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Citiraj:

Former Intel chief Pat Gelsinger, who stepped down from his leadership post a week ago, is inviting people to join him in prayer and fasting for the struggling chipmaker's employees. "Every Thursday I do a 24 hour prayer and fasting day," Gelsinger wrote on X on Sunday morning. "This week I'd invite you to join me in praying and fasting for the 100K Intel employees as they navigate this difficult period. Intel and its team is of seminal importance to the future of the industry and US." The 63-year-old Gelsinger resigned from Intel and its subsidiary, Mobileye, on Dec. 1, after spending three decades of his career at the company, including the last four years as its CEO. The chipmaker has struggled amid the rise of rivals like nVidia and Taiwan Semiconductor Manufacturing Co., and Gelsinger's departure comes in the midst of a four-year turnaround plan aimed at bolstering Intel's chipmaking competitiveness.

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Citiraj:

Intel Kills Larrabee GPU, Will Not Bring a Discrete Graphics Product to Marke Intel's Sandy Bridge Architecture Exposed Intel Settles With NVIDIA: More Money, Fewer Problems, No x86 Updated: The License Agreement: Intel to Pay NVIDIA $1.5 Billion The Sandy Bridge Review: Intel Core i7-2600K, i5-2500K and Core i3-2100 Tested Intel Announces first 22nm 3D Tri-Gate Transistors, Shipping in 2H 2011 Ivy Bridge GPU Performance: Up to 60% Faster than SNB & Better QuickSync Intel's Unified Design: Core & Atom Now Under One Roof Intel's Ivy Bridge Architecture Exposed Intel's Performance Tuning Protection Plan: Warranty for Overclockers The Ivy Bridge Preview: Core i7 3770K Tested Intel's Haswell: 20x Lower Platform Idle Power than Sandy Bridge, 2x GPU Performance of Ivy Bridge Intel: By 2020 The Size of Meaningful Compute Approaches Zero Intel Q3 2012 Earnings: $3 Billion Net Income On Weakening Market; Intel To Idle Some Fab Capacity Intel's Haswell Architecture Analyzed: Building a New PC and a New Intel Intel's Quick Sync: Coming Soon to Your Favorite Open Source Transcoding Applications The End of an Era: Intel's Desktop Motherboard Business to Ramp Down Over Next 3 Years The Haswell Review: Intel Core i7-4770K & i5-4670K Tested Intel Demos 14nm Broadwell: Up to 30% Lower Power than Haswell Intel 14nm Progress Update: Broadwell & Airmont On Schedule Intel’s 14nm Technology in Detail The Intel Haswell-E CPU Review: Core i7-5960X, i7-5930K and i7-5820K Tested Intel Reports Record Q4 And Full Year Revenue Intel at ISSCC 2015: Reaping the Benefits of 14nm and Going Beyond 10nm Intel to Acquire FPGA-Specialist Altera for $16.7 Billion Intel & Cray Land Contract for 2 Dept. of Energy Supercomputers Intel Announces Optane Storage Brand For 3D XPoint Products The Intel 6th Gen Skylake Review: Core i7-6700K and i5-6600K Tested Tick Tock On The Rocks: Intel Delays 10nm, Adds 3rd Gen 14nm Core Product "Kaby Lake" Intel Announces FY 2015 Q3 Results: Strong Earnings Despite Client Computing Drop Intel Reports Q4 FY 2015 Results: Record Revenue For Q4 Intel’s ‘Tick-Tock’ Seemingly Dead, Becomes ‘Process-Architecture-Optimization’ EUV Lithography Makes Good Progress, Still Not Ready for Prime Time Intel's Changing Future: Smartphone SoCs Broxton & SoFIA Officially Cancelled Intel Announces Major Workforce Restructuring: 11% of Workforce to Be Cut Over Next Year Intel Announces Q3 FY 2016 Earnings: Record Quarterly Revenue Intel Announces Record Quarterly Revenue And Full-Year Revenue For Q4'2016 Intel to Acquire Mobileye for $15 Billion Intel Announces Q1 2017 Financial Results: Record Quarter Intel Discontinues the Intel Developer Forum; IDF17 Cancelled Intel Announces Q2 FY 2017 Earnings: Record Quarter Intel Officially Reveals Post-8th Generation Core Architecture Code Name: Ice Lake, Built on 10nm+ Intel Displays 10nm Wafer, Commits to 10nm ‘Falcon Mesa’ FPGAs Intel to Develop Discrete GPUs, Hires Raja Koduri as Chief Architect & Senior VP Intel Forms Product Assurance and Security Group amid Meltdown and Spectre Fallout Intel Delays Mass Production of 10 nm CPUs to 2019 Intel's CEO Brian Krzanich Resigns, CFO Robert Swan as Interim CEO Intel 10nm Production Update: Systems on Shelves For Holiday 2019 Intel to Split Manufacturing Group into Three Segments Intel: EUV-Enabled 7nm Process Tech is on Track Robert Swan Named CEO of Intel Intel Details Manufacturing through 2023: 7nm, 7+, 7++, with Next Gen Packaging Intel Process Technology Update: 10nm Server Products in 1H 2020, Accelerated 7nm in 2021 Intel Publishes Letter to Customers Apologizing for CPU Shipment Delays Intel’s Manufacturing Roadmap from 2019 to 2029: Back Porting, 7nm, 5nm, 3nm, 2nm, and 1.4 nm Intel 7nm Delayed By 6 Months; Company to Take “Pragmatic” Approach in Using Third-Party Fabs Intel Reorganizes In Wake of 7nm Woes; Chief Engineering Officer Murthy Renduchintala To Depart Intel Appoints Pat Gelsinger as New CEO, From Feb 15th

