Vijesti i novosti o Intel procesorima i čipsetima - Stranica 207

The Exiled · 23.12.2024., 15:50

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Intel on the brink of death | Culture rot, product focus flawed, foundry must survive

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Intel’s board is incompetent and its horrible decisions over the decades are going to push it towards death. The decision to fire Pat Gelsinger, put in charge a CFO + career sales and marketing leader, and cut spending on fabs in favor of a renewed focus on x86 is an example of the incompetence that will end Intel. Simply put, the Intel board has escaped blame for over a decade of failures. This decade of failure culminates in the ultimate mistake: dismissing CEO Pat Gelsinger. Gelsinger could have been better as a CEO without a doubt. He is somewhat irrationally optimistic, but that’s what Intel needs. He’s had his fair share of missteps, for example, their current AI strategy is still broken with Gaudi 3 and Falcon Shores meaning Intel will never get much of the GenAI inference or training market. Still, Gelsinger was a qualified candidate who wanted the job. In that respect, he was probably a one-of-one. Today, the board has mostly worse options.

The problems at Intel began with the 10nm node (arguably 14nm). In 2016, TSMC and Intel planned to introduce their 10nm processes into volume production. While TSMC executed on schedule with a lower performing node, Intel pushed an aggressive shrink requiring quadruple patterning, novel Cobalt interconnects, and contact over the active gate. The yield was bad, and the node took three years to fix. By the time Intel shipped 10nm products in volume, TSMC had sold more than half a million N7 wafers and was sampling N5. Intel’s products then suffered because of stagnant process tech. Competitors like AMD had the advantage of TSMC’s fabrication and in many cases better chip designs/architectures. Datacenter market share began to slip, and Intel’s business issues only snowballed.

The story of Intel’s cultural rot goes back to Paul Otellini. Paul and Pat Gelsinger were the front runners for the CEO position. Paul was ultimately chosen due to his ruthless anti-competitive business decisions that locked AMD out of the CPU market and cemented Intel’s role as a monopoly for more than a decade. Paul instituted a policy that involved paying various OEMs and system integrators not to use AMD, which choked out AMD’s revenue, R&D, and fab investments. Dell alone was paid ~$4.3 billion, and this was the only reason Dell was profitable during this period. Intel and the EU are still fighting out this anti-competitive behavior in courts to this day.

Intel had a harsh way of getting things done, but it was a productive culture. Paul Otellini changed this. Technical decisions were pushed aside for political power, and the path forward throughout the company was through power struggles among the various fiefdoms. This cultural rot started under Paul Otellini and continued to decay until Pat Gelsinger arrived. Besides changing the culture, there were also numerous horrible decisions that the board greenlighted such as going on a silly acquisition spree buying completely unrelated firms such as McAfee and not even trying to win the iPhone business even though it was dropped in their lap. The failures getting into mobile and rise of Arm, which we detailed here, is a decision which will forever haunt Intel. Paul’s successor was only worse.

Brian Krzanich was a disaster as CEO. He presided over the 10nm debacle. This mismanagement of the fabs is the single greatest issue the company faced, because that is the core of Intel. Despite this, Krzanich was only fired when an illicit workplace relationship came to light. The board that nominated him included John Donahoe—the CEO who made Nike uncool—along with future chairman Frank Yeary. Books could be written about Brian’s failures as a leader, bad acquisitions, failures in AI, and rotting technical leadership, but the reality was that he was a byproduct of the toxic culture and he accelerated it hugely. He probably goes down as Intel’s worst CEO ever.

Not to be outdone, the 2018 board iteration replaced Krzanich with the first truly non-technical CEO in Intel’s history: Bob Swan. Technically, Paul Otellini was the first non-engineer to lead Intel, but he spent more than 30 years with the company, including his time as a technical advisor to the legendary Andy Grove and leading the microprocessor division. Swan was a professional CFO – Intel was his 10th CFO role – and so process engineering took a backseat to financial engineering. Swan’s Intel spent as much on stock buybacks as it did capital expenditures on fabs over his tenure: more than $36 billion towards buybacks versus $38 billion in Capex. This was malpractice in a capital-intensive industry when the company was bleeding market share and more than two nodes behind its chief rival.

The board is making yet another short-sighted mistake it seems to specialize in. The board is blind, but so are the new co-CEOs, the CFO David Zinsner, and Michelle Johnston Holthaus. Michelle is the former sales marketing and communications lead and chief revenue officer, and Zinsner joined in 2022. Intel needs leadership at this critical time, and this is not the co-CEOs for the job.

No, x86 will not disappear overnight. It is still a large market and potentially a cash cow business. However, the problem is that without Intel’s old manufacturing prowess, Intel’s x86 is no longer competitive with AMD, let alone the Arm-based options. Intel can bite the bullet and take the gross margin hit by outsourcing manufacturing to TSMC. This levels the playing field with AMD but doesn’t solve the issue that Intel cannot out-design AMD. Intel Foundry will need help. Intel will likely be sold off for parts; the board has stated Products are the priority, and Foundry’s greatest champion was just shown the door. The business is a capex black hole: we estimate that, even with highly reduced capacity buildouts, Intel Foundry will need $36.5B just for wafer fab equipment in the next 3 years. Fab shells and other expenses would add another $15-20B+. Intel doesn’t have the cash flow to support this due to the product group’s failings, even with CHIPS Act subsidies.

Izvor: SemiAnalysis

imik · 23.12.2024., 17:15

Joj koje gluposti, da kompanije umiru samo tako danas ne bi pola njih više radilo. Sve su više manje imale takvih problema u prošlosti, neke i većih.

The Exiled · 23.12.2024., 17:22

Nisu gluposti, bojim se, niti je ovaj članak o tome da Intel prestaje postojati, već rezime zadnjih nekoliko desetljeća i svih događaja koji su Intel doveli do trenutne situacije. Ionak smo sve spomenuto u članku već naveliko i naširoko komentirali diljem ove i sličnih tema. Kak god se okrene, Intel je u poprilično nezahvalnoj situaciji i da je riječ o nekoj drugoj firmi, odavno bi bili prepušteni sami sebi. Ovak su državi od tzv. strateške važnosti, pa nemaju straha od umiranja i prestanka postojanja, ali bome ne budu ni ono kaj su nekad bili - glavni igrač u monopolu koji su sami stvorili.

imik · 23.12.2024., 19:46

Opet kažem pogledaj zadnjih 20 godina i hrpa firmi je bila u takvoj situaciji i nisu bili od strateške važnosti.
Još uvijek postoje danas i posluju.

