Thread regarding Intel Corp. layoffs

M1 was only the beginning

The benchmarks are in if it was only Apple it would be but a few % points, but with complete IP, cores for license and superior technology everyone will soon have their own chip and Intel’s x86 walled garden has complete collapsed.

Without technology leadership and performance leadership TMG is gone as is about 50K employees.

Not looking good for this IDM

Tick tick tick tock all the bean counters and BK BSers can’t put this Humpty Dumpty back together

https://www.tomshardware.com/news/google-developing-own-processors-for-smartphones-and-chromebooks

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| 1248 views | | 3 replies (last December 9, 2020) | Reply
Post ID: @OP+18g6rjXR

3 replies (most recent on top)

yes - M2 is coming and later the M3. There is no doubt that TSMC's 5nm gave some benefit in M1's benchmark result. Apple has spent years of work with its simpler close software ecosystem control and its enough big volume demand. It's under the non-Apple legacy software players' mercy to give this very aged x86 support. Any popular architecture has increasing burden of accumulated previous instruction sets.

It is not easy to change a bloat of grade inflation, in technical and management leadership, more than 1 decade since PaulO's era (BK gave the largest inflation with Dr. Murthy brought many birds of the same feather). Communication and power point file work better in career ladders than hard working experiments to find problems and real fixes. You can still see leaders to fight for "ownership" than "solution".

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Post ID: @4drk+18g6rjXR

@2frv+18g6rjXR Amazing isn’t it, but not a surprise when the CEO, the BoD don’t really understand the business Intel was in and why it had gone from one of many to the “one” that printed money and was the envy of all semiconductors and now fallen to irrelevance.

A combination of arrogance, stupidity and terrible judgement and failure of execution.

I was in so many meetings and the difference between arrogance and stupidity isn’t much.

That Springsteen song “Glory Days” is so appropriate

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Post ID: @3lck+18g6rjXR

Intel knew that Google and Apple were both developing chips... Intel ignored this for more than a decade. I participated in the corporate strategic meetings way back in 2004 - 2006 timeframe where senior managers conducted analyses and senior managers (VPs) concluded that these customers would not be successful at designing and making chips... We can see what's happening now. Intel is in big trouble on many different fronts. AAPL will soon be a larger semi-con manufacturer versus Intel. TSMC and Samsung have already defeated Intel. Intel's days as a monolithic undefeatable monopoly are over for sure.

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Post ID: @2frv+18g6rjXR

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