He should have prayed harder over the decision to double down on selling auto immolating products for several years because it was cheaper than fixing the problem
His solution to the sell off is mass layoffs, stock buybacks, and r&d cuts.
You know, stuff you need the most when trying to save your business from itself.
A while back, I heard a theory that eventually, Intel will just be a fab producing AMD chips. Thought it was a long shot back then, but now it might be the company’s best outcome.
That would be a lucky outcome for Intel, they can’t compete with AMD’s current fab (TSMC).
Lowest it has been in 15 years
Do I need the own my home for this to work or can I use my landlords property as collateral?
They’re too big to fail both in sheer size and strategic importance. I don’t see the US government actually letting them fail. But what do I know.
Realistically speaking, Intel is an industry juggernaut with extremely valuable IP up the wazoo, extremely lucrative contracts with major partners, etc. the number of extremely good Intel chips, the number of consumer and business use cases where an intel chip is the best choice.
I really don’t forsee them going out of business, and I don’t see them ceasing production of x86 processors. The lead time on new processor development is almost a decade, so the next several generations of Intel Processors are too far into production to be prudent to cancel (and probably will be perfectly worth releasing and selling assuming these microcode and fabrication issues are limited to 13th and 14th gen)
I think the biggest shift would come if there’s significant flaws in the 15th & 16th gen processors. That would certainly be enough to need to significantly alter their business model away from x86 processors development, because that would be about 3 years of horrible sales and tarnished reputation and that would be more than enough time to pivot existing IP that isn’t affected by this into workable new products, even if it’s just “let’s run the E cores at 3x the power budget” or “drop the voltage to nothing and sell only mobile chips” or even “let’s drop the process node on 12th gen and play with that for a few years”
Gets huge government grant
Fires 120% of staff
Uses ChatGPT to tweet gospel
Funnels the money into private car collection
Bungie could never compete with this CEO
Why the comparison to Bungie? Just very recently heard of Bungie’s CEO being hated by former employees - out of the loop on this one
I know of the story but what’s it have to do with Intel? Or is it meant to be like a comparison in shittiness?
These really need to be posted with sauce dates.
Bcs it’s funnier if this particular twatt (a post on Twatter) is more than 3 days old.
Intel is supposed to be heading domestic chip production very soon. An Intel failure could have significant national security implications. The fed won’t allow them to fail.
Considering how cocky they are it’s inevitable they’ll mess up and tank their valuation
I don’t find the company to be any cockier than any of their competitors. AMD fanboys are all definitely too cocky though.
What do you mean “heading domestic chip production”, Intel already produces chips in Phoenix.
Both tsmc and Intel are building brand new fabs in Phoenix, I can’t be bothered to check but I’m pretty sure the capabilities will be pretty matched so they won’t be heading or leading still.
The fabs they own now aren’t competitive at the high end. Though I like to point out that this is myopic way of viewing the industry. Not every microcontroller needs TSMC 3nm; they’re perfectly happy running them off for tens of pennies per unit on ancient nodes, and those chips go into every little piece of electronics that isn’t thought of as a “real” computer. A huge portion of the pandemic supply chain issues (the ones that were actually valid and not just an excuse to raise prices) came from these little chips.
With that caveat in mind, the high end is still important.
The calls of “they took government money and then laid off employees” are off base. That government money is going into specific fab projects. Has nothing to do with the rest of the company. Unless there’s some kind of siphoning of funds into the rest of the company (admittedly totally possible, but it needs specific evidence), that’s not particularly relevant to Intel’s situation.
The company should probably reorganize as strictly a fab and stop making their own stuff. AMD did very well for themselves by ditching their fabs into a separate company–Global Foundries–and then buying manufacturing capabilities from the best fab they could afford. Intel could go the opposite way, with AMD becoming one of their customers.
Intel fabs can’t catch up, that’s not a recipe for success for high end chips. And that would mean they would face competition which means they’ll be dead.
My computer has a 45 nm CPU and is (mostly) fine. The only reason I’m upgrading is because it’s just barely old enough to not have UEFI which means Windows 11 can’t be installed which means in a little over a year it’ll be EOL.
