Intel on Thursday announced that it would delay mass production of its 10 nm processors from 2018 to 2019 due to yield issues. The company has claimed to be shipping some of its 10 nm chips in small volumes right now, but due to cost reasons the firm does not intend to initiate their high-volume manufacturing (HVM) at this time. Intel executives also stated that they are confident of their product roadmap and intend to launch Whiskey Lake and Cascade Lake products later this year.

Multipatterning Issues

Brian Krzanich, CEO of Intel, stated during a conference call with financial analysts:

“We are shipping [10-nm chips] in low volume and yields are improving, but the rate of improvement is slower than we anticipated. As a result, volume production is moving from the second half of 2018 into 2019. We understand the yield issues and have defined improvements for them, but they will take time to implement and qualify.”

Intel blames a very high transistor density and consequent heavy use of multipatterning for low yields. Brian Krzanich has said that in certain cases the company needs to use quad (4x), penta (5x), or hexa (6x) patterning for select features as they need to expose the wafer up to six times to “draw” one feature. This not only lengthens Intel’s manufacturing cycle (which by definition rises costs) and the number of masks it uses, but also has an effect on yields.

Intel’s 10 nm fabrication technology relies solely on deep ultraviolet (DUV) lithography with lasers operating on a 193 nm wavelength at this time. The company’s 7 nm manufacturing process will use extreme ultraviolet (EUV) lithography with laser wavelength of 13.5 nm for select layers, eliminating use of extreme multipatterning for certain metal layers. As it appears, right now Intel executives do not consider EUV technology ready for prime time in 2019, so the company’s engineers have to polish off the last DUV-only process (again) rather than jump straight to 7 nm.

10 nm Ramp in 2019

Intel does not elaborate whether it intends to ship (in volume) its 10 nm CPUs in the first half or the second half of 2019, but only says that the company’s engineers know the source of the yield problems and are working hard to fix them. As a result, it is pretty safe to assume that the actual ramp of Intel’s 10 nm production will begin towards the second half of next year.

“We are going to start that ramp as soon as we think the yields are in line, so I said 2019,” Mr. Krzanich noted. “We did not say first or second half, but we will do it as quickly as we can, based on the yield.”

In a bid to stay competitive before its 10-nm CPUs ship in the H2 2019 – H1 2020 (production ramp takes time, bigger processors will launch later than smaller parts), Intel plans to release another generation of products made using its 14 nm process tech. This generation of chips includes Whiskey Lake products for client PCs and Cascade Lake for the datacenter, and both are scheduled for release later this year.

Questions Remain: 10 nm Slip from 2016

Intel’s 10 nm manufacturing process has a long history of delays and without any doubts this transition has been the hardest in the company’s history. Let's do a quick recap.

First Production
1999 180 nm
2001 130 nm
2003 90 nm
2005 65 nm
2007 45 nm
2009 32 nm
2011 22 nm
2014 14 nm
2016 10 nm
2017 10 nm
2018 10 nm?
2019 10 nm!

Intel originally planned to commence shipments of its first processors made using their 10 nm fabrication technology in the second half of 2016. The first rumors about Intel’s problems with the tech started to spread in early 2015 as the company delayed the installation of equipment needed for its 10 nm manufacturing process. Then, in July 2015, the chip giant confirmed intentions to postpone 10 nm HVM from H2 2016 to H2 2017 due to difficulties incurred by multipatterning. Instead, the company promised to release its Kaby Lake products with enhancements and made using a refined 14 nm process (known as 14+ later).

Over the course of 2016 and 2017 we learned that Intel was prepping Cannon Lake (mobile, entry-level desktops), Ice Lake (higher-end client PCs, servers), and Tiger Lake chips on their 10 nm node. We also heard about various problems that Intel faced with its 10 nm technology, but the company refuses to comment on them. The chipmaker did demonstrate a system running a mobile Cannon Lake SoC at CES 2017, with a promise to release this processors late that year. Somewhere along the line, both Ice Lake and Tiger Lake slipped to 2018, which was partly confirmed by the launch of the Coffee Lake CPU made using a revamped 14 nm (14++) in late 2017.

Intel officially introduced the 10 nm fabrication process at IEDM 2017 and said it was on track to start shipments of CNL CPUs in early 2018. In January this year Intel confirmed that they had started to ship Cannon Lake processors in small volumes, but never elaborated. We have since learned that these were CNL-U parts in uninspiring 2+2 and CNL 2+0 configurations, however so far Intel has refused to state who the customer is or where anyone can buy them, despite repeated requests for this information.

Being a very large company, Intel has a multifaceted strategy that spans across product lines and generations. Right now, Intel is battling with yield issues that plague its Cannon Lake product family and the first-gen 10 nm manufacturing process. There are other 10 nm products in the pipeline that are to be made using a refined fabrication technology (such as 10+, 10++). It is pretty obvious that Intel will learn how to improve its 10 nm yields with the CNL lineup, but what remains to be seen is how significantly the delays of this product family affect launch schedules of its successors. Despite Intel's statements, there is outside discussion that Intel could decide to switch right to 7 nm, bypassing 10 nm altogether.

Related Reading

Sources: Intel, SeekingAlpha

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  • Spunjji - Friday, April 27, 2018 - link

    They've only just exceeded the clock potential of Sandy on 32nm. Imagine 32nm+++... XD
  • ಬುಲ್ವಿಂಕಲ್ ಜೆ ಮೂಸ್ - Saturday, April 28, 2018 - link

    Not just clocks...
    We are not required to use Meltdown/Spectre mitigations with Sandy either

    Running known software securely with non sensitive data is fine for Sandy

    For sensitive data, low clocks and many cores "might" be acceptable with meltdown hardware mitigations @ 10nm

    History has shown that security will be thoroughly hosed regardless of what mitigations are in place

    Many low clocked Atom cores are simply not acceptable!
  • eddman - Saturday, April 28, 2018 - link

    Keep posting out-of-topic, troll comments, BJM.
  • Krysto - Saturday, April 28, 2018 - link

    Oh, the first-gen 10nm Intel chips are going to suck for sure, even more than Broadwell did. That's a given. You'd be a fool to buy Intel's Cannonlake after failing so hard to ship it. You can imagine that they have strong incentives to be misleading about how good it really is because they can't wait to just ship it already and be done with it.
  • Stochastic - Friday, April 27, 2018 - link

    This makes me think twice about holding out for an upgrade.
  • Krysto - Saturday, April 28, 2018 - link

    In 2019, the best upgrade will be to an 8c/16t Zen 2 chip anyways. I don't think there will even be a contest.
  • Klimax - Sunday, April 29, 2018 - link

    Are you paid by AMD marketing or what? How the hell you can even assert that? (Only AMD has samples of Zen 2 to know its performance characteristics) Or do you have access to full production Zen 2 chip?
  • eva02langley - Monday, April 30, 2018 - link

    You look like the one trying to promote Intel... just saying...
  • mpbello - Friday, April 27, 2018 - link

    TSMC announced 7nm HVM this month, Apple's 7nm A12 will be shipped later this year and will show everyone why it is time for Apple to kiss Intel goodbye. That move from Apple will open the floodgate and will be the start of Intel's market decline. (From a technical PoV, Intel's decline became obvious back in 2014 as they struggled to ship 14nm, but it will take that long for their technical decline to finally translate to market decline).

    A broader theme is the rise of Asian players in high technology industries, what is happening to Intel is happening to the US in a broader sense.
  • eva02langley - Monday, April 30, 2018 - link

    That's an interesting argument. I also believe Intel is not in a good position and I don't believe monopoly tactics will work ever again.

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