Discussion Intel's past, present and future

[Io Magnesso]

Re: Intel Foundry not winning customers besides Intel itself —

I have read the argument that IP developers (e.g. CPU IP developers) are not keen on showing their IP to a foundry which is owned by another IP developer. To myself as a member of the great unwashed masses, this sounds plausible. But is it really?

If you request a manufacturing from IFS,
I think it's ridiculous that the design has been washed away in Intel's product division.
When the design is washed away, That will damage your trust I think Intel will take a thorough countermeasure.
And to be honest, even a company specializing in fabs doesn't mean that design loss will not occur... Insider may be possible

 

[Io Magnesso]

Re: Intel Foundry not winning customers besides Intel itself —

I have read the argument that IP developers (e.g. CPU IP developers) are not keen on showing their IP to a foundry which is owned by another IP developer. To myself as a member of the great unwashed masses, this sounds plausible. But is it really?

And apart from the profits made, it's not that IFS has no customers.

 

[lamedude]

Cyrix was fabless and formed by guys who were ex-TI'ers, they had TI fab their chips originally, then TI got greedy and stole their plans for themselves (surprise surprise, ala AMD style), so Cyrix took their chip designs to IBM to have IBM be their foundry, IBM accepted the mission but on one condition - they got to rebrand a percentage of the Cyrix-designed chips that IBM produced as being IBM chips.

Cyrix accepted the deal because it screwed them over less than TI was screwing them over (which was less than AMD was screwing over Intel, we may have stolen their plans for ourselves but we were generous enough to offer to keep producing chips for Cyrix in the meantime).

I was at TI when the less-than-ethical stuff was going on, but no less unethical than was going on at AMD at the time. It was, uh, interesting times. Not our proudest moment.

To my knowledge, IBM never designed their own x86 CPU at any stage in the game. But they foundered a few of them.

edit: wiki link kinda hints to some of it.

 

[Io Magnesso]

That's interesting

 

[Io Magnesso]

That's very scary
It's something that shouldn't happen

 

[511]

The decision to step down from Intel was an extremely difficult one. I wanted to finish what I started, but as you know, I was not given the opportunity.
- Intel's ex-CEO

【笠原一輝のユビキタス情報局】 Intel退任後初来日のパット・ゲルシンガー氏に聞く、未来のコンピューティングの形とは

シリコンバレーの投資ファンドである「Playground Global」が、6月24日に東京で記者会見を行なった。このPlayground Globalの会見には、通常投資ファンドの会見にやってくる経済誌の記者だけでなく、筆者のようなテック系の記者も詰めかけた。なぜかと言えば、Playground Globalの半導体関連を担当するジェネラルパートナー(ファンドで投資を差配する担当者のこと)がその記者会見に登場したからだ。そのジェネラルパートナーこそ、昨年の11月までIntelのCEOだった、パット・ゲルシンガー氏その人だ。

pc.watch.impress.co.jp

Intel's real problem is the board at this point 3 Sudden CEO Changes out of nowhere they are clueless guys running one of the most important companies.

 

[Io Magnesso]

【笠原一輝のユビキタス情報局】 Intel退任後初来日のパット・ゲルシンガー氏に聞く、未来のコンピューティングの形とは

シリコンバレーの投資ファンドである「Playground Global」が、6月24日に東京で記者会見を行なった。このPlayground Globalの会見には、通常投資ファンドの会見にやってくる経済誌の記者だけでなく、筆者のようなテック系の記者も詰めかけた。なぜかと言えば、Playground Globalの半導体関連を担当するジェネラルパートナー(ファンドで投資を差配する担当者のこと)がその記者会見に登場したからだ。そのジェネラルパートナーこそ、昨年の11月までIntelのCEOだった、パット・ゲルシンガー氏その人だ。

pc.watch.impress.co.jp

Intel's real problem is the board at this point 3 Sudden CEO Changes out of nowhere they are clueless guys running one of the most important companies.

Of course, what Gelsinger did was probably because it took a long time to get results (IFS), so many people were unable to keep an eye on the results. Short-term profits are very important, but at the moment Intel cannot do anything right now. I had to think about what I could do next...
The directors and shareholders must have been unable to take a long-term view.

 

[jpiniero]

The directors and shareholders must have been unable to take a long-term view.

Intel can't really afford to, unless/until they kill the foundry. Pat might be in denial on that.

 

[whoshere]

Pat finally revealed an open secret.

