Mislim da udruživanje dva najzločestija monopolista ne donosi baš ništa za nas gamere... Suradnja je u području datacentera, tu Intel nema ništa za ponuditi i Nvidia ih nadopunjuje. Ovi GPU u laptopima, nisu neki pomak, a teško da će nadmašiti što AMD nudi (Strix Halo). Oni imaju kompletan lineup danas koji Intel i Nvidia moraju tek stići s desetljećem zaostatka. Ako im se dogodi loša generacija ili ne profunkcionira iz prve, a oboje nisu imuni na to iako je Nvidia puno manji rizik, to je +2 godine.
Nvidiino kupovanje Intelovih dionica znači samo da ih kontroliraju i da od tri velike firme dobivamo dvije... A to nikako nije dobro za nas korisnike. Međutim, zbog Intelovog bahaćenja, jedini mogući ishod. Jedino je pitanje bilo tko će ih prvi razgrabiti, Apple ili Nvidia, samo što Nvidia ima CEO-a koji je daleko agresivniji i ambciozniji, pa će on prvi zagristi tu trulu jabuku.
The Exiled
20.09.2025. 16:29
U pravu si za sve i makar je ona moja prijašnja izjava poprilično sarkastična ...
Citiraj:
Autor The Exiled
(Post 3821679)
Intelu ova suradnja treba više nego nVidiji, pa svakak nije loše da Jensen s nikad jačim monopolom sudjeluje u spašavanju ovog Intelovog, tako da nam kasnije svima bude bolje, jer bez konkurencije nema napretka.:frend:
... nVidia bude ovo itekak iskoristila za sebe, pa ako usput nešto od toga kapne u korist Intela i potencijalno krajnjih korisnika - super, ali to im primarno nije prevelika briga. Uz državu, BlackRock i Vanguard, nVidia je s ovih 5 milijardi (kaj je za njih čisti sitniš, a Intelu treba više, nego ikad) kupila poveći utjecaj, mada se sve uključene strane kunu da Intel i nVidia dalje nastavljaju samostalno sa svojom paletom proizvoda, dok je ova suradnja samo nadopuna već postojećih ponuda. Iskreno, u slučaju da se u međuvremenu ne posvađaju i kasnije godinama razvuku po sudovima, nVidia će fino pripremiti teren za slučaj u kojem se za Intel postavlja pitanje kakva točno korist od njih pored superiorne nVidije, dok se i dalje nastavljaju plasirati narudžbe kod TSMC-a mimo Intelovih fabrika.
Disco
21.09.2025. 07:49
A vidjet ćemo, ali IMHO je ovo gadna kombinacija za krajnje korisnike, jedva čekam neku foru tipa nV grafe su brže na intelu zbog xyz fićra kojeg AMD neće nikad imati i/ili slične govnarije. Ne zaboravimo da je intelu prvom palo na pamet da prodaje CPU-e kojima otključava funkcije nakon nadoplate. Jedva čekam da to Jensen sprovede u djelo pošto je stvarno sposoban napraviti svašta, ne bez posljedica, nego i biti nagrađen od strane kunzumenata za svaki svoj potez.
Ima vremena, ali te 3+ godine će proletjeti.
AMD sada ima apsolutnu dominaciju sa tim malim APUima, ali vidimo do čega je to dovelo, da bilo što sa HX 370 košta 1200€...i poplava oih gaming handhelda sa nenormalnim cijenama. Doduše nije ni claw sa intelom bio jeftin, ali HX je ipak IMHO pretjer sa cijenom.
The Exiled
21.09.2025. 12:04
Nije dugo trebalo da se jave bivši Intel stručLJaci s napomenom kako je sad pravo vrijeme da se sve fino rasproda i privatizira, kako bi Intel postao još veći i uspješniji.:):D
Despite years of troubled performance and failed strategies, the great icon of the semiconductor industry, Intel, has two new major shareholders that can give it new hope for recovery: the United States government, with a bit less than a 10% stake, and the most important design firm in the world, nVidia, with about 5% ownership. The next step is for the government to arrange for Intel to go private. Without the pressure of delivering quarterly earnings for the stockholders of today, a private Intel could divide itself into parts that no longer make sense to be conjoined. One new company should focus on manufacturing chips for all global firms with the goal of matching or exceeding performance levels that only TSMC can provide today. The other should commit to designing chips. These are two separate objective functions, markets, and missions.
Intel’s business model of vertical integration between design and manufacturing gave Intel tremendous market power when it was the world leader in both markets. That’s the past. Trying to recreate it, as some of Intel’s recent CEOs have done, is doomed. Right now, the United States government and nVidia own a problem. By taking charge of the situation, they can create a tremendous opportunity to do good for the taxpayer. Even more importantly, the break-up of Intel will go a long way to giving the United States the semiconductor ecosystem that underpins every happy scenario for software breakthroughs that benefit the American people and the world.
