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Staro 02.05.2024., 22:02   #5971
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ako sam dobro razumio

Core Ultra 9 285K nasljeđuje i9 14900 k/s
Ultra 7 265K nasljeđuje i7 14700 k
Core Ultra 5 245K nasljeđuje i5 14600k

This next-generation lineup promises to deliver one of the most significant performance leaps for desktop processors in recent years

i ovo ćemo vidjet.
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Staro 03.05.2024., 10:41   #5972
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Ako odu na skroz single thread, moraju dodati te cinebench akceleratore da ne bi izgubili bitku na za njih najvažnijem polju - broju threadova. Sve drugo je nebitno...
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Staro 04.06.2024., 09:15   #5973
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Staro 08.06.2024., 13:28   #5974
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LG has expressed concerns about Intel's Lunar Lake CPU supply compared to competitors, claiming that Team Blue looks tense with its future product. In terms of the Intel Lunar Lake CPU release, Intel is expected to ship the CPUs within the next quarter, if things go well, which does put Team Blue behind Qualcomm and potentially AMD as well when it comes to next-gen CPU releases. The Lunar Lake CPU is a radical shift in terms of processor designs for Intel with a new architecture and new packaging layout across all fronts. It's also being made using TSMC with the two primary nodes being N3B and N6.
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Staro 31.07.2024., 15:01   #5975
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Intel to launch "Lunar Lake" Core Ultra chips on September 3rd
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Codenamed Lunar Lake, Intel has been touting the chips for nearly a year now. Most recently, Intel offered the press a deep dive briefing on the chips and their underlying architectures at Computex back in June, along with a public preview during the company’s Computex keynote. At the time Intel was preparing for Q3’2024 launch, and that window has finally been narrowed down to a single date – September 3rd – when Intel will be hosting their Lunar Lake launch event ahead of IFA.

Intel’s second stab at a high volume chiplet-based processor for laptop users, Lunar Lake is aimed particularly at ultrabooks and other low-power mobile devices, with Intel looking to wrestle back the title of the most efficient PC laptop SoC. Lunar Lake is significant in this respect as Intel has never previously developed a whole chip architecture specifically for low power mobile devices before – it’s always been a scaled-down version of a wider-range architecture, such as the current Meteor Lake (Core Ultra 100 series). Consequently, Intel has been touting that they’ve make some serious efficiency advancements with their highly targeted chip, which they believe will vault them over the competition.

All told, Lunar Lake is slated to bring a significant series of updates to Intel’s chip architectures and chip design strategies. Of particular interest is the switch to on-package LPDDR5X memory, which is a first for a high-volume Core chip. As well, Lunar Lake incorporates updated versions of virtually every one of Intel’s architecture, from the CPU P and E cores – Lion Cove and Skymont respectively – to the Xe2 GPU and 4th generation NPU (aptly named NPU 4). And, in a scandalous twist, both of the chiplets/tiles on the CPU are being made by TSMC. Intel isn’t providing any of the active silicon for the chip – though they are providing the Foveros packaging needed to put it together. Suffice it to say, no matter what happens, Lunar Lake and the Core Ultra 200 series should prove to be an interesting launch.

It’s worth noting, however, that while Intel’s announcement of their livestreamed event is being labeled a “launch event” by the company, the brief reveal doesn’t make any claims about on-the-shelves availability. September 3rd is a Tuesday (and the day after a US holiday), which isn’t a typical launch date for new laptops (for reference, the lightly stocked Meteor Lake launch was a Thursday). So Intel’s launch event may prove to be more of a soft launch for Lunar Lake; we’ll have to see how things pan out in the coming weeks.
Izvor: AnandTech
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Staro 01.08.2024., 22:39   #5976
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Intel to layoff more than 15% of workforce — almost 20,000 employees — encountered Meteor Lake yield issues, suspends dividend
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Intel announced today that it plans to lay off more than 15% of its workforce by the end of the year, meaning roughly 20,000 employees or more based on recent headcount numbers, amid troubling financial results this quarter. The company also announced that it has encountered yield issues with its Meteor Lake processors, which negatively impacted the bottom line. The company also plans to suspend its dividend in the fourth quarter.

