Absence of competitive products, a bloated inept org, a financially unsustainable strategy, and a bad economy to boot. By all indications Q3 was disastrous. Could this be it?
5 replies (most recent on top)
@1gwf+1jjt0QJA Clone of TSMC, you must be joking! Nobody at Intel has any clue what a Foundry is, compete with TSMC inferior technology, inferior cost and scale, no clue to customer service. Who would trust their future with IFS! Look how fab and. Manufacturing failed all the internal products and their roadmaps. No coma y would chips IFS over the competing foundries
If you think AI will save intel you need to share what you are smoking. Thanks for the lols
Gradually, Intel is likely to become a clone of TMSC in the US and Europe. It will be forced out of the competitive design innovation game with new and creative players in the space and become a price competitive manufacturer for them. It will also end up slowing down innovation in software space (including AI). This may actually be a realistic route for it to do well. Intel is trying to do too many things at the expense of the one thing it does best.
At the moment, there is a lot of excitement inside the company around AI, which is mainly driven by the competitive pay rates of engineers with AI expertise. There is no true innovation in AI that Intel is involved in today. Intel will eventually realize that AI does not really improve its bottom line, and pull the plug on that too. The current AI trend in Intel reminds me of the wearables trend it had embarked on a few years ago. Everybody in the company was working on wearables then. After realizing that wearables did not move the needle on the bottom line, anything wearable related (including an entire business unit) at Intel vanished almost overnight. Some trends always persist without change. Intel should only concentrate on work that its in its DNA without getting distracted by technology trends. Embarking on the bandwagon does not help anyone.
Raptor lake is kicking a-s and taking names. Arc gpus will slowly but surely capture the lower end of the gpu market. Stop being a negative nancy with nothing to back up your bs.
Dunno if this is the end of the line, but it's for sure the moment of truth.