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Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed

venturebeat.com

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Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed

#21

Post by starfallg »

bhouston wrote: post #8
ksec wrote: post #5

20% 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.

Intel is behind, but not actually that behind. Spinning off their fab business at this point in time is throwing money in to the sea. TSMC doesn't have the capacity to handle the volume of Intel orders anyway.

Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed

#23

Post by orbifold »

bhouston wrote: post #8
ksec wrote: post #5

20% 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.

Once they figure out UV, there are lots of in house innovations in the pipeline that could prolong Moore's law for the next 10-15 years. This is according to Jim Keller, who gave talks about how there could be up to 50x density increase. Most of that technology is proprietary and together with TSMC they are heading toward a quasi monopoly.

Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed

#25

Post by sitkack »

_1100 wrote: post #10
bhouston wrote: post #7

At some point Intel should just dump their own process nodes and go with TSMC. This is getting ridiculous.

As much as I enjoy seeing Intel falter for all of the anti-competitive practices it has employed in the past... I think them moving to outsourced foundries would be a huge move in the wrong direction for fab consolidation.

We need to retain competition, otherwise AMD will be the new Intel and we will have gotten nowhere.

Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed

#26

Post by paranoidrobot »

ogre_codes wrote: post #22

Apple's timing here is spot on. If Intel was firing on all cylinders, it would be a lot harder for them to pull off a processor change.

If all Apple cared about was faster chips, they could easily call up AMD and move their platform there. It'd be a lot less work for them.

Moving to their own ARM chips lets them gain tighter control over the platform, and not be beholden to Intel or AMDs roadmap or desire to implement specific features Apple wants.

Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed

#27

Post by chrisseaton »

grizzles wrote: post #17

Intel 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.

> Ask yourself - why do regular people still buy Intel PCs?

Regular people don’t buy PCs at all and haven’t for a couple of decades.

Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed

#28

Post by wmf »

ogre_codes wrote: post #22

Apple's timing here is spot on. If Intel was firing on all cylinders, it would be a lot harder for them to pull off a processor change.

Arguably 2016 would have been the ideal time to switch because that's when the delays started. But the second best time is now, as they say.

Re: Intel grew revenues in Q2 2020, but key manufacturing upgrade delayed

#29

Post by arcticbull »

grizzles wrote: post #17

Intel 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.

There are some now by AMD, of course, with the new 4900HS chips. Linus was fawning all over the Asus ROG Zephyrus G14 with the 4900HS. Then, we'll see Apple's ARM entries. I don't know that these are mortal wounds but they are certainly the thin edge.

4900HS is 25% faster than the i9-9880HK (Intel's fastest contender) and uses much less power.

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