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Intel has a Pretty Big Problem..

arknor said:
are you serious now?
take
a factory that already has a solid customer base and turnover.
compare it to
an identical factory with no staff, no customers etc

which do you think is worth more money? you think intels customer base, contracts and patents etc don't have value? large parts of intel will be profitable whether you believe it or not.


Intel doesnt need access to 50 billion and you might not be able to sell a factory, but you can take out a loan against it if you really want to.
you guys really don't understand stand stocks to think Intel is so far gone that they need to entertain cheeky acquisition bids


what was intels loss last year? 1.6bn

with 11bn in cash and 18bn in short term investments, that's carrying on as they are for over a decade without cutting back on R&D



How much cash AMDhave , how much debt they have is irrelevant so I don't get why your bringing it up...

it's not a competition between intel and AMD in here where you have to keep trying to point score.

we are talking about INTEL in an intel thread...

do people like it in AMD threads when people are trying to talk about AMD but people kjeep bringing up intel or nvidia and saying oh but they are better? its just point scoring nonsense m8
Click to expand...
well, I'll ask again. Which parts of Intel are profitable ie make money?
if you make chips and sell them at a loss (ie Data Centre) then that's worse than nothing
Parts of Intel are WORTHLESS even a liability.

ps sorry for the mention of AMD.
 
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Jacky60 said:
With the foundry business let go Intel should be in a better place but they really need to get a move on.
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would they though? they relyt on volume sales, they can't get rid of all their fabs, TSMC doesn't have capacity.

Like it or not the semiconductor market needs intel to keep monopolies in check.

yes its ironic sure but its true

TrixP10 said:
well, I'll ask again. Which parts of Intel are profitable ie make money?
Click to expand...
When it comes to losses and profitability, Intel's product business units earned $8.5 billion (up 4% year-over-year), and all of them except Altera were profitable; they generated $2.9 billion in operating income led by the company's Client Computing Group (CCG). By contrast, the company's Intel Foundry manufacturing operations earned $4.3 billion in revenue and generated a massive $2.8 billion loss as the company ramped up production of chips on its next-generation production technologies that use expensive EUV equipment.

Source: https://www.tomshardware.com/pc-com...ion-as-data-center-cpus-and-foundry-struggles


Foundry not being profitable isnt necessarily a big deal imo
they aren't expected to break even until 2027-2028


Amazon made losses for decades, because it kept expanding, intels basically doing the same thing,

but have problems because other parts of the business are weaker than expected, and things aren't expected to improve anytime soon.
 
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arknor said:
would they though? they relyt on volume sales, they can't get rid of all their fabs, TSMC doesn't have capacity.

Like it or not the semiconductor market needs intel to keep monopolies in check.

yes its ironic sure but its true


When it comes to losses and profitability, Intel's product business units earned $8.5 billion (up 4% year-over-year), and all of them except Altera were profitable; they generated $2.9 billion in operating income led by the company's Client Computing Group (CCG). By contrast, the company's Intel Foundry manufacturing operations earned $4.3 billion in revenue and generated a massive $2.8 billion loss as the company ramped up production of chips on its next-generation production technologies that use expensive EUV equipment.

Source: https://www.tomshardware.com/pc-com...ion-as-data-center-cpus-and-foundry-struggles


Foundry not being profitable isnt necessarily a big deal imo
they aren't expected to break even until 2027-2028


Amazon made losses for decades, because it kept expanding, intels basically doing the same thing,

but have problems because other parts of the business are weaker than expected, and things aren't expected to improve anytime soon.
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That makes sense will be interesting to see what happens.
 
Refreshes are a waste of time when most people keep their cpus for 5 years now, I doubt businesses are changing their cpus any more often either

there's no need for aggressive upgrade cycles anymore, 20 years ago a lot of people upgraded every year because the tech accelerated at such pace.


now it's like running a marathon, you don't need multiple sets of trainers to finish with a good time.
 
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arknor said:
Refreshes are a waste of time when most people keep their cpus for 5 years now, I doubt businesses are changing their cpus any more often either


there's no need to agressive upgrade cycles anymore, 20 years ago a lot of people upgraded every year because the tech accelerated as such pace.


now it's like walking a marathon, you don't need multiple sets of trainers to finish with a good time.
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You can see this from the E-Waste market on AliExpress. The Haswell/Broadwell X99 motherboards and CPUs nosedived in price when the big names like Amazon and Microsoft were updating their infrastructure. Now the really good X99 motherboards like the Machinist MR9A have been like $40 whereas a couple years ago it was $120. And you can now get 16 core Broadwell Xeons for $35, while my 8 core Haswell xeon I paid $40 for a few years ago.
 

Intel Core 13th and 14th Gen Desktop Instability Root Cause Update

Following extensive investigation of the Intel® Core™ 13th and 14th Gen desktop processor Vmin Shift Instability issue, Intel can now confirm the root cause diagnosis for the issue. This post will cover Intel’s understanding of the root cause, as well as additional mitigations and next steps for...
community.intel.com
 
Glanza said:

Intel Core 13th and 14th Gen Desktop Instability Root Cause Update

Following extensive investigation of the Intel® Core™ 13th and 14th Gen desktop processor Vmin Shift Instability issue, Intel can now confirm the root cause diagnosis for the issue. This post will cover Intel’s understanding of the root cause, as well as additional mitigations and next steps for...
community.intel.com
Click to expand...

Seems like a nothing update to appease gamers. No mention of the oxidation issue or voltage potential differential between cores at load.

Only time will tell, but I expect the biscuits will remain broken.
 
Intel says it has root caused the 13th and 14th Gen failures.

The failures are caused by a clock tree circuit that sits in the IA core - under high heat and voltage, this circuit experiences rapid aging and degradation.

To fix this, Intel has a package of four updates

1) Issued new recommend power profiles for BIOS to prevent excessive power draw (already released)

2) Issued new eTVB boosting algorithm code to prevent excessive clock boosting behaviour (already released)

3) Issued microcode mitigation for voltage requests to prevent excessive voltages under load (already released)

4) Issued new microcode for Vshift, to prevent excessive voltages under idle (to be released in latest bios)
 
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jigger said:
No mention of the oxidation issue
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They've already addressed that issue short of doing a complete recall:

Long answer: We can confirm that the via Oxidation manufacturing issue affected some early Intel Core 13th Gen desktop processors. However, the issue was root caused and addressed with manufacturing improvements and screens in 2023. We have also looked at it from the instability reports on Intel Core 13th Gen desktop processors and the analysis to-date has determined that only a small number of instability reports can be connected to the manufacturing issue.
Click to expand...

Contrary to some forum posters there is no evidence so far of it being more widespread than that and the vast number of reported issues are due to an identified set of unintended voltage behaviours.
 
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