561–570 of 777 posts
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I'm not sure but from the outside it seems his biggest sin was not clearing out the executives that let the rot get to this point to begin with.
How is 3 years not enough time to dump some mediocre middle management?
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Intel and Samsung could be interesting, especially if it would get Samsung to open up more. Samsung would get better GPUs and x86, Intel gets access to the phone market and then you end up with things like x86 Samsung tablets that can run both Windows or Android. Could also be Intel and Micron. Then you end up with full stack devices with Intel CPUs and Micron RAM and storage, and the companies have partnered in the…
Samsung has its own leading edge fabrication plants. Merging the two would drop the number of leading edge foundries from 3 to 2.
Maybe they should follow AMD's lead and spin off the foundry business.
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Marketing campaigns only go so far. They’ve been riding the “Intel Inside” slogan for 25 years. In the mean time, AMD/ARM already won phones, table and game consoles. Server purchasing decisions aren’t made by everyday people. Intel’s roadmap in that space slipped year for year for at least 10 of the last 15 years. That leaves Intel with the fraction of the non-mac laptop market that’s made up of people that haven’t…
I work in video games and I think it is still sometimes a problem to use computers that are not based on x86 processors, both in the tool chains and software /engines. People here say that Intel has lost out on consoles and laptops, but in gaming that is because of x86 compatible AMD chips. Apple laptops were good for gaming when they had x86 and could duel boot. I see bugs people report on games made for Macs with x…
I feel like this is a mistake. Pat's strategy is aggressive but what the company needs. Intel's stock is jumping at this announcement, but I look at it as a bad signal for Intel 18a. If 18a was looking to be a smash hit then I don't think Pat gets retired. If 18a is a success then it is an even more short-sighted decision by the board. What this likely means is two-fold: 1. Intel 18a is being delayed further and/or t…
However, I think the fab and design should be separate companies, with separate accountability and goals/objectives. There is just too much baggage by keeping them coupled. It doesn't let either part of the company spread their wings and reach their full potential when they are attached at the hip. From the outside perspective, that is the thing that Pat has seemingly been focused on, keeping it together, and its why people have lost faith in his leadership.
I also don't think that from a investment / stock standpoint that accelerating the depreciation / losses related to restructuring on the most recent quarter was a wise decision, since what Intel really needed was a huge win right now.
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It had been obvious for quite a while even before 2022. There were the Chechen wars, and Georgia in 2008, and Crimea in 2014. All the journalists and opposition politicians killed over the years, and the constant concentration of power in the hands of Putin. The Ukraine invasion was difficult to predict, but Russia was a dangerous place long before that. It’s a CEO’s job to have a strategic vision, there must have be…
Wars involving the US in the 21st century: War in Afghanistan (2001–2021) US intervention in Yemen (2002–present) Iraq War (2003–2011) US intervention in the War in North-West Pakistan (2004–2018) Second US Intervention in the Somali Civil War (2007–present) Operation Ocean Shield (2009–2016) Intervention in Libya (2011) Operation Observant Compass (2011–2017) US military intervention in Niger (2013–2024) US-led inte…
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We are at the perfect moment to re-embrace software rasterizers because CPU manufacturers are starting to add HBM and v-cache. An 8K 32bpp framebuffer is ... omg 126MB for a single copy. I was going to argue that a software rasterizer running on vcache would be doable, but not for 8k. For 4k, with 32MB per display buffer, it could be possible but heavy compositing will require going out to main memory. 1440p would be…
Does 4k matter? I was doing a11y work for an application a few months back and got interested into the question of desktop screen sizes. I see all these ads for 4k and bigger monitors but they don't show up here https://gs.statcounter.com/screen-resolution-stats/desktop/w... And on the steam hardware survey I am seeing a little more than 5% with a big screen. Myself I am swimming in old monitors and TV to the point w…
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I think Apple Silicon has shown us that x86 doesn't have the monopoly potential it once had.
Apple Silicon was designed to be efficient at emulating x86-64. If you take that away, it becomes irrelevant (like many other ARM-based processors that struggle to be a good product because of compatibility). Apple has a promising path for x86 liberation, but it is not there yet.
It's not the only ARM CPU with TSO support though, some server platforms also do it.
Full disclosure, the day Bob Swan announced his exit was the day I purchased Intel stock. Pat had the mandate from both the board and the market to do whatever he deemed necessary to bring Intel back to the forefront of semiconductor manufacturing and a leading edge node. Frankly, I don't think he used that mandate the way he should have. Hindsight is 20/20 and all, but he probably could have used that mandate to eli…
It makes sense once you understand the board has finally accepted the obvious reality that the only option remaining is to sell/spin-off/merge large parts of the business. Of course, the foundry business must remain in one piece and go to an American company or the US govt won't approve it.
Gelsinger 'got resigned' so suddenly because he wouldn't agree to preside over the process of splitting up the company. These co-CEOs are just caretakers to manage the M&A process, so they don't need to be dynamic turnaround leaders or even Wall Street investable.
Intel stock went up on the news not because the street expects a turnaround but because they think the pieces may be worth more separately.
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>> If 18a is not ready I think the best case scenario for Intel is a merger with AMD. Aside from the x86 monopoly that would create, I don't think Intel has much of value to AMD at this point other than the fabs (which aren't delivering). IMHO if Intel is failing, let them fail and others will buy the pieces in bankruptcy. This would probably benefit several other companies that could use 22nm and up fab capacity and…
I wonder how big a downside an x86 monopoly would actually be these days (an M4 MacBook being the best perf/watt way to run x86 Windows apps today as it is) and how that compares to the downsides of not allowing x86 to consolidate efforts against rising competition from ARM CPUs. The problem with the "use the GPU in a SoC" proposition is everyone that makes the rest of a SoC also already has a GPU for it. Often bette…