Discussion Intel's past, present and future

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ch33zw1z

ch33zw1z

Lifer
Nov 4, 2004
39,836
20,433
146
igor_kavinski said:
I enjoy being myself. It's very liberating.

I don't believe in change unless circumstances dictate it. Too old to re-invent myself and for what?

So someone on some forum can approve of me?
Click to expand...

Nice little home you made for yourself. You sound like a ton of fun to be around.

On one hand, you wanna tinker, on the other hand, you reject change unless necessary. Weird combo.

When you tinker, is it just running the same windows commands over and over?
 
M

manly

Lifer
Jan 25, 2000
13,501
4,190
136
What's going on here, why is igor being berated for being a Wintel fanboi? :p


ch33zw1z said:
My guy, intel and amd have both been thru cycles, business go thru cycles. Sometimes they’re on top, sometimes they’re not.
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Hmmm, Intel has had hegemony in CPUs ever since the 8086. You're right that the competition has been cyclical at times, with AMD punching back hard. But quite honestly, this time feels different IMHO. It's an existential crisis for Intel because of the deep financial abyss that they're in.

Granted, AMD was in a similar abyss about a decade ago, and somehow they worked their way out of it. But these special comebacks are relatively rare and it's hard to feel sanguine about Intel's prospects right now. CEO LBT appears to be chopping off limbs in a desperate attempt to save the patient. Will it succeed? Your guess is as good as mine.
 
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R

regen1

Senior member
Aug 28, 2025
296
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Khato said:
As has already been pointed out, the general sentiment regarding his RTO mandate is that it's moronic and will simply drive away individual contributors who valued that flexibility and have zero reason to go into an office. (I've heard plenty of stories of top performers who are being told to go into an office despite the fact that no one they work with is in that office.) Another example of his stupidity is mandating a return of SMT to the design because data center customers want it before the 'performance' core data center variants without SMT have even been provided to said customers. Basically, if he stays I don't expect Intel to survive as I see no reason not to expect the bad decisions to continue. One definitely could make the argument that he wants Intel to fail in order for his Walden International investments to pay off.
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People like Glenn Hinton and others left citing the more time at office policy. Some of these policies are beyond stupid.


Cadence and its subsidiary Cadence China exported electronic design automation tools at least 56 times to CSCC between 2015 and 2020, with certain Cadence China employees facilitating business with NUDT while knowing CSCC was an alias for the restricted university, court papers said. They also transferred EDA tools to Phytium Technology Co, a semiconductor company closely associated with NUDT, until 2021, without obtaining required licenses, according to court papers.
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www.theregister.com

Chip startup alleges Cadence sabotaged processor rollout

Tachyum blames deep conflicts of interest as source of Prodigy delays
www.theregister.com www.theregister.com
"Tachyum's suspicions grew deeper when it learned that Cadence's then-CEO, Lip-Bu Tan, was on the board of directors of two of Tachyum's competitors and was heavily involved in two investment funds that had invested in other competitors—a clear conflict of interest. Another Cadence board member, Young Sohn, is also a principal in one of those investment funds."
Click to expand...

This case was settled later in 2023 with Cadence paying an undisclosed amount. These conflicts of interests and long operational oversights aren't a great outlook for LBT.
 
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ch33zw1z

ch33zw1z

Lifer
Nov 4, 2004
39,836
20,433
146
manly said:
What's going on here, why is igor being berated for being a Wintel fanboi? :p



Hmmm, Intel has had hegemony in CPUs ever since the 8086. You're right that the competition has been cyclical at times, with AMD punching back hard. But quite honestly, this time feels different IMHO. It's an existential crisis for Intel because of the deep financial abyss that they're in.

Granted, AMD was in a similar abyss about a decade ago, and somehow they worked their way out of it. But these special comebacks are relatively rare and it's hard to feel sanguine about Intel's prospects right now. CEO LBT appears to be chopping off limbs in a desperate attempt to save the patient. Will it succeed? Your guess is as good as mine.
Click to expand...

I questioned Igor as to his post, seemingly jubilant at the prospect of Intel fail. This type of thing wouldn’t be good for many people.

Reduced competition in the x86 space would have quite an impact, and frankly sellers looking to displace x86 in data center environments with POWER or Z are probably a little happy about it.

Home use would be impacted, with AMD and ARM probably drooling until the Feds got involved.

We have to question our leaderships motivations though, because to date the current leadership are all about quid pro quo, corruption is normalized.

As far as Igor’s affinity for wintel, I couldn’t care less, it’s his viewpoint that others options are shit that is a problem. It seems to come down, again, to motivated reasoning. Sometimes the best path forward requires a solution you’re not familiar with

As it sits, intel warning of declining sales as a direct result of US Feds getting directly involved is not good news. Think it sucks now, just wait until the world declines what little tech we actually have here. I won’t celebrate it. The impact has potentially drastic outcomes for many people and their families
 
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marees

marees

Platinum Member
Apr 28, 2024
2,164
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why Washington’s 10% equity stake matters. It doesn’t “save” Intel overnight, but it signals alignment of strategy, shows government’s support (which is important for customers when choosing which foundry to use in the US, especially between Samsung and Intel), buys breathing room, and gives Lip-Bu a first-aid kit to resume Ohio construction and push 14A forward.

