Everyone is talking about Intel’s 14nm Broadwell CPU and it’s problems but no one seems to be asking the most important question. Bear with us as SemiAccurate looks at whether or not Broadwell is worth making at all now, it is a lot more complex of an issue than it may sound.
You might recall SemiAccurate was the first to say that Broadwell was mobile only, and we did so back in late 2012. People laughed, then months later they started to get clues that it was happening. Few actually understood the reasons for doing so much less how it could pass regulatory hurdles. Why did Intel do it? To cut out competition, something that didn’t apply to the chipset market anymore.
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.