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Intel's disruption is now complete

jamesallworth.medium.com

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Re: Intel's disruption is now complete

#451

Post by texasbigdata »

Rzor wrote: post #426
texasbigdata wrote: post #247

Earlier quoted context omitted.

The conversation in Satyas own book of the trip to try to recruit some HP exec with Balmer where Satya pushed to take over some division and Balmer reluctantly agreed on the flight down to SF but told Satya he better be able to execute and quickly or he should work on his parachute skills, alone is hilarious when viewed through the lens you describe.

I just read that part of the book[0]. Actually, Satya says that Ballmer offered him the position because MS had to answer to AWS. >[...] Steve had invested in it because [search][1] would require the company to compete in a sector beyond Windows and Office and build great technology—which he saw as the future of our industry. There was tremendous pressure for Microsoft to answer Amazon’s growing cloud business. This…

Thank you for the quote! I would be a bit skeptical of any highly ambitious executive’s self-described potentially revised historical narrative of their ascent, however his words are his words.

I don’t know about you but if my boss made a parachute joke while currently in a private plane flying south, it would be a scary thing.

Re: Intel's disruption is now complete

#452

Post by Denvercoder9 »

T-A wrote: post #440
dodobirdlord wrote: post #420

Earlier quoted context omitted.

Fortunately ASML is in the Netherlands.

I was obviously referring to Samsung. As for ASML, if it were the key to Intel's woes, the article we are all commenting would not have been written.

> As for ASML, if it were the key to Intel's woes, the article we are all commenting would not have been written.

It not being the issue discussed in the current article doesn't mean it isn't a critical issue.

Re: Intel's disruption is now complete

#454

Post by tehjoker »

nickik wrote: post #349
samsonradu wrote: post #335

Earlier quoted context omitted.

The 'resource curse' might have the causality wrong though in many circumstances. Maybe those countries would find themselves in a similarly bad state (or worse) without those resources. Maybe their bad state is due to historical reasons - being former colonies with very little power on the world stage - and resources just couldn't help much.

The resources curse really is about staying bad, not turning bad. We must realize that all countries 300-400 years ago were 'bad' by out perspective. Countries with a dominant resources that only found them when they were already developed don't suffer from the 'resource curse'. In such cases not having resources doesn't mean you turn into Switzerland or Canada rather it means that it will be harder for one dominant…

Having a certain superpower send funds, training, and arms to right wing militias and established dictators certainly helps maintain the resource curse.

Re: Intel's disruption is now complete

#455

Post by calinet6 »

BoorishBears wrote: post #291
5d749d7da7d5 wrote: post #218

Earlier quoted context omitted.

>the Intel i5/i7/i9 were the processors of choice for gaming, but AMD's Ryzen line has been making remarkable inroads I just checked my go-to hardware recommendation site, Logical Increments[0], and not a single Intel CPU makes the list. AMD everything. [0] https://www.logicalincrements.com/

The idea it's recommending a 3600 over a 10600k for a thousand dollar build tells me there's a slant...

5600x is in the same price range and a no-brainer, once stock stabilizes.

There's no sense in intel right now when doing a new build.

Re: Intel's disruption is now complete

#456

Post by Denvercoder9 »

jldugger wrote: post #186
ENOTTY wrote: post #169

Earlier quoted context omitted.

I don't understand this ridiculous conspiracy. What competent government would force one company to backdoor their products but forget about their other competitors, all of which are domestic?

> What competent government Let me know when you find one.

Just because you think the federal USA doesn't have one, doesn't mean they don't (or cannot) exist. Lots of goverments in northwest-Europe are generally competent.

Of course a generally competent government probably wouldn't decide it'd be a good idea to backdoor CPUs, but that's another issue.

Re: Intel's disruption is now complete

#457

Post by formerly_proven »

PragmaticPulp wrote: post #301
mrtksn wrote: post #266

Earlier quoted context omitted.

