Discussion Intel's past, present and future

[511]

LOL imagine the outrage if all that money got funneled into a Intel based US fab program, as subsidies.
An Intel stock owners wet dream.

Intel stock owners wet dream is if china blocks Taiwan export route Intel will shoot to the moon 🤣.
Grandma will be happy watching from heaven.

 

[DrMrLordX]

If this was the logic Apple would never have went to TSMC even TSMC had released broken process in the past

I disagree. Apple went to TSMC because they could get what they wanted at a price that worked for them. The problem Intel is having right now is that they can't offer something customers want, even if the price might be acceptable (at this point, Intel would probably be happy to break even with IFS as long as they had customers for 18A).

 

[511]

I disagree. Apple went to TSMC because they could get what they wanted at a price that worked for them. The problem Intel is having right now is that they can't offer something customers want, even if the price might be acceptable (at this point, Intel would probably be happy to break even with IFS as long as they had customers for 18A).

They do offer one thing a leverage over TSMC with a bit of risk that's up to them otherwise be happy and pay 50% more for 15% more PPA with A14 also a second source.
Customer's Choice in the end

 

[burninatortech4]

Didn't Intel have a "war chest" of billions and billions of dollars?

What happened?

They probably blew it all on stock buybacks.

 

[511]

Anyway Intel/AMD Market share

Second-quarter client CPU shipments increased 8% from last quarter, up 13% from last year

Server CPUs were up 0.6% from last quarter.

www.jonpeddie.com

 

[511]

They probably blew it all on stock buybacks.

Not this time they blew it on Fab and Research but no one came there haven't been any stock buyback since 2021

 

[RnR_au]

there haven't been any stock buyback since 2021

Yeah... that was their FAFO moment. 2021 was the year when they realised that having a fab is no longer a competitive advantage;

Intel will enable a fully vertical model with its IP portfolio, allowing customers to choose from x86 cores, graphics, media, display, AI, interconnect, fabric, packaging, and other critical foundational IP from other sources (such as Arm, RISC-V). The exact way in which customers will be able to license the IP will be announced in due course, but if Intel were to follow the Arm model, then Intel customers will get access to Intel’s 86 core designs.

https://www.anandtech.com/show/1657...-on-intel-ip-blocks-for-foundry-cores-on-tsmc (archive.org linky)

Intel today will have partnership announcements with Cadence and Synopsys to enable industry standard design tools (EDA tools) and workflows such that customers can use industry standard process development kits (PDKs) to build their silicon designs. This is part of the job that some of Intel’s hires have recently been enabling, such as Renduchintala, Keller, and Koduri. Intel is committing to embracing the entire EDA ecosystem to ease new customers into the use of Intel’s foundry tools.

https://www.anandtech.com/show/1657...ndry-services-ibm-collaboration-return-of-idf (archive.org linky)

edit: oh wow... they have killed all the Anandtech articles... pffft...

 

[511]

edit: oh wow... they have killed all the Anandtech articles... pffft...

They have become paid Tom's Hardware article.
**** the group for destroying the site

 

[Perknose]

Looks like he's been unable to right the ship and has been ultimately ousted.

What do you think the future of Intel will look like?

Source:

Intel Announces Retirement of CEO Pat Gelsinger

www.intc.com

This thread has been moved to P&N due to some posters responding to its political components. P&Ners, please don't comment on the move, just the substance of the situation. CPUs and Overclocking members, welcome to the wider world we all live in these days.
Perknose
Forum Director

 

[hal2kilo]

I disagree. Apple went to TSMC because they could get what they wanted at a price that worked for them. The problem Intel is having right now is that they can't offerT something customers want, even if the price might be acceptable (at this point, Intel would probably be happy to break even with IFS as long as they had customers for 18A).

Things like this are always strange to me. The company I worked for had a display products line. We made systems for the government, but we almost never used our own displays in the contract because they cost too much.

 

[DAPUNISHER]

CPU crew is all of the sudden being shy. Get your asses in here and talk all the political bullshit you want. Most of you should be getting alerts for this thread.

 

[Fenixgoon]

CPU crew is all of the sudden being shy. Get your asses in here and talk all the political bullshit you want. Most of you should be getting alerts for this thread.

They don't want to get dragged down by the other P&N topics 😉

 

[igor_kavinski]

CPU crew is all of the sudden being shy.

Let me start by saying that Intel should migrate everything from israel to Ukraine. Those people are studious and they have more morals than any israeli could ever hope for. Support the right people and they will give back in spades!