At least he did better than Brian Krzanich

 

[Saylick]

【笠原一輝のユビキタス情報局】 Intel退任後初来日のパット・ゲルシンガー氏に聞く、未来のコンピューティングの形とは

シリコンバレーの投資ファンドである「Playground Global」が、6月24日に東京で記者会見を行なった。このPlayground Globalの会見には、通常投資ファンドの会見にやってくる経済誌の記者だけでなく、筆者のようなテック系の記者も詰めかけた。なぜかと言えば、Playground Globalの半導体関連を担当するジェネラルパートナー(ファンドで投資を差配する担当者のこと)がその記者会見に登場したからだ。そのジェネラルパートナーこそ、昨年の11月までIntelのCEOだった、パット・ゲルシンガー氏その人だ。

pc.watch.impress.co.jp

Intel's real problem is the board at this point 3 Sudden CEO Changes out of nowhere they are clueless guys running one of the most important companies.

It's pretty obvious; Intel's BOD are the only constant across all of Intel's woes in the past decade.

 

[igor_kavinski]

Pat let me down BIG TIME. As an actual chip architect, I had high hopes that he would force Intel engineers to deliver something at least half decent. And they came up with only Lunar Lake which isn't even widely available at an affordable price. No desktop version exists either whereas Strix Halo's MoDT has multiple batches sold out on framework's website.

An apt analogy would be Intel being shot in the foot, then the foot shattered to pieces with a sledgehammer and finally the foot is severed for good measure. And Intel did that all to themselves.

Honestly, the most lameduck CEO of a huge company and he's worse than BK because he couldn't even keep his job to show the world how he was on track to save Intel (was he? who knows???). At least BK kept his job longer and fooled everyone left and right. Gotta hand him that.

 

[adroc_thurston]

No desktop version exists

Why would anyone want a DT LNL?
The whole point of the thing is battery life, and, like, you're not powering desktops off batteries.

The only real failure of Pat's tenure is GPGPU stuff.
Which died entirely explicitly under him.

 

[igor_kavinski]

Why would anyone want a DT LNL?

Plenty of people want a decent low noise mini PC. Current Intel options are all lame with mostly Raptorcrap or Garbagemont chips.

I would LOVE to replace my i7-4770 at work with a 288V mini PC.

My only other option is Strix Halo which my company is NEVER going to pay for.

 

[adroc_thurston]

Plenty of people want a decent low noise mini PC

a)no, that's not a real market
b)buy a Mac Mini instead of being insufferable

I would LOVE to replace my i7-4770 at work with a 288V mini PC.

NUCs with STX1 and ARL-H and whatnot exist as well.

My only other option is Strix Halo

There are like a trillion NUCs with mainstream NB chips.

 

[igor_kavinski]

There are like a trillion NUCs with mainstream NB chips.

The only ones that appeal to me are Strix Halo and maybe Lunar Lake, in that order. Obviously both will be superseded by anything Zen 6.

 

[adroc_thurston]

The only ones that appeal to me are Strix Halo

Alright.

and maybe Lunar Lake

Why would you want a BL-focused part in a NUC?

 

[igor_kavinski]

Why would you want a BL-focused part in a NUC?

Because it's the only decent thing Intel has at the moment.

My mind could be changed with Bartlett Lake 12P with AVX-512 though.

 

[adroc_thurston]

Because it's the only decent thing Intel has at the moment.

No?

My mind could be changed with Bartlett Lake 12P with AVX-512 though.

Who cares about embedded parts.

 

[igor_kavinski]

No?

Love to know what's decent and not Lunar Lake.

 

[Io Magnesso]

Intel can't really afford to, unless/until they kill the foundry. Pat might be in denial on that.

It's the opposite, if you throw away the FAB, it will go bankrupt.
It's a waste to just invest in things that might make a profit and throw them away while they're not profitable.

 

[Io Magnesso]

Pat let me down BIG TIME. As an actual chip architect, I had high hopes that he would force Intel engineers to deliver something at least half decent. And they came up with only Lunar Lake which isn't even widely available at an affordable price. No desktop version exists either whereas Strix Halo's MoDT has multiple batches sold out on framework's website.

An apt analogy would be Intel being shot in the foot, then the foot shattered to pieces with a sledgehammer and finally the foot is severed for good measure. And Intel did that all to themselves.

Honestly, the most lameduck CEO of a huge company and he's worse than BK because he couldn't even keep his job to show the world how he was on track to save Intel (was he? who knows???). At least BK kept his job longer and fooled everyone left and right. Gotta hand him that.

Brian Kruzanic is worse
What are you talking about?

 

[Io Magnesso]

I deleted it because it was transferred twice.

 

[poke01]

don't buy anything now. wait for N2 products.

The only ones that appeal to me are Strix Halo and maybe Lunar Lake, in that order. Obviously both will be superseded by anything Zen 6.

 

[poke01]

Intel has no good CPU IP now but will in late 2026

 

[Io Magnesso]

It's very easy and easy to do if you just say bad things and evaluate people…