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Intel and the $1.5T chip industry meltdown

economist.com

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Re: Intel and the $1.5T chip industry meltdown

#31

Post by bsenftner »

Swenrekcah wrote: post #25
bsenftner wrote: post #16

With the Skyscraper tall wall of facts that article is composed, one would think such writing would have an index of references. But nope, what The Economists publishes sounds factual but is barely a nudge above laundry room gossip with a complete lack of references, lack of accountability for that wall of facts . It is truly amazing how manipulated our official discourse is on these critical issues. How to know what…

Why do you say that? Almost every paragraph contains numerous references to either industry reports, sales numbers and market shares, various company projections past and present, relevant global events, laws passed or government statements, market performance and whatnot. They aren't enumerated and listed at the end sure, but they're there.

Try tracking them down, many are just dead ends, many are opinion presented as facts.

Re: Intel and the $1.5T chip industry meltdown

#32

Post by bullen »

Everything can be predicted if you understand energy.

Companies can't survive in a peak world without manufacturing crap. Sell more because your tools break.

So now they are looking at how to do that under the premise of eternal growth:

They will try to lock us down in the hardware = deprecate older hardware and force you to move to never software with TLS 1.3.

That has never succeded because you can always hack everything = They will try to rent out the accounts.

They allready started that process, but I'm not buying it. I have all the software I need under permanent license.

Since processors now have peaked, everyone is buying all the computers they can, the really smart ones are buying low energy devices like Raspberry but 1151 Xeon is also sold out.

Anything manufactured today will probably have hardware kill-switches or programmed obsolescence. For companies: "To not lock your customer down for eternity is suicide"...

Edit: Loving the downvotes without comment...

Re: Intel and the $1.5T chip industry meltdown

#34

Post by mrjin »

Not sure how well/bad is AMD doing right now. Have been using Intel machines for over two decades now but not long ago I finally switched to AMD with my new PC and I regret haven't done so earlier. In the meantime, I'm also about to ditch Windows. I guess I'm not alone. Time to say goodbye to Wintel league.

Re: Intel and the $1.5T chip industry meltdown

#35

Post by moffkalast »

swores wrote: post #23
moffkalast wrote: post #18

Earlier quoted context omitted.

https://www.raspberrypi.com/news/production-and-supply-chain... That's from April, but in short there's a huge order backlog that they're still working through apparently, despite producing half a million units per month. With the lockdown gap in production and the Pi 4s getting increasingly integrated into various 3rd party products I suppose that's no surprise. It's quite apparent that there's little demand for the…

> It's quite apparent that there's little demand for the Pico, since it's always in stock. Without additional context (which perhaps you have and used subconsciously) that's not evidence that there's less demand - just evidence that the ratio of demand to stock is lowest. It could be that it has 2x the demand but they prioritised it and produced 3x as much stock, or it could be that a specific component makes one pro…

Well it's either an overestimation in production or an underestimation in demand. Or likely both to some extent in this case.

I bought a few of them a while back and have only recently managed to integrate one of them into a really basic project. They tried to make some kind of middle ground between an ESP and an Arduino, while providing an incredibly buggy MicroPython build and no Arudino IDE integration. Some of that's been corrected, but it still remains this all rounder thing that's never the best choice for the application.

Re: Intel and the $1.5T chip industry meltdown

#36

Post by gambiting »

machinekob wrote: post #15

tl:dr Global recession => lower chip demand for consumers China ban => lower demand from CCP nvidia RTX 4090 still out of stock in most places :| I'm pretty sure datacenter and military chip usage will grow in next few years even if recession hit consumer market even harder then past year then US chipmakers will get fat checks just 2be prepared for China retaliation (probably feels good to be Intel in chip war time).

>>nvidia RTX 4090 still out of stock in most places :|

I mean, I just don't think they made that many in the first place. Overclockers UK(one of the biggest online electronics stores in the UK) was very upfront with how many units they are getting from manufacturers, and they got like ~500 cards total for launch. That's nothing. So of course it's out of stock, even if only a very limited group of enthusiasts is actually interested in buying one.

Re: Intel and the $1.5T chip industry meltdown

#37

Post by hardware2win »

Isinlor wrote: post #22

China already declared that it will use force in Taiwan if "possibilities for a peaceful reunification should be completely exhausted". From Chinese Anti-Secession Law: Article 8: In the event that the "Taiwan independence" secessionist forces should act under any name or by any means to cause the fact of Taiwan's secession from China, or that major incidents entailing Taiwan's secession from China should occur, or t…

Seems like bluff

Re: Intel and the $1.5T chip industry meltdown

#39

Post by ambicapter »

hardware2win wrote: post #37
Isinlor wrote: post #22

China already declared that it will use force in Taiwan if "possibilities for a peaceful reunification should be completely exhausted". From Chinese Anti-Secession Law: Article 8: In the event that the "Taiwan independence" secessionist forces should act under any name or by any means to cause the fact of Taiwan's secession from China, or that major incidents entailing Taiwan's secession from China should occur, or t…

Seems like bluff

Sounds like normal foreign relations/diplomacy. It's all grey areas where politicians politick and diplomats maneuver to get what they want without anyone losing face.

Re: Intel and the $1.5T chip industry meltdown

#40

Post by machinekob »

hulitu wrote: post #19
machinekob wrote: post #15

tl:dr Global recession => lower chip demand for consumers China ban => lower demand from CCP nvidia RTX 4090 still out of stock in most places :| I'm pretty sure datacenter and military chip usage will grow in next few years even if recession hit consumer market even harder then past year then US chipmakers will get fat checks just 2be prepared for China retaliation (probably feels good to be Intel in chip war time).

> tl:dr Global recession => lower chip demand for consumers Global recession is to blame for everything. I'm waiting for some years for payable video card, nothing special, but i guess Global recession is to blame. /s

Global recession for sure can be blamed for most thinks in EU right now, as we just have a lot less money to spend cause of energy prices, inflation and enormous number of refuges which make prices of basic goods even higher (In some places from 3 to even 10% [Poland] of all population living there are people from Ukraine). And Central Europe isn't prepare for that.
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