Ugly times ahead!
https://semiaccurate.com/2017/08/10/cannon-lake-going-impact-intels-margins/
3 replies (most recent on top)
BK is all smoke and mirrors, nothing but x86 is making money and when 10nm ramps look out for great ACTs
But even BK said in the BUM, that intel is way more diverseified now in its offerings and we're no longer just a processer company, so even though the margins will lower on processors, won't we have the needed income from other product offerings?
More cores means more area per chip. Larger area means fewer available die and larger die means lower yield which all means few dollars revenue per wafer.
A foundation of Tick Tock was that the next Tick would be on the next node and achieve between .5 to .7 die scaling allowing more die and higher performance, but no 10nm so tick tock tock tock.
Don't be surprised by the slight increase in x86 demand that popped revenues, but margins are going to go down way down with more cores on 14nm and even more when 10nm ramps