People root for anything-but-intel because competition is a good thing and intel had none for very long time. I don't know where the notion of "Intel is about to die and TMSC will make us suffer due to monopoly" comes from but before having people cheer for Intel again they probably need some time to have their execs cure some disease in some poor part of the world, do a few AMAs on reddit, open-source something, don…

Tech enthusiasm and criticism has become extremely cyclical in the past decade. It’s easy to forget that we were all cheering for Facebook and the Zuckerberg success story before it became uncool to be pro-Facebook. Intel is stumbling, but up until very recently they were still the fastest gaming CPUs available. That didn’t stop gamers from criticizing them endlessly and cheering their demise. Intel went from cool to…

> It’s easy to forget that we were all cheering for Facebook and the Zuckerberg success story before it became uncool to be pro-Facebook.

This is emphatically untrue. There was always a significant minority in "Hacker" and privacy circles that were intensely sceptical of Facebook in specific and "social media" in general.

Re: Intel's disruption is now complete

#458

Post by an_opabinia »

calcifer wrote: post #436
aaaxyz wrote: post #286

Earlier quoted context omitted.

Isn't TSMC building a fab in AZ? Anyway I'd say the "spice" in semiconductor production is rare earth elements, since the CCP controls most of their extraction (and has artificially lowered exports in the past)

> Isn't TSMC building a fab in AZ? Yes, but the planned chips are an older generation right now and they'll be even older when the fab actually starts production. TSMC would never move cutting edge production outside of Taiwan.

It’s just such nincompoopery, people speculating about geopolitics. TSMC is owned by normal people who want to make money, if for some reason they aren’t able to trade, ownership will move out IP and put it on a USB key, and build elsewhere.

Just think about it rationally. If TSMC isn’t allowed to meet demand, well of course someone will be incentivized to move the IP elsewhere where you are permitted to meet demand. It would be such a colossal opportunity. Indeed shutting off TSMC would be great for other people interested in getting into chip manufacturing, in the same way that reducing competition in anything benefits producers.

The reason that doesn’t happen has nothing to do with geopolitics and everything to do with what every mainstream US politician has always been saying: subsidies, and the price of labor.

Re: Intel's disruption is now complete

#459

Post by CountSessine »

CountSessine wrote: post #252
p_l wrote: post #61

Earlier quoted context omitted.

Samsung chip division doesn't have guaranteed "buyer" or option to build SoC specifically for given product (even if usually you can bet on next generation Galaxy device as your target, you still have to design as if you were selling to open market - and that means less option to, for example, throw a lot of memory/cache resources that have been the main differentiator of Apple chips - which started from the same des…

which started from the same design as Exynos Apple was actually the one designing those cores in the Exynos - up until and including the Exynos 4000. That was when Apple decided to sever ties with Samsung and stopped designing cores for them and Samsung had to go back to stock ARM designs with the Exynos 5000. That was why the 5000 series sucked so badly - Samsung lost access to those Apple/Intrinsity juiced cores. I…

I'm wrong about that - it was the Exynos 3110 that had the Apple designed core that also appeared in the A4. And after that, it was back to ARM's humble designs for Samsung.

Re: Intel's disruption is now complete

#460

Post by DaiPlusPlus »

SoSoRoCoCo wrote: post #43
Someone1234 wrote: post #35

Earlier quoted context omitted.

Do you think Intel can come back, or is Intel too dysfunctional/inefficient to recover?

I think they have been a commodity for a long time. Rephrased, the discussion is similar to, "Will GE make a comeback in the refrigerator market?" Intel isn't going anywhere, they have many, many big customers to satisfy who simply cannot shift to ARM due to ROIs <=0. And after 30+ years of this, I also don' think there's anything new or revolutionary in silicon fabrication on the horizon. I stopped getting excited a…

> I stopped getting excited about CPU tech when AMD crossed the 1GHz barrier in the PC space

That was only around 2000. There was a lot for me to get excited about since then:

* AMD64

* SMT

* Dual-core / multicore

* On-chip integrated graphics that weren’t awful (low-end discrete graphics aren’t a thing anymore)

* Gigantic L3 and L4 caches (a side-effect of on-chip graphics)

* Turbo mode making a comeback (yes, I know Turbo Mode switches actually slowed down computers)

Judging by Apple’s direction, it’s looking like we’ll start seeing actual (ultra-fast) RAM on-chip too, with Optane that could mean we can finally move-away from block-addressed storage and have a massive flat memory-space for everything .

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