Intel CEO Pat Gelsinger published a blog post outlining the changes and the rationale behind them. He cited that the company plans to reduce spending by $10 billion in 2025 with the move. The company will offer employees buyouts and early retirement options. Intel did say that its 18A process node, which is exceedingly important to its success as a fledgling custom foundry, remains on track — the company recently released its 1.0 PDK, a critical set of design rules that defines how chipmakers can produce chips using the node, to its customers. Intel also says its next-gen Panther Lake and Clearwater Forest processors also remain on track.

Intel will reduce its R&D and marketing spend by billions each year through 2026; it will reduce capital expenditures by more than 20 percent this year; it will restructure to “stop non-essential work,” and it’ll review “all active projects and equipment” to make sure it’s not spending too much. On the company’s earnings call, Intel CFO David Zinsner suggested that the company’s next flagship AI laptop chip, Lunar Lake, won’t be enough to turn things around.
Izvor: Tom's Hardware i The Verge
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Zadnje izmijenjeno od: The Exiled. 01.08.2024. u 23:42.
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Staro 02.08.2024., 09:01   #5977
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Staro 02.08.2024., 11:40   #5978
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Znači sve OK, a CEO Pat & Mat prilikom jučerašnjeg izlaganja poprilično samouvjereno odgovara na pitanja, do te mjere da se stječe dojam kako Intel kao firma zapravo ide iz pobjede u pobjedu, jer sve faze P.L.A.N.A._i_P.R.O.G.R.A.M.A. su uspješno realizirane. Intel je prema riječima glavnog i odgovornog generalnog direktora, već u ovo vrijeme vodeća svjetska fabless tvrtka (iako "sve proizvode sami"), a ujedno i istovremeno su i vodeća svjetska fabrika (Intel Foundry - IFS) za druge firme koje trebaju najbolje i najnaprednije proizvodne procese. 2026. godina će biti ključna za Intel, jer onda se opet sve što trenutno (po CEO-u samo "privremeno") za njih proizvodi TSMC, opet vraća u Intelove sposobne ruke, a do 2027. će se sva dosadašnja ulaganja i popratna rezanja, višestruko isplatiti. Jedini je problem u tome da je nadobudni direktor isto u superlativima pričal za sve kaj se u međuvremenu izjalovilo, rasprodalo, otkazalo i kompletno prebacilo u TSMC.
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Staro 02.08.2024., 11:49   #5979
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Bar nesto.
"Eppur si muove"

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Staro 02.08.2024., 12:10   #5980
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Komotno su mogli i 20 godina produljiti garanciju, ali ako se i dalje na sve moguće načine misle ciganiti prilikom reklamacija, onda uzlaud im trud.
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Staro 09.08.2024., 09:37   #5981
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Staro 10.08.2024., 17:06   #5982
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Koji epski raspad nekad ugledne kompanije.
Varalice
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Staro 11.08.2024., 00:22   #5983
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Rekordne zarade

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Staro 11.08.2024., 18:38   #5984
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Namjeravao sam negdje početkom iduće godine složiti novu konfiguraciju kad izađe nova Arrow Lake generacija procesora i taman nedavno naletim na sve ove vijesti o apsolutnim užasima i kompletno sfušanoj 13. i 14. generaciji procesora, tako da ću odgoditi planirano na neodređeno dok ne vidim razvoj situacije, tko zna da i ovi nadolazeći procesori neće biti problematični.