The Exiled · 23.12.2024., 20:14

Intel bude također nastavil poslovati i postojati, ali se za razliku od ostalih (preživjelih) firmi u posljednjih 20 godina, mogu pohvaliti da su se uspjeli dovesti u takvu situaciju praktički bez konkurencije, dok su istovremeno držali 90%+ svih njima bitnih tržišnih segmenata. I to je ujedno razlog zbog čega je Intelova aktualna situacija, iako jako slična AMD-ovoj, zapravo poprilično gora, pošto AMD na rubu propasti nije raspolagal nečim pretjerano vrijednim spomena, dok je Intel imal apsolutno sve, ali Uprava i menandžment su se pobrinuli za ovo kaj ih je snašlo, pa čak i sad kad imaju najbolje (skroz nova chiplet arhitektura i TSMC proizvodni proces), opet nije dovoljno dobro i uspiju sfušati sigurnu stvar.

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Broadcom has no interest in buying Intel: CEO says no one asked

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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

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Intel and the IFS dilemma: Stuck between a rock and a hard place – should they attempt to sell Intel Foundry Services

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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

The Exiled · 13.01.2025., 00:18

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Intel to spin off RealSense depth camera business by mid-2025 — but it will remain part of the Intel Capital portfolio

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This decision is said to be a strategic move to enhance RealSense's growth potential, not a reaction to Intel's financial challenges. This development follows a rather unsettling period for RealSense. In 2021, Intel announced plans to shut down the division, but then decided to shrink the product lineup and keep the unit operational. RealSense’s future as an independent company signals another significant shift in its story. While independence offers opportunities for innovation and agility, it introduces new challenges. RealSense will need to sustain itself financially without Intel's extensive resources and maintain the confidence of its customers and partners.

Altera officially announces independence from Intel — the company strives to expand FPGA portfolio

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This week, Altera officially raised a flag with its own name near its headquarters in San Jose, California, marking its spinoff from Intel and becoming an independent company. The newly formed company, which remains owned by Intel, will focus on expanding its FPGA offerings with greater flexibility while maintaining a strategic partnership with Intel. Although now independent, Altera intends to maintain a close relationship with Intel Foundry, which will manufacture its chips using competitive production nodes. This collaboration ensures reliable supply chains while also granting Altera the freedom to work with other foundries, enabling it to broaden its manufacturing options and remain competitive. If the company's strategy succeeds, an initial public offering (IPO) could follow. Intel hopes that Altera will be successful as an independent entity, which could enable it to gain some additional cash during the IPO.

Intel Capital next into the chip giant's trebuchet, to be shot as far over the wall as possible

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Stricken silicon giant Intel has decided it doesn’t want to be the sole investor in its venture capital operation, so will spin it out for others to plow money into. The x86 titan today announced the intention to separate Intel Capital, its global venture capital arm, into a standalone fund. Intel will remain an “anchor investor” in the outfit. Intel Capital invests in “companies shaping the future of cloud, devices, frontier, and silicon, the four domains that feed into the future of compute.” That string of corp-speak means its current portfolio includes Kubernetes-native storage startup MinIo, autonomous bus outfit Beep, 3D printing aspirant FABRIC8LABS, electric aircraft company Joby, and infosec ratings outfit SecurityScorecard.

The operation apparently has a strong track record, as it claims it has deployed over $20 billion of capital and “created over $170 billion in market value in the past 10 years alone.” Past investee companies include Red Hat, VMware, and MongoDB, all three of which have gone public and presumably delivered a nice payoff for Intel Capital. Readers may have noticed a theme here, as all investees have the potential to increase demand for Intel’s hardware. Intel doesn’t want that to stop but wants help to fund Intel Capital’s investments. Finding money for the risky-by-nature investments that venture funds pursue must be hard in that climate of cuts and austerity.

To hazard a guess, Intel Capital will pitch its track record of making successful investments and the chance to tap that expertise, and investors will clamber aboard.
Change will come fast to Intel Capital, which will change name and start operating as a standalone entity sometime in the second half of 2025.

Lessons from Intel's First Foundry

The Exiled · 17.01.2025., 18:55

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Report: Intel could face acquisition, units to remain together

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Multiple sources say an unidentified corporation is exploring the complete acquisition of Intel Corporation, according to tech publication SemiAccurate. The report points to an internal memo shared among a small group of top executives at the unnamed firm. A high-level insider confirmed the memo's legitimacy last week, reinforcing speculation that a purchase of Intel may be under serious consideration. SemiAccurate's report indicates that the prospective buyer has enough financial resources to acquire Intel outright, considering the company's current market valuation. Notably, this potential buyer has not been publicly identified in previous discussions about Intel's future, suggesting that planning has occurred behind closed doors. The memo's limited circulation hints that executives treat the proposal cautiously rather than engaging in casual exploratory talks.

Any attempt to purchase Intel would require extensive regulatory review, given the company's role in producing semiconductors for both commercial and government applications. Regulators would likely evaluate issues related to national security, supply chain stability, and competitive impact in the global chip market. While neither Intel nor the unidentified acquirer has issued an official statement on the rumor, we are watching for any signals of formal negotiations. Intel has long been a strategic source of the US semiconductor sector, and its potential ownership change would have to be domestic. If a deal does materialize, it would stand among the largest transactions in the technology field.

Izvor: TechPowerUp

Disco · 18.01.2025., 10:34

A tko ima dovoljno love i interesa za Intel?
nVidia i Apple, pošto nema šanse da će USofA odobriti bilo kojoj nonUS kompaniji da ih kupi u ovo doba skoro pa ''digitalnog'' ratovanja.
Čak više mislim da je Jensen bacio oko jer je Apple bacio sva jaja u ARMovu košaricu, tako da ima kompletnu ponudu kao i Lisa.
I onda zamisliš što bi se tu stvarno moglo desiti, zeleni imaju plavu, a onda imaju lovu i sposobno vodstvo koje bi ovaj put stvarno moglo upogoniti te proizvodne procese i otkantati tajvance....ne želim ni pomisliti što bi se desilo sa cijenama...

The Exiled · 18.01.2025., 12:17

nVidia bi mogla, ali opet i oni idu skroz na svoja custom ARM rješenja, tak da im kupovanje Intela realno ne treba.

TSMC, Samsung, ARM, Broadcom, Qualcomm i AMD su sve već i javno ogradili od interesa za potencijalnu akviziciju.

Iskreno, ne bi me čudilo da je država nekoj firmi (koja god ispadne), odredila da kupe Intel uz sve moguće povlastice i pogodnosti.

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Elon Musk reportedly emerges as a potential Intel buyer, involving Qualcomm & Global Foundries in this blockbuster deal

Huh, u slučaju da ima ikakve istine u ovome, onda lako moguće da od Intela ne ostane ni I kad ovi završe sa svojim mudrolijama.

Disco · 19.01.2025., 06:11

Ajoj, ako on preuzme Intel ide vj sve u kuki. Bogati trol kojem nije bed drobit lovu da bi trolao.

