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Intel has a Pretty Big Problem..

Chud_Jenny said:
www.trendforce.com

[News] AMD Could Emerge as a Prospective Buyer for Intel’s Potential Sale of Altera

Rumors have been circulating that Intel has been working with investment bankers on options to navigate the company through difficulties, which may in...
www.trendforce.com www.trendforce.com
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Those industry sources are probably a figment of the author's imagination. There is little chance of AMD buying Altera, between them AMD/Xilinx and Altera have the bulk of the worldwide FPGA market so US anti-trust authorities would shoot that one down right away. Besides AMD already owns one failing mismanaged FPGA company, they don't need another one.
 
DrBombcrater said:
Those industry sources are probably a figment of the author's imagination. There is little chance of AMD buying Altera, between them AMD/Xilinx and Altera have the bulk of the worldwide FPGA market so US anti-trust authorities would shoot that one down right away. Besides AMD already owns one failing mismanaged FPGA company, they don't need another one.
Click to expand...
Buy to kill!
 
DrBombcrater said:
Those industry sources are probably a figment of the author's imagination. There is little chance of AMD buying Altera, between them AMD/Xilinx and Altera have the bulk of the worldwide FPGA market so US anti-trust authorities would shoot that one down right away. Besides AMD already owns one failing mismanaged FPGA company, they don't need another one.
Click to expand...

I’m sure not anti trust would get involved. Monopolies commissions might.
 
KompuKare said:
I do wonder if Intel Foundry are playing Samsung's game: Samsung Foundry kept renaming nodes to make things look better than they were.

Because the original claims about Intel 3, 20A and 18A seem to have changed a lot in terms of density and performance so that 18A looks more like Wyatt 20A did - although presumably still with backside power delivery.

Slow and steady is good - and is what TSMC does - as Intel 10nm etc. tried to bite off far much at once.

The smoke and mirrors with renaming nodes to make things look better? That is not good at all.
Click to expand...
They are renaming 20A to 18A to cover up for it being delivered a year late?
 
Grim5 said:
Because everyone buys AMD these days, can't talk about it if no one buys it?
Click to expand...
www.tomshardware.com

AMD records its highest server market share in decades — Intel fights back in client PCs

Another strong quarter for AMD.
www.tomshardware.com www.tomshardware.com
quote:
"AMD lost 1% of market share to Intel in desktop PCs in the second quarter of 2024 and now controls 23%, leaving 77% to Intel. Considering that AMD was preparing to release its all-new Zen 5-based CPUs for desktops in August, we doubt the company was too aggressive with stuffing the channel with its previous-generation Zen 4-based offerings, which might be one of the reasons why the company lost a small chunk of the market to its rival. Then again, when compared to the second quarter of 2023, AMD gained a 3.6% share in Q2 2024, which is quite a good result. "

I suppose it remains to be seen the Q3 results.
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Officially, 20A was developed and provided a stepping stone toward 18A. considering that almighty tsmc also have multiple variants of 3nm 4nm and whatnot it doesn't seem farfetched to me that there are variations of processes in other companies in development.

the smear campaign is rather thick in the air from competitors.
 
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adamsleath said:
www.tomshardware.com

AMD records its highest server market share in decades — Intel fights back in client PCs

Another strong quarter for AMD.
www.tomshardware.com www.tomshardware.com
quote:
"AMD lost 1% of market share to Intel in desktop PCs in the second quarter of 2024 and now controls 23%, leaving 77% to Intel. Considering that AMD was preparing to release its all-new Zen 5-based CPUs for desktops in August, we doubt the company was too aggressive with stuffing the channel with its previous-generation Zen 4-based offerings, which might be one of the reasons why the company lost a small chunk of the market to its rival. Then again, when compared to the second quarter of 2023, AMD gained a 3.6% share in Q2 2024, which is quite a good result. "

I suppose it remains to be seen the Q3 results.
---------
Officially, 20A was developed and provided a stepping stone toward 18A. considering that almighty tsmc also have multiple variants of 3nm 4nm and whatnot it doesn't seem farfetched to me that there are variations of processes in other companies in development.

the smear campaign is rather thick in the air from competitors.
Click to expand...

Thing is Intel lost $1.9 bn to pull back 1% while AMD turned a healthy profit.
 
Intels expenditures on infrastructure have been massive.

