A small fix to the HN title: it's about NAND (flash) memory, so basically "storage/SSD", not RAM "memory".
And also doesn't include XPoint "storage/SSD", so yep, literally only NAND.
Intel exits memory business, sale to Hynix for $9B
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Re: Intel exits memory business, sale to Hynix for $9B
#32The sale price is less than 2X revenue. All of the margin in flash memory has been sucked up by cloud providers and Apple.
No, it wasn't. Lazy salesmanship did. Go and look how much margin a distributor still have wholesale for mainstream NAND flash.
But why buy Intel when Samsung has a device in every class (even enterprise) that's just as fast or faster, and cheaper as well? This is the fifth-best SSD manufacturer selling out to the third-best SSD manufacturer. No matter how much you put into marketing, it's a worse product being sold to technical purchasers.
Re: Intel exits memory business, sale to Hynix for $9B
#33Earlier quoted context omitted.
The real shitshow starts when the CFO becomes the CEO (as is usually the case), so Intel is pretty much dead as is US tech innovation on this scale (until VCs do what China does and start pouring money into hard stuff, not just fluffy software).
> "Intel is pretty much dead as is US tech innovation on this scale" The US still has Apple, Nvidia, Tesla, etc. All doing world-leading stuff. I would say US tech is far from dead.
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Re: Intel exits memory business, sale to Hynix for $9B
#34More US manufacturing relocated overseas.
When China bans exports to the US, maybe then we can bring it back.
Re: Intel exits memory business, sale to Hynix for $9B
#35another feather in the cap of Intel. Looks like AMD has them by the balls.
AMD is hardly making a dent in Intels massive entreprise market
iPhone was also barely making a dent in Nokia and Blackerry's margins in the first couple of years. The difference is the update cycles are longer in this business but intel could be the next Nokia in 10-20 years.
Re: Intel exits memory business, sale to Hynix for $9B
#36Earlier quoted context omitted.
The real shitshow starts when the CFO becomes the CEO (as is usually the case), so Intel is pretty much dead as is US tech innovation on this scale (until VCs do what China does and start pouring money into hard stuff, not just fluffy software).
> "Intel is pretty much dead as is US tech innovation on this scale" The US still has Apple, Nvidia, Tesla, etc. All doing world-leading stuff. I would say US tech is far from dead.
Apple does research, design and software but all the manufacturing and assembly is done in China by Chinese companies. Mostly Samsung and Foxconn. Nvidia is the same but the chips are fabbed by TSMC (Taiwan Semiconductor).
Re: Intel exits memory business, sale to Hynix for $9B
#37Earlier quoted context omitted.
AMD is hardly making a dent in Intels massive entreprise market
iPhone was also barely making a dent in Nokia and Blackerry's margins in the first couple of years. The difference is the update cycles are longer in this business but intel could be the next Nokia in 10-20 years.
By then all the current board members will be retired :-)
Re: Intel exits memory business, sale to Hynix for $9B
#38Earlier quoted context omitted.
How is the hyper-competitive, low-margin, commodity NAND business core to what Intel does or aspires to do? (Intel is of course not doing their best at their core, but this does not seem to be an instance of it IMO. This is more analogous to exiting the DRAM business early in their existence)
> How is the hyper-competitive, low-margin, commodity NAND business core to what Intel does or aspires to do? Because that "commodity" gives a company a steady revenue stream. The less diversification a business has, the more vulnerable it is in case of issues (e.g. the fiasco that is the new fab process sizes), market demand shifts or other external events (wars, tariff / trade wars, pandemics, economic crises). Int…
Going all in on your core business is risky, but I wouldn't call it short sighted. It seems more like being committed to you technical decisions, and deciding "If we can't make it here, whats the sense in even staying around".
Re: Intel exits memory business, sale to Hynix for $9B
#39More US manufacturing relocated overseas. When China bans exports to the US, maybe then we can bring it back.
You mean when the CCP invades Taiwan.
Because as far as I know non of the state of the at chip manufacturing is fine in CCP controlled territory.
There are a bunch of chip fabs in China but that all lack behind as much or likely more then Intel.