I wonder to what extent a six month delay could influence hyperscaler decisions for compute purchasing. Every major cloud now offers AMD Epyc instances at a discount relative to Intel's 14nm(\+)* offerings. It seems unlikely Intel will be competitive until 2022. It seems unlikely any of the top three cloud providers would go all AMD for new instances but I could see the ratio shifting heavily in AMD's favor.
Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed
11–20 of 102 posts
Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed
#1220% YoY Revenue increase, 43% YoY Growth in Datacenter Segment. 76% Growth in Non-Volatile Memory solution, another 7% YoY growth in Client Side computing. This is truly amazing results. I get stabbed over at Anandtech every time I made an argument for Intel as an AMD investor. The Internet is full of Intel bashing comments but reality is Intel has been making record revenue quarter after quarter. For the not so good…
Why hasn't Intel given up on their internal process nodes? Their advantage is clearly not in owning their process nodes at this point. Dump them and adopt TSMC.
Profit margin. They want that slice o pie.
Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed
#1320% YoY Revenue increase, 43% YoY Growth in Datacenter Segment. 76% Growth in Non-Volatile Memory solution, another 7% YoY growth in Client Side computing. This is truly amazing results. I get stabbed over at Anandtech every time I made an argument for Intel as an AMD investor. The Internet is full of Intel bashing comments but reality is Intel has been making record revenue quarter after quarter. For the not so good…
Why hasn't Intel given up on their internal process nodes? Their advantage is clearly not in owning their process nodes at this point. Dump them and adopt TSMC.
They may be betting that a switchover to TSMC would take as long or longer as doing it themselves. As well there's hubris, sunken costs, and Uncle Sam taking a vested interest in semiconductor manufacturing to take into account.
Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed
#1420% YoY Revenue increase, 43% YoY Growth in Datacenter Segment. 76% Growth in Non-Volatile Memory solution, another 7% YoY growth in Client Side computing. This is truly amazing results. I get stabbed over at Anandtech every time I made an argument for Intel as an AMD investor. The Internet is full of Intel bashing comments but reality is Intel has been making record revenue quarter after quarter. For the not so good…
Why hasn't Intel given up on their internal process nodes? Their advantage is clearly not in owning their process nodes at this point. Dump them and adopt TSMC.
One could ague that vertical integration has been their strength up until recently. I don't think it suddenly becomes a bad idea just because they dropped the ball recently.
Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed
#1520% YoY Revenue increase, 43% YoY Growth in Datacenter Segment. 76% Growth in Non-Volatile Memory solution, another 7% YoY growth in Client Side computing. This is truly amazing results. I get stabbed over at Anandtech every time I made an argument for Intel as an AMD investor. The Internet is full of Intel bashing comments but reality is Intel has been making record revenue quarter after quarter. For the not so good…
Why hasn't Intel given up on their internal process nodes? Their advantage is clearly not in owning their process nodes at this point. Dump them and adopt TSMC.
Who would they order from? Keep in mind they are slightly behind Samsung in ic volume. Samsung is #1 and Intel #2. Almost double the volume of TSMC. It takes a few years to build a new plant.
Literally impossible without a very long term plan... and when it’s over they lose control of their destiny. They can beg TSMC for more chips if they want to meet their sales targets, but maybe they’ll sell to Apple or Nvidia instead.
Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed
#1620% YoY Revenue increase, 43% YoY Growth in Datacenter Segment. 76% Growth in Non-Volatile Memory solution, another 7% YoY growth in Client Side computing. This is truly amazing results. I get stabbed over at Anandtech every time I made an argument for Intel as an AMD investor. The Internet is full of Intel bashing comments but reality is Intel has been making record revenue quarter after quarter. For the not so good…
Why hasn't Intel given up on their internal process nodes? Their advantage is clearly not in owning their process nodes at this point. Dump them and adopt TSMC.
Why would they grant their competitor a monopoly?
Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed
#17Intel is a company that's living on it's distribution legacy. Ask yourself - why do regular people still buy Intel PCs?
Because they are easy to buy. A great non Intel hardware and software laptop+aio by AMD or someone else would be a mortal wound on $INTC.
Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed
#18Have any insider accounts of the 10nm debacle emerged, or is it still too soon?
This is 3rd hand, but I heard that the 14nm was rushed with a crazy schedule, and as a result the greybeards who actually knew everything all left. Intel is having to rebuild all that institutional knowledge from scratch again.
Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed
#1920% YoY Revenue increase, 43% YoY Growth in Datacenter Segment. 76% Growth in Non-Volatile Memory solution, another 7% YoY growth in Client Side computing. This is truly amazing results. I get stabbed over at Anandtech every time I made an argument for Intel as an AMD investor. The Internet is full of Intel bashing comments but reality is Intel has been making record revenue quarter after quarter. For the not so good…
Why hasn't Intel given up on their internal process nodes? Their advantage is clearly not in owning their process nodes at this point. Dump them and adopt TSMC.
Giving up manufacturing would reduce Intel to what AMD now is, except with worse designs.
Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed
#20Earlier quoted context omitted.
Why hasn't Intel given up on their internal process nodes? Their advantage is clearly not in owning their process nodes at this point. Dump them and adopt TSMC.
Giving up manufacturing would reduce Intel to what AMD now is, except with worse designs.
They're clearly not reaping any reward from their process, TSMC has them beat hands down and they continue to show lack of forward progress towards smaller nodes. They have a much bigger IP portfolio than AMD, and frankly, it appears their foundries are a cost center/boat anchor rather than a profit driver for next-gen silicon.
They don't have to give up their existing 14nm capacity, but next-generation processors could much more easily (apparently) be fab'd externally.