nope
-
Competitor rules
Please remember that any mention of competitors, hinting at competitors or offering to provide details of competitors will result in an account suspension. The full rules can be found under the 'Terms and Rules' link in the bottom right corner of your screen. Just don't mention competitors in any way, shape or form and you'll be OK.
Intel has a Pretty Big Problem..
- Thread starter Purgatory
- Start date
Agreed but I would be very surprised if it's not.
Ah, it is when you noted confidence in regards to the longevity of the socket I wondered if I had missed anything officially noted as yet.
Over the recent years of pricing, shortages and hardware issues, including Nvidia's driver problems, I'm more surprised these days to be overly pleased with what actually occurs.
I have found very little to be pleased about the Arrow Lake platform, not sure about the value of NPU's, the cost and certainly the longevity.
The odds do seem favourable for Zen 6 and socket 5, let's hope that turns out to be fact.
Last edited:
More issues for Intel
Now that we have SSDs that can max out a gen5 lane, testers have done some testing and found that for some reason no Z890 motherboards are able to achieve full speed on the latest gen 5 drives...
Worst of all is the issue affects random read/write performance as well
www.thessdreview.com
Now that we have SSDs that can max out a gen5 lane, testers have done some testing and found that for some reason no Z890 motherboards are able to achieve full speed on the latest gen 5 drives...
Worst of all is the issue affects random read/write performance as well
Intel Core Ultra 200 Series Motherboards Are Not Achieving M.2 Slot Gen 5 14GB/s SSD Performance - The SSD Review
Truth be told, this is not the fault of motherboard manufacturers, nor is it that of SSD makers. It
www.thessdreview.com
Last edited:
Soldato
- Joined
- 28 Sep 2014
- Posts
- 3,631
- Location
- Scotland
Intel Might Scrap Latest 18A Technology For External Customers In Major Setback, Says Report
Chip manufacturer Intel Corporation is purportedly scrapping its 18A manufacturing process for external customers, suggests a new report from Reuters. Intel's former CEO Patrick Gelsigner had gone as far as to 'bet' the company's future on 18A and try to use the technology to catch up to...
wccftech.com
Intel mulls changes to chip-making biz: potential write-off of Intel 18A would cost billions
Intel's new CEO Lip-Bu Tan considers huge changes to semiconductor business: Intel 18A potential write-off, company to shift focus on 14A process.
www.tweaktown.com
Oh boy Intel have a massive problem again. Intel announced 20A cancelled back in 2024 to focused on 18A so now it look like Intel will cancel 18A for both internal and external customers to put all funds and resources on 14A process. 18A write off could cost billions, the same thing happened to 20A write off last year.
Oh wow what a disaster mess Intel is in now.
Associate
- Joined
- 1 Jun 2019
- Posts
- 461
Yeah we can see why Pat was fired then. The positive spin on the cancellation of 20A did not hold up to scrutiny.
Associate
- Joined
- 30 Mar 2017
- Posts
- 1,083
Intel are the Roman Empire in 2025. They should call the next CPU, Intel Caesar lake. Stabbed employees in the back a bit recently too, so fairly fitting.
Did anyone actually read the article? Intel don’t plan to open its doors to external customers. That saves from hiring people to service those customers and it also means more Intel parts can be made in the US and all the big beautiful bill money can stay in Intels pocket.
Screams of the shareholders demanding dividends.
Screams of the shareholders demanding dividends.
Intel Needed Apple, Nvidia, AMD, the article talks about "fierce competition from TSMC" What we do know is AMD's Zen 6 will be made at TSMC's N2X Arizona plant, there was talk of Nvidia in talks with Intel but we have heard nothing since so at this late stage i think its safe to assume they too will be sticking with TSMC.
Intel are 'spinning' this as a "choice" the reality is they can't get the customers they need, and why would they, Intel are in direct competition with these people making the same products, Nvidia / AMD are not going to prop that up for them.
Intel's priority is their own X86 products, not their fabs, they use TSMC for those products themselves, they don't even use their own fabs for their own products because they wouldn't compete, they don't compete with AMD using a better TSMC node than AMD.... Zen 5 is on TSMC N4P while Arrow Lake is on TSMC N3P.
As for their GPU's..... Tech Jurnoes like to talk them up, to push them in the name of competition but compared to AMD's GPU's let alone Nvidia they are so far behind its not even funny, AMD are far closer to Nvidia than Intel are to AMD.
Intel just aren't what they used to be, AMD are making hands down better' more technologically advanced CPU's, by some margin even on an older TSMC node than what Intel are using, and not for the first time in the history between these two, AMD was set to become the dominant X86 Chip designer during the mid 1990's to mid 2000's, Intel used their vast cash reserves to put a stop to AMD, this time AMD were wise to it and frankly set about draining Intel's cash reserves, its gone and its over....
One more thing, Without all the technology inside Intel CPU's that is licenced from AMD those Intel CPU's wouldn't function in the modern age, "AMD Inside"
Intel are 'spinning' this as a "choice" the reality is they can't get the customers they need, and why would they, Intel are in direct competition with these people making the same products, Nvidia / AMD are not going to prop that up for them.