Citiraj:

Farewell to ATi, AMD to Retire the ATi Brand Later this Year AMD Discloses Bobcat & Bulldozer Architectures at Hot Chips 2010 What a Day: AMD's CEO Dirk Meyer Resigns AMD and GlobalFoundries, CES 2011 Details on AMD Bulldozer: Opterons to Feature Configurable TDP AMD Confirms 32nm Yield Issues at Global Foundries AMD Ships Bulldozer for Servers, Desktops to Follow in Q4 AMD Names Rory Read as New CEO AMD Releases Opteron 4200 "Valencia" and 6200 "Interlagos" Series AMD's Rory Read Outlines AMD's Future Strategy AMD's Eric Demers is Leaving the Company AMD's 2012 - 2013 Client CPU/GPU/APU Roadmap Revealed The Bulldozer Aftermath: Delving Even Deeper AMD Hires Ex-Intel Labs Architect, John Gustafson, As Chief Graphics Product Architecture AMD's Steamroller Detailed: 3rd Generation Bulldozer Core AMD Launches Opteron 6300 series with "Piledriver" cores AMD Will Build 64-bit ARM based Opteron CPUs for Servers, Production in 2014 AMD Q3 2012 Earnings: $157M Loss; 15% of Workforce To Be Cut AMD Evolving Fast to Survive in the Server Market Jungle AMD’s Jaguar Architecture: The CPU Powering Xbox One, PlayStation 4, Kabini & Temash AMD Demonstrates "FreeSync", Free G-Sync Alternative, at CES 2014 AMD Reorganizes Business Units; Names Dr. Lisa Su as COO AMD Appoints Dr. Lisa Su as President & CEO, Rory Read Steps Down AMD’s 2016-2017 Datacenter Roadmap: x86, ARM, and GPGPU AMD’s 2016-2017 x86 Roadmap: Zen Is In, Skybridge Is Out AMD Zen Microarchitecture: Dual Schedulers, Micro-Op Cache and Memory Hierarchy Revealed AMD Zen Microarchiture Part 2: Extracting Instruction-Level Parallelism AMD Set to Launch Ryzen Before March 3rd, Meeting Q1 Target AMD Launches Ryzen: 52% More IPC, Eight Cores for Under $330, Pre-order Today, On Sale March 2nd The AMD Zen and Ryzen 7 Review: A Deep Dive on 1800X, 1700X and 1700 The AMD Ryzen 5 1600X vs Core i5 Review: Twelve Threads vs Four at $250 Making AMD Tick: A Very Zen Interview with Dr. Lisa Su, CEO AMD Unveils ‘Chiplet’ Design Approach: 7nm Zen 2 Cores Meet 14 nm I/O Die AMD Previews EPYC ‘Rome’ Processor: Up to 64 Zen 2 Cores The AMD 3rd Gen Ryzen Deep Dive Review: 3700X and 3900X Raising The Bar AMD Q4: 16-core Ryzen 9 3950X, Threadripper Up To 32-Core 3970X, Coming November 25th AMD Q3 FY 2019 Earnings Report: Party Like It’s 2005 AMD’s 64-Core Threadripper 3990X, only $3990! Coming February 7th

