Computex 2021: Intel's Keynote, a Live Blog (10pm ET)
by Dr. Ian Cutress on May 30, 2021 9:29 PM EST- Posted in
- CPUs
- Intel
- Trade Shows
- Live Blog
- Computex 2021
09:48PM EDT - This year is a busy one for Intel. A new CEO at the start of the year, a commitment to 7nm, and then the launch of new desktop Rocket Lake processors followed by Tiger Lake-H processors. There are promises of next-generation Alder Lake later in the year, and we're all interested to see what happens with Intel's desktop graphics strategy. Heading up today's Computex keynote is not the usual CEO spot, but Michelle Johnston Holthaus, Intel's EVP and Chief Revenue Officer. We'll be starting the live blog promptly at 10pm ET, or 10am Taipei time.
10:01PM EDT - Here we go
10:01PM EDT - Starting with a Taitra intro as the first keynote of the event
10:02PM EDT - [upbeat music]
10:03PM EDT - This is the first presentation in the pandemic I've seen with built-in subtitles done in advance for a pre-recorded video. Good to see that there's some accessibility going on
10:04PM EDT - Starting with pandemic talk
10:04PM EDT - Intel aims to create world changing technology for everyone on the planet
10:05PM EDT - Intel was first in Taiwan in 1985
10:05PM EDT - Computex since 1990
10:05PM EDT - Shortages and pandemic will be felt for a decade
10:05PM EDT - Forcing fundamental changes in infrastructure
10:06PM EDT - Blurring of work lives and home lives
10:06PM EDT - Need for complete solutions across both
10:06PM EDT - Needs more innovation from cloud to edge to devices
10:06PM EDT - Intel Pandemic Response Technology Initiative
10:07PM EDT - Invest in technology to limit the impact of future crises
10:07PM EDT - Joe Hsieh from ASUS cameo
10:07PM EDT - Improvements in medical technology
10:09PM EDT - IRTI will continue to fund projects in healthcare and education
10:09PM EDT - New $20m commitment from Intel to ITRI
10:10PM EDT - Innovation plays a critical role
10:10PM EDT - Solutions of tomorrow require new technology, not old technology
10:10PM EDT - new CEO cameo
10:11PM EDT - Mentioning Intel Developer Forum
10:11PM EDT - Intel offers at-scale manufacturing
10:11PM EDT - Uniquely suited for innovation
10:11PM EDT - accelerated by COVID
10:11PM EDT - (What pin is Pat wearing?)
10:12PM EDT - Supply chain constraints
10:12PM EDT - Near-term constraints though
10:12PM EDT - It will take a couple of years to get to the end of this
10:12PM EDT - Entire supply chain needs to rise to the education
10:12PM EDT - Wi-Fi modules, substrates, Panels
10:13PM EDT - Collaborative approach from Intel with their suppliers (and their suppliers)
10:13PM EDT - Investment in suppliers for Intel's Vietnam site
10:13PM EDT - Unveiled IDM 2.0 in March
10:13PM EDT - Intel Foundry Services
10:13PM EDT - $20b investment announcement so far
10:14PM EDT - Arizona and New Mexico so far
10:14PM EDT - world-wide supply chain
10:15PM EDT - build-out of the four superpowers
10:15PM EDT - Not just specification chasing
10:15PM EDT - (But all areas require specifications)
10:16PM EDT - Update from Lisa Spelman
10:16PM EDT - Servicing all workloads from edge to cloud
10:16PM EDT - Launched 3rd Gen Xeon Scalable this year
10:17PM EDT - hundreds of unique 3rd Gen Xeon systems
10:17PM EDT - Next Gen Sapphire Rapids
10:18PM EDT - LAUNCH NEXT YEAR
10:18PM EDT - currently being sampled to key customers
10:18PM EDT - Partnered with Olympic Games
10:19PM EDT - Olympic Games is a real-life innovation lab for Intel
10:19PM EDT - Integrating technology
10:20PM EDT - 3D camreas and athlete tracking
10:20PM EDT - Optane and SmartNICs
10:20PM EDT - perform fine-grain skeletal analysis
10:21PM EDT - Also other sports events
10:21PM EDT - Intel in 80% of the Olympic venues
10:21PM EDT - Taiwan 5G innovation Center
10:22PM EDT - Testing critical equipment
10:22PM EDT - Intel FlexRAN
10:23PM EDT - Partnership with QCT and Foxconn
10:24PM EDT - Now for the PC
10:24PM EDT - Migrating from home to work in the same location
10:25PM EDT - Phenomenal year for the PC market
10:25PM EDT - (Intel expects PC Market to sell 1 million units a day in 2021)
10:25PM EDT - (350m+ units)
10:25PM EDT - Demand Drivers are here to stay
10:26PM EDT - Leadership innovation with Intel
10:26PM EDT - Something new and exciting every quarter from Intel
10:26PM EDT - 3 weeks ago, launched Tiger Lake-H at 45W
10:28PM EDT - Lots of OEM support
10:28PM EDT - 88 H-series designs
10:28PM EDT - 'Only Intel can do volume'
10:28PM EDT - 1 million H-series units shipped in 3 weeks
10:29PM EDT - First announcement of the day, two new Tiger Lake-U
10:29PM EDT - This is the start of the TGL-U Refresh we disclosed last month
10:29PM EDT - Core i7-1195G7
10:30PM EDT - '60 designs available by holiday'
10:30PM EDT - some starting to sell this week (but where?)
