Intel has a Pretty Big Problem..

[humbug]

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.

Intel like Apple, Nvidia, AMD and ARM also manufacture a lot of chips at TSMC, Arrow Lake is TSMC N3 and Nova Lake will be TSMC N2.

Yes Granite Rapids is on Intel 3, i'm sure that's what you're talking about . AMD by Q1 2025 has 40% revenue share on server / datacentre chips, this is on a 26% units share, so despite Intel making Granite Rapids in house its AMD making them at TSMC who enjoy higher margins on those chips, significantly so.

Intel's server chips are increasingly becoming "the budget option" with AMD chip's being "the premium option" knowing this should inform you why in the retail consumer space where people aren't locked in to software dependencies or contracts Intel are making their chips at TSMC, because where the consumer can go anywhere they like, where they have a real choice you cannot flog them uncompetitive products.

Right now Intel are not competitive, not with their architecture design and certainly not with their fabs, Arrow Lake is on TSMC N3, Zen 5 is on TSMC N5, a much older node and yet Zen 5 is more power efficient and more performant than Arrow Lake, what's damming about that particular instance is Intel can't even blame their own fabs for that.

So as it stands Intel cannot design CPU's that compete with AMD and they also can't seem to be able to catch up with TSMC, the result of that is AMD absolutely are eating Intel's lunch, in every segment Intel relentlessly lose market share and revenue share to AMD and Intel are having to go to their competitor TSMC to make their consumer chips for them to try and stop it getting a whole lot worse.

Intel are deep in the death valley, that's not necessarily a bad thing but we don't know if they have hit rock bottom yet to start climbing their way out the other side and one thing is sure, they are out of money, the giant cash stash that they trolled AMD with a few years ago is gone, they need to start that climb out now, more void below them to fall in to and they will lose grip of the rope.

Zen 6 BTW is shaping up to be the chip that sets a new high bar, again.

 

[AthlonXP1800]

Intel CEO Lip-Bu Tan Goes Against Musk As He Spins Off Robotics Business

Intel spins off RealSense despite robotics market optimism from Musk and Morgan Stanley, to focus on chip manufacturing under CEO Lip-Bu Tan.

wccftech.com

 

[sx_turbo]

Intel still have massive consumer share, they still have the OEM market pretty much locked down, they just need to focus on where they are going.

They aren't uncompetitive in terms of performance , real world performance them and AMD are still mostly on par with each other, ones better at gaming while using less power, the other is better in actual work loads.

Intel just needs some strong leadership and fat trimming

 

[kar]

Intel like Apple, Nvidia, AMD and ARM also manufacture a lot of chips at TSMC, Arrow Lake is TSMC N3 and Nova Lake will be TSMC N2.

Yes Granite Rapids is on Intel 3, i'm sure that's what you're talking about . AMD by Q1 2025 has 40% revenue share on server / datacentre chips, this is on a 26% units share, so despite Intel making Granite Rapids in house its AMD making them at TSMC who enjoy higher margins on those chips, significantly so.

Intel's server chips are increasingly becoming "the budget option" with AMD chip's being "the premium option" knowing this should inform you why in the retail consumer space where people aren't locked in to software dependencies or contracts Intel are making their chips at TSMC, because where the consumer can go anywhere they like, where they have a real choice you cannot flog them uncompetitive products.

Right now Intel are not competitive, not with their architecture design and certainly not with their fabs, Arrow Lake is on TSMC N3, Zen 5 is on TSMC N5, a much older node and yet Zen 5 is more power efficient and more performant than Arrow Lake, what's damming about that particular instance is Intel can't even blame their own fabs for that.

So as it stands Intel cannot design CPU's that compete with AMD and they also can't seem to be able to catch up with TSMC, the result of that is AMD absolutely are eating Intel's lunch, in every segment Intel relentlessly lose market share and revenue share to AMD and Intel are having to go to their competitor TSMC to make their consumer chips for them to try and stop it getting a whole lot worse.

Intel are deep in the death valley, that's not necessarily a bad thing but we don't know if they have hit rock bottom yet to start climbing their way out the other side and one thing is sure, they are out of money, the giant cash stash that they trolled AMD with a few years ago is gone, they need to start that climb out now, more void below them to fall in to and they will lose grip of the rope.

Zen 6 BTW is shaping up to be the chip that sets a new high bar, again.

Agreed the problems extend at least as much to design as process. They had Jim Keller as recently at 2020, I don't recall the backstory as to how they lost him but would be fascinating to see what might have been if he'd been able to deliver something.