Intel is on life support. Can anything save it?

#1

Post by jspann » Thu, Sep 12, 2024, 6:45 PM UTC

Intel is on life support. Can anything save it?
economist.com

Re: Intel is on life support. Can anything save it?

#2

Post by BoardsOfCanada » Thu, Sep 12, 2024, 9:32 PM UTC

https://archive.is/3VdVo

Re: Intel is on life support. Can anything save it?

#3

Post by elric » Thu, Sep 12, 2024, 9:37 PM UTC

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.

Re: Intel is on life support. Can anything save it?

#4

Post by mjfl » Thu, Sep 12, 2024, 9:41 PM UTC

Good thing they are the spearhead of our current industrial policy. Like switching to an all-sugar diet to cure cancer.

Re: Intel is on life support. Can anything save it?

#5

Post by jmclnx » Thu, Sep 12, 2024, 9:42 PM UTC

Is this this article really stating "Wall Street is upset at Intel because they are not Nvidia" ?

If I had to guess, I think the above is true. Well too bad Wall Street :)

If Intel is really in bad shape, then maybe it is time for some form of nationalization.

Re: Intel is on life support. Can anything save it?

#6

Post by soniman » Thu, Sep 12, 2024, 9:48 PM UTC

If Intel is critical to the US industrial base, why aren't Nvidia and Apple stepping up to support Intel? What is the point of $3T national champions like Apple and Nvidia if they ship the industrial base overseas.

Re: Intel is on life support. Can anything save it?

#7

Post by grecy » Thu, Sep 12, 2024, 9:50 PM UTC

soniman wrote: post #6

If Intel is critical to the US industrial base, why aren't Nvidia and Apple stepping up to support Intel? What is the point of $3T national champions like Apple and Nvidia if they ship the industrial base overseas.

> why aren't Nvidia and Apple stepping up to support Intel?

Is it the role of a for-profit public company to "support" another for-profit public company?

Free market, supply and demand, live by the sword die by the sword and all that.

If Intel made decisions that lead to it's downfall, surely that is on them.

Re: Intel is on life support. Can anything save it?

#8

Post by andrewstuart » Thu, Sep 12, 2024, 9:50 PM UTC

Intel has to become a major players in GPUs.

If it gives up on GPUs then its finished.

Re: Intel is on life support. Can anything save it?

#9

Post by dingi » Thu, Sep 12, 2024, 9:50 PM UTC

No one in their right mind would think this is going to be a smooth ride. The massive amount of capital required to build cutting-edge fabs is a hard pill to swallow. These news writers need to cut Intel some slack. The world needs cutting-edge fabs in geopolitically stable locations. I believe Intel is simply too critical to fail at this point, and, as always, Uncle Sam won't let them.

Re: Intel is on life support. Can anything save it?

#10

Post by JonChesterfield » Thu, Sep 12, 2024, 9:50 PM UTC

> Intel has expertise and talented engineers.

Intel certainly had those things. It has lots of interesting IP around processor design and tooling locked away in source control and so forth.

I think it is critically important whether Intel has retained the engineers who knew how to build world class products. Nehalem was excellent and shipped in 2008 so I'm sure they had the skills back then. They used to have a reputation for paying well.

It seems plausible that Intel is a bureaucratic horror show that no longer pays competitively, in which case it would be difficult to see why the engineers would still be there. Especially with redundancy offers waved around roughly annually.

I reckon they're dead.