The real test still lies in two things: liquidity and customer wins. Liquidity can be supplemented with further government support, as Secretary Lutnick pointed out, the CHIPS Act’s $39B is too small, the semiconductor needs hundreds of billions. And customer wins can’t be forced, they need great process with great yields and sufficient capacity; the high semiconductor tariffs might help, but if customers are pushed onto immature processes, it will do more harm than good.

511 said:
substack.com

Does Washington’s Investment Save Intel?

The U.S. needs Intel... but Intel needs customers.
substack.com substack.com
Click to expand...
 
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ch33zw1z

ch33zw1z

Lifer
Nov 4, 2004
39,836
20,433
146
Sounds like an employee review of a corporation to me. I don’t care to elaborate lol
 
F

fskimospy

Elite Member
Mar 10, 2006
88,177
55,743
136
marees said:
why Washington’s 10% equity stake matters. It doesn’t “save” Intel overnight, but it signals alignment of strategy, shows government’s support (which is important for customers when choosing which foundry to use in the US, especially between Samsung and Intel), buys breathing room, and gives Lip-Bu a first-aid kit to resume Ohio construction and push 14A forward.

The real test still lies in two things: liquidity and customer wins. Liquidity can be supplemented with further government support, as Secretary Lutnick pointed out, the CHIPS Act’s $39B is too small, the semiconductor needs hundreds of billions. And customer wins can’t be forced, they need great process with great yields and sufficient capacity; the high semiconductor tariffs might help, but if customers are pushed onto immature processes, it will do more harm than good.
Click to expand...
I agree it signals government support but it now also makes intel an enterprise partially owned by the US government and that raises security concerns among potential customers.

I’m sure some concerns already existed in that regard but the feds now being one of the largest stakeholders would make them much larger.
 
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B

brycejones

Lifer
Oct 18, 2005
30,185
31,183
136
Joe NYC said:
Intel top management was littered by cringe DEI female executives. LBT is cleaning the house. Michelle Johnston Holthaus being the latest to go.

PS: Other executive appointments:

PPS: Intel future is no longer technology, but politics now?

https://twitter.com/x/status/1965145150063325469
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Your last sentence is fucking weird given your first sentence.

I don't know you but your first sentence is cringe.
 
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Thunder 57

Thunder 57

Diamond Member
Aug 19, 2007
4,244
7,039
136
Joe NYC said:
Intel top management was littered by cringe DEI female executives. LBT is cleaning the house. Michelle Johnston Holthaus being the latest to go.

PS: Other executive appointments:

PPS: Intel future is no longer technology, but politics now?

https://twitter.com/x/status/1965145150063325469
Click to expand...


Ouch! Surprised this post wasn't blastest into the ether. I thought she was qualifified but perhaps not. There is no shortage of (usually) women posting on Tik Tok "A Day in The Life" while doing almost no work. "Adult day care" I've heard it called.
 
Thunder 57

Thunder 57

Diamond Member
Aug 19, 2007
4,244
7,039
136
brycejones said:
Why? People say all sorts of awful shit in P&N.
Click to expand...

Yea but P&N is a cesspool where not much is expected. It is supposed to be a bit different here. I think it is a valid post though I can understand why it would be unpopular. It seemed to get to you hence your post.
 
B

brycejones

Lifer
Oct 18, 2005
30,185
31,183
136
Thunder 57 said:
Yea but P&N is a cesspool where not much is expected. It is supposed to be a bit different here. I think it is a valid post though I can understand why it would be unpopular. It seemed to get to you hence your post.
Click to expand...
Uh, you just posted in P&N...............
 
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I

igor_kavinski

Lifer
Jul 27, 2020
28,173
19,207
146
Wonder how the conversation went that led to Holthaus leaving.

LBT: Why isn't there HT in Arrow Lake?

Holthaus: The architects decided it wasn't worth wasting time over.

LBT: Do you have any idea how it makes Intel look to have only 24 threads vs. 32 from AMD?

Holthaus: But ours are real cores. Half of their compute threads are virtual SMT threads.

LBT: Optics matter!

Holthaus: Umm, maybe they do. Maybe they don't. Sales have been good. People acknowledge that we have a strong product.

LBT: Sales have been good??? Not being in the top ten of Amazon sales is good???

Holthaus: *silence*

LBT: I have to do what's good for the company's future. Pack your stuff up!
 
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Joe NYC

Diamond Member
Jun 26, 2021
4,081
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igor_kavinski said:
Wonder how the conversation went that led to Holthaus leaving.

LBT: Why isn't there HT in Arrow Lake?

Holthaus: The architects decided it wasn't worth wasting time over.

LBT: Do you have any idea how it makes Intel look to have only 24 threads vs. 32 from AMD?

Holthaus: But ours are real cores. Half of their compute threads are virtual SMT threads.

LBT: Optics matter!

Holthaus: Umm, maybe they do. Maybe they don't. Sales have been good. People acknowledge that we have a strong product.

LBT: Sales have been good??? Not being in the top ten of Amazon sales is good???

Holthaus: *silence*

LBT: I have to do what's good for the company's future. Pack your stuff up!
Click to expand...

Sounds about right.

LBT is making the right moves. But Intel is so deep in a hole that it may end up being too late.

BTW, the writing was on the wall on MHJ firing from LBT's moves he has made so far.
 
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