Tirion · 22.01.2025., 00:25

Možda ne bi bilo iznenađujuće niti da ih kupi neki investicijski fond kao što je BlackRock/Vanguard. Imaju efektivno neograničeno kapitala, država ih sasvim sigurno neće izravno ići kupiti da ih spase, ipak Amerika nije na toj razini socijalističkog i državnog intervencionizma, no ako ih proglase ključnim za nacionalnu sigurnost i strateškim interesom a da ostanu u američkom vlasništvu možda će se i ovakvo neko rješenje pojaviti.

The Exiled · 22.01.2025., 10:42

Žalosno je da se Intel našel u takvoj situaciji da je sad jebeni TikTok od veće državne važnosti, dok se Schutzstaffel Musk spominje u kontekstu potencijalnog Intel kupca.

Nadam se da budu se ipak našli neki normalniji i sigurniji načini Intelovog oporavka, pod pretpostavkom da ovi to uopće i žele napraviti kak spada.

The Exiled · 28.01.2025., 19:20

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Intel's takeover dilemma: A Gordian knot of funding and politics + Intel cuts Xeon 6 prices up to 30% to battle AMD in the Data Center

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No one wants to buy Intel's fabs and their bottomless funding needs, but the company probably cannot be sold without someone taking them on. There's been more stories this past couple of weeks about Intel getting acquired. An industry analyst claimed that he "had been read a letter" which showed some unnamed company was in the process of buying the company. We are not going to link to that report because we are not certain about its accuracy... something in the language feels "off" to us. Nonetheless, it sparked a surge in the company's share price and a host of follow-up coverage. This is not exactly news – Reuters reported this back in September, and to be blunt, we trust Reuters' sourcing a lot more. Going back even further, we speculated that Broadcom could buy Intel all the way back in May before things got really bad at Intel. We were only semi-serious about that idea, but this timeline has clearly entered reality-is-stranger-than-fiction territory, and it looks likely that Broadcom at least considered a bid. As we have been saying, Intel is in play, and anything is possible.

Well, not anything. There are only a handful of companies capable of buying Intel, and the two most likely candidates have already taken a look and seem to have stepped away. There are also a dozen or so private equity funds who could afford it, but our sense is that they are passing on it as well. A takeover of Intel has become a Gordian knot. The big problem is funding the company's fabs, which will require tens of billions of dollars and years to get back on track. Few companies, and no private equity funds, really want to deal with that large of a funding need and time horizon. On the other hand, the US government has given Intel a lot of money, and so simply shutting down the fabs is deeply problematic. No one wants the fabs, but the company cannot be sold without them.

In theory, the new administration could give a buyer approval to shut the fabs, but if someone has enough political capital for that purpose, why not use that political capital to secure some direct government support? In speaking with investors, our impression is that the Street assumes the only way to save Intel is for the government to intervene. We maintain that this is not a hard requirement, but we recognize that this is now the common perception of the situation. There are, of course, rumors that a certain highly-connected, deeply troubling tech mogul has a plan to buy the company. And from the very narrow perspective of saving the US' semiconductor manufacturing capacity, that may be what it takes.

We are increasingly convinced that the only way for Intel to survive is for someone to buy them and remove the board.
Unfortunately for the company, and the semiconductor industry, that path looks very challenging.

Izvor: TechSpot i TechPowerUp

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Intel foundries lost $13 billion last year, but its losses are no longer historic

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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

Dr. Strange · 04.02.2025., 20:26

https://wccftech.com/amd-crushes-int...for-its-rival/ sapunanje

The Exiled · 04.02.2025., 20:40

Materijala nakon posljednjeg kvartalnog i općenito godišnjeg financijskog izvješća ne nedostaje, a većina toga koja je bila (za)garantirana i najavljivana od strane bivšeg direktora, je sada ili kompletno otkazana ili unedogled odgođena. Glavno da nova privremena (ko)direktorica opet priča kak sve vezano za Panther i Nova Lake modele - ide po planu.

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Taproot7 · 05.02.2025., 07:21

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Autor Dr. Strange

https://wccftech.com/amd-crushes-int...for-its-rival/ sapunanje

Što kažu domaći stručnjaci? Nekako ne mogu vjerovati stranim novinskim napisima dok nisam pročitao pravu istinu naših freethinkera (ona određena nakupina gnjoja op.a.). No i dalje ozbiljno tvrdim da to nije dobro jer na tržištu ne da vidimo poskupljenje aktualnih AMD procesora, nego poskupljuje apsolutno sve od AMD-a pa čak i pet godina stari Zen 3 procesori jer se još uvijek i oni prodaju. Očito su ljudi čekali ovaj nesretni i propali Arrow Lake pa kad su vidjeli da je promašaj prebacili su se na AMD jer svi pokazatelji prikazuju da je prodaja AMD procesora na vrhuncu dok za Intel prilično stagnira. Možda da Intel razmisli o nekim akcijskim cijenama sa 50 posto manjim cijenama da prodaju to što nitko neće.

Odinarius · 05.02.2025., 12:28

Znači AMD je na pola prihoda od Intela. Ok, to je bio teži dio, sad ide lakši...

The Exiled · 05.02.2025., 12:55

Najgore je kak se ta Intelova prednost (rekordne zarade + neograničene svote nofca) u kontekstu nedostatka konkurencije, relativno brzo rastopila u svega sedam godina.

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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

The Exiled · 07.02.2025., 18:22

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Intel "Nova Lake" to appear with up to 52 cores: 16P+32E+4LPE configuration

Citiraj:

Intel's upcoming "Nova Lake" desktop processors are taking shape slowly, featuring a three-tier core design that could reach 52 total cores. Set for 2026, the flagship SKU combines 16 "Coyote Cove" P-cores with 32 "Arctic Wolf" E-cores, supplemented by 4 LPE-cores for background task management. Intel is reportedly also considering 28-core (8P + 16E + 4LPE), and 16-core (4P + 8E + 4LPE) SKUs too. The architectural design choice centers on Intel's hybrid manufacturing approach, leveraging both its internal 14A node and TSMC's 2 nm process technology. This strategic decision addresses supply chain resilience while potentially enabling higher yields for critical compute tiles. Intel's interim co-Ceo Michael J. Holantus noted that Intel Foundry will need to earn Intel Product's trust with each new node, so if a node is not the best for their in-house IP, Intel will move to TSMC for production.

Initial engineering samples are already circulating among developers, according to shipping documentation from NBD, suggesting the validation phase is proceeding on schedule. Some specifications point to significant cache improvements, with documentation suggesting a 144 MB L3 cache implementation. However, the cache topology—whether unified or segmented—remains unspecified. The platform is expected to support PCIe Gen 6.0, though Intel has yet to confirm socket compatibility or memory specifications. However, we need to hold our expectations low. Previously unrealized configurations in Intel's roadmaps, like 40-core "Arrow Lake," never materialized, and instead, we got an eight-P-core version with 16 E-cores, totaling 32 cores. Final specifications may evolve as the platform progresses through development phases.

