WEBVTT

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A while back, we did an episode focusing on why Intel was suddenly struggling in its

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fight against AMD when Team Blue had long been dominant.

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But as AMD continues to cut into Intel's market share, you can bet that Intel has

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a plan to strike back. So let's have a look at what we could expect in the near future.

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One major AMD innovation that has helped keep costs down is its use of chiplets, smaller

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dies that can be put together in a modular fashion to form a whole processor.

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Intel continued to stick with more traditional monolithic designs for quite a while.

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But remember that the electronics industry is full of copycats, and even a company as

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big as Intel is no different.

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Intel has already announced that it too will be focusing on using a more modular design

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similar to chiplets moving forward, which should enable them to lower prices generally,

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but obviously Intel can't just say, see we're doing the same thing as AMD and expect people

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to go for it. I mean, it wasn't exactly a surprise when Burger King's Big Mac knockoff didn't shatter

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sales records. So Intel is trying to hang its hat on some of its own innovations.

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You see, there's a trend in the semiconductor industry towards fabless chip design, that

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is companies like AMD and NVIDIA design processors, but then send them off to a third-party fab

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like TSMC to actually have the things made.

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The idea here is that outsourcing the actual manufacturing is cheaper than running your

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own fab. It also reduces delays in manufacturing problems because outside fabs tend to be very good at

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manufacturing many different types of chips efficiently.

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And even though Intel is reportedly using TSMC for its upcoming desktop graphics chips,

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at least for the time being, Team Blue has long operated its own fabs and shows no signs

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of changing course despite past rumors. Although Intel's had many well-documented issues trying to get its 10 nanometer process

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off the ground, it's still banking on its own fabs and their new 10 nanometer superfin

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process to improve performance. Basically, it's a variation on FinFET, which was explained in this video, that allows for

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more electrical current and less resistance, which should ultimately make for faster chips.

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Intel claims that this is the biggest performance lead they've ever had that doesn't involve

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actually going to a smaller manufacturing process. In fact, they're so confident in their own fabs that they're actually expanding their

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capacity and opening what they call Intel Foundry Services, which will operate as a

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contract manufacturer for other companies similar to TSMC.

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Team Blue is already targeting electronics industry giants like Qualcomm and Apple to

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be potential future customers for Foundry Services, which would open up a whole new

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way to bring in that sweet paper without focusing only on going head to head with AMD.

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But of course they still are going directly up against Team Red, not only with their

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chiplets, but with the elephant in the room we haven't discussed.

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Their new ZHPG graphics platform.

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Intel's first significant foray into discrete graphics cards in, I think, literal decades.

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Its first product looks like it'll be a mid-tier card that could go up against an RX 6700 XT

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or NVIDIA's RTX 3060, so it could end up being yet another way Intel will try to compete

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on price. And with the current GPU shortage worldwide, there's a possibility that the super high

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demand for existing GPUs could push gamers to try out Intel's offering, provided they

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find a way to make enough supply available. And speaking of graphics, Intel has already publicly said laptop gaming is going to be

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a huge focus, with the goal being for lower power Z variants to deliver playable frame

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rates and big name titles even on thin and light notebooks. Of course it remains to be seen how these moves will work out for Intel, but you can

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bet they are taking AMD's challenge lightly.

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You could say they're even rising to it.

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Thanks for watching, like, dislike, and check out some of our other videos, maybe comment

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with some video suggestions, and don't forget to subscribe and follow.
