https://m.youtube.com/watch?v=uLP02jAJq3w
Yikes. Clean ki-l losses across the board.
10 replies (most recent on top)
bad news for the Intel... lost gaming crown... my lose multithreaded crown if threadripper refresh '23... prices too high across the board... why higher energy required... to match AMD. What is going on?!?!!
makes me not want to build another INTC machine for years... and probably INTC customer also are choking... nuclear winter for INTC for revenue and margin pressure...
now you have mothball all these new fabs that you have nothing to run in them and forget about extra tax breaks now that the 15% min tax got passed.
Pat is gonna have egg all over the face for 2-3 years minimum... and then some, since the 'moonshoot' odds are as close to zero as one can measure.
How long are investors going to put up with this nonsense? 18 months tops.
Why did Dan and Ravi pressure signoff on a buggy Genoa? Did Su put the screws to them?
Cloud customers aren't gamer fanboys. They're not going to accept daily crashes just because Genoa is faster IPC.
All those ex-Intel validation folks can't work magic at AMD, just like they couldn't before. They were promised a rising stock price!! 😜
@enn+1kyR8jXare you saying BK, PSO, BS and the BoD failed to asked hard question about the business of Intel for the last 15 years.
And now like Kodak realizing the film business is dead and need to transform yet have nothing of foundation and competing in a business that doesn’t need another player and where the established players are entrenched, executing and have little weakness or gap in offering, wow what a vision and positioning of Intel for success, LOL
Pat is making the long-term bet. The writing is on the wall and he knows demand for the X86 architecture (from both Intel and AMD) has peaked and is starting a long slow downhill trend that will continue until there is no business remaining. On the other hand, overall semiconductor demand will only increase. Pat is correct about this and you are naive if you think otherwise.
The real question is timing of the new company direction, in order for Intel to make a giant leap forward into the foundry business, the new fabs and all of the internal infrastructure of IFS need to be ready for the next big market upswing, and honestly, I don't see this happening, so Intel's market share of the foundry business is going to be a slow uphill battle.
Intel client and sever server is imploding.
Wast. Our leader crowing a few months ago the shortage would last till 204 and give me more money!
Now he has to much capacity and layoffs are going to be the only way to save the company
AMD is as likely to end Intel as MacOS is likely to end Windows. Look at Zen4 , Samsung semiconductor sales, Qualcomm and even TSMC's go forward orders have dropped by half. The world economy for chips is absolutely cratering and there is no safe harbor.
But I thought AMD was in the rear view mirror?
Pat is delusional.
Nobody told him about Zen 4?
Wait until he gets surprised by Zen 5.
Ah wasn’t so long ago Intel would get to do the keynote. You’d think big mouth Pat would get a place but I guess when you have nothing to show nobody wants you to talk even BK got to talkLOL.
AMD partners with Microsoft
https://twitter.com/anshelsag/status/1610840954612912128
Integrated Xilinx AI accelerator!
Where’s Intel’s Altera integration? Lol
Timestamp 13:50
https://youtu.be/uLP02jAJq3w?t=830
Intel is in serious trouble and major OEMs are pessimistic.