Izvor: TechPowerUp

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Intel's vacant CEO spot rumored to be filled by Tom Caulfield — abrupt GlobalFoundries shakeup sparks speculation

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In a surprising move, GlobalFoundries this week announced that Dr. Thomas Caulfield had been appointed executive chairman, while Tim Breen will become the new CEO, succeeding Caulfield, effective April 28, 2025. While leadership transitions happen occasionally, the Internet rumor mill (Reddit) reacted by speculating that Caulfield, who has been rumored to be a potential replacement for Pat Gelsinger, could become the next chief executive at Intel. The rumor mill also points to recent highly irregular trade activities in Intel stock as a sign that Caulfield is headed to Intel.

Before Thomas Caulfield became chief executive of GlobalFoundries in 2018, he was general manager of GF's Fab 8 300-mm facility in New York, and before that, he spent 17 years at IBM Microelectronics from 1989 to 2005. While at the helm of GlobalFoundries, Caulfield sold assets he deemed unpromising, but more importantly, he quit the leading-edge process technology race, leaving it to Intel, TSMC, and Samsung. Instead, GlobalFoundries was repurposed to become a specialty foundry, competing in completely different markets. Eventually, he made the company profitable and guided it through an IPO.

Thomas Caulfield's role change at GlobalFoundries has sparked speculation about his potential move to Intel. His departure comes without mention of retirement, and given his industry reputation, some Intel investors on Reddit believe that he could become the next CEO of Intel. Caulfield's extensive semiconductor industry experience, including his leadership at GF, operational expertise at IBM Microelectronics, and a doctorate in Materials Science from Columbia University, would make him a highly qualified candidate for Intel's CEO position.

Izvor: Tom's Hardware

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Intel's Head of Data Center and AI Division Exits to Lead Nokia

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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

The Exiled · 14.02.2025., 20:54

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TSMC considers running Intel’s US factories after Trump team request

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Taiwan Semiconductor Manufacturing Co. is considering taking a controlling stake in Intel Corp.’s factories at the request of Trump administration officials as the president looks to boost American manufacturing and maintain US leadership in critical technologies. Trump’s team raised the idea of a deal between the two companies in recent meetings with officials from the Taiwanese chipmaker and TSMC was receptive. It’s unclear whether Intel is open to a transaction. The talks are in very early stages, and the exact structure of a potential partnership hasn’t been established. But the intended result would have the world’s largest made-to-order chipmaker fully operating Intel’s US semiconductor factories. It also would address concerns about Intel’s deteriorating financial state, which has forced the company to slash jobs and curb its global expansion plans.

The arrangement may involve having major American chip designers take equity stakes along with support from the US government. That means the venture wouldn’t solely be owned by a foreign company. Under former Chief Executive Officer Pat Gelsinger, Intel embarked on an ambitious and expensive plan to restore its chipmaking lead, and the company won $7.9 billion in US government funding to support projects in four states. It’s also secured $3 billion to produce chips for the US military, all of which will be paid out over time as Intel’s plants hit key milestones. The company has received $2.2 billion as of January.

But that effort has so far failed to attract enough outside customers to make the investments worthwhile, particularly at a new site in Ohio. Intel’s own products also are losing market share, adding to the overall squeeze on its finances — just when it needs to spend heavily. Gelsinger was forced out in December after the board lost confidence in his turnaround plans. Biden officials also floated the possibility of TSMC licensing its manufacturing technology for use at Intel’s facilities, but TSMC wasn’t interested in an arrangement that could ultimately benefit a competitor.

Izvor: Bloomberg, Tom's Hardware i TechSpot

U svakom slučaju zanimljiva situacija i potencijalni rasplet ili pak dodatni zaplet, dok se izmišljaju tople vode samo da se Intel službeno ne prikaže kao piši kući propalo.

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Trump is 'unlikely' to support TSMC running Intel's fabs — US gov't downplays chances of TSMC takeover

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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

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TSMC and Broadcom explore deals to split Intel's foundry and chip design wings

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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

The Exiled · 22.02.2025., 20:43

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Intel says 18A process is ready, tape-out confirmed for the first half of 2025

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As Intel's chip design and foundry businesses face mounting pressure that could jeopardize the company's future, much is riding on the success of its upcoming 18A node. As Intel finalizes its latest semiconductor process, 2025 will be a decisive year for its efforts to legitimize its foundry division and regain competitiveness against TSMC and Samsung. Intel has announced that its 18A process node is "ready" for third-party clients, with tape-out design finalizations set to begin in the first half of this year. The node is expected to introduce advanced semiconductor features ahead of products featuring TSMC's N2 process, which is set to debut in 2026.

Short for 18 Angstroms (or 1.8nm), 18A promises a 30 percent increase in chip density and a 15 percent improvement in performance per watt compared to Intel 3. The company plans to use the process for its upcoming Panther Lake laptop processors and Clearwater Forest server CPUs, both of which are expected to launch before the end of the year. One of 18A's most significant innovations is backside power delivery through PowerVia. By moving coarse-pitch metals and bumps to the die's rear and implementing nanoscale through-silicon vias, Intel aims to improve ISO power performance by four percent and increase standard cell utilization by five to ten percent.

Another key advancement is RibbonFET, Intel's take on gate-all-around transistor technology. This design enables finer control over electrical currents, reducing power leakage – an increasingly critical challenge as chips become smaller and more densely packed. TMSC is also readying a gate-all-around architecture solution for its 2nm N2 node, but volume production isn't expected to begin until late 2025. The first consumer products featuring N2 likely won't arrive until at least mid-2026, and TSMC plans to implement backside power delivery with its A16 node that same year.

A recent report comparing 18A and N2 suggests that Intel's node may offer higher performance, while TSMC's achieves greater density. After trailing its competitors for years, Intel has a chance of providing semiconductors that could outperform TSMC's in certain tasks and reach the market sooner. If 18A is successful, it would provide Intel's foundry business with a much-needed victory amid deep financial losses that have fueled speculation about a potential breakup or sale.

The company recently reported a staggering $13 billion loss for 2024, while TSMC posted an operating profit of $41 billion. Given Intel's financial struggles and growing concerns over domestic U.S. chip supplies, some have even speculated that TSMC could play a role in stabilizing Intel's foundries.

Izvor: TechSpot

Sinac · 26.02.2025., 19:33

Samo da opet ne ispadne ono "Tresla se brda, rodio se miš" i da na kraju iz pogona izlaze ARM procesori.

The Exiled · 26.02.2025., 19:47

Nažalost sve je moguće, kad je Intel u pitanju, jer samo par dana nakon te 18A vijesti, stigla je totalna suporotnost.

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Intel's 18A yields are now reported to be around 20%- 30%, as the company is now claimed to face a massive roadblock to switching to mass production.

