Can we now write off fabs and start over with a fabless group?
11 replies (most recent on top)
It is far more likely that Intel sells, IPOs and merges the product side, then becomes Intel Foundry.
x86 is 40 years old and at this point losing market share to ARM at an accelerating rate.
Datacenter has more ARM competitors than one can count, and ARM is coming for PC in a big way in 2025, by NVDA and QCOM. And just wait till AMD joins the ARM PC fight.
The gov't will ultimately force Intel to sell off most or all x86 development, and may force AMD into that marriage of inconvenience, on national security grounds. Way too much installed base to have it fail as a business any time soon.
AMD has been interested in a merger in the past and likely sees great potential cost efficiencies and pricing power if they could monopolize x86, even as a dying architecture.
Intel has lost too much x86 market share to fund Foundry from the Product side, so needs to be a separate entity in order to attract enough external capital to stay relevant with technology. The market will force sorely needed cost efficiencies as well.
This is almost certainly all coming in the near future, as a pace which will light employees hair on fire. This is not your Grandfathers Intel.
https://beebom.com/apple-m4-vs-intel-lunar-lake-benchmark-comparison/amp/
And how you will stay afloat? ProdCo did not paid for chips for years. Now they have to, and even with TSMC they are failure. I am not even comparing with AMD that blast in some benchmarks at 100% more efficient.
Chip money is a trap.
Give it back.
Write off the fabs.
Start anew.
Inte has to maintain majority ownership of fabs to keep chips money!
The U.S. government is not giving Intel Chip-Act money to design the next fancy CPU/GPU/Gaudi. The government needs factory's fabricating latest technology chips here in the U.S.A. Intel has no choice but to sell/spin-off product division. Prepare yourself accordingly.
For Intel to be profitable it needs to layoff an additional 40% of its workforce.
You mean like Bob S suggested?
Now is the time to salvage parts of the company still have values. Cutting excessive fats is the key to survive.
Its Fab or nothing for Intel. 1. Look where the money is coming from. 2. Look at the lack of quality and performance in our latest chips. Split now and focus on FAB or there will not be an Intel in 5 years.
You don’t need to beat AMD.
You can still be a profitable #2.
Intel needs to get out of the ‘winning’ mindset.
Those days are long gone.
The only way to be viable is a MUCH SMALLER, but profitable company.
The alternative is worse.
Can you make products that will be better than AMD and will not get RMA?
You are on TSMC since 3 years, still failing...