Da čovjek ne povjeruje na što je Intel spao i što se ovdje uopće dogodilo, je li greška u samom dizajnu procesora ili se nešto dogodilo u samom proizvodnom procesu, a koliko sam upoznat vlastitu proizvodnju trenutačno nemaju nego im TSMC sve radi, sve to dok izlaze vijesti da je Ohio fab odgođen najmanje do 2027./2028., a ovaj u Magdeburgu u Njemačkoj do 2029./2030. s početkom rada, izgleda da će još dugo vremena proći dok ne stanu opet na noge, nadam se da im ipak ne slijedi Nokia scenarij kako je netko ovdje spominjao, no budući da su praktički monopolisti najvjerojatnije će se ipak izvući...
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Staro 11.08.2024., 19:27   #5985
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Pa mozes ti slobodno kupit, ali racunaj da ces morat malo se igrat sa klokanjem (ja to radim bez obzira imaju li problema ili ne). Fiksiras ga na 1.35v i stavis 100mhz nizi clock od tvornickog i 99% da ce ti sve radit bez problema, bez degradacije a imat ces prakticki iste performanse u gaming/workloadu...

I to govorim ja kao osoba koja obozava ryzen (well, dok nisu izbacili zen-5%), namjeravao sam prec sa 5600x na buduci 9800x3d ali izgleda da se to nece desit jer 9800x3d pak mora bit jedno 40-50% jaci od kompletne zen 5 ergele u gamingu da se isplati naspram 7800x3d, a to se 10000000000000000% nece desit. Sad bi prije uzeo 14700k i igrao se sat vremena sa klokanjem i miran sam 3-4god min.
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Staro 12.08.2024., 08:23   #5986
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Staro 14.08.2024., 08:03   #5987
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Ne znam koliko je TT dobar izvor, ali...

Intel has just sold ALL of its Arm shares, as the CPU behemoth continues to struggle

Ako je istina, čudan potez...ARM mi se ne čini nešto čega bi se netko htio riješiti....pa i jakna ga je htio samo za sebe...
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Staro 14.08.2024., 08:33   #5988
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Izgleda da je istina, a ako im je tih ~150 milijuna bitno, onda je to samo dodatna potvrda da imaju povećih (financijskih) problema.
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Intel has sold its 1.18 million share stake in British chip firm Arm Holdings, according to a regulatory filing, as the California chip designer shores up its balance sheet amid intense competition. The sale, disclosed on Tuesday, likely raised Intel nearly $147 million, based on Arm’s average stock price between April and June. Intel kept its investments in some companies like Astera Labs, Joby Aviation, MariaDB, and Senti Biosciences, even though it sold its Arm shares. However, these investments aren't doing well right now. In the second quarter of the year, Intel lost about $120 million on these investments combined.
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Staro 20.08.2024., 15:24   #5989
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Intel marketing budget to be slashed by 35% this year indicates internal slide — jobs and marketing programs under threat
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Intel’s Sales and Marketing Group (SMG), which works with companies to help them solve business problems using Intel technologies, is targeting a 35% reduction in costs, as revealed during an all-hands meeting for the group on August 5. This massive cut will affect jobs and marketing expenses, with everyone given the directive to “simplify programs end-to-end” by the end of the year. This grim news comes soon after the company announced that it would lay off 15% of its workforce — counted to be more than 15,000 employees. Intel’s market development fund (MDF) will also be greatly impacted by the signaled cuts. The MDF plays an important role in Intel’s marketing efforts, as OEMs and other Intel partners can tap into these funds to host events, training, and more. A former Intel executive even said that the MDF played an important part in helping Intel to win business, even as its products lost their competitive edge.
Izvor: Tom's Hardware
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Intel's CHIPS Act implementation hamstrung by performance, packaging dependencies, workforce shortages
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The US$39 billion funding allocation under the CHIPS and Science Act (CHIPS Act) is nearing completion. However, greater challenges lie in revitalizing the domestic semiconductor manufacturing supply chain. This includes Intel's operational difficulties, a continued reliance on Asia for packaging, a shortage of skilled labor, and environmental factors. Intel's 18A under fire: struggling yields, skepticism, and a race against TSMC. Intel has been attempting to shift the narrative to a more positive light following the company's "gruesome" series of trainwrecks that saw a disappointing second-quarter 2024 earnings report on top of a weak third-quarter forecast. Is it time for Intel Foundry (IF) to be spun off as an independent entity? During the 2008-2009 financial crisis, AMD was forced to divest its wafer fabrication division, offloading the heavy burden of operating its wafer fabs. Once the undisputed leader of the semiconductor industry, Intel has seen its market capitalization dwindle significantly compared to its American rivals, nVidia and AMD. Intel's market value now stands at under US$90 billion, less than half of AMD's.
Izvor: DigiTimes
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Intel Core Ultra "Arrow Lake-S" launches in October
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Intel’s next-gen Arrow Lake-S desktop processors will reportedly come with higher power limits than preceding Alder and Raptor Lake offerings. The top-end Core Ultra 9 285K will retain its predecessor’s “PL2” boost power limits when using the Baseline or Performance profiles. However, the Extreme power profile, exclusive to the 24-core CPU, will allow a boost power “PL2” consumption of up to 295W (up from 253W on the 13900K/14900K). The boost power consumption of the Core Ultra 7 265K and the Core Ultra 5 245K have reduced by up to 18W and 29W in the baseline and performance profiles, respectively. Arrow Lake-S is expected to launch this fall (or winter) alongside the new LGA-1851 socket. Only the three K-series processors are expected to debut this year, with the 65W non-K and mobility SKUs planned for early 2025.
Izvor: TechPowerUp
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Zadnje izmijenjeno od: The Exiled. 20.08.2024. u 17:24.
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Staro 20.08.2024., 18:03   #5990
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Stisnuti financijama možda ponude novu robu po diskontnim cijenama, bilo bi super vratiti se na predkorona vrijeme i zdrmati AMD
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Staro 20.08.2024., 18:24   #5991
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Stisnuti financijama možda ponude novu robu po diskontnim cijenama, bilo bi super vratiti se na predkorona vrijeme i zdrmati AMD

