Intel is utterly massive and owns their own fabs. Companies that large don't collapse in a day unless there is some illegal shenanigans going on.
Intel is on life support. Can anything save it?
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Re: Intel is on life support. Can anything save it?
#12If Intel is critical to the US industrial base, why aren't Nvidia and Apple stepping up to support Intel? What is the point of $3T national champions like Apple and Nvidia if they ship the industrial base overseas.
Intel and Nvidia are competitors. Intel makes CPUs and is trying to grow its GPU strengths. Nvidia makes GPUs and is trying to grow its CPU base.
Re: Intel is on life support. Can anything save it?
#13If Intel is critical to the US industrial base, why aren't Nvidia and Apple stepping up to support Intel? What is the point of $3T national champions like Apple and Nvidia if they ship the industrial base overseas.
Global foundries looks boring but competent. Seems a better bet to me.
Re: Intel is on life support. Can anything save it?
#14> After two sets of disastrous quarterly earnings the company’s market value has shrivelled to $84bn, less than the value of its plants and equipment, from over $210bn in January.
Holy smokes. I just looked at the INTC 5 year chart and it is, in fact, a bath of blood. I don't think it happens very often that the market cap of a company is less than the worth of its physical assets.
Re: Intel is on life support. Can anything save it?
#15Intel being on life support is a bit of a stretch. They are investing an awful lot of money, and it's going to take time for those investments to pay off. I worry more about their inept handling of recent CPU bugs than I do about their stock price or reduced dividends.
Intel is a tarnished brand, sullied by unfixable bugs, suicidal chips, security holes, poorly executed "next gen" ideas, and worse. The only thing they're capable of these days, seemingly, is re-releasing slightly optimized, nearly two decade-old architecture... The people who actually choose their CPU (gamers for the most part) have abandoned Intel in droves. Intel is floundering at an epic scale, and showing no end in sight.
Can their long term investments bear fruit? One might hope... but continuing to flail helplessly in the face of the first actual competition in decades may not allow them to harvest that crop effectively.
The near two-decade vacation Intel took from actually being good is insane in hindsight. They thought their competition was dead (due to Intel's own illegal behavior), so they just kept copy/pasting the same garbage over and over, shoveling it to the population with ever increasing price tags (anyone remember the days of $5,000-$10,000+ "gaming" CPU's?).
If any company deserves to fail, it is Intel. Their story is simultaneously hilarious and sad.
Re: Intel is on life support. Can anything save it?
#16If Intel is critical to the US industrial base, why aren't Nvidia and Apple stepping up to support Intel? What is the point of $3T national champions like Apple and Nvidia if they ship the industrial base overseas.
the goal of the Nvidia, etc., is to maximize ther profits, not to subsidize the incompetence of their competitors.
Re: Intel is on life support. Can anything save it?
#17Lunar Lake, N100/N97, plus datacenter sales still must add up to some amount of sales?
Re: Intel is on life support. Can anything save it?
#18If Intel is critical to the US industrial base, why aren't Nvidia and Apple stepping up to support Intel? What is the point of $3T national champions like Apple and Nvidia if they ship the industrial base overseas.
Intel and Nvidia are competitors. Intel makes CPUs and is trying to grow its GPU strengths. Nvidia makes GPUs and is trying to grow its CPU base.
Microsoft bought shares of Apple when it was on its knees. The foundry business doesn't compete with Nvidia.
Re: Intel is on life support. Can anything save it?
#19Of all the tech companies in the US, Intel is the most likely to be bailed out by the government, no questions asked.
Poor business? Gimme a break. They could exterminate a smaller ~~African~~ scratch that, Central or South American country with zero consequences.
Joking aside, I can see the US engaging in heavy-handed protectionism to help Intel.
Re: Intel is on life support. Can anything save it?
#20If Intel is critical to the US industrial base, why aren't Nvidia and Apple stepping up to support Intel? What is the point of $3T national champions like Apple and Nvidia if they ship the industrial base overseas.
> why aren't Nvidia and Apple stepping up to support Intel? Is it the role of a for-profit public company to "support" another for-profit public company? Free market, supply and demand, live by the sword die by the sword and all that. If Intel made decisions that lead to it's downfall, surely that is on them.
> Is it the role of a for-profit public company to "support" another for-profit public company?
It is (or it can be) if you want to avoid antitrust lawsuits. Same reason Microsoft bailed out Apple in the 90s.