Intel's priority is their own X86 products, not their fabs, they use TSMC for those products themselves, they don't even use their own fabs for their own products because they wouldn't compete, they don't compete with AMD using a better TSMC node than AMD.... Zen 5 is on TSMC N4P while Arrow Lake is on TSMC N3P.
As for their GPU's..... Tech Jurnoes like to talk them up, to push them in the name of competition but compared to AMD's GPU's let alone Nvidia they are so far behind its not even funny, AMD are far closer to Nvidia than Intel are to AMD.
Intel just aren't what they used to be, AMD are making hands down better' more technologically advanced CPU's, by some margin even on an older TSMC node than what Intel are using, and not for the first time in the history between these two, AMD was set to become the dominant X86 Chip designer during the mid 1990's to mid 2000's, Intel used their vast cash reserves to put a stop to AMD, this time AMD were wise to it and frankly set about draining Intel's cash reserves, its gone and its over....
One more thing, Without all the technology inside Intel CPU's that is licenced from AMD those Intel CPU's wouldn't function in the modern age, "AMD Inside"
Last edited:
Intel is still a big security consideration for the US - the government won't dump it. There may be a point where the government has to step in under "national security" concerns.
Intel's foundry business has been a mess for a very long time though, not easy to fix and it likely will mean cancelling a lot of stuff and getting rid of a lot of staff before a future can be shaped.
Problem is we have heard all that before.
10nm will be, 7nm will be great (actually didn't 14nm have issues initially hence Broadwell being mostly mobile only plus 2 desktop SKUs?), then cancel 20A to focus on 18A etc.
And what is now 18A is more like what was promised for 20A. As for saving money: Intel have been pretending to take external customers seriously for years now and they had better learn.
Saving money? No if they don't spend the money now then 14A will face the same fate.
Late, with potential external customers waiting yet again for a PDK which is not done etc.
in other words without the expense now, Intel will be repeating the same sage with 14A and so on.
Which is not to say that the board and shareholders might have demanded that. Short-term gain to please shareholder has killed plenty of companies before, and American companies and shareholders are notoriously short-term thinkers.
What we know - and even Intel somewhat realised since Intel Foundry v1.0 - that Intel no longer has the volume for leading-edge foundry and needs to share them. So despite Intel's pride they really really need those external customers.
Well the article says what it says. Ideally Intel needs a workable and competitive architecture, but with TSMCs future looking precarious and Intel’s competitors potentially stuck with a limited slice of TSMC US production, who Intel are also a major customer of, it could be seen that Intel withholding its own production capacity from its competitors is the next best thing.
If you can’t beat em, don’t let em join. #Only Intel Inside.
"The author owns Intel stock"
www.forbes.com
Intel Just Blinked—And It Could Mean A Breakup Is Coming
Intel is shelving its 18A chip strategy—but it’s more than cost-cutting. It may be the first real signal of a future breakup. Here’s what smart investors should watch.
www.forbes.com
I have quite a lot of intel stock, no longer worth all that much sadly. I can live with that thankfully, but the demise of the company really gets to me as for many of us here, x86 and the intel journey was part of our own journey with personal computers.
The key issue for intel was simply they got complacent during the ascent of mobile devices, McKinsey-fied its management approach and here we are. A hollowed out husk with nothing in the cupboard and very little goodwill left among its staff.
If we think about the teams that brought us the P3, or Conroe they had multiple groups and intense competition. Looks like that ended with the domination they had in the wake of Conroe and the combined confluence of ISA agnostic foundries along with mobile computing disrupting the x86 hegemony.
I stil hang on (both out of nostalgia and hope for my share portfoilo!) that Intel somehow pull a rabbit out of the hat. But I think intels demise is indicative of the more general hollowing out of western engineering and technology.
The key issue for intel was simply they got complacent during the ascent of mobile devices, McKinsey-fied its management approach and here we are. A hollowed out husk with nothing in the cupboard and very little goodwill left among its staff.
If we think about the teams that brought us the P3, or Conroe they had multiple groups and intense competition. Looks like that ended with the domination they had in the wake of Conroe and the combined confluence of ISA agnostic foundries along with mobile computing disrupting the x86 hegemony.
I stil hang on (both out of nostalgia and hope for my share portfoilo!) that Intel somehow pull a rabbit out of the hat. But I think intels demise is indicative of the more general hollowing out of western engineering and technology.
Associate
- Joined
- 27 Apr 2007
- Posts
- 973
Nvidia, Apple, AMD, ARM etc seem to be doing fine.
I see this as an Intel problem and more indicative of the hubris of a bloated and badly run company.
Associate
- Joined
- 19 Oct 2002
- Posts
- 1,509
- Location
- The Land of Cheese
I'd agree! Intel have had the mindset they are better than everyone else for years now. AMD have caught up and gone beyond them!
All 4 companies fab the majority of their stuff in Asia. Intel the majority in the US and a little bit in Germany and Israel. I think that as much as the MBA approach to running a capex company is the issue sadly.