After a painful breakup and a bout of financial turmoil, Intel is looking to rekindle the relationship with its old flame Apple. The x86 giant reportedly hopes to convince Cupertino to become an investor. Apple's motivation for investing Intel aren't as obvious. Since transitioning to its homegrown M-series silicon in late 2020, Apple has gone from key Intel partner to direct competitor. Many of Intel’s recent products have not been stellar, leading it to lose market share across the server and PC markets in recent years. It’s therefore hard to see CEO Tim Cook giving up on Apple Silicon any time soon. But rather than selling CPUs to Apple, Intel may be more interested in manufacturing Apple's next homegrown chip.
The only problem is that TSMC has already filled that need – earlier this year it began manufacturing chips for Apple and nVidia at its fabs outside Phoenix, Arizona. (In case you forgot, Nvidia's $5 billion investment in Intel doesn't include chip production either.) With that said, Apple's success relies on its ability to manage supply chains. The opportunity to diversify chip manufacturing sources for the long-term may be attractive enough to justify an investment in Intel now. According to the report, Intel's talks with Apple are still in the early stages, and there is no guarantee the iGiant will help to finance Chipzilla's rehab.
Intel has reportedly sought an investment from rival chipmaker TSMC. The conversation, first reported by The Wall Street Journal, was no doubt an awkward one considering Intel's relationship with the Taiwanese foundry giant. Intel's claim to fame is that, unlike most of its competition, it designs and manufactures chips. Or at least it used to be that way. Over the past few years Intel has outsourced production of some CPUs, GPUs, and networking kit to TSMC. Chipzilla continues to make its own Xeon family of datacenter processors.
As it sent more work to TSMC, Intel also tried to create a foundry biz to compete with the Taiwanese company. That costly endeavor is yet to land a major customer, and is therefore thought to have contributed to former CEO Pat Gelsinger's abrupt "retirement" last December. Intel has developed and deployed a new manufacturing process, called 18A, that it will use to make some products it currently outsources to TSMC. The Panther Lake client chips Intel plans to deliver this year, and Clearwater Forest E-core Xeons due in 2026, will both use 18A. But Intel won't be entirely done with TSMC for a while.
We already know the company's next-gen Nova Lake processors will use both internal and external foundry services. We also know that any of the notebook SoCs developed under a co-design initiative between Intel and nVidia will have some TSMC silicon on board. But Intel isn't just trying to curb its reliance on TSMC, it's actively trying to convince other chipmakers they will be better off using its forthcoming 14A process tech instead of asking the Taiwanese company to manufacture their chips. Despite Intel’s ambition to compete more strongly with TSMC, the Taiwanese company may still have reason to invest in Chipzilla – if only to show that it tried to save a competitor rather than crush it.
On the other hand, even if Intel Foundry succeeds, TSMC will still be the largest chipmaker in the world, and regulators may be less inclined to scrutinize its operations. There's certainly precedent for an investment of this nature. You may recall back in the late '90s when Microsoft bailed out Apple to the tune of $150 million.
Intel is in early-stage talks to add AMD as a customer at Intel’s factories, in what would be another vote of confidence in the struggling chipmaker, according to people familiar with the matter. In the past seven weeks, Intel has gained investment dollars and public support from the White House, nVidia, and SoftBank, and is in talks for backing from Apple. AMD designs chips that are currently produced mostly by Taiwan’s TSMC, and Intel currently lacks the technology to produce AMD’s most advanced, profitable chips.
It’s unclear how much of AMD’s manufacturing would shift to Intel if the two companies reach a deal, or whether it would come with a direct investment by AMD, similar to the deals cut by other companies. It is possible that no agreement will be reached. Intel for months has been speaking with prospective customers and investors about similar deals. Intel once dominated, and still has a large market share, in more prosaic chips that power laptops. But the rapid advancement and adoption of AI chips, pioneered by nVidia, has left it flat-footed.
Intel revealed new information about its upcoming Panther Lake chips made on its new 18A node at an event in Arizona, including claims that the chips can deliver 50% more performance at similar power to its Lunar Lake chips or reduce power by 30% in multi-threaded work compared to its Arrow Lake-H processors. The chips will launch at CES 2026, with availability in Q1 of 2026. Panther Lake SoCs are all built up from the same cutting-edge P-cores, E-cores, and iGPU architecture, while affording laptop makers more freedom to tailor their products to a wider range of buyers and price points. And as Intel's first product to ship with a compute tile fabricated on the latest 18A process node, Panther Lake has a ton to prove.
