Intel just significantly delayed another mainstream server project, this is getting painful to watch. SemiAccurate now thinks Intel is no longer a viable player in the server market, it is that bad.
You might recall that SemiAccurate was the first to break the news of Cooper Lake’s knifing, delaying their entire server line by a generation, broke news about Ice Lake-SP not being a 2020 product like Intel promised, and many more. Why are we recounting history? Because Intel publicly denied every single one of these things when we said it even after many of them were in memos and emails to customers. We fully expect Intel to deny this one because it is going to be painful, and try to keep the pretense of things being on schedule, no delays, and all the rest. Don’t believe it, things just went off the rails again and the situation is beyond dire, Intel is out of the server game for the foreseeable future.
Note: The following is analysis for professional level subscribers only.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
Charlie Demerjian
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