Good. I'm sick of having to hear Intel's "audio logo" on every PC advert that wants to mention what chip it has inside.
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Intel Urged to Take 'Immediate Action' Amid Threats From Apple Silicon and AMD
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I give them no more than two years. If Microsoft starts licensing Arm windows on a generic basis, developers compile/recompile their apps for Arm, and one or more third-party Arm chip vendor(s) emerge(s) with performance similar to Apple m1, there will be no point really for x86 anymore.
Especially in the laptop space where performance per watt is king. If Dell, Lenovo, Asus, and others start ramping Arm designs with better battery life, and as good if not better performance than desktop Intel x86 parts (similar to Apple m1), then the market will have moved away from intel and I don’t know how it will lure it back. AMD just might end up being x86’s saving grace, as it can ramp sub-7nm designs in laptops, that will have good performance per watt. AMD mobile Ryzen 5000 series chips that are coming in 2021 appear to be beasts.
Intel has to move faster to prevent the market from moving away from it and x86.
I love how MacDailyNews wrote "South Korean dishwasher-maker Samsung."
Yep but I'd be shocked if we don't see PC Laptop manufacturers transition to efficient ARM based Windows machines over the next decade. If Intel doesn't hugely catch up, even just in terms of power draw, that migration is inevitable.
I'm confident these discussions between manufacturers like Dell, Lenovo and HP are happening with Microsoft already to double down efforts on a more serious version of Window for ARM.
It’s like the exec board at intel have given up and can’t be bothered anymore. Are they all nearing retirement by any chance?
Not that a poorly designed and outdated logo is always indicative of a company's lack of vision, but …
Windows might go ARM, AMD might smoke Intel some more.
But in the end Intel has so much inertia that it will keep on going for the rest of this decade.
Chances of them getting back to the top in that timeframe >90%.
But in the end Intel has so much inertia that it will keep on going for the rest of this decade.
Chances of them getting back to the top in that timeframe >90%.
They are in a no-win scenario. Their advantage had always been their fabs. They use weird internal processes that don’t mesh with the rest of the industry (when I’d interview people from intel to come work at AMD, we never hired them, because we never understood what they were talking about. They used mils instead of microns. It was wild.). And their designers aren’t great. So if they can’t fix their fabs, using a third party fab is a big problem for them. Negates whatever advantage they might have, is hard to do, and is a cultural problem.
There's no reason Intel can't do ARM if they still have the talent for it. Only x86 is toast, along with Intel's advantage in it. They also do a lot of other things besides CPUs. So this is certainly scary for them, but I can't pull the trigger on a short position or anything.
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This decade ends in twenty six hours. (I know, the 1-10 sequence is the less popular interpretation of a decade than 0-9.)
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The article says nothing about divesting its fabs; instead it says just the opposite: "Furthermore, opening up Intel's own manufacturing capability to make non-Intel processors could allow it to produce the custom silicon chips increasingly wanted by its major clients."
The point of the suggested strategy is for Intel to get away from the unitary design-to-manufacturing model, and to consider design and manufacturing to be entirely separate businesses. This would allow Intel's fabs to be more focused on its strengths. Intel-designed chips could be manufactured by partners, where the design better fits other fabrication facilities, while Intel fabs would be open for third-party designs that matched Intel fab strengths. IMO, this strategy makes perfect sense, as it meets the needs of the current market better.
Really, they probably can't. It's far from the only metric that matters, but at today's prices, AMD is worth (in market cap) a little more than half of Intel. It's not just some small company they can scoop up, they don't have the money.
Intel has a lot of problems right now. Last time they had problems like this, they started innovating at an impressive pace. (They got really aggressive about multicore, low power chips, then Intel macs happened among other things.) Best case scenario for everyone.
This comment says a lot. I've seen software engineers at the top get stuck in old ways despite all that flexibility, and the entire organizational unit is toast if they don't leave.
Lets not get carried away and forget that TSMC are the ones with the Fabs.
No TSMC, no M1.
Three months ago, and for the two years prior, I believed that Apple to had fallen into a bureaucratic abyss and lost their ability to innovate. November proved that wrong, ..., for now.
Intel you can take your crap overheating processors somewhere else!!!
Not when their entire competitiveness is built on a foundation of anti-competitive behavior, in order to support a technologically inferior solution.
Blockbuster and Tower Records are waiting for you to join them...
is an interesting sentence in this context.
with the cancelation of the Ford Pinto, I fear that my access to leading-edge automobiles will erode.
Why is NO ONE here looking at the BIG picture ?
TSMC is located where people ?
The ONLY way to prevent the U.S. from eventually going to war with China is to bring IC manufacturing back to the States !
One way to help that effort would be for the U.S. Govt to subsidize Intel's On-Shore manufacturing efforts !
It's just a matter of time before the U.S. is at war with China, if that doesn't happen.
U.S. companies will need to, at some point, distance themselves from Taiwan.
Also, would love to see TSMC set-up THREE different sites here in the States.
In this case, some redundancy is a good thing, even if it's NOT the most efficient solution.
TSMC is located where people ?
The ONLY way to prevent the U.S. from eventually going to war with China is to bring IC manufacturing back to the States !
One way to help that effort would be for the U.S. Govt to subsidize Intel's On-Shore manufacturing efforts !
It's just a matter of time before the U.S. is at war with China, if that doesn't happen.
U.S. companies will need to, at some point, distance themselves from Taiwan.
Also, would love to see TSMC set-up THREE different sites here in the States.
In this case, some redundancy is a good thing, even if it's NOT the most efficient solution.
with my new Mac M1 Air I now have to run a stress tool to warm it up in the morning because its soooo cold to the touch.. unlike my intel pro book which gets so freakily hot, it burns..
"human capital management issue."
I really find the terms "human capital" and "human resources" repugnant. It's like something out of "They Live." Whatever happened to "personnel"?
I really find the terms "human capital" and "human resources" repugnant. It's like something out of "They Live." Whatever happened to "personnel"?
Boeing is a different kettle of fish. Their problem was one plane. Well, more precisely, it was their management culture that facilitated design decisions that produced that one plane. The solutions for each are very different. Intel might not be able to get back in a game that reqires years, if not a decade or more, of development. Boeing has no competition that doesn’t also have similar, if not worse management bureaucracy. They will be able to fix it. Their problems are longer term with companies like SpaceX, Blue Horizon, Tesla and others catching up and passing them with disruptive innovation that can compete with their core competencies.