Thread regarding Intel Corp. layoffs

There is no moat.

AMD can build x86 on TSMC to get access to a far superior process node AND get all of the x86 software compatibility for cloud.

Intel somehow turned IDM from a great asset into a major liability due to their lack of vision. This will be another case study at Harvard business school on what not to do.

Good job BOD and associated clowns!

@xus+1f8pJamM AMD with their 5nm launch coming and custom accelerators made at Foundry and growing ARM presence is all but completely eroded any remaining competitive moat.

The destruction of Intel is all but past the pivot point. A great legacy that PSO, BK, Bob, PG and BoD of the last 20 years can be proud as all the fellows, VP and SVP and executive VPs. Now grant you all some more bonuses and stock for a job well done!

It 10nm baby, terrible yields and depreciation is kicking in.

7nm, Intel4 and Intel 20A and 18A will result in a total financial FUBAR as internal products and depreciation financials drag even more painfully compared to Nvidia and AMD who will use Samsung and TSMC.

Think about it TSMC has margins ~51% making products for the likes of Nvidia 65% GM and AMD 48%. While Intel GM is 56%and dropping and begging for government handouts ?

Finally some rational discussion of what is actually wrong. I am assuming ice lake ramp is slow probably due to yield issues(?) and cloud not buying. Looking to the future, with saphire lake probably being delayed, the next year will be challenging. I can now see why the stock price keeps going down.

Enterprise and government are counted in data-center which is the source of that strength. These are legacy businesses that are seeing a covid uptick which pulls demand forward. This kind of spend is 'lumpy' in that it happens in batches and is generally not a trend.

Cloud (the actual growing business) showed a decline most likely due to AMD share loss and potential provishioning for custom ARM silicon (like Amazon's graviton).

The trend is still for enterprise to decline as more and more businesses migrate their on-site enterprise servers to cloud. Cloud is exploding - just look at AWS, Azure and Google which just crushed expectations on cloud growth. It just makes economic sense for businesses to outsource enterprise functions to cloud service providers. It's so much more cost effective.