This is Intel, they are huge, they have the resources to make it work but seem to bottle most things. If the CEO gets behind the GPU team and looks ahead a few years from now and not short term gain, they can be a real competitor to Nvidia and AMD. I get the feeling they are going to bottle it.
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Intel Arc series unveiled with the Alchemist dGPU to arrive in Q1 2022
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Intel will have a 20A node running in the Ohio fab by the end of 2025. That's around 3 years from now.
Neither AMD or Nvidia own their own fabs and as a consequence, don't have full control over their product.
All Intel have to do is, as described above, produce a product that will sell in reasonable enough volumes to keep the R&D funded. I am sure they would like to make a profit but i doubt their business plan had them making a profit on the first product release.
Neither AMD or Nvidia own their own fabs and as a consequence, don't have full control over their product.
All Intel have to do is, as described above, produce a product that will sell in reasonable enough volumes to keep the R&D funded. I am sure they would like to make a profit but i doubt their business plan had them making a profit on the first product release.
Its not working out well for them.
Intel are generations behind in fab technology.
TSMC are spending about $35 Billion per year on R&D, that is more than twice Intel's entire R&D spend for the whole company, $3.5 Billion on these GPU's alone.
Intel have gone from a high of $80 Billion annual revenue to under $70 billion with margins from 65% to 46% and still falling, compare that with AMD who in the same period have gone from $1.5 Billion revenue to $24 Billion with margins of 39% to 52% and growing at a rapid rate, Intel market cap (Company value) has gone from $220 Billion to $128 Billion, again in the same period AMD have gone from a market cap of $3 Billion to $138 Billion, yes AMD are now worth more than Intel.
AMD have just bought Xilinx for $40 Billion, that is the largest semiconductor purchase in history, now whose the big spender?
AMD have 14,000 staff with $24 Billion revenue, 1.71 Million $ per head
Nvidia have 23,000 staff with $22 Billion revenue. 1.0 Million $ per head
Intel have 125,000 staff with $70 Billion revenue. 0.56 Million $ per head
On top of that Intel have $100 Billion in long term debts, they have just had a $52 Billion government bailout.
You know what brought Intel to the graphics space? Hubris, they thought they could walk in and knock AMD out, Intel themselves are deluded.
Tho, they no longer think that, the thing is knocking AMD out is what Intel need to do to make a success of it.
TMSC and Nvidia both have to move out of Taiwan.
An invasion is likely within the next 5 years, rendering TMSC 'inoperable'.
Things can change quickly in the semiconductor world, from feast to famine.
Firstly, no they don't, secondly TSMC are building fabs in the US and EU.
They help MLID get add impressions
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He didn't deny the rumors though.
That's true, but I'm not exactly certain that Raja would be allowed to just casually reply that the rumours are completely false.
That's the sort of statement that affects share prices, which is beyond his remit. Pat Gelsinger on the other hand probably could clarify this, or Intel could make an official statement.
MLID is just some guy spreading rumours, you react to one, you potentially have to react to them all, or else everyone starts wondering why you didn't.
"Poor Volta"
or they could just ignore the trolls
Both WCCF and MLID are saying the same thing here, the only difference being WCCF are quoting a public statement while MILD claims to have been told this by Intel insiders.
They are remarkably similar in effect.
Not exactly, he said its effectively cancelled, he said it will probably go on in some form like low end laptop chips but in terms of competing with AMD / Nvidia in the way we would like is not going to happen.
That's pretty much what Intel's statement there says, they said they haven't decided yet, MLID took a lot of care to say this wasn't official, if it lives on in any form then Intel can claim its not cancelled, while being effectively dead.
I think you're reading far too much into Intel's comments.
He the top poster in this thread by 2x as many posts as the next guy.
Every single post is hating on Intel, never seen such hate for a company before.
I have no idea how he has so far evaded the so called "three strikes rule" the GPU section is supposed to have.
I guess because it's just intel no one cares, I doubt anyone would get away with the same in an Nvidia or AMD thread
Maybe, but i don't think we will see any actual competitors to Nvidia / AMD.
They may only be rumours but the longer this is delayed the more it is likely. The hangmans axe may be at the top but its moving slowly down. It must be costing them money in not getting it released and the PR is not good I wouldnt be surprised if this all comes to nothing. If thats a sample of the card going into volume production it looks awful like the outer casing is made out of thin bendy black plastic.