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Intel delays $28 billion Ohio chip factories to 2030

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Intel's promised $28 billion chip fabrication plants in Ohio are facing further delays, with the first factory in New Albany expected to not be completed until 2030, local media outlet The Columbus Dispatch reported on Friday. The first factory will begin operations sometime shortly thereafter in either 2030 or 2031, the report said, citing the chipmaker. Shares of the company, which originally scheduled to begin chipmaking in Ohio factories in 2025, were up more than 5%.

Intel has been cutting capital expenses after its expensive bid to become a contract chip manufacturer for other companies, in a move to restore its lost glory, strained its balance sheet. The changes were made so Intel can align its factory operation with market demand and better "manage capital responsibly", the report cited Naga Chandrasekaran, general manager of Intel Foundry Manufacturing, as saying in a message to workers.

The company's second Ohio factory will not be completed until at least 2031 and will begin running in 2032, according to the report. Intel did not immediately respond to a Reuters request for comment. Last year, the company laid off 15% of its workforce, suspended dividend and initiated an extensive cost-savings plan involving massive cuts to its capital expenditure in the coming years. Its finance chief David Zinsner told Reuters last month that the company's goal was to ensure operating expenses were at roughly $17.5 billion for 2025.

Izvor: Reuters i TechPowerUp

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Former Intel directors strongly oppose TSMC takeover, call for Intel fabs spinoff

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Intel's stock has surged over 20% recently as investors anticipate a possible company split amidst a rumor suggesting that the Trump administration might push Intel and TSMC to form a joint venture that would take over Intel's manufacturing capacity. Four former directors of Intel wrote a column in the Fortune magazine explaining that this is a terrible idea and proposed spinning off Intel manufacturing to a separate company that would be owned by American investors instead.

Former Intel directors David B. Yoffie (a professor at Harvard Business School, has an extensive background in high-tech business strategy), Reed Hundt (a former chairman of the FCC), Charlene Barshefsky (a lawyer and a former U.S. Trade Representative), and James Plummer (a professor of electrical engineering and former dean of the School of Engineering at Stanford University, has a rich semiconductor background and holds 20 appropriate patents), wrote a column for Fortune magazine condemning the idea of handling Intel manufacturing capacity to TSMC and calling to spin it off and sell to a group of Western investors.

TSMC-controlled semiconductor industry poses significant risks. Concentrating leading-edge semiconductor production in the U.S. under a foreign entity could weaken American technology firms by creating a near-monopoly, the former directors believe. While companies like Apple, AMD, and Nvidia rely on TSMC today, they still benefit from competitive pressure on the market that is created by Samsung Foundry and will be supported by Intel Foundry if the latter is a success. Intel presents little competition for TSMC as it has only two production nodes to offer. However, if Intel disappears completely, American firms could face reduced bargaining power, the former directors suggest. The former Intel directors think that a more strategic approach would be for Intel to separate its manufacturing division from its design business. In fact, they go as far as saying that the U.S. government should require the company to spin off its production operations and sell them to a Western private investor group.

To make this viable, Washington should provide $10 billion in capital as non-voting equity, similar to the 2008 bank bailouts, ensuring taxpayers benefit if the venture succeeds. Additionally, major U.S. semiconductor firms, including Intel's design division, must commit to placing orders to guarantee profitability. The former members of the Intel board of directors believe these measures would make the business attractive to investors while preserving American semiconductor production capabilities.

Even if TSMC was compelled to take control of Intel's capacity, its most advanced research would remain in Taiwan, and over time, it might close Intel's factories and lay off most of its workforce.

Izvor: Tom's Hardware

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'Fire the Intel board and rehire Pat Gelsinger,' argues former Intel CEO Craig Barrett

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Former Intel CEO Craig Barrett said that Intel should not divide its business into two pieces, especially as it just had a technological breakthrough that would allow it to catch up with TSMC’s N2 process node. Barrett said this in his opinion piece on Fortune, in response to the suggestion of a few former Intel directors that championed dividing the chip giant instead of letting TSMC take it over.

Barrett said that the reason why Intel’s foundry business failed in the past years is because it lacked the technology to compete against the Taiwanese chipmaker, not because customers won’t trust Intel since it also makes and sells chips. But now that it’s seeing success with its 18A process technology, he argues that splitting off the foundry will only serve as a distraction and introduce complications. Instead, Intel should focus all its efforts on the 18A node, ensuring that it delivers “good customer service, fair pricing, guaranteed capacity, and a clear separation of chip designers from their foundry customers” alongside this advanced technology.

Aside from speaking up against the notion of splitting up Intel, the former CEO also criticized Intel’s former and current board. He said that the Intel board “bears ultimate responsibility for what has happened to Intel over the last decade” while saying that the next CEO to take the company’s reins should build on Pat Gelsinger’s accomplishments. The former CEO also took a swipe at the four former Intel board members. Barrett said that although they mean well, they were academics and former government bureaucrats who weren’t familiar with the complex workings of running a semiconductor business.

Pat Gelsinger, who was ousted as CEO of the company just last December, was one of the key people who led Intel to achieve its recent technological breakthroughs that might put it on par with TSMC. Developing and setting up production for new chip technologies takes years, something that Gelsinger pushed under his watch. In the end, it seems that Craig Barrett thinks that forcing Pat Gelsinger to retire was the wrong move for intel. He says, “In my opinion, a far better move might be to fire the Intel board and rehire Pat Gelsinger to finish the job he has aptly handled over the past few years.”

Izvor: Tom's Hardware

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nVidia and Broadcom testing chips on Intel manufacturing process

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Chip designers nVidia and Broadcom are running manufacturing tests with Intel, demonstrating early confidence in the struggling company's advanced production techniques. The two tests, which have not been reported previously, indicate the companies are moving closer to determining whether they will commit hundreds of millions of dollars' worth of manufacturing contracts to Intel. The decision to do so could generate a revenue windfall and endorsement for Intel's contract manufacturing business that has been beset by delays and has not yet announced a prominent chip designer customer.

Advanced Micro Devices is also evaluating whether Intel's 18A manufacturing process is suitable for its needs but it was unclear if it had sent test chips through the factory. AMD declined to comment. The tests by nVidia and Broadcom are using Intel's 18A process, a series of technologies and techniques developed over years that is capable of making advanced artificial intelligence processors and other complex chips. The 18A process competes with similar technology from Taiwan's TSMC, which dominates the global chip market. These tests are not being conducted on complete chip designs but are instead aimed at determining the behavior and capabilities of Intel's 18A process. Chip designers sometimes purchase wafers to test specific components of a chip to work out any kinks before committing to producing a full design at high volume.

