Thread regarding Intel Corp. layoffs

AMD Exec Says Intel IFS is Destined to Fail

A senior AMD executive has implied that the most significant strategic change implemented at Intel under the stewardship of Pat Gelsinger was misguided. Intel's newfound enthusiasm for being a contract chip manufacturer for other companies, a key part of its IFS strategy, goes against the grain for a successful modern chip design company, hinted Darren Grasby, EVP for strategic partnerships and president of AMD EMEA.

https://www.tomshardware.com/news/intel-ifs-plans-are-a-strategic-mistake-hints-amd-exec

by Anonymous
| 3304 views | | 12 replies (last October 14, 2023) | Reply
Post ID: @OP+1oY79sz4
Comment! It's anonymous!

12 replies (most recent on top)

Intel should execute based on what AMD executive says, because....??? Of course the 2 companies are going to have different ideas of what it takes to succeed. No harm in having the 2 US companies try different things and see who succeeds. In my opinion, it's not in AMD's best interest to have TSMC be their only Fab option, so Intel succeeding in IFS but failing in CPU design would actually be best case scenario for AMD.

by Anonymous
| | Reply
Post ID: @7wmp+1oY79sz4

@3wka+1oY79sz4

And Intel bought Nervana, Movidius and Habana, because we "don't have the talent (or confidence) inhouse to compete with Nvidia in the AI space."

by Anonymous
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Post ID: @3yek+1oY79sz4

My thoughts on AMD is that they're highly dependent on AI to succeed and grow in today's marketplace, and as of June 2023 they had no big customers (Google it).

Also, it was recently announced that they plan on purchasing Nod.ai which tells me that they don't have the talent (or confidence) inhouse to compete with Nvidia in the AI space. This might help them, and it might not. All we can do is wait and see.

by Anonymous
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Post ID: @3wka+1oY79sz4

"Real Men have fabs" - Jerry Sanders,

by Anonymous
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Post ID: @2pgr+1oY79sz4

CEO of Burger King says Big Mac is not that good.

by Anonymous
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Post ID: @2frw+1oY79sz4

GM Exec Says Ford Mustang Is Destined to Fail

In other words, what would you expect?

by Anonymous
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Post ID: @1jus+1oY79sz4

Someone has actually got to make silicon, is it really a great idea to put all your eggs in one basket?

by Anonymous
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Post ID: @1waz+1oY79sz4

Sounds smart until the conflict between Taiwan and China break out, likes what happens in Israel. AMD should support Intel's IFS effort.

by Anonymous
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Post ID: @1sqd+1oY79sz4

years from now they will talk about the dangers of putting all your eggs in one basket.

by Anonymous
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Post ID: @1ywi+1oY79sz4

Duh.....

by Anonymous
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Post ID: @ivb+1oY79sz4

The worst part of having delusionals for ‘leaders’ hinder a reality based discussion about what strategies could actually work for the company

by Anonymous
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Post ID: @zpy+1oY79sz4

Who are the biggest user of leading edge node?

Apple, MediaTek and Qualcomm for mobile, You think Intel can compete on cost or offering with TSMC?

In HPC/AI you have AMD, Nvidia, Microsoft, Google, Facebook all competing with Intel, who would go to their competitor and expect best price or treatment ?

No way Intel IFS get anything but US government or any real customer without giving away the technology at a loss.

by Anonymous
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Post ID: @yoh+1oY79sz4

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