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The company announced during its last conference call that it would spend an additional $1B to increase 14nm production.
Intel’s interim CEO Robert Swan spoke at the 22nd annual Credit Suisse TMT Conference on November 27 and addressed some of these concerns.
He reiterated that Intel was on-track to ramp 10nm for holidays 2019, before stating that FPGAs would also meet that guidance, with servers “a relatively fast follow on 10 nm, early in 2020. So, we’ve compressed the timeframe to go from PC to server. So, an increasing portion of our business, as we get into 2020, will be transitioned over to 10 nm.”
This implies that rumors of a limited or mobile-only 10nm ramp could be incorrect. Intel could still plan to roll over to 7nm more quickly than its typical cadence, but the company has released no details on that.
Swan did say that Intel’s data center business is on track to grow 20 percent for full year 2018, and that this represents twice the full-year growth that the company expected back in 2017. ASPs have grown faster than unit shipments the latter were up in the high single digits, compared with double-digit growth in ASPs