That's one large factor in the equation.


ir.amd.com

AMD Reports Second Quarter 2024 Financial Results

SANTA CLARA, Calif., July 30, 2024 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced revenue for the second quarter of 2024 of $5.8 billion,…...
ir.amd.com ir.amd.com

Intel dominates the market. It has been spending a lot though. :)


AMD ran on paper losses for 'a while' in years gone by. And with a much smaller market share .

Qualcomm are in the laptop space too now.
 
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Grim5 said:
Qualcomm won't be for long, snapdragon is a failure
Click to expand...
why is that?
perhaps define the parameters of failure.

QUALCOMM Revenue 2010-2025 | QCOM

QUALCOMM annual/quarterly revenue history and growth rate from 2010 to 2025. Revenue can be defined as the amount of money a company receives from its customers in exchange for the sales of goods or services. Revenue is the top line item on an income statement from which all costs and expenses...
www.macrotrends.net www.macrotrends.net
 
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adamsleath said:
why is that?
perhaps define the parameters of failure.

QUALCOMM Revenue 2010-2025 | QCOM

QUALCOMM annual/quarterly revenue history and growth rate from 2010 to 2025. Revenue can be defined as the amount of money a company receives from its customers in exchange for the sales of goods or services. Revenue is the top line item on an income statement from which all costs and expenses...
www.macrotrends.net www.macrotrends.net
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Failure as in Snapdragon CPUs won't be used in windows laptops in the future
 
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Chud_Jenny said:
videocardz.com

Large HK distributor runs out of Core i9-14900K replacement CPUs, offers cash refunds instead - VideoCardz.com

Intel instability issue leads to CPU replacements going out of stock in Hong Kong, leading users to switch to AMD hardware Users were told to contact Intel to get new ones, but they don’t have any left. Perhaps waiting for Arrow Lake-S isn’t such a bad option anymore. Users from Hong Kong...
videocardz.com videocardz.com
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Not good. Friend of a friend that’s works handling Amazon returns, said Intel had become a notable issue.
 
Chud_Jenny said:
videocardz.com

Large HK distributor runs out of Core i9-14900K replacement CPUs, offers cash refunds instead - VideoCardz.com

Intel instability issue leads to CPU replacements going out of stock in Hong Kong, leading users to switch to AMD hardware Users were told to contact Intel to get new ones, but they don’t have any left. Perhaps waiting for Arrow Lake-S isn’t such a bad option anymore. Users from Hong Kong...
videocardz.com videocardz.com
Click to expand...

I'm not sure I'd be too happy with a refund given I'd have a £600 motherboard-shaped paperweight that I'd likely need to take a big hit on. I'd also be curious, if they are replacing so many that they're running out of stock, how many of those returned chips would work fine under the new bios & Intel defaults. I've had another week or so on mine now and it hasn't skipped a beat, and I have deliberately gone out of my way to throw as much at it as I can think of.
 
Adrianr said:
I'm not sure I'd be too happy with a refund given I'd have a £600 motherboard-shaped paperweight that I'd likely need to take a big hit on. I'd also be curious, if they are replacing so many that they're running out of stock, how many of those returned chips would work fine under the new bios & Intel defaults. I've had another week or so on mine now and it hasn't skipped a beat, and I have deliberately gone out of my way to throw as much at it as I can think of.
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To be fair buying a £600 board is always going to be a big hit. It's £100 vat to start with. That's enough to buy a board on it's own.
 
Adrianr said:
I'm not sure I'd be too happy with a refund given I'd have a £600 motherboard-shaped paperweight that I'd likely need to take a big hit on. I'd also be curious, if they are replacing so many that they're running out of stock, how many of those returned chips would work fine under the new bios & Intel defaults. I've had another week or so on mine now and it hasn't skipped a beat, and I have deliberately gone out of my way to throw as much at it as I can think of.
Click to expand...

Fair few people seem to be RMAing their CPU because of any issue and jumping to the conclusion it is this CPU problem and/or seemingly with the thought that a newer one might not be affected despite not having any problems (so far) with their CPU.
 
Emlyn_Dewar said:
Thing is, when you have any sort of stability issue on a high-end 13th/14th gen build, what else are you meant to think now?
This situation is entirely Intel created, and it's completely understandable that RMAs would be high. They have handled this whole thing terribly.
Click to expand...

I was going to say the way Intel has handled it has left people in the dark. But so far in my experience the vast majority of issues with these builds have been RAM compatibility and similar issues, especially stuff like people expecting to run 64+GB at high speeds.
 
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