Ne vidim scenarij u kojem bi to bilo od koristi korisnicima (cipovi su i dalje nestabilno smece ) a drugo Intel ce jos vise spusit lovu. Intelu treba dobar proizvod i to jos jucer inace je nahebo Intel a nakon toga i svi mi skupa. ARM izgleda nije neka alternativa (opet) a MAC pod moj krov nece nikad pa ni onda (kak god je arhitektura hebena).
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Staro 20.08.2024., 18:44   #5992
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Nažalost kod Intela je sad sve upitno, a ukoliko Arrow Lake ispadne super, moguće da budu ga prodavali po nekim popularno nižim cijenama, makar sumnjam, jer ide skroz nova platforma. Intelovi proizvodni procesi su sve samo ne najbolji, a TSMC uredno svima diže cijenu, tak da i Intel uz AMD i nVidiju plaća koliko god treba, jer inače nemaju konkurentan proizvod. Taman da se u Intelu već danas riješe bajnog direktora, opet imaju situaciju kakvu je i ovaj sadašnji zatekel - totalno rasulo, dok se ne nađe netko sposoban, a u međuvremenu, tko živ, tko mrtav.
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Intel board member quit after differences over chipmaker's revival plan
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The sudden resignation of a high-profile Intel board member came after differences with CEO Pat Gelsinger and other directors over what the director considered the U.S. company’s bloated workforce, risk-averse culture and lagging artificial intelligence strategy. Semiconductor industry veteran, had said he was leaving the board because of a personal decision to “reprioritize various commitments” and that he remained “supportive of the company and its important work,” in a regulatory filing on Thursday.

The former CEO of chip-software company Cadence Design joined Intel’s board two years ago as part of a plan to restore Intel’s place as the leading global chipmaker. The board expanded Tan’s responsibilities in October 2023, authorizing him to oversee manufacturing operations. Over time, Tan grew frustrated by the company’s large workforce, its approach to contract manufacturing and Intel’s risk-averse and bureaucratic culture. The departure of the industry veteran, who is well-regarded by investors, over Intel's strategy illustrates the uncertainty of its turnaround efforts. Tan leaves as the company endures one of the bleakest periods in its five-decade history that has left it vulnerable to a potential activist shareholder attack.

