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A message from Intel CEO Lip-Bu Tan to all company employees

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Re: A message from Intel CEO Lip-Bu Tan to all company employees

#111

Post by tgma »

jjcm wrote: post #5

It's honestly wild that a sitting US president is calling out specific company CEOs. The fact that it was done in a tweet-esque post is even more concerning. I'd expect that something like this would have been accompanied by a proper investigation and writeup stating the administration's perspective on why, but instead it's just "he's highly CONFLICTED". I don't debate his history at Cadence Design is concerning from…

This administration (and the previous one) have been paying billions of dollars to chip companies to make fabs in the United States.

Trump in particular is essentially trying to make sure Intel lives despite market forces. It is effectively a quasi-nationalized entity akin to major military-industrial complex entities.

Given that, we are not talking about a random private entity. A US President making such statement about Intel is entirely justified.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#112

Post by tgma »

soganess wrote: post #94
DiabloD3 wrote: post #11

This guy might be the last CEO of Intel.

I don't really understand this. Intel was (and arguably still is) too large relative to its current technical capabilities. Yet even in this current “bad chips” era, Intel is only, at worst, about 10% behind in gaming performance (largely due to cache disparity) and is on par or better in most other workloads. From the K10 era until Zen 3, AMD processors were objectively worse (sometimes comically so) and AMD still m…

> Intel was (and arguably still is) too large relative to its current technical capabilities. Yet even in this current “bad chips” era, Intel is only, at worst, about 10% behind in gaming performance (largely due to cache disparity) and is on par or better in most other workloads. From the K10 era until Zen 3, AMD processors were objectively worse (sometimes comically so) and AMD still managed to survive.

The current “bad chips that are only 10% behind” are fabbed by TSMC, not Intel.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#114

Post by deaddodo »

gdiamos wrote: post #26
tengwar2 wrote: post #24

Earlier quoted context omitted.

Partly home-made. Arm Holdings is British-based, but owned by Softbank Group (Japanese).

Arm makes a specification and standard (the ARM ISA). Apple licenses that and develops their own chip, which is then manufactured by TSMC. So I guess if Intel dies the US will still have a few good CPU design firms, but no manufacturing Also note that Foxconn (China) assembles the iPhones Eg https://www.businessinsider.com/apple-iphone-factory-foxconn...

ARM also produces core reference implementations. Most ARM licensees’ licenses only allow them to use those in a slightly modified form.

What you’re talking about is an ARM IP license, which allow the company to build their own implementation of the standard. Only a few companies have those and, of those, even fewer actually use it. Apple is one of those that does.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#115

Post by sashank_1509 »

So now being a bad CEO who is not of European ethnicity, will have the sitting president insinuate you not so subtly for treason. Wild. A cursory Wikipedia search confirms Tan was born in Malaysia, has lived in US for 40+ years in California, and is a practicing Christian.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#116

Post by deaddodo »

extraduder_ire wrote: post #79
landl0rd wrote: post #50

Earlier quoted context omitted.

Apple still holds the license to the arm arches/designs they've used. There's enough customization applied that I'd guess Apple could function absent ARM, even if it's not the ideal scenario for them. Plus Britain and Japan are both somewhere between close allies and client states. Nobody cares if we license from them.

Apple is also not a regular ARM licensee. They have a special deal because they were a very early investor when they wanted a chip to power the Newton back in the day.

No they don’t. I mean, that is why they have that license (though PA Semi, the company they absorbed that develops their cores, also brought one along with them); but it’s not a special or unique license. Nvidia, Qualcomm, AMD, etc all have the same license.

Apple is near unique only in that they’ve pretty much never used reference implementations (since the PA Semi acquisition, at least) from ARM and stick to their pure bespoke microarchitectures. But they’re not the only company that could.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#117

Post by acheong08 »

dlyco wrote: post #78

First, you need to know the emotional bond between Chinese Malaysians and the Chinese Communist Party, before you can say his actions are not suspicious.

That is just factually incorrect. Most Chinese Malaysians are either Cantonese or Hokkien, with closer ties to Taiwan and Hong Kong than the mainland. A lot of the older folk don't even speak Mandarin. Keep in mind the CCP wasn't even in power when most migrated here.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#118

Post by fzeroracer »

tptacek wrote: post #102
fzeroracer wrote: post #69

Earlier quoted context omitted.

[flagged]

It's exactly because I think this is the most dangerous President in American history that I find these kinds of claims so risible and worth knocking down.

And in doing so you are inadvertently providing cover for their actions. The constitution fuck up was likely a mistake, but at the same time you should be reacting like the way others did because it sends a clear, strong message that people are watching.

And in this scenario your counterargument is so incredibly weak that you're not knocking down anyone's claims, you're just weakening your own position.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#119

Post by KronisLV »

gjvc wrote: post #51

who buys intel instead of AMD at this point?

My current GPU is an Intel Arc B580 and before then it was the A580. They aren't perfect but now that they're coming down to MSRP, they're pretty good budget friendly options.

I would have also unironically gotten a Core Ultra CPU if the pricing was actually... well, not insane for the value (or lack thereof) that they have. A 245K would still be an improvement over my current 5800X, though I have no idea what they were thinking of with that pricing - if their CPU prices were as competitive as their GPU prices (vendors ignoring MSRP be damned), that sidegrade release might have not been as horrible. They're still modern CPUs that work pretty well.

Though when I buy Intel, it's mostly so I don't give even more money to Nvidia and support competition in the market (otherwise my build would be all AMD).

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#120

Post by Mars008 »

dangus wrote: post #93
tlogan wrote: post #90

Earlier quoted context omitted.

> If true … I don’t know about his investments, but one fact is clear: he was CEO of Cadence Design Systems, which has just pleaded guilty to federal charges for exporting technology to China. That alone should make him ineligible to lead a company with major government contracts. If he resigns (and he will), the board should go with him.

If I was an Intel shareholder I would be livid. Can you imagine the look you'd get if it was 1998 and you told me that AMD would have over twice the market capitalization of Intel in the next few decades? In 1998 Intel was 50x larger by market cap than AMD. It is a company that has been catastrophically mismanaged.

I wonder if Six Sigmas has something to do with it...
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