12.04.2023., 21:56
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#5828
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McG
Datum registracije: Feb 2014
Lokacija: Varaždin
Postovi: 6,801
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Intel exiting the server business selling to MiTAC
Citiraj:
Intel has been cutting a number of non-core data center businesses over the past year or so. Examples of these have been things like the Intel Optane $559M Impairment with Q2 2022 Wind-Down or the Intel Q4 2022 Barefoot switching business. Rumors on the street are the next business it could be looking to exit is its server business. We have heard the rumor a few times over the past weeks, and selling its server business makes a lot of sense. We reached out to Intel, and it confirmed that it is exiting the business and selling it to MiTAC (parent of Tyan.)
Citiraj:
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In line with Intel’s continued efforts to prioritize investments in its IDM 2.0 strategy, we have made the difficult decision to exit our Data Center Solutions Group (DSG). As part of this plan, MiTAC, an edge-to-cloud IT solutions provider and longstanding ODM partner of DSG, will have the right to manufacture and sell products based on our designs. We are focused on ensuring the DSG team and its stakeholders are supported during this transition.
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Selling servers is not Intel’s core business. Its core business is a components or subsystems business, much like AMD or the nVidia DGX/HGX business we featured yesterday. Intel’s servers are great, they often have very forward-looking features and served us well. At the same time, designing and building server chips is hard with perhaps the number of players being counted on one hand. Making a motherboard is one where there are a few dozen players. Cables are largely standardized in the industry and there are dozens of chassis manufacturers. Intel’s core, high-margin business here is selling silicon, not sheet metal. This business has had less marketing push behind it than the Barefoot business. Judging by the lack of activity and rumors on the street we felt like this was going to happen. Now we have confirmation directly from Intel.
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Izvor: ServeTheHome
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