Tan wanted specific cuts, including middle managers who do not contribute to Intel's engineering efforts. Gelsinger, who took over in 2021 as part of a turnaround plan, added at least 20,000 employees to Intel's payroll by 2022. To Tan and some former Intel executives, the workforce appeared bloated. Teams on some projects were as much as five times larger than others doing comparable work at rivals such as Advanced Micro Devices. Tan has told people he believed Intel was overrun by bureaucratic layers of middle managers who impeded progress at Intel’s server and desktop chips divisions and the cuts should have focused on these people. Intel's workforce, which is larger than those of nVidia and TSMC combined, has led to a complacent and uncompetitive culture, far from the “only-the-paranoid-survive” ethos of Intel co-founder Andy Grove.

Intel has hired investment bank Morgan Stanley to prepare a defense, confirming an earlier report. Intel’s struggles are occurring against the backdrop of aggressive investment and sales from rivals swept up by the surge of interest in artificial intelligence. Intel acquired at least two AI startups, among more than four efforts since 2010 to build a blockbuster AI chip. Even though its Habana acquisition yielded promising AI chips, its senior leaders left to form a rival effort in Israel, hurting Intel's program.

Intel’s turnaround plan relies on building its foundry business, which helps other companies manufacture chips, similar to TSMC. But the company has not disclosed a big customer and has said the business is not expected to turn a profit until 2027. An attempt last year to break into contract-manufacturing through a $5.4-billion purchase of Israel-based chip manufacturer Tower Semiconductor was scuttled after China blocked the deal. Intel would have obtained an organization dedicated to contract chipmaking, something Intel has never done successfully. Without Tower, Intel, historically a maker of its own chips, lacks the expertise to work with external customers, which it has struggled to attract. Tan grew frustrated as the board did not follow his recommendations over how to make the manufacturing business more customer-centric and to remove unnecessary bureaucracy.
Izvor: Reuters
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Staro 30.08.2024., 10:55   #5993
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Citiraj:
Intel could spin out foundry business or cancel some expansion plans to control losses
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Intel is in talks with investment banks about a possible spin-out of its foundry business, as well as scraping some existing expansion plans to cut losses. As the report highlights, sources close to Intel noted that the company is exploring various ways to deal with the recent Q2 2024 earnings report. While Intel's revenues are in decline, they are still high. However, the profitability of running its business has declined so much that the company is now operating on a net loss, with an astonishing $1.61 billion in the red. CEO Pat Gelsinger is now exploring various ways to control these losses and make the 56-year-old giant profitable again. Goldman Sachs and Morgan Stanley are reportedly advising Intel about its future moves regarding the foundry business and overall operations.

The Intel Foundry unit represents the biggest consumer of the company's funds, as the expansion plans across the US and Europe are costing Intel billions of US Dollars. Even though the company receives various state subsidies to build semiconductor manufacturing facilities, it still has to put much of its capital to work. Given that the company is running tight on funds, some of these expansion plans that are not business-critical may get scraped. Additionally, running the foundry business is also turning out to be rather costly, with Q2 2024 recording a negative 65.5% operating margin. Separating Intel Product and Intel Foundry may be an option, or even selling the foundry business as a whole is on the table. Whatever happens next is yet to be cleared up. During the Deutsche Bank Technology Conference on Thursday, Pat Gelsinger also noted that "It's been a difficult few weeks" for Intel, with many employees getting laid off to try to establish new cost-saving measures.