However, manufacturing tests are no assurance that Intel will eventually win new business. Last year, Reuters reported that a batch of Broadcom tests disappointed its executives and engineers. At the time, Broadcom said it was continuing to review Intel's foundry. The early endorsement is happening against the backdrop of potential further delays in Intel's ability to deliver chips for some contract manufacturing customers that rely on third-party intellectual property. The success of Intel's contract manufacturing business, or foundry, was the centerpiece of former CEO Pat Gelsinger's plan to revive the once iconic American technology company. But the board fired Gelsinger in December.

Intel's struggling business has attracted the attention of U.S. President Donald Trump's administration, which is keen on restoring American manufacturing prowess and battling China. Intel is considered the only hope for the U.S. to manufacture the most advanced semiconductors within its borders. Earlier this year, administration officials met with C.C. Wei, CEO of Taiwan's TSMC in New York about taking a majority stake in a joint venture in Intel's factory unit. The talks included the possibility of other chip designers purchasing equity stakes in the new venture.

Izvor: Reuters

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TSMC's $100B US investment only accounts for 7% of company's output — Taiwan gov't gives official blessing for project

Trump wants to kill $52.7 billion semiconductor chips subsidy law

Intel's Panther Lake products are now expected to hit the markets by 2026 as 18A performance doesn't seem too promising

Intel Confirms Long-Term TSMC Partnership, About 30% of Wafers Outsourced to TSMC

TSMC's Arizona chip fab production is sold out through late 2027

The Exiled · 12.03.2025., 09:17

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Rumors about Intel splitting: Joint venture with TSMC, nVidia, AMD and more for Intel fabs

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TSMC has pitched U.S. chip designers nVidia, Advanced Micro Devices and Broadcom about taking stakes in a joint venture that would operate Intel's factories. Under the proposal, the Taiwanese chipmaking giant would run the operations of Intel's foundry division, which makes chips adapted for the needs of customers, but it would not own more than 50%. The talks, which are at an early stage, come after U.S. President Donald Trump's administration requested TSMC, the world's leading contract chipmaker, assist in turning around the troubled U.S. industrial icon.

The details of the plan for TSMC to take no more than a 50% stake and its overtures to potential partners are being reported for the first time. Any final deal - the value of which is unclear - would need approval from the Trump administration, which does not want Intel or its foundry division to be fully foreign-owned. At stake is the future of the U.S. chipmaking giant, whose shares have lost more than half of their value in the last year. Intel reported a 2024 net loss of $18.8 billion, its first since 1986, driven by large impairments. The foundry division's property and plant equipment had a book value of $108 billion as of December 31, according to a company filing.

TSMC's joint venture pitch was made to potential backers before the Taiwanese chipmaker announced with Trump on March 3 that the company planned to make a fresh $100 billion investment in the United States that involves building five additional chip facilities there in coming years. Talks about the joint venture over Intel's foundry division have since continued, with TSMC looking to have more than one chip designer as a partner. Multiple companies have expressed interest in buying parts of Intel, but two of the four sources said the U.S. company has rejected discussions about selling its chip design house separately from the foundry division.

Intel board members have backed a deal and held negotiations with TSMC, while some executives are firmly opposed. Intel's contract manufacturing business, or foundry division, was a crucial part of former CEO Pat Gelsinger's effort to save Intel. Gelsinger was forced out by the board in December, which named two interim co-CEOs who have mothballed its forthcoming AI chip. Any deals between historical rivals TSMC and Intel would face major challenges and be costly and laborious. The two companies currently use vastly different processes, chemicals, and chipmaking tool setups at their factories, according to separate sources at the companies. Intel has previously had manufacturing partnerships with Taiwan's UMC and Israel's Tower Semiconductor that could offer a precedent for the two companies to operate together, but it remains unclear how such a partnership would work regarding trade manufacturing secrets.

The Taiwanese chipmaker wants potential investors in the joint venture to also be Intel advanced manufacturing customers. Reuters reported last week, citing sources, that nVidia and Broadcom are running manufacturing tests with Intel, using the company's most advanced production techniques, known as 18A. AMD is also evaluating whether Intel's 18A manufacturing process is suitable for it. But 18A has been an area of contention in negotiations between Intel and TSMC.

Izvor: ComputerBase i Reuters

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Intel announces appointing Lip-Bu Tan as new CEO

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Intel Corporation today announced that its board of directors has appointed Lip-Bu Tan, an accomplished technology leader with deep semiconductor industry experience, as chief executive officer, effective March 18. He succeeds Interim Co-CEOs David Zinsner and Michelle (MJ) Johnston Holthaus. Tan will also rejoin the Intel board of directors after stepping down from the board in August 2024. Zinsner will remain executive vice president and chief financial officer, and Johnston Holthaus will remain CEO of Intel Products. Frank D. Yeary, who took on the role of interim executive chair of the board during the search for a new CEO, will revert to being the independent chair of the board upon Tan becoming CEO.

Tan is a longtime technology investor and widely respected executive with more than 20 years of semiconductor and software experiences as well as deep relationships across Intel's ecosystem. He formerly served as CEO of Cadence Design Systems from 2009 to 2021, where he led a reinvention of the company and drove a cultural transformation centered on customer-centric innovation. During his time as CEO, Cadence more than doubled its revenue, expanded operating margins and delivered a stock price appreciation of more than 3,200%. Tan served as a member of the Cadence board of directors for 19 years, from his appointment in 2004 through his service as executive chairman from 2021 to 2023 following his tenure as CEO. He is also a founding managing partner of Walden Catalyst Ventures and chairman of Walden International. He has significant public company board experience, currently serving on the boards of Credo Technology Group and Schneider Electric.

Tan holds a Bachelor of Science in physics from Nanyang Technological University in Singapore, a Master of Science in nuclear engineering from the Massachusetts Institute of Technology and an MBA from the University of San Francisco. In 2022, he received the Robert N. Noyce Award, the Semiconductor Industry Association's highest honor.

Izvor: TechPowerUp

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Intel may follow AMD's Lisa Su by spinning off its foundry business to GlobalFoundries

Intel's new CEO plots overhaul of manufacturing and AI operations

New Intel CEO Lip-Bu Tan will pick up where Pat Gelsinger left off

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Intel’s new CEO gets pay package valued at about $69 million

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Incoming Intel Corp. Chief Executive Officer Lip-Bu Tan, who was named to the position this week, will receive compensation valued at about $69 million if he reaches targets over the coming years. The package includes a salary of $1 million, plus a 200% performance-based bonus, the chipmaker said in a filing Friday. It also includes $66 million in long-term equity awards and stock options and new-hire incentives. Separately, Tan agreed to buy $25 million in Intel shares in the first 30 days of taking the job. “Lip-Bu’s purchase reflects his belief in Intel and commitment to creating shareholder value,” the company said in a statement.

Earlier this week, Intel announced Tan was filling the role left vacant when the board ousted his predecessor, Pat Gelsinger. The semiconductor industry veteran, who previously served as an Intel board member, is tasked with trying to return the company to the forefront of an industry that it dominated for decades. Tan, 65, will assume the role on March 18, the company said Wednesday. He will rejoin the board as well after stepping down in August 2024. Intel’s stock has rallied this year, gaining 20%, including a surge of 15% on Thursday following the announcement of Tan’s appointment.