Pat Gelsinger Intel CEO 2021 - 2024:

• Intel has its best days in front of us
• Intel has shaped my entire career
• Intel will provide the best products in every category
• Intel will return to become unquestioned leader in process technology
• Intel is a national asset
• Intel can bounce back from hard times and become stronger
• Key leaders are coming back to Intel
• Intel boss Pat Gelsinger calls ARM's PC threat insignificant
• Intel CEO says nVidia’s AI dominance is pure luck
• Intel CEO argues inference is better for the industry, nVidia CUDA days are numbered
• Intel CEO Gelsinger says AMD is in the rear-view mirror after Alder Lake

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Citiraj:

Intel abandons "x86S" plans to focus on the regular x86-64 ISA Advisory Group Intel Arrow Lake 0x114 Microcode already out, no significant gains—we tested Intel shortlists suitors for programmable chip arm Altera

https://i.postimg.cc/FKHk2035/Pat-Mat.png

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Citiraj:

Broadcom has no interest in buying Intel: CEO says no one asked:kafa: Citiraj: Intel's market capitalization dropped from around $198 billion in early 2024 to around $87 billion today, which makes the company an interesting acquisition target. Broadcom is certainly one of the companies that is known for making large acquisitions, and given its current focus on custom datacenter processors for AI, it could potentially be interested in taking over. However, its chief executive played down such a possibility citing a lack of Interest from Intel. "[Broadcom has] not been asked [to take over Intel]," said Hock Tan, chief executive of Broadcom, in an interview with the Financial Times. "I can only make a deal if it is actionable. Actionability means someone comes and asks me. Ever since Qualcomm, I learned one thing: no hostile offers." Back in 2018, Broadcom's $142 billion attempt to acquire rival chipmaker Qualcomm through a hostile takeover was stopped by then-President Donald Trump in a rare and extraordinary move. Earlier this year, we reported that Qualcomm was potentially interested in acquiring Intel, although it ultimately turned out that other reports said the company lost interest in buying Intel with all of its product divisions and manufacturing operations. Just like a merger with Qualcomm, an Intel merger with Broadcom could align with industry megatrends. Broadcom enjoys growing demand for AI processors it designs for clients like Google as well as connectivity solutions in data centers. By contrast, Intel's processors power the vast majority of servers as well as client PCs. Broadcom lacks presence in PCs and does not supply server CPUs. Intel's strength is, of course, its production scale and dominance in client computers. However, Intel is currently struggling to keep its process technologies competitive with TSMC and its processor products competitive with rival AMD. As a result, the appeal of the company is not particularly high at this point, especially because Broadcom has to integrate VMware, a company it acquired for $61 billion in 2022. Additionally, Broadcom is busy with its bespoke processor business for major high-tech companies, including ByteDance, Google, Meta, and reportedly Apple and OpenAI, which are seeking alternatives to nVidia's processors. Tan described the ongoing investment frenzy in Silicon Valley, where tech giants are rapidly planning AI infrastructure projects for the next three to five years. These firms are constructing massive data centers, such as xAI's Memphis facility with 100,000 Nvidia GPUs and Colossus with up to one million nVidia GPUs, to handle the computing needs of their ambitious AI programs. Tan has predicted that AI projects for Broadcom's clients could require clusters with up to one million processors as demand for computing power to train and run advanced AI systems continues to grow. He emphasized that the scaling principle—more data and processing yielding smarter AI—is driving these investments, despite uncertainty about when or if artificial general intelligence (AGI) will be achieved. Izvor: Tom's Hardware

Citiraj:

Intel and the IFS dilemma: Stuck between a rock and a hard place – should they attempt to sell Intel Foundry Services:fiju: Citiraj: Intel's Foundry Services (IFS) division is facing low wafer yields and projected cumulative losses exceeding $22 billion through 2027, creating a major dilemma for the company. Selling IFS could provide Intel with around $30 billion, which could help the company focus on improving its core chip-making operations and reduce financial risks. However, selling IFS might hinder Intel's IDM 2.0 strategy and its ability to compete effectively in the semiconductor industry, especially amid favorable government support for domestic manufacturing. Intel finds itself in a tough spot, like a farmer trying to decide whether to keep plowing a stubborn field or cut losses and plant somewhere else. On one hand, the Intel Foundry Services (IFS) division is a key part of the company’s big vision—restoring its reputation as a leader in both designing and making the world’s most advanced chips. On the other, running IFS has been like trying to fill a leaky bucket: wafer yields are so low, they’re not even half of what’s needed to turn a profit. And the forecast through 2027 doesn’t look much sunnier, with losses piling up faster than crops in a hailstorm. Intel’s 18A is decidedly “Off Track” and it’s a 90 percent certainty they will have near zero 18A revenue in 2025/6 and cumulative losses will exceed $22 Billion in this period. Intel’s struggles with process control and critical dimension (CD) targeting are at the heart of the problem. These aren’t just fancy technical terms—they’re the basics of making chips that actually work well. Without fixing these issues, Intel is stuck spending a fortune on something that’s not delivering nearly enough back. Staying in the foundry business means putting billions more into a division that’s already losing money. If things don’t turn around soon, IFS could become a hole Intel keeps pouring money into, with no guarantee it’ll ever get it back. Finally, there’s the value question. Even if IFS is worth $30 billion today, selling now could mean leaving a lot of future potential on the table. If Intel can fix its process problems and turn IFS into a profitable operation, it could be worth much more down the line. Izvor: SemiWiki

Lessons from Intel's First Foundry:kafa:

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Citiraj:

Intel foundries lost $13 billion last year, but its losses are no longer historic:kafa: Citiraj: Last quarter, amid turmoil and restructuring, chipmaker Intel announced one of the largest corporate quarterly losses of all time — $16.6 billion, ten times worse than its $1.6B loss the quarter before. But in today’s Q4 2024 and full-year earnings release, Intel’s not hurting as badly: the company just announced a mere $126 million quarterly loss on $14.3 billion in revenue. That doesn’t mean the company’s in great shape, exactly, as its primary businesses were all down this quarter and barely up over the full year. And if you thought its chipmaking foundries were spending too much back when they lost $7 billion in 2023, well, Intel just revealed the foundries lost nearly double that — $13.4 billion — across 2024. Some people would argue that foundry money is just the price Intel’s paying to invest in its future, catch up to rivals, and stay the only major chipmaker that designs and fabricates its chips from scratch. And by “some people,” I mean it was ousted Intel CEO Pat Gelsinger’s goal. But now he’s gone, there have been more whispers about Intel spinning off its chipmaking businesses, something Gelsinger somewhat seeded himself. Intel says its foundry business is doing better anyhow, though, with reduced losses of $2.3 billion last quarter, expected “financial improvements” coming next year as it ramps production of its extreme ultraviolet lithography (EUV) chips, and a plan to hit “op inc break-even” by the end of 2027. Intel says its all-important 18A process, which uses EUV, will produce chips in volume in the second half of next year. Intel was also the largest recipient of the CHIPS Act, though that amounted to single-digit billions worth of government funding. Meanwhile, the company seems to be laying off just as many employees as promised: by the end of 2024, it had 15,000 fewer employees than it did the previous quarter, the company confirmed today. Over the full year, Intel lost $18.76 billion on $53.1 billion in revenue. Intel is canceling its next big AI chip, codename Falcon Shores, and keeping it “as an internal test chip only without bringing it to market.” The company will focus on Jaguar Shores, a “system-level solution at rack scale,” instead. Intel says it has nothing new to share about the search for a permanent CEO, save that the search is progressing. Izvor: The Verge

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Citiraj:

Intel data center CPU sales hit the lowest point in 13 years Bill Gates says Intel has lost its way, hints that 'brave' Pat Gelsinger exited too soon

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Citiraj:

Intel's Head of Data Center and AI Division Exits to Lead Nokia:hitthewal: Citiraj: Intel experienced another leadership setback on Monday when Justin Hotard, who led its Data Center and AI (DCAI) division said he was leaving to become Nokia's CEO. Hotard joined Intel in early 2024 and worked there for just over a year. He will take over from Pekka Lundmark at Nokia on April 1. In his short time at Intel, Hotard oversaw the release of Intel's Sierra Forest E-core and Granite Rapids P-core Xeon 6 platforms. These helped Intel catch up to AMD in core count for the first time since 2017. Intel has temporarily appointed Karin Eibschitz Segal, an 18-year company veteran and co-CEO at Intel Israel, as the interim chief of DCAI. However, Justin Hotard's exit comes as the DCAI division faces several problems. Not long ago, Intel said it would push back the launch of its next-generation Clearwater Forest Xeons to the first half of 2026 blaming low demand. The company also scrapped its Falcon Shores accelerators to focus on a future rack-scale platform called Jaguar Shores. These setbacks came after Intel fellow Sailesh Kottapalli left for Qualcomm last month. Kottapalli had worked at Intel for 28 years and played a key role in developing many Xeon server processors. Intel's Data Center and AI (DCAI) sector has been facing larger issues, particularly in the AI accelerator market. While AMD had been delivering about 5 billion dollars worth of Instinct accelerators last year, Intel's Gaudi AI accelerators failed to meet the $500 million target set by the former CEO Pat Gelsinger. The third-generation Gaudi accelerators, announced last April, faced timing challenges as they reached the market just as NVIDIA's Blackwell and AMD's MI325X accelerators did the same. Gaudi3's successor turned out to be just a test chip, so Intel won't have a competitive AI accelerator until at least 2026. However, Intel's main focus and immediate problem is not who leads its Data Center and AI division as the company has yet to find a permanent CEO after Gelsinger's abrupt withdrawal. In the Q4 earnings call of Intel, co-CEO of interim David Zinsner hinted that while the board searches for a new CEO, no new information is to be reported. There have been numerous talks in the market about possible candidates with GlobalFoundries CEO Thomas Caulfield and Chief Executive Officer recently announcing that he transitioned to Executive Chairman amongst the many. Zinsner said in an earlier statement that Intel would require its next CEO to have foundry experience "A key requirement for the next CEO of Intel is foundry expertise". Izvor: TechPowerUp

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Citiraj:

Trump is 'unlikely' to support TSMC running Intel's fabs — US gov't downplays chances of TSMC takeover:fiju: Citiraj: According to a high-positioned source of Reuters, the Trump administration is unlikely to approve a foreign company managing Intel's U.S. semiconductor manufacturing facilities to run. The comment was made about Intel's reported engagement with TSMC. Although the new U.S. government supports foreign investment in American industrial might and science innovation, it wants U.S. companies to remain American. "President Donald Trump's administration may not support Intel's U.S. chip factories being operated by a foreign entity," a White House official told Reuters. While foreign investment in domestic manufacturing is encouraged, the White House prefers that Intel's fabs remain under American control. Izvor: Tom's Hardware

Citiraj:

TSMC and Broadcom explore deals to split Intel's foundry and chip design wings:stoopid: Citiraj: Intel is facing potential acquisition bids from TSMC (Taiwan Semiconductor Manufacturing Company) and Broadcom, according to sources cited by The Wall Street Journal. The two major tech companies are exploring deals that could effectively split Intel's operations, with Broadcom reportedly eyeing Intel’s chip design and marketing divisions, while TSMC is assessing the possibility of taking over its chip manufacturing plants. Broadcom has engaged in informal discussions with advisors about a potential bid, though it is likely to proceed only if it secures a partner to handle Intel’s manufacturing segment. This approach aligns with Broadcom’s ongoing strategy of expanding its business through targeted acquisitions. Meanwhile, TSMC, the world's largest contract chip maker, is reportedly considering forming an investor consortium to acquire Intel’s fabrication plants, which would further strengthen its position in the global semiconductor market. However, all discussions remain preliminary, and no formal offers have been made. Intel has been struggling to regain its foothold in chip manufacturing amid increasing competition from TSMC and others. The company’s previous CEO, Pat Gelsinger, was ousted in December after a series of setbacks, including delays in manufacturing plans, a decline in AI chip market share, and a reliance on government subsidies to fund factory expansions. Intel’s financial struggles, including $7 billion in losses from its chipmaking segment in 2023 and a 60% decline in share price, have made it an acquisition target. However, any potential deal faces a major roadblock: U.S. government opposition. The Trump administration has voiced strong concerns over the possibility of a foreign company operating Intel’s U.S.-based chip fabs. A White House official recently stated that while foreign investment is generally encouraged, Intel’s domestic manufacturing capabilities are seen as strategically important, making it unlikely that a takeover by TSMC would receive government approval. This stance complicates any potential deal, especially as the U.S. government has been actively subsidizing domestic semiconductor production to reduce reliance on foreign chip makers. If Broadcom and TSMC move forward with their plans, they may need to navigate regulatory hurdles and find domestic partners to satisfy national security concerns. A breakup of Intel would mark a shift toward specialization, with companies focusing on either chip design or manufacturing. Whether these acquisition talks gain momentum or stall due to political and economic factors remains to be seen. Izvor: Tom's Hardware

:):D