Panther Lake employs Foveros-S, a 2.5D version with fine-pitch interconnects of 36 micrometers. It links compute, graphics, and platform controller tiles into a cohesive SoC. Foveros is Intel's in-house implementation of a broader industry shift toward multi-die packaging, which now includes competing technologies such as AMD's Infinity Fabric, TSMC's CoWoS, and Samsung's I-Cube. These packaging methods have collectively reshaped chip production by allowing companies to mix different process nodes and IP blocks in one package. Processes used: the compute tile is Intel 18A; the 12-Xe GPU tile uses TSMC N3E; the 4-Xe GPU tile is on Intel 3; and the platform controller (PCH) tile is on TSMC N6—joined using Foveros-S 2.5D. Using different nodes per tile is part of Intel's IDM 2.0 flexibility to meet timing/yield/performance goals.
Intel Panther Lake is the company's first processor to use its new Intel 18A process for the compute tile with GPU tiles built on Intel 3 or TSMC N3E, all paired with externally manufactured tiles produced by TSMC. This mix of in-house and external manufacturing marks a shift toward a hybrid supply strategy where Intel Foundry Services focuses on core logic, while other tiles continue to come from outside partners. The exact processes used are: compute (Intel 18A); 12-Xe GPU (TSMC N3E); 4-Xe GPU (Intel 3); PCT/PCH (TSMC N6).
Najzanimljiviji dio mi je da proizvode grafičke tileove na dva različita procesa, mada vjerojatno su to različite generacije proizvoda. Moram pogledati koji deep dive kad stignem da to razjasnim.
Sad mi nedostaje Anandtech i njihovi članci za ovakve stvari, tu su bili nenadmašni.
The Exiled
09.10.2025. 17:03
Da, nažalost AnandTech su ugasili, tak da lakše slože pretplatu na Tom's Hardware, jer ih je ionak sve kupila ista firma. Kaj se Panther Lakea tiče, većinu toga i dalje proizvodi TSMC, dok CPU chiplet ide na Intel 18A proces i slabiji Panther Lake modeli budu imali GPU chipet na Intel 3 procesu, pa onda klijenti mogu birati kaj im najbolje paše od ponuđenih kombinacija. Wendell je od Intela kasnije dobil službeni mail u kojem ga mole da malo manje zapaža stvari koje drugima nisu baš jasne, jer ih je otvoreno pital za "novi" Xeon model koji je isti kao i već aktualni.:):D
One day before the embargo lift, Intel got back with a follow-up about the performance. Given the questions raised at the event over their comparison, they provided an additional slide and commentary around the Xeon 6980E 288-core performance vs. Clearwater Forest 288-core. Frankly, this event was rather a letdown. No real-world performance numbers shared, Intel completely omitted from their original presentation their limited Xeon 6900E series that carry up to the same 288 E-core capacity, and all-around the power/performance details were light. No competitive comparisons either against the existing AMD EPYC 9005 Turin (dense) processors and that will only become more competitive next year with AMD EPYC Venice. Plus no Xeon 6+ SKU table nor any word on the Xeon 6+ processor availability and pricing.
Sad samo da Intel ne zaglavi idućih par godina na 5+++++ proizvodnom procesu. U laboratorijima se već vrte nove vrste tranzistora jer je upitno dokle će smanjivanje proizvodnog procesa sa sadašnjom tehnologijom uopće držati vodu prije nego se pojave problemi curenja struje i isplativosti proizvodnog procesa zbog udjela neispravnih pločica procesora.
The Exiled
17.10.2025. 18:00
IMHO zajeb je u tome da kad Intel ima i najmoderniji proizvodni proces (Arrow Lake kao najbolji primjer na TSMC 3nm) uspiju sve skupa zabrljati po pitanju same CPU arhitekture (makar su već najavili da se miču s ovog hibridnog pristupa), tak da se kod njih još puno toga mora posložiti kak spada. TSMC je u procesu puštanja u pogon svih 2nm kapaciteta u Arizoni, dok istovremeno uz američki Fab 21 pripremaju dodatne nove pogone, tako da na jednom mjestu imaju sve kaj treba. Intel pak dovodi 200+ novinara iz cijelog svijeta, tak da u Arizoni uz plaćen smještaj i troškove putovanja, lakše pjevaju balade o naprednom Intel 18A procesu, te kako je Intel opet prvi, odnosno cijelu stvar prikazuju kao da TSMC 2nm kasni, jer Intel već ima tzv. 1.8nm s Panther Lakeom. Na stranu sad da će desktop Nova Lake modeli biti bazirani na TSMC 2nm, te da se Panther Lake osim osjetno bolje iGPU implementacije, zapravo ne razlikuje od mobilnih Lunar i Arrow Lake izdanja i kao takav stiže s minimalno pola godine zakašnjenja.
