Thread regarding Intel Corp. layoffs

The WHOLE industry is switching to ARM

Whether it’s data center and AI or desktop, laptop, and Mobil. Everything is moving to ARM!

X86 is dead!

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| 1574 views | | 17 replies (last June 4, 2024) | Reply
Post ID: @OP+1sH32JMl

17 replies (most recent on top)

I brought this threat to the VP before I quit Intel. He was laughing at my question and seemed to be a clueless id--t.

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Post ID: @aaxb+1sH32JMl

I’ve proposed arm designs at Intel 3 times in 3 decades and been shut down at the first opportunity every time.- there is no reason whatsoever that Intel couldn’t evolve - it’s arrogance and religion about x86 have led it down this path. The attitude internally stinks , and the results are here for all to see

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Post ID: @6aqr+1sH32JMl

Microsoft owes nothing to Intel. Gone are the days of Intel monopoly. Microsoft is smart to expand their business by offering ARM laptops. Maybe Intel could have an ARM solution had we not sold Xscale group to Marvell, courtesy of PSO & AB

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Post ID: @1utf+1sH32JMl
Microsoft is not in a position to antagonize their chip giant.

Yet here we are.
Intel was snubbed and humiliated.

What’s Pat going to do?
Not sell into Intel’s only market?

The power dynamics are quite different than you imagine now that Microsoft has choices like AMD and Qualcomm and a giant war chest to fund competition. It is absolutely in Microsoft’s interests to have as many chip vendors as possible.

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Post ID: @1njz+1sH32JMl

"Intel has them by them exactly where they want them.... Microsoft is not in a position to antagonize their chip giant."

You may be in for a rude wakeup call.

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Post ID: @drv+1sH32JMl

If Intel x86 CPUs are any good then Apple won’t ditch them with their own ARM CPUs. Apple was completely wiped out Intel chips in their production line which means Intel chips are so behind and worthless. OEMs and other PC laptop manufacturers had no choice to stuck with Intel for a while until they can find other alternatives to compete with Apple. Now it is the perfect time for them to switch in order to compete with Apple ARM and leave x86 into yesteryear dust. You get it?

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Post ID: @lpm+1sH32JMl

@emk said: "Microsoft announced a manufacturing partnership with Intel on 18A. Intel has them by them exactly where they want them.... Microsoft is not in a position to antagonize their chip giant."

So you're admitting that Intel is back to its old monopolistic ways, veiled threats and illegal tying of products, behaviors that cost INTC billions in settlement. Pathetic.

It's more like INTC had to beg MSFT to use the severely under-utilized IF capacity, probably at cost or even contra-revenue, just so it can claim to have landed a whale.

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Post ID: @bxk+1sH32JMl

@yxy - Microsoft announced a manufacturing partnership with Intel on 18A. Intel has them by them exactly where they want them.... Microsoft is not in a position to antagonize their chip giant.

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Post ID: @emk+1sH32JMl

I prefer LEG myself.

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Post ID: @spk+1sH32JMl

Even AMD has ARM in their roadmap

https://m.youtube.com/watch?v=u19FZQ1ZBYc

If you think the ARM threat is like Linux vs Windows, you’re in for a rude awakening.

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Post ID: @evf+1sH32JMl

More

https://discussion.fool.com/t/laptop-oems-unimpressed-with-intels-latest-mobile-offerings/98744

I’d like to confirm that at least in some scenarios Meteor Lake is definitely performing below what our partners expected.
I am not sure what went wrong, it’s not my department, but in the past month my days have been filled with meetings with angry OEMs asking us why Meteor Lake is barely better than Raptor Lake in their testing.

OEMs are so done with Intel.

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Post ID: @fxy+1sH32JMl

Intel Meteor Lake CPU delays leave OEMs 'royally pi---d'

Read more: https://www.tweaktown.com/news/94131/intel-meteor-lake-cpu-delays-leave-oems-royally-pi---d/index.html

OEMs have had enough of Intel’s bullsh1tt.

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Post ID: @wwe+1sH32JMl

Also note that Qualcomm is twice as big as Intel and Microsoft is literally 24 times bigger.

They can absolutely change the industry if they want to. And it seems like they have.

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Post ID: @ptu+1sH32JMl

@ksg this is wishful thinking.

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Post ID: @mqk+1sH32JMl
Besides why would the OEM's jeopardize their supply by crossing Intel?

You might want to ask Asus, Acer, Dell, HP, Lenovo, Microsoft if they’ve already ‘crossed’ Intel.

This ain’t 1999 anymore.
The floodgates are opened.
Battery life and performance will be better than lunar lake. Mark my words.

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Post ID: @yxy+1sH32JMl

This alarm has been raised non stop for 20 years.. like the year of the Linux Desktop. It will never happen. x86 is far too powerful and entrenched. Besides why would the OEM's jeopardize their supply by crossing Intel? This is just some marketing blitz paid for by QCOM... everything will be forgotten in a week.

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Post ID: @ksg+1sH32JMl

It had a good run. What is amazing is that Intel leadership never saw it coming.

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Post ID: @noj+1sH32JMl

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