Gelsinger’s comeback plan hinged on recasting Intel into two groups: one that designs chips and another that manufactures them. The production arm would then be free to seek business from other companies. But the biggest client of Intel’s factory network is still Intel. Until the foundry business has more outside customers, it’s going to be challenged financially. Intel’s Gelsinger is running out of time to pull off a much-needed turnaround. He’s been attempting to expand the chipmaker’s factory network at the same time that sales are shrinking — a money-losing proposition. The company suffered a net loss of $1.61 billion last quarter, and analysts are predicting more red ink for the next year.
Izvor: ComputerBase, TechPowerUp i Bloomberg
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Gelsinger and his wife Linda are Christians who "support multiple worthy causes". In 2013, Gelsinger co-founded Transforming the Bay with Christ (TBC), a coalition of business leaders, venture capitalists, non-profit leaders and pastors that aims to convert one million people over the next decade. He helped establish the Sacramento-area Christian institution William Jessup University from which he also received an honorary doctorate.
Izgleda da Intel CEO, inače stručLJak po zanimanju, ima pametnijeg i bitnijeg posla, dok sve oko njega gori u plamenu.
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Staro 30.08.2024., 14:02   #5994
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Intel je bogomdan, zato dajmo svi svoje molitve da budu uslišane!
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Staro 30.08.2024., 20:31   #5995
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Intel je bogomdan, zato dajmo svi svoje molitve da budu uslišane!
Pat ubio!
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Staro 30.08.2024., 21:10   #5996
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Direktor bude pričal pizdarije, tak dugo dok mu nVidia u gotovini ne kupi firmu i rasproda sve, jer realno nemaju koristi od ičega, ali samo da ušutkaju njegova bajkovita obećanja i najave.
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Citiraj:
Once the semiconductor industry’s undisputed leader, Intel now lags TSMC in terms of chip density, cost and power efficiency. As rivals abandoned the vertically integrated design-and-manufacturing model, they benefitted from the Taiwanese firm’s advances, gobbling up market share. The result: Intel is burning cash, and its stock has fallen by half in five years. Gelsinger was the chief architect of Intel’s landmark 80486 chip nearly four decades ago, and returned to pull the company out of its technological rut in 2021. He now says that the mission is nearly accomplished, promising that chips coming next year will equal anything made by TSMC on key measures.
Izvor: Reuters
Kak jebote, još uvijek može plasirati takva sranja, dok im Lunar i Arrow Lake začas izlaze i proizvodeni su na TSMC-ovim procesima.

Desetljeće bez konkurencije, OEM mito i korupcija uz redovni otkup vlastitih dionica i cijelu paletu nadobudnih direktora + Ryan Shrout i Raja Koduri.

Ništ, evo par prigodnih za Intel stručLJake koji vode firmu u pravom smjeru s uvijek jasnom vizijom za budućnost.
Lost in the void.
They came to watch our burial.
Engraved upon a plastic plaque,
Our names they etched with aerials,
Our shame left on the epitaph.
They came in chariots
To come and carry us.
They came to save ourselves
From we’ve done.
They sent the messengers
To come deliver us.
They came to save ourselves
From what we have become.
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Staro 30.08.2024., 23:55   #5997
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Stalno objavljuje te citate iz biblije .
To mu je đir

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Staro 02.09.2024., 09:37   #5998
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Intel CEO to pitch board on plans to shed assets, sell Altera, cut costs
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Intel CEO Pat Gelsinger and key executives are expected to present a plan later this month to the company’s board of directors to slice off unnecessary businesses and revamp capital spending as they try to revive the once-dominant chipmaker's fortunes. The plan will include ideas on how to shave overall costs by selling businesses, including its programmable chip unit Altera, that Intel can no longer afford to fund from the company’s once-sizeable profit. The proposal does not yet include plans to split Intel and sell off its contract manufacturing operation, or foundry, to a buyer such as Taiwan Semiconductor Manufacturing Co.

