets lazy
because they have no major competitor, the reverse of what happened 10 years
ago. We need both companies to be healthy so there is active competition in
the space.
Intel needs to fix this pronto. While they have admitted that some of their
processors have stability problems, they have not fully explained the cause
and they have yet to deploy a proper solution. Their reputation is suffering as
the situation remains unresolved for so long.
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