61–70 of 122 posts
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Microsoft bought shares of Apple when it was on its knees. The foundry business doesn't compete with Nvidia.
Intel's foundry business doesn't exactly complement NVIDIA, either, so there's no reason for NVIDIA to help prop up Intel.
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> N100/N97 Aren't those extremely cheap? Do they have good margins on them?
N100 has a recommended tray price of $55 I feel like if they sold a million of them $55MM in revenue isn’t moving the needle much at all, even with a 100% profit margin.
> 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.
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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.
Intel does so much more than CPUs, relatively speaking Nvidia is a one-trick pony.
Intel 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.
I think Gelsingers plan is sound, but they have only one try left after they desired to skip 20A to save money. It's 18A or bust. If 18A is not success, Intel will drop out of manufacturing. If 18A does well, Intel is back making money next to TSMC. So far 18A seems to be a success. Already sub-0.40 D0 defect density and launch at some time 2025Q3 and fully ramped up in 2026. Fabs will bleed money 2024 and 2025, ther…
Lunar Lake, N100/N97, plus datacenter sales still must add up to some amount of sales?
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AMD almost went bankrupt until xbox and ps apus saved them. Intel just need a chance to reform
AMD almost went bankrupt because of Intel's illegal behavior. Intel received a small slap on the wrist, shrugged it off, and then proceeded to do nothing with their illegally-won cleared playing field (making what is perhaps the single biggest business blunder in human history - they effectively were left with zero competition, and squandered the opportunity). Meanwhile, AMD got scrappy and found a way to bounce back…
Nope. AMD at the time had been outcompeted by Intel in most areas. They survived as a cheaper alternative for Intel.
What can save it is a potential pointless war by China to destroy Taiwan.
Call me conspiratorial but feels like TSMC is the target for both China and US. China needs TSMC to have economic and political leverage. US wants TSMC to become an American owned enterprise so it can prop up Intel. South Korea or Samsung rather see TSMC burn to the ground giving it monopoly marketshare. It benefits if US and China destroys each other in the process. There's like only 3 guys in town with TSMC dominat…
This is great for the free market, tsmc engineers make less than half what US software folks make.
This is a win/win for the US if TSMC keeps puttering along as normal.
The real problem is the manufacturing process. This used to be the power house for Intel. They kept it 5 years ahead of their competitors before the Krzanich era. But in all the geopolitical and infrastructural contexts, is it even feasible to restore that in America? It is not very clear. Intel needs to build up all the ecosystems for semiconductor manufacturing but America is far, far behind of Taiwan (and eastern Asia in general).