Thread regarding Intel Corp. layoffs

Yup, that is why after two decades I am outta here and joining the ARMy for my next gig.

I do feel sad for all my good friends left on the titanic struggling. The Foundry have plan and strategy for the end of Moore's Law, sadly Intel doesn't. The longer Intel management and leadership deny the end of Moore and the rise of ARM the more tragic will steep will their plunge be, very sad indeed so many hard working engineers lead to their career and life death but the x86 and Moore's law zealots, so sad indeed.

@1sri

You seem like the only one that gets it.

Licensing x86 would have been a disaster. Only the PARTNERS are making the big bucks.

Solution? Become an ARM partner.

This will never happen due to NIH arrogance and incompetence at Intel.

It's actually already too late for that strategy and the foundries have all but caught up on process tech. TSMC alone ships more Finfet volume than Intel. Mediatek will beat Intel to 10nm.

What a joke.

Intel was brilliant and powerful for two decades with x86, they made the right decision not to license No different than Apple was for the last few years. But let's be honest w/o AMD where would intel be? We'd have single core Tejas, no RISC not multi core, LOL those have all been innovations from others intel copied

Technology moves fast and disruption can be hard to predict

ARM is everywhere and the virtuous cycle of a billions produced everywhere and produced by TSMC has lead them to process leadership and ARM to architecture leadership.

Intel's failure to adopt aggressively ARM for mobile and many applications will be their down fall. Memory and IoT won't save Intel but adopting ARM could.

Sadly BK is too stupid to do the right thing, LOL

Yes!

"People don't realize how badly things can evolve because the savings generated by Moore's Law paid for the lack of strategic understanding of what the markets are doing, where the customers are actually heading."

Until today, Intel did make more money than ARM and good for Intel. And yet if you change the element of analysis to x86 and ARM total ecosystem, who is well positioned to make more money. What assumptions need to hold true for either way to come about. ARM is ahead on the volume trend because Intel preferred margins to volume and this belief that Intel is paid for the "architecture" and yet it is volume that secures the margins not the other way around. And why not, except the PC run has ended and if BK didn't do what he just did, you would have PC contraction, Moore's law slowing down (eventually a deeper global recession slowing down servers) and Intel would be in an even worse place than right now. Not to mention the ARMy is forcing the Intel army to march through sand. And this is not even confidential information. Review all the public information out there. People don't realize how badly things can evolve because the savings generated by Moore's Law paid for the lack of strategic understanding of what the markets are doing, where the customers are actually heading. Making money is good, great, then you need to be in a position to make it as long as possible -- to prevail.

There is no chessboard.

ARM has this model and makes virtually no money. Their partners make all the money. Do some research on ARMH net income vs. Intel or Qualcomm.

ARM itself has no scale advantage. I'm not going to explain business 101 to you. You can research it yourself.

yvb - Depends on how big is the pool. The licensing approach could have also secured market share and would have made the monopoly more secure. There is no outright answer, this is a chessboard in 3 or 4 dimensions.

Intel will be arrogant and ignorant with ANY business that it gets into.

That's the root of the problem...and why so many acquisitions haven't worked out.

Intel biggest failure was not expanding to become it's own customer from the 90s. If they had of done that intel chips would be everywhere and talking to each other.

Not to mention the oversupply of a--holes

Nothing lasts forever but 30 years of monopoly profit was amazing.

ARM could have been fought by embracing it and denying scale to TSMC and Samsung. Now it's too late to recover.

OP here. Of course. Correct. And how now to fight ARM? ARM is everywhere.

Well... Distributed technology/concept does leverage and makes more even the profit distribution. And allows more competition among ARM licensees. Agreed, INTEL would be much smaller, but it would survive.

And now? INTEL will be much smaller anyway, with slim chances for x86 to last beyond 2020 (servers are exception). But many people made huge monies in INTEL, using monopoly... Past times, unfortunately.

Hey genius, licensing x86 would have lead to much smaller profits. Do you even understand economy of scale? This is Intel's largest advantage.