10:31PM EDT - Intel 5G Solution 5000, first 5G modem (partnership with Mediatek)
10:31PM EDT - Acer, ASUS and HP enabling products this year. 29 designs expected
10:31PM EDT - Acer already announced a home modem/base station
10:32PM EDT - It's an M.2 slot, but not standard M.2 size
10:32PM EDT - 30x52
10:32PM EDT - Branded Fibocom
10:32PM EDT - Fibocom has been partnered with Intel on wireless mobile solutions for years
10:33PM EDT - Now Intel Evo
10:33PM EDT - six 4K content playback at once
10:34PM EDT - 99% frames seen, vs AMD where 99% frames dropped, in Adobe
10:34PM EDT - (I don't use Adobe though...)
10:34PM EDT - 5000 engineers to test and tune Evo systems with partners
10:35PM EDT - Invest $50m into Intel Evo in 2021
10:35PM EDT - Alder Lake
10:36PM EDT - Alder Lake mobile is up and running
10:36PM EDT - Later this year
10:38PM EDT - 'The Best Days are Ahead of Us'
10:38PM EDT - Now sustainability
10:39PM EDT - Acer, 100% renewable by 2035
10:39PM EDT - using recycled plastics and recycled paper for packaging
10:40PM EDT - Aspire Vero laptop made from recycled plastic
10:40PM EDT - and 11th Gen CPUs
10:41PM EDT - That looks quite interesting
10:41PM EDT - That's a wrap from Intel. Here's our article on the announcements, which includes a peek at the next gen NUC11. https://www.anandtech.com/show/16716/intel-at-computex-2020-tiger-lakeu-refresh-mediatek-5g-solutions-nuc-11-extreme
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mode_13h - Tuesday, June 1, 2021 - link
> I don't think it was TSMC capacity.It is a contributing factor, due to how far one must book it in advance. The queue is normally months, not years.
> AMD simply underestimated PC demand for 2020 - Covid + the strength of Zen 3 launch.
Yes. And maybe they didn't expect Intel to be still lagging so badly.
Bagheera - Thursday, June 3, 2021 - link
you can definitely book capacity years in advance:https://www.pcgamer.com/tsmc-3nm-cpu-chip-manufact...
whether or not there's excess capacity you can book within a few months' notice USA anyone's guess. for a company like TSMC, probably not very often.
Speedfriend - Monday, June 7, 2021 - link
TSMC demand/supply imbalance is running at 250% at the moment according to an industry analyst I spoke to recently and will still be over 150% in a years time. If you haven't booked it, you aint getting it....Fulljack - Friday, June 4, 2021 - link
Lisa Su also comment that the problem isn't in die manufacturing, but shortage in substrate. they don't have enough material to package Zen die on AM4 platform.Fulljack - Friday, June 4, 2021 - link
Sony sold has sold 7.8 million of PS5 and Microsoft sold 4.75 million of Xbox Series X and S, which all products using AMD solution.as you said, no silicon no chance against AMD.
Brahman05 - Monday, May 31, 2021 - link
Yes Dr. Cutress, you are right, the CEO IS wearing something funky, but I don't care. Even sport coat manufacturers don't bother listing it in MegaThreads/square inch (MT/s).........Too soon? :)
duploxxx - Tuesday, June 1, 2021 - link
they ship volume and lots of "bad" products.... resulting in dropped pricing to be able to keep selling, in the end demand will continue to drop because even reduced pricing is not enough to keep sales momentum and you are just stuck with volume (remember buldozer era??)lucky for Intel the brand name is still high and lots of partners that can be "bought" with additional R&D funding
mode_13h - Tuesday, June 1, 2021 - link
To be fair, I wouldn't call Tiger Lake a bad product. It definitely keeps Intel in the game, but still doesn't really regain their performance leadership.Now, Rocket Lake and Ice Lake are non-competitive. The sooner Intel gets past them, the better.
KAlmquist - Tuesday, June 1, 2021 - link
Rocket Lake would have been very competitive against Zen 2--the i7-10700K pretty convincingly beats the Ryzen 3800XT, for example--but it came to market too late.Bagheera - Thursday, June 3, 2021 - link
I think it's mainly just a node issue. if RKL were on 10nm as that arch is supposed to be, it might have been ok against Zen 3.I still suspect Intel's 10nm has issues, though, even though they are now shipping in volume. reviews for TGL and Ice Lake show is not as efficient as TSMC 7nm which means they likely couldn't offer competing solutions to AMD (12-16 cores) within the desktop power budget. I feel that may have been the primary design decision behind ADL.