Izvor: Bloomberg

Daniel Nenni u svojoj vječnoj stručnosti kao prvu reakciju na vijest o novom Intel direktoru, sav sretan priželjkuje porast vrijednosti dionica, dok istovremeno ne gubi ni sekunde vremena da Lip-Bu Tan direktora obasipa istim havlospjevima koje je godinama pjeval o Patu Gelsingeru. Tak jasno, Daniel Nenni i ovog novog Intel direktora osobno poznaje već dva desetljeća i jamči da je čovjek na mjestu, inženjer baš kao i Pat koji zna kaj radi, prava osoba koja u ovom trenu treba Intelu da firmu izvuče iz problema.

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Autor The Exiled

Moguće da tip ima neke gadne pare uložene u Intel, pa je sad lagano panika i zato idu ovakve priče. Makar i u prijašnjim gostovanjima je imal kojekakvih bisera, pa puna usta hvale za direktora Pata koji je "pravi inženjer, on će njih posložiti i postrojiti". Svašta je Daniel napričal, ovisno o tome kak je vjetar zapuhal, ali ova friška epizoda je u rangu bulažnjenja nekog dede koji je davno radil nešto u svijetu mikroprocesora i poluvodiča, pa sad pametuje, a sav zbunjen ne zna da li mu je nešto zagorilo na šporetu.

The Exiled · 23.03.2025., 14:06

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Intel’s new CEO to host Vision 2025 Opening Keynote on March 31st

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The new CEO only took the chief executive chair last week, but he will soon be on stage presenting Intel’s vision for the next year. The company’s annual Vision conference will take place between March 31 and April 1. Intel announced the new event in January, just as the company was looking for a new CEO. Initially, Intel announced that the keynote would be hosted by Michelle Johnston Holthaus on April 1. This keynote has just been switched to product update because the new (opening) keynote is now listed on March 31, from 2:00 to 2:45 PM (US Time). This will be the first keynote hosted by Lip-Bu Tan, Intel’s new CEO, who took office less than a week ago.

Izvor: Intel

Huh, sva sreća, pa novi direktor ne ide copy-paste putevima onog prijašnjeg, tak da budu lakše najavili razne zanimljivosti.

NoNic2 · 24.03.2025., 12:55

Neće Ameri dopustiti u konačnici da Intel propadne jer im je to firma od strateškog značaja. Ipak budučnost firme bi uvelike mogla ovisiti o tome mogu li isporučiti taj famozni 18A proces.
I arhitektura ih je totalno u banani, Intel je uvjek imao brže prcesore pa makar vukli 300W a Arrow Lake je sramotno loš. Koriste TSMC 3nm i jednostavno su morali pomesti konkurenciju a svi smo vidjeli kako je to završilo.

The Exiled · 24.03.2025., 13:13

Intel bude kao firma uvijek ostal na papiru, jer već je jedno dulje vrijeme jasno i očito da je njihovoj priči stigel kraj, mada se i dalje zavaravaju da je to firma od strateške važnosti, a sve im proizvodi konkurencija koje se toliko boje i koju krive za "krađu poslova i radnih mjesta", makar su im desetljećima bez ikakvih problema kroz outsourcing prepustili svaki i najmanji dio "domaće proizvodnje". 18A proces je dan-danas kao i većina toga kad je Intel u pitanju, puno superlativa, a jedini izvor informacija je sam Intel. Kaj se tiče najbržih procesora, to je držalo vodu dokle god su ljudi bili spremni prihvatiti činjenicu da za 5% bolje single-core-gaming-crown-frame-chasers-user-benchmark_CPU-Z performanse moraju imati HEP na brzom biranju, ali nakon Zen 3 se i to lagano počelo topiti i sad je Intel tu di je. Na stranu čak i procesori, zajebali su oni puno ostalih (bitnijih) stvari u posljednjih 20 godina, ali izgleda da se i dalje vode kako će opet novi direktor totalno preokrenuti posrnulu firmu i usput ispraviti sve nedaće koje su ih s razlogom snašle.

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TSMC’s $100 billion pledge won’t resurrect US chipmaking, says Intel’s ex-CEO

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Taiwan Semiconductor Manufacturing Company’s pledge to spend an extra $100 billion on advanced manufacturing plants in the US will do little to help the country restore its global lead in chipmaking, according to Pat Gelsinger, who was forced out as chief executive of Intel late last year. His comments come less than a month after the White House hailed the investment from TSMC, the world’s largest chip manufacturer, as an important milestone in efforts to bring production of the most advanced semiconductors back on to US soil.

“If you don’t have R&D in the US, you will not have semiconductor leadership in the US,” Gelsinger said. “All of the R&D work of TSMC is in Taiwan, and they haven’t made any announcements to move that.” The former Intel chief added, however, that President Donald Trump’s tariff threats had at least been “incrementally beneficial” for the US by giving chip manufacturers like TSMC more incentive to locate their facilities in the country.

The former Intel chief executive would not comment on whether he had fallen out with Intel’s directors over strategy, but indicated he had lost their confidence less than four years into his five-year plan. “I wasn’t done with the five-plus years when the board made a directional change,” he said. TSMC has said that the only development work it plans to carry out it in the US will be on the process technology it already has in production, and that its core research and development will remain in Taiwan.

“Unless you’re designing the next-generation transistor technology in the US, you do not have leadership in the US,” said Gelsinger. He was speaking in an interview this week after becoming a partner at Playground Global, a Silicon Valley venture capital firm that specializes in “deep tech” investments, including in fields like quantum computing and new chip making technologies. Despite losing out in the cutting-edge process technology used in chip manufacturing, Gelsinger said the US still had a global edge in many advanced technologies that are likely to determine future leadership in artificial intelligence.

He also brushed off suggestions that Chinese AI company DeepSeek, which shocked US technology experts and investors with its low-cost technology earlier this year, had posed a serious challenge to American companies. “DeepSeek was good engineering, it wasn’t core innovations. It wasn’t major breakthroughs,” he said. Start-ups backed by Playground include xLight, whose advanced lasers could play a part in future generations of lithography needed to make chips.

While at Intel, Gelsinger failed to make up ground against nVidia in AI chips, though he said this week that new technologies were needed to bring AI into the mainstream. “AI, as exciting as it is, is much too expensive,” he said. “We have to have dramatic reductions in the cost of inference for it to be truly deployed in every aspect of humanity.”