Intel has already broken off its foundry business from its design business, and has been reporting its financial results separately since the first calendar quarter of this year. The company has erected a wall between the design and manufacturing businesses to assure that potential customers of the design division would have no access to technology secrets of customers using Intel’s factories, known as fabs, to manufacture their chips. The proposal Gelsinger and others will present is likely to include plans to further reduce the company’s capital spending on factory expansion. The pitch may include plans to pause or altogether halt its $32 billion factory in Germany, a project that has reportedly been delayed.
Izvor: Reuters
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Staro 03.09.2024., 20:08   #5999
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Intel announces new mobile Lunar Lake Core Ultra 200V series processors
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Intel today launched its most efficient family of x86 processors ever, the Intel Core Ultra 200V series processors. They deliver exceptional performance, breakthrough x86 power efficiency, a massive leap in graphics performance, no-compromise application compatibility, enhanced security and unmatched AI compute. The technology will power the industry's most complete and capable AI PCs with more than 80 consumer designs from more than 20 of the world's top manufacturing partners, including Acer, ASUS, Dell Technologies, HP, Lenovo, LG, MSI and Samsung. Pre-orders begin today with systems available globally on-shelf and online at over 30 global retailers starting Sept. 24. All designs featuring Intel Core Ultra 200V series processors and running the latest version of Windows are eligible to receive Copilot+ PC features as a free update starting in November.
Izvor: TechPowerUp
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Staro 04.09.2024., 16:45   #6000
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Intel manufacturing business suffers setback as Broadcom tests disappoint
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Intel's contract manufacturing business has suffered a setback after tests with chipmaker Broadcom, dealing a blow to the company's turnaround efforts. The tests conducted by Broadcom involved sending silicon wafers - the foot-wide discs on which chips are printed - through Intel's most advanced manufacturing process known as 18A. Broadcom received the wafers back from Intel last month. After its engineers and executives studied the results, the company concluded the manufacturing process is not yet viable to move to high-volume production.

Intel 18A is powered on, healthy and yielding well, and we remain fully on track to begin high volume manufacturing next year," an Intel spokesperson said in a statement. "There is a great deal of interest in Intel 18A across the industry but, as a matter of policy, we do not comment on specific customer conversations." Broadcom spokesperson said the company is "evaluating the product and service offerings of Intel Foundry and have not concluded that evaluation."

Typically fabricating an advanced chip requires more than 1,000 separate steps inside a chip factory, or fab, and takes roughly three months to complete. Production success is determined by the number of working chips on each silicon wafer. Achieving a substantial yield is crucial to move to producing the tens of thousands or hundreds of thousands of wafers demanded by big chip designers. Broadcom's engineers had concerns with the viability of the process. Typically that refers to the number of defects on each wafer or the quality of the chips fabricated.

Betting on a new manufacturing process such as Intel's 18A is impossible for some smaller chip companies because doing so would require resources they do not have. Intel released its manufacturing tool kit for its 18A process to other chipmakers over the summer, Gelsinger said on an earnings call last month. The company plans to be "manufacturing-ready" by the end of this year for its own chips and begin high volume production for external customers in 2025, Gelsinger said. At an investor conference last week, he said there are a dozen customers "actively engaged" with the tool kit.
Izvor: Reuters
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Intel's poor stock performance could lead to its removal from the Dow Jones
Citiraj:
Back in the late 90s, Intel and Microsoft were the first major tech players to join the elite Dow Jones Industrial Average club. It was the heyday of the PC revolution that these two giants had largely ushered in. But the tides have turned over the last couple of decades. While Microsoft has soared to become the world's second-biggest company thanks to its booming cloud and AI businesses, Intel has been struggling. The chipmaker's market cap has now dipped below $100 billion for the first time since its peak in 2000. Its stock has plummeted nearly 60% this year alone, making it the worst performer among the 30 Dow components that make up the DJIA. The company also reported a $1.6 billion loss for the second quarter, causing shares to sink even further to their current $20 level.

