Intel has a Pretty Big Problem..

[Curlyriff]

Intel are 100% correct in that assessment. CPUs or more accurately APUs are future of… well everything compute. Nvidia can run about 50 times faster at 100 times the cost and 5 times the power use.

This is a really bad take. You are what comparing a single use case of non-parallel process to suggest such. For instance anything that can be done in parallel then the cost and power usage flip since you are able to give such throughput the cost of the item although not changed has completed more workload per working hour that the cost per hour completing significantly reduces and the power reduces accordingly also.

 

[Grim5]

Rumour time

Apparently the Trump administration is demanding Taiwan do one of two things to get a trade deal with the US. 1) Invest $400 billion in US manufacturing or 2) TSMC buys a 49% ownership of Intel

The Trump Administration Is Reportedly Demanding That Taiwan Acquire a Huge Stake in Intel for a Trade Deal to Lower Tariff Rates, Potentially Giving the American Chipmaker a New Lifeline

The US government is focused on Intel getting back on track, as the chipmaker has been part of the ongoing trade negotiations with Taiwan.

wccftech.com

 

[jigger]

This s a really bad take. You are what comparing a single use case of non-parallel process to suggest such. For instance anything that can be done in parallel then the cost and power usage flip since you are able to give such throughput the cost of the item although not changed has completed more workload per working hour that the cost per hour completing significantly reduces and the power reduces accordingly also.

It’s just maths. Intels assessment was correct.

 

[Curlyriff]

It’s it’s just maths.

Which you have not allowed for any factors and are wrong at.

 

[jigger]

Rumour time

Apparently the Trump administration is demanding Taiwan do one of two things to get a trade deal with the US. 1) Invest $400 billion in US manufacturing or 2) TSMC buys a 49% ownership of Intel

The Trump Administration Is Reportedly Demanding That Taiwan Acquire a Huge Stake in Intel for a Trade Deal to Lower Tariff Rates, Potentially Giving the American Chipmaker a New Lifeline

The US government is focused on Intel getting back on track, as the chipmaker has been part of the ongoing trade negotiations with Taiwan.

wccftech.com

That’s not going to work well, surely even Trump understands Taiwan and TSMC are different entities.

 

[Vonhelmet]

That’s not going to work well, surely even Trump understands Taiwan and TSMC are different entities.

Per Wikipedia, TSMC contributes 25% of Taiwan’s GDP. So yes, they are different entities, but one makes up a substantial enough part of the other that leaning on one puts pressure on the other.

 

[humbug]

Rumour time

Apparently the Trump administration is demanding Taiwan do one of two things to get a trade deal with the US. 1) Invest $400 billion in US manufacturing or 2) TSMC buys a 49% ownership of Intel

The Trump Administration Is Reportedly Demanding That Taiwan Acquire a Huge Stake in Intel for a Trade Deal to Lower Tariff Rates, Potentially Giving the American Chipmaker a New Lifeline

The US government is focused on Intel getting back on track, as the chipmaker has been part of the ongoing trade negotiations with Taiwan.

wccftech.com

49%, leaving Intel with the controlling stake.

Basically Trump wants TSMC to bring Intel up to the same standard as themselves for a 49% stake in Intel's fabs, not Intel just the fabs, Intel would remain a competitor to TSMC, Intel can't compete with TSMC so Trump figures make TSMC help Intel compete with TSMC.

As they will need to make money from these Intel - TSMC fabs Intel need at least one and probably two of the big ones, Apple, Qualcomm, Texas Instruments, Nvidia, AMD. Intel also wish to keep competing with Qualcomm, Apple, Texas Instruments, Nvidia and AMD designs while also having them use Intel's now TSMC updated fabs, not TSMC's own fabs while at the same time running the risk of Intel using their design secretes in their own designs.

So Intel / Trump think they can convince TSMC to give Intel their hard-earned work and R&D to make them compete better with themselves, Trump / Intel also think they can convince other American Semiconductor companies to have their competitor Intel make their stuff and in that way also having TSMC hand over these customers to Intel for 49% of the fab.

