Thread regarding Intel Corp. layoffs

Intel's weakening grip on PC manufacturers

Intel is no longer able to wield the cudgel like years ago.

Just ask any AI:

Intel's weakening grip on PC manufacturers is a result of several factors, including fierce competition from AMD, the rise of ARM-based processors, and a shift towards specialized solutions for diverse computing needs. This evolving landscape is leading to increased choices and innovation in the PC market.

  1. AMD's competitive resurgence
  2. Rise of ARM-based processors
  3. Increasing specialization and innovation

To counter some of these issues, Intel should branch out into high-performance, multi-core ARM and Risc-V processors and SOCs. If designed properly, these Intel parts would be in demand and utilize fab capacity.

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| 735 views | | 4 replies (last July 11) | Reply
Post ID: @OP+1jztbxr8f

4 replies (most recent on top)

@aa if it was such a tiny blip, then why did they make cringe ads about apple after the breakup on youtube before finally removing it from youtube?

https://www.youtube.com/watch?v=GCtwrSHPBds

https://www.youtube.com/watch?v=HbkdpyUlJNs

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Post ID: @cq+1jztbxr8f

People have been forecasting this doom and gloom for years now. Apple going in-house was only a tiny blip in CCG volumes and revenues - so tiny that its almost imperceptible. QCOM's efforts at building a competitor have not been successful. There is nothing to be worried about.

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Post ID: @aa+1jztbxr8f

The current strategy is to operate under x86 as efficiently as possible.

If the company were to start development with ARM or RISC-V that would undercut x86 sales, and that has been the issue since PSO had the prior ARM development sold in order to focus on an x86-based PC.

Even the current GPU & AI efforts have an x86 core. Gaudi=x86.

All that said, at some point the strategy will either pivot or the company will cease to exist or be sold to Broadcom as some legacy line of business.

Once the IFS capital burn is brought under control (which probably includes selling the older fabs), and non-performing products are either sold or shut down, then the company is in a better position to consider what to do beyond x86.

Standing up a development group based on another architecture would cost billions and Intel is in no position to do that right now.

So see if the current strategy is to enable a future strategy, or is just to profitably run x86 into oblivion.

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Post ID: @a6+1jztbxr8f

@OP
I agree totally, in fact Open RISC or RISC V is the only way Intel competes with Nvidia. A totally open source chip is the only way to drive innovation and move the market away from Nvidia's proprietary platform. Just like Linux you allow huge numbers of the individual developers refine the platform.

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Post ID: @a5+1jztbxr8f

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