With such a low stock price and a mere 0.32% weighted influence in the DJIA, analysts in a Reuters report are sounding the alarm that Intel's days in the index could be numbered. The Dow's selection committee keeps a close eye on the spread between its highest and lowest-priced components. When that gap exceeds 10x, they've historically given the bottom dweller the boot. Right now, healthcare behemoth UnitedHealth Group's lofty $580 share price is a whopping 29 times more expensive than Intel's. A few key missteps have contributed to this downfall, starting with the fact it failed to ride the AI wave. The company has also been bleeding market share in its bread-and-butter data center CPU business, and its massive investments in new manufacturing capacity look questionable given the cloudy prospects for its foundry efforts. In fact, an upcoming $32 billion factory in Germany, which is already facing delays, could be outright canceled.
Izvor: TechSpot
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Intel scraps 18A process for Arrow Lake, goes with 'external nodes' likely TSMC
Citiraj:
In what could easily be construed as a setback for Intel's foundry initiative and its vaunted plan to deliver five nodes in four years, the company announced today that it no longer plans to use its own 20A process node with its upcoming Arrow Lake processors for the consumer market. Instead, it will use external nodes, likely from partner TSMC, for all of Arrow Lake's chip components. Intel's only manufacturing responsibilities for the Arrow Lake processors will consist of packaging the externally produced chiplets together.

The announcement comes as Intel embarks on a vast restructuring in the wake of troubling financial results last quarter. The company continues to lay off 15,000 workers, among the largest workforce reductions in its 56-year history. The node change comes after Intel initially demoed a wafer of Arrow Lake processors fabbed on the 20A node at its Innovation 2023 event, which indicated the chips were already far along in the development cycle. At the time, Intel said Arrow Lake would come to market in 2024.

Intel says its crucial next-gen 18A node remains on track, and it has now shifted its engineering resources from Intel 20A to the newer 18A node. As such, it appears that Intel will now leapfrog over its 20A process entirely to avoid the capital expenditures required to bring the node to full production. Eliminating the always-eye-watering ramp costs of a new node, particularly one as advanced as 20A, will surely contribute to the company meeting its cost-cutting goals.

The Intel 20A node was never planned for many products due to the company's fast-track move to the more advanced 18A node, so building out an extensive network of fab equipment would have limited returns. However, Intel's 20A served as a vehicle for several new advances, like  RibbonFet Gate-All-Around (GAA) technology, which is Intel’s first new transistor design since FinFET arrived in 2011. It also marked the debut of the company's  PowerVia backside power delivery tech, which routes power for the transistors through the backside of the processor die.

Intel says the learnings it gained from its 20A node have contributed to the success of its 18A node, which makes sense given that 18A is a tighter refinement of the technologies invented for 20A. Intel again noted that it had reached a sub-0.40 D0 defect density (def/cm^2) for 18A, a critical measurement of the yield rate for a process node. A process node is usually considered production-worthy once the D0 reaches 0.5 or below.

Intel notes that it has chips built with the 18A process already powered on in the lab and booting operating systems and also touted that it has now delivered its critical PDK 1.0 to customers. This is the key framework that will allow external customers to build chips using Intel process nodes, a critical component of Intel's IDM 2.0 turnaround plan, which hinges on the company becoming an external foundry that produces chips for external customers.

Microsoft and the U.S. Department of Defense have already signed on to produce chips using the 18A node, and Intel plans to have eight tape-ins by the middle of 2025.
Izvor: Tom's Hardware
Jedino kaj fali u ovom Intel čušpajzu je da CEO Pat da/dobi otkaz i da onda država službeno krene u spašavanje Intela.
Intel 20A i 18A su zapravo dio iste nekadašnje 5nm obitelji, tak da, ako odustaju i otkazuju 20A, a pričaju da 18A ide bez problema (Broadcom se ne bi složil) - lažu sami sebe. Tim više lažu sami sebe kroz ove PR budalaštine, jer se već više od pola godine (1 - 2) zna da budu Lunar i Arrow Lake na TSMC 3nm procesu, a sad kao odjednom otkazuju nekaj kaj u startu nije valjalo.
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Zadnje izmijenjeno od: The Exiled. 05.09.2024. u 11:42.
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