Intel 10nm Yield Shock! 💀

Everyone wants to know what's causing issues with Intel's 10nm process. What makes me more concerned is that Intel has announced Rocket Lake - a backport of 10nm hardware to 14nm. If this is the case, what on earth is going on with Intel's 10nm? What does this mean for Intel's fabs going forward? We do some math.

Timelines:

0:00 You what?
0:07 More than Rocket Lake
0:26 Rocket Lake 8-Core
2:29 Tiger Lake 8-Core
3:15 No Tiger Lake on Desktop?
3:43 8-Core Die size on 14nm
4:01 Die Calculator for 14nm
4:50 TSMC Defect Rate, for reference
5:05 How much does silicon cost?
5:27 Intel Wafer and Silicon Cost
6:45 Most and Least $$ 14nm 8-core CPU
7:56 Profit Margin Perspective
9:30 Intel Wafer Cost, mark 2
10:06 Tiger Lake 8-Core Die Size
11:06 10nm Wafer Cost Estimates
12:09 Die cost on 10nm?
15:32 Backporting isn't cheap, SO WHY
16:47 Investing in 7nm, or not?
17:45 Intel on the Leading Edge
18:08 How much are Intel's Fabs worth?
21:07 New TTP Patreon!
21:28 Cat! (Katamari)

Rocket Lake announcement: https://www.anandtech.com/show/16205/intels-11th-gen-core-rocket-lake-detailed-ice-lake-core-with-xe-graphics
8-core Rocket Lake: https://www.anandtech.com/print/15971/intels-11th-gen-core-tiger-lake-soc-detailed-superfin-willow-cove-and-xelp
Coffee Lake Die Size: https://en.wikichip.org/wiki/intel/microarchitectures/coffee_lake#Entire_SoC_Overview_.28octa.29
Die Per Wafer Calculator: https://caly-technologies.com/die-yield-calculator/
TSMC 5nm Defect Rate: https://www.anandtech.com/show/16028/better-yield-on-5nm-than-7nm-tsmc-update-on-defect-rates-for-n5
8-core Coffee Pricing: https://en.wikipedia.org/wiki/Coffee_Lake
Tiger Lake Deep Dive: https://www.anandtech.com/show/16084/intel-tiger-lake-review-deep-dive-core-11th-gen/2

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Intel 10nm Yield Shock! 💀

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