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Intel Corporation's Stratix 10 FPGA Is Now Sampling

Intel Density

Intel Density

Image source: Intel.

If Intel's 14-nanometer technology really delivers a significant benefit over TSMC's 16-nanometer technology, then perhaps the conventional thinking with respect to timing and ultimate market share might not hold in this case.

Intel is sampling, but it's still a way off from mass shipments

Generally speaking, there's a significant lead time between when a product begins sampling to customers and when final product is shipping in significant quantities to those customers. The delta between sampling and commercial, high-volume shipments can often be a year or even longer.

I expect that based on the sampling timelines for both Intel and Xilinx, Xilinx will wind up shipping final 14/16-nanometer chips to customers first. However, if Stratix 10 winds up being a better solution, in terms of performance, power, and/or features, then Intel could very well be positioned to edge past Xilinx in terms of 14/16-nanometer FPGA share out in time.

Need to see better execution from Intel going forward

A while back, now former Intel CFO Stacy Smith explained at an investor conference that the execution problems on Stratix 10 were due in no small part to Altera's "having some issues with current-generation products," requiring the chipmaker to divert resources from Stratix 10 to those other products.

However, Smith made it clear that because Altera is now folded into Intel, the company will be better positioned to achieve improved time-to-market on future FPGA products manufactured on Intel technology.

Investors will just have to wait and see how it all plays out over the next couple of years. But, at least for now, the first FPGA manufactured in Intel's 14-nanometer technology is finally alive and making its way into the hands of potential customers -- a reasonable start.

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Ashraf Eassa owns shares of Intel. The Motley Fool recommends Intel. Try any of our Foolish newsletter services free for 30 days . We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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