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Intel to Receive $8.5B in Grants to Build Chip Plants

nytimes.com

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Re: Intel to Receive $8.5B in Grants to Build Chip Plants

#441

Post by xcv123 »

sevagh wrote: post #364
HarHarVeryFunny wrote: post #308

Earlier quoted context omitted.

It seems that what happened to Intel was a lot worse than just missing Andy Grove's paranoia... - They missed the mobile market - They missed the gaming market - They missed the AI/ML market - They got multiple generations behind TSMC and Samsung in the fab business - They lost a whole bunch of market share to AMD, including datacenter The NY Times article is paywalled, so I can't read it, but I have to wonder what k…

Actually, Intel has been consistent with their specialized CPU DNN libraries and whatnot for years. MKL and the likes are pervasive in modern deep learning stacks. Pretty sure they've captured as much of the AI/ML business as CPUs possibly can. Also, by gaming do you mean gaming consoles or gaming PCs? Because Intel is popular in gaming PCs also.

> Pretty sure they've captured as much of the AI/ML business as CPUs possibly can.

Which is exactly how they missed out on AI/ML. CPU is irrelevant in that market.

> Because Intel is popular in gaming PCs

All gaming consoles use AMD or Nvidia hardware.

Gaming PCs use AMD or Nvidia GPUs.

Re: Intel to Receive $8.5B in Grants to Build Chip Plants

#442

Post by bagels »

ok123456 wrote: post #348
bagels wrote: post #261

Earlier quoted context omitted.

Skilled machinists?

It takes education and practice to take a CAD model or technical drawings and run the machines to produce it.

Sorry, I was just trying to clarify what "skilled machines" meant. I think they meant "skilled machinists"?

Re: Intel to Receive $8.5B in Grants to Build Chip Plants

#443

Post by Dalewyn »

throwawaymaths wrote: post #404
ulfw wrote: post #402

Earlier quoted context omitted.

Is this some kind of joke? So who but Canada is your 'close ally' then?

It is a joke but it's also true. The entire Japan South Korea Taiwan situation is at a high risk, if actual conflict breaks out, Taiwan is out, and SK and Japan become trickier on shipping insurance costs alone , assuming they choose not to get involved (they probably will) Obviously Mexico is also a close ally.

Japan cannot get involved unless the US is directly attacked, their constitution and laws governing use of the JSDF are very explicit in forbidding any use other than defending themselves or the US.

If (when?) Taiwan gets China'd, that by itself cannot serve as a casus belli for Japan.

I have no intimate knowledge with regards to South Korea's laws and will thus refrain from commenting there.

Re: Intel to Receive $8.5B in Grants to Build Chip Plants

#444

Post by BobbyTables2 »

gamepsys wrote: post #396
s1artibartfast wrote: post #338

Earlier quoted context omitted.

I'm curious what you think it is telling? What are the alternative incentives?

1. It's telling because if Intel thought this was a good investment then they would have made it without the grants. The stock buybacks show they had the cash to do it recently. 2. Alternatives to giving grants: Tax credits, low interest loans, import duty, law, executive action, threaten anti-trust lawsuit, purchasing shares, leverage intelligence agencies, nationalize. The most straightforward way would be to exten…

Or Intel figured they could do stock buybacks with their own money knowing they could use someone else’s money for domestic manufacturing development?

A multinational needn’t be concerned with the long term prospects of any one country…

Oldest game in the book!

Have you ever seen a consulting company tell a client, “you don’t have to pay us to do your R&D, we have enough money to do it ourselves!!!”

Re: Intel to Receive $8.5B in Grants to Build Chip Plants

#446

Post by hackable_sand »

lenerdenator wrote: post #154
randerson wrote: post #115

Intel could have funded this themselves many times over if they'd reinvested their profits instead of paying huge buybacks and dividends.

The goal of a corporation is to generate value for shareholders, and we don't give any incentives for them to do otherwise.

[dead]

Re: Intel to Receive $8.5B in Grants to Build Chip Plants

#448

Post by Dalewyn »

xcv123 wrote: post #441
sevagh wrote: post #364

Earlier quoted context omitted.

Actually, Intel has been consistent with their specialized CPU DNN libraries and whatnot for years. MKL and the likes are pervasive in modern deep learning stacks. Pretty sure they've captured as much of the AI/ML business as CPUs possibly can. Also, by gaming do you mean gaming consoles or gaming PCs? Because Intel is popular in gaming PCs also.

> Pretty sure they've captured as much of the AI/ML business as CPUs possibly can. Which is exactly how they missed out on AI/ML. CPU is irrelevant in that market. > Because Intel is popular in gaming PCs All gaming consoles use AMD or Nvidia hardware. Gaming PCs use AMD or Nvidia GPUs.

>Gaming PCs use AMD or Nvidia GPUs.

Any Steam hardware survey (the most relevant for gaming PC contexts) will show Intel handily beating AMD at around 66% to 33% for CPU[1], so your claim that Intel is somehow not popular is bunk.

[1]: https://store.steampowered.com/hwsurvey/processormfg/

Re: Intel to Receive $8.5B in Grants to Build Chip Plants

#450

Post by eddiewithzato »

WWLink wrote: post #385
gen220 wrote: post #347

Earlier quoted context omitted.

It wasn't just intel, it was every semi-conductor manufacturer in the valley (hence the inability to find other work). They closed because it was cheaper to build in other countries, or to outsource from contractors who build in other countries (where organized labor doesn't exist). The U.S. lost thousands of high-paying (and tax-paying) labor positions and atrophied the skills that went with them. Intel profited fro…

Honestly it blows my mind they were able to give control of one of the most important industries in the world over to a foreign country like that.

That’s the power of slave labour. Global economy is really modern day slavery. When you are making trillions in USD in the USA, paying someone in china $2 a day would’ve been an Egyptian pharaohs dream.
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