Is this bold, stupid or arrogant?

 

[humbug]

What's gone on here is Intel have gone crying to Trump that they can't compete with TSMC and that that no one serious wants to use their fabs.

Even if Intel are competitive with TSMC no one serious will use their fabs because Intel are a direct competitor to them.

The only way this will ever work is if Intel either stop competing with them, IE stop making their own semiconductor products, or they sell off the fab business 100% so that they are no longer anything to do with Intel.

Of course Intel don't want that, with this made in America Chips act thing Intel see an opportunity to take control of all US Chip designers, of course that's what they are going for, they are trying it on....

 

[humbug]

The other problem that Intel have, and they know they have is they are just not as good at designing chips as AMD let alone Nvidia.

If AMD are second rate to Nvidia then Intel are third rate, AMD are No: 1 for X86 CPU's with Intel No: 2 in a market of 2. Nvidia are No: 1 for GPU's, AMD No: 2 with Intel No: 3 in a market of 3. (technically 4 but Matrox use AMD Chips so no not really)

That's not to say there isn't a profitable market for Intel products, there is, its just not at the premium end.

 

[AthlonXP1800]

Intel is Reportedly Struggling With Its Next-Gen Panther Lake Chips, As The 18A Yield Rates Are Making It Difficult To Scale Production For Retail Launch

Intel's CPU chip ambitions are now at a stall, as a new report claims that Panther Lake production is facing difficulties.

wccftech.com

Intel's bad news year rolls on as new 18A chip manufacturing node is reportedly in trouble with 10% yields and doubts over profitability of the Panther Lake CPU

Will Intel ever turn the corner?

www.pcgamer.com

Now it August and Intel is still struggling with 18A yield, look like CEO Tan will decide soon in the next few weeks whether to cancel 18A and Panther Lake CPU due to very low 10% yield, Intel cant make enough Panther Lake CPUs in the next few weeks to be ready for Q4 launch since trial production back in spring 2025, Panther Lake will need to switch to TSMC to get over 50% yield.

Intel 18A is disastrous as Intel 20A, it will look very highly chance that no major external customer will be interest in Intel 14A in the next 18 months because of Intel failures with yields with both 18A and 20A. Both Intel 18A and 14A nodes are unsalvageable, they blew billions for years gained no improvements with yields.

 

[pcfarrar]

Trump calling for the Intel CEO to resign due to ties with China:

Trump calls on 'highly conflicted' Intel CEO to resign over China ties

Trump said Lip-Bu Tan was "highly conflicted" after questions arose about his ties to Chinese firms.

www.reuters.com

 

[Pelsepup]

49%, leaving Intel with the controlling stake.

Basically Trump wants TSMC to bring Intel up to the same standard as themselves for a 49% stake in Intel's fabs, not Intel just the fabs, Intel would remain a competitor to TSMC, Intel can't compete with TSMC so Trump figures make TSMC help Intel compete with TSMC.

As they will need to make money from these Intel - TSMC fabs Intel need at least one and probably two of the big ones, Apple, Qualcomm, Texas Instruments, Nvidia, AMD. Intel also wish to keep competing with Qualcomm, Apple, Texas Instruments, Nvidia and AMD designs while also having them use Intel's now TSMC updated fabs, not TSMC's own fabs while at the same time running the risk of Intel using their design secretes in their own designs.

So Intel / Trump think they can convince TSMC to give Intel their hard-earned work and R&D to make them compete better with themselves, Trump / Intel also think they can convince other American Semiconductor companies to have their competitor Intel make their stuff and in that way also having TSMC hand over these customers to Intel for 49% of the fab.

Is this bold, stupid or arrogant?

Well, we are talking about Trump, so all of them ?

 

[Emlyn_Dewar]

TSMC already seem pretty happy to be handing their work over the the Americans, so it'd always be worth a shot.