The Resurrection of Intel Will Take More Than Three Days
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The Resurrection of Intel Will Take More Than Three Days
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Re: The Resurrection of Intel Will Take More Than Three Days
#2That article could use a copy editor.
Or at least a proof read before hitting publish.
> This is IBM’s fifth rebirth in its Herman Hollerith built punch card machines to do the 1890 census in 1890, which is the true kernel of the company we know as Big Blue.
What?
Re: The Resurrection of Intel Will Take More Than Three Days
#3Intel seems 100% tied to its outcomes as a foundry now. If there is any disruption in chip prodution from Taiwan for example, I can see its stock doubling in price.
Re: The Resurrection of Intel Will Take More Than Three Days
#4That article could use a copy editor. Or at least a proof read before hitting publish. > This is IBM’s fifth rebirth in its Herman Hollerith built punch card machines to do the 1890 census in 1890, which is the true kernel of the company we know as Big Blue. What?
I had a few syntax errors with that one, too. I gave up and skipped over it.
Re: The Resurrection of Intel Will Take More Than Three Days
#5Intel seems 100% tied to its outcomes as a foundry now. If there is any disruption in chip prodution from Taiwan for example, I can see its stock doubling in price.
The immediate winners will be Samsung and Globalfoundries, since they have wide arrays of foundries with different processes (including specialized ones for automotive/avionics grade components, dram, cmos sensors, etc.), spare capacities, existing customers with designs tailored to their processes, and extensive experience in helping customers getting their designs ported.
Intel is going to fight an uphill battle with all these issues, it's likely that TSMC the other competitors can expand capacity faster than Intel can convince customers to gamble on them.
Re: The Resurrection of Intel Will Take More Than Three Days
#6That article could use a copy editor. Or at least a proof read before hitting publish. > This is IBM’s fifth rebirth in its Herman Hollerith built punch card machines to do the 1890 census in 1890, which is the true kernel of the company we know as Big Blue. What?
Unsupervised LLM go brrt
Re: The Resurrection of Intel Will Take More Than Three Days
#7Intel seems 100% tied to its outcomes as a foundry now. If there is any disruption in chip prodution from Taiwan for example, I can see its stock doubling in price.
I’m putting money on this. Despite these setbacks, AMD aren’t cutting it in the OEM market. The fabs will be used even if it’s boring shit.
Re: The Resurrection of Intel Will Take More Than Three Days
#8Intel seems 100% tied to its outcomes as a foundry now. If there is any disruption in chip prodution from Taiwan for example, I can see its stock doubling in price.
I’m putting money on this. Despite these setbacks, AMD aren’t cutting it in the OEM market. The fabs will be used even if it’s boring shit.
> I’m putting money on this.
I would not. There is nothing to indicate Intel leadership is capable of executing. Bean counters are not the kind of leadership you need in a changing environment.
Re: The Resurrection of Intel Will Take More Than Three Days
#9Earlier quoted context omitted.
I’m putting money on this. Despite these setbacks, AMD aren’t cutting it in the OEM market. The fabs will be used even if it’s boring shit.
> I’m putting money on this. I would not. There is nothing to indicate Intel leadership is capable of executing. Bean counters are not the kind of leadership you need in a changing environment.
They’re not run by bean counters. This particular issue will be QA’ed out and Intel’s big customers know that.
Re: The Resurrection of Intel Will Take More Than Three Days
#10Intel seems 100% tied to its outcomes as a foundry now. If there is any disruption in chip prodution from Taiwan for example, I can see its stock doubling in price.
I’m putting money on this. Despite these setbacks, AMD aren’t cutting it in the OEM market. The fabs will be used even if it’s boring shit.
>The fabs will be used even if it’s boring shit.
This is what a lot of people who have no idea about the semi industry miss because they get all their education from news headlines. Which is what I assume leads to Intel's massive stock drop. People voting on FUD, kind of like the opposite of the hype that pushed Nvidia to the moon, but when you asked investors who bought Nvidia, what Nvidia actually makes, most are clueless and only bought out of hype and FOMO.
Everyone assumes the world only needs 3nm chips because that's what TSMCs latest cutting edge node is and that's what they learned powers their iPhone, but the reality is the world runs on nodes much larger than that. To put this into perspective, the new TSMC fab being built in Germany will tape out 28/22nm nodes and then upgrade to 16/12 nm nodes mostly for robotics, industrial, IoT and especially automotive. Just let that sink in. Even Global Foundries is stuck at 12nm.
Intel's 4 process is cutting edge by comparison and plenty of international players who can't afford TSMC or Samsung would gladly pick up that node capacity for the right price.