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!

 

[yottabit]

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.

The political commentary seemed to already be winding down and under control before the move of the thread to P&N. I don’t really understand the logic for that one, when the sitting US President is calling specifically for the Intel CEO to be ousted of course we kind of need to discuss it somewhat in the “Intel’s future” thread. I think in general the thread will die here

 

[Perknose]

The political commentary seemed to already be winding down and under control before the move of the thread to P&N. I don’t really understand the logic for that one, when the sitting US President is calling specifically for the Intel CEO to be ousted of course we kind of need to discuss it somewhat in the “Intel’s future” thread. I think in general the thread will die here

Personally, I agree with you completely, but we received multiple complaints in Reported Posts. There is simply a not insignificant number of posters in the tech fora who have demanded a strict "no politics whatsoever, please" policy. Indeed, it's why P&N was created in the first place in the wake of 911. Our membership demanded it.

I do believe "times have changed" so, collectively we will try our best to square this circle going forward.

Perknose
Forum Director

 

[fastandfurious6]

politics is all technology's backdrop.... all modern IT was developed under the guise and funding of western capitalism. computer code is in english. Bell labs, UNIX. et cetera, et cetera...

decades of inflationary never-ending-growth stonks-to-the-moon economic policies. outsourcing of every kind of factory to extreme-low-wage countries while West reaps the benefits. suicides at foxconn. slave labour. tens of thousands of kids in congo mining cobalt, multiple deaths and health hazards.

all of the above is slowly shifting. the world is awakening and realizing the huge divine global north / global south, west and east.

all that, with the apparent ultimate aim of Silicon Valley et al to build superintelligence. Tens of thousands of computer science graduates are unable to find jobs, no matter how talented, even from MIT etc which were guaranteed golden tickets to 6 figure salaries. Stories like "MIT graduate applying to 6000 jobs without success". The tech world is abandoning junior positions because AI is already able to do 95% of a junior's role with ease, swiftly, barely any cost. Junior positions are already automated. From countless "LEARN CODE" initiatives globally, to total silence. Meanwhile every related CEO boasting about AI providing so much productivity increase and revenue increase (mass layoffs). Companies aggressively trying to replace support with AI, inventing strategies to deflect and avoid backlash.

Basically the apparent aim of Western technology, AI/superintelligence, is eating the world, eating humanity already.

All sci-fi allegories of robots uprising against humanity... it's already here. Humanity is eating humanity by use of literally chatbots to increase fictional numbers.

Intel got ruined by a whole decade of profit-seeking capitalists rebranding chips, undermining R&D and heavily undermining competitors whenever they could. AMD fought hard, invested in R&D and is now eating away Intel's market. Intel's future is a direct result of its aggressive profit-seeking actions in detriment of others, as well as the global shift in society's awareness on global economics and labour.

Trump is the Joker, the unpredictable element in a world of hedge funds and quants algorithms which relied on predictability. At the same time, he strongly takes the side of mega-rich and killers.

Who knows what happens tomorrow? Is Trump a friend or an enemy of humanity? Will Trump out-Trump himself?

 

[poke01]

Former Intel engineer sentenced for stealing trade secrets for Microsoft

Varun Gupta, now 45, apologized to Intel and Microsoft, as well as the government for the time and resources it has spent “because of my bad decision.”

www.oregonlive.com

This is Microsoft treats its important partners. The industry needs to distance itself from MS but can’t cause it’s too tied up.

 

[fastandfurious6]

two years of probation and ordered to pay a fine of more than $34,000

TBH slap on the wrist

$34000 = few months salary for US bigtech employee
super secret sauce = priceless

it's like he knew he'll pay from 0 to 50k for super secret sauce and a blackmark on his record

and possibly earned more from the deal? lol

 

[DavidC1]

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!

Hahahah!

Not sarcastic? You serious? Because I'd put them on equal ground. I don't care about being PC by the way.

 

[igor_kavinski]

Former Intel engineer sentenced for stealing trade secrets for Microsoft

Varun Gupta, now 45, apologized to Intel and Microsoft, as well as the government for the time and resources it has spent “because of my bad decision.”

www.oregonlive.com

Spoiler: My voodoo analysis of this technical wine guy

45, so one year older than me. That makes him a goat (Steve Jobs, Bill Gates, Satya Nadella etc.) and he knew exactly what he was doing. These people are very shrewd. They operate on the thin line between legal and illegal. When confronted, they will straight away lie that they thought they weren't doing anything illegal. They have a knack for being good at investing and building their future one step and one day at a time. It's not unheard of for these people to amass a lot of wealth and in real life, they are annoying hagglers. My ex-managing director is a goat. He would even object on the few dollars difference of replacing the tap in the washroom and opt for the cheaper one, even though it was the company's money. When my company was sold to the current owners, he got a nice payout of $3.5 million on top of the already lavish $240K salary. These people have no qualms about screwing you over if they think they can get away with it.

 

[igor_kavinski]

Because I'd put them on equal ground.

I haven't seen anything about atrocities committed by the Ukranians in the news. No lying about an ongoing genocide either.

 

[DavidC1]

I haven't seen anything about atrocities committed by the Ukranians in the news. No lying about an ongoing genocide either.

😆😅😂🤣

 

[Jaskalas]

Another comment:

So was the new CEO some hedge fund hatchet man, meant to rip apart and dissect Intel's remains?
Cause the picture isn't pretty, and that'd be one explanation.

 

[igor_kavinski]

So was the new CEO some hedge fund hatchet man, meant to rip apart and dissect Intel's remains?
Cause the picture isn't pretty, and that'd be one explanation.

We should be more suspicious of the board's intentions since they were the ones who appointed him.

 

[igor_kavinski]

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

What happened?

Pat Gelsinger and gang spent most of it like there was no tomorrow.

I sure would love to know the cost of the defective Raptor Lake re-imbursements/replacements. Has to be a cool billion at least.

@511 don't you dare deflect by speaking ill of previous CEOs. This was ALL Pat. He had the key to Intel's kingdom and he ran it as he saw fit.