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Intel exiting the PC business as it stops investment in the Intel NUC

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Re: Intel exiting the PC business as it stops investment in the Intel NUC

#2
I'm not on the up-and-up with Intel. I know they're building a fab in Ohio... generally, does anyone know what their next moves are meant to be? I'm curious to hear about their business plan -- I know they've been lagging some other producers in recent years.

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#3

I'm not on the up-and-up with Intel. I know they're building a fab in Ohio... generally, does anyone know what their next moves are meant to be? I'm curious to hear about their business plan -- I know they've been lagging some other producers in recent years.

"Catch up to TSMC at 1.8nm" is the dream. So fabbing other customers' stuff.

On the product side, Intel seems to be doubling down on GPUs, in spite of troubling rumors about Arc gen 2.

Of course the question is what will be on time and what will be delayed. Previous delays obliterated the product lineups Intel meticulously planned before.

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#5

I'm not on the up-and-up with Intel. I know they're building a fab in Ohio... generally, does anyone know what their next moves are meant to be? I'm curious to hear about their business plan -- I know they've been lagging some other producers in recent years.

Their plan might boil down to distributing subsidies as dividends to shareholders.

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#6

I'm not on the up-and-up with Intel. I know they're building a fab in Ohio... generally, does anyone know what their next moves are meant to be? I'm curious to hear about their business plan -- I know they've been lagging some other producers in recent years.

"Catch up to TSMC at 1.8nm" is the dream. So fabbing other customers' stuff. On the product side, Intel seems to be doubling down on GPUs, in spite of troubling rumors about Arc gen 2. Of course the question is what will be on time and what will be delayed. Previous delays obliterated the product lineups Intel meticulously planned before.

Yes, "5 nodes in 4 years" is the rallying cry of the company right now.

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#7
post #4

Ah, classic Intel. Randomly start making/selling X with great fanfare, maybe do that pretty well for a while, then quietly abandon X later. For any X != "x86 CPU's".

My greatest fear is when they decide they don't know what to do with FPGAs anymore and get rid of Altera (please do this, Intel, your website doc format is awful compared to good old Altera's)

Funnily enough, Intel did used to make PLDs in the 90s. And back then, Altera actually rebranded and sold them!

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#8
post #4

Ah, classic Intel. Randomly start making/selling X with great fanfare, maybe do that pretty well for a while, then quietly abandon X later. For any X != "x86 CPU's".

The whole hardware industry has boom/bust cycles because the margins are thinner.

Intel can easily launch a new small form factor line, with a new name, next year if the market is looking good.

Re: Intel exiting the PC business as it stops investment in the Intel NUC

#10
This is sad, because the Intel NUCs were some of the last computers with adequate technical documentation.

For most modern computers you cannot be 100% sure about what you get for your money, until you have them in your hands and you can run tests yourself. By then, if you discover that the computer is not exactly what you want, it is too late. You cannot get your money back because the computer is not defective, it is just different from what you expected. There are helpful published product reviews, but those do not cover all products, especially not most of the cheaper versions.

In recent years, many small Chinese companies have introduced various small computers that are much more innovative than the latest Intel NUC models, but they have little or no documentation (at least in English) and they frequently have manufacturing quality problems, so the Intel NUCs will be missed.

Moreover, until now nobody has made good computers with 35 W CPUs and with a volume of less than 0.5 L or good computers with 45 W CPUs and with a volume of less than 0.7 L, except Intel. All the alternatives use either bigger cases or less powerful CPUs.

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