At this point I do not think we can catch up with competition. Years of neglect, marked by the lack of vision, inability to recognize and keep talent, always looking for the easy ways out, thinking that grand words can save the lack of substance, are coming home to roost. If there is any reasonable idea how to go forward, everything and everybody, especially people at the top, should be reassessed.
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@7nub+1qWuriLb
No sh!t Sherlock.
The virtuous cycle was that x86 revenues were so large that they could be invested in fabs which in turn would generate more x86 sales etc…
That cycle was broken when TSMC found a much better virtuous with smartphones and now AI (GPU) silicon.
Intel can’t compete there since they lack economies of scale. In the same way AMD lacked scale when they tried to compete with Intel with their own fabs.
You can hope for 1 or 2 years. After five years, nothing to hope. Just leave it out of your mind and go away.
Intel historically has always been able to weather the storm because they were at least a generation a head in process tech. This is why Pat is spending so much on fabs right now. It's Intel's only chance for catching up.
In the past AMD has always shot itself in the foot every couple of years after some success. Lisa Su seems to be different.
Anyway, Pat is making the right bets. Whether or not the company can execute is another story.
I think we have a reasonable chance of competing with AMD, but not even close to Nvidia. IFS is our only real chance for significant growth.
To be honest, my PC, Laptop user experience for Intel CPU is still much better than AMD. I have Ryzen 7 now. Intel PC and even server CPU still have higher market share.
The only problem is no competitive GPU for AI.
Keep one foot in front of the other and repeat.
Ppl like you are part of the problem, always blaming the others
Innovate.
Same idea going forward: rest, vest, package.
Dear AMD employee posting in the Intel group. I agree with you. You can't catch up. The good news is, you might make another $20B this year.
How is IFS going to compete with cheap labor and no OSHA restrictions? The only way US fabs have remained successful is either a unique technology no one else has, or a process so delicate that other countries are unable to reproduce. Neither of which Intel has.
Just sell it if there is no hope.
Intel is sub-scale now.
This is pretty much a death sentence for companies that operate fabs. The low cost producer can run faster than you. You’ve already lost since you can’t keep up with capex.
Not enough volume / revenue to drive investments means you will fall further and further behind.
Once a high-tech company lost its lead, there is no return. See Motorola, Nokia, Blackberry etc. Intel is done.
IFS is our best hope