Izvor: ArsTechnica

Moram priznati da se sad već postavlja pitanje zbog čega se ovaj bivši Intel stručLJak uopće pita za ikakvo mišljenje o bilo čemu, obzirom da su mu sve izjave uredno kontradiktorne, pa se ovisno o situaciji kao mala voćka poslije kiše - lagano njiše s lijeve na desnu stranu. Čovjek se očito ne može pomiriti s činjenicom da nema pojma kako voditi firmu, zato je Intel za njegovo vrijeme dodatno potonul u već ionako poprilično nezahvalnoj stiuaciji. Umjesto da ode u miru i tišini, Pat Gelsinger sad praktički na dnevnoj bazi baca mudrolije u eter, nadajući se da će ga netko pozvati natrag u Intel, pa da im stari lisac (po struci inače mađioničar za poluvodiče) pokaže kako se to radi.

Citiraj:

Intel CEO reaffirms Panther Lake for 2H 2025, Nova Lake in 2026, silent on graphics strategy

Citiraj:

In its annual report to stockholders, Intel included a letter from its new CEO, Lip-Bu Tan, outlining near-term plans and reaffirming previously announced commitments. Among the key points, Lip-Bu Tan emphasized that the company must prioritize customer needs and listen to feedback. As planned, Intel will proceed with its goal of reducing costs by $10 billion and cutting its workforce by 15%. The company aims to simplify its business model and eliminate unnecessary complexity while continuing to invest in key products.

The first thing mentioned is the progress report on the 18A process node, which is a very crucial tech for Team Blue. The first major product using this process technology will be the client-aimed Panther Lake series. This lineup will target mobility platforms, and we have already seen the first samples, which should be ready for retail launch in the second half of 2025. For Nova Lake, we are hearing reports that Intel is planning to up the core counts, both P-Cores and E-Cores, by a huge margin. Current rumors suggest up to 16 P-Cores and up to 32 E-Cores & these chips will be coming to both desktops and laptops. He also reiterated that 18A is looking healthy, something that previous CEO, Pat Gelsinger, also pointed out. 18A is expected to have external customers and will be entering HVM (high-volume manufacturing) by the end of 2025.

Intel plans to strengthen its client product lineup, with specific mention of the AI PC. Tan reiterated the commitment to launch Panther Lake in the second half of this year, followed by Nova Lake in 2026. Worth noting that he referred to the launch of Panther Lake, not volume production or sampling. Unfortunately, and somewhat disappointingly, Intel’s new CEO did not mention anything about graphics. Since the launch of its first Battlemage GPUs, Intel Graphics has not provided any updates. The upcoming B580/B570 SKUs will soon compete with AMD’s Radeon RX 9060 and NVIDIA’s GeForce RTX 5060 series, but there is no word on whether any higher-end SKUs are planned or what the future of the graphics roadmap looks like.

Izvor: Intel

Intel CEO Lip-Bu Tan says company will spin off non-core units

New Intel CEO Lip-Bu Tan takes the reins with a familiar but faster plan

Intel's latest CEO Lip Bu Tan: 'You deserve better'

Citiraj:

According to Intel, Panther Lake combines the power efficiency of Lunar Lake, the performance of Arrow Lake, and is built to scale with 18A. The company also says that it is on track for volume production later this year. Worth adding that Intel is also proudly presenting all client markets where current-generation architectures are used, including discrete graphics. However, there was no actual update to the Arc GPU family. Perhaps Panther Lake will still launch in 2025, much like Lunar Lake in a few systems from larger partners. However, the volume launch is no doubt coming next year.

Senior Intel engineer explains the radical shift in CPU design

Citiraj:

Intel, TSMC tentatively agree to form chipmaking joint venture

Citiraj:

Intel and Taiwan Semiconductor Manufacturing Co have reached a preliminary agreement to form a joint venture to operate the U.S. firm's chipmaking facilities. White House and Commerce department officials have been pressing TSMC and Intel to strike a deal to resolve the long-running crisis at Intel, one of the most iconic U.S. technology firms. Shares of Intel rose nearly 7%, while U.S.-listed shares of TSMC were down about 6% following the report, which said TSMC will take a 20% stake in the new company.

Executives from both companies reached a preliminary agreement to form a joint venture that would run Intel’s manufacturing plants. Intel and other American chipmakers will hold the majority of stock in the initiative, which would include at least some of the US company’s factories. The scenario is meant to help address Intel’s deteriorating financial state, which has forced the company to cut thousands of jobs and curb its expansion plans. If the plan goes forward, it would be a dramatic early step for Intel Chief Executive Officer Lip-Bu Tan, who just took the job last month. During an appearance at the Intel Vision conference in Las Vegas on Monday, he said the chipmaker would spin off assets that aren’t central to its mission.

Intel has been struggling to cash in on a boom in investment in advanced AI chips that has fired up the fortunes of market leader nVidia and other chipmakers. Investors are worried about the pressure on its cash flows as Intel is spending heavily to become a contract manufacturer of chips for other companies. The U.S. chipmaker appointed former board member and chip industry veteran Lip-Bu Tan as its CEO in March and signaled it was unlikely to split up its chip-design and manufacturing operations.

Izvor: Reuters i Bloomberg

The Exiled · 11.04.2025., 12:26

Citiraj:

Intel CEO Lip-Bu Tan faces scrutiny over investments in Chinese military-related companies

Citiraj:

Intel CEO Lip-Bu Tan has a stake in over 600 Chinese companies, including some with connections to China's military. This raises questions, especially given Intel’s links to U.S. defense contractors. Tan has made these investments through his venture capital firm, Walden International, and other entities like Sakarya Limited and Seine Limited. The companies Tan has invested in include big names in China’s tech and defense sectors, like Semiconductor Manufacturing International Corp. (SMIC) and Dapu Technologies. Some of these companies are involved in surveillance and military technology, which raises national security concerns.

Tan’s portfolio, worth at least $200 million, includes investments in companies that work with the Chinese government and military. While his investments are legal as long as they don’t violate specific U.S. sanctions, some think his ties to these companies could conflict with Intel’s defense-related business. Although Intel has not directly commented on Tan’s investments, they’ve confirmed that he followed SEC rules by disclosing his holdings. Some people argue that Tan’s deep knowledge of China’s tech scene is valuable for Intel’s growth, but others worry about the potential risks.

Overall, while there’s no legal wrongdoing, Tan’s investments in Chinese companies connected to the military and surveillance tech raise questions about potential conflicts of interest for Intel. Many people are watching closely to see how these connections might impact Intel’s future, especially with its growing involvement in the U.S. defense sector.

Izvor: Reuters

Intel općenito stoji nikad bolje u povijesti firme, baš kao i aktualni američko-kineski političko-ekonomski odnosi, tako da ovaj razvoj situacije i nije previše problematičan za novog direktora.

EDIT:

Citiraj:

TSMC Q1 profit surges 60%, beats forecasts

Citiraj:

The semiconductor giant reported a 60 percent jump in Q1 profits, to NTD$361.56 billion (USD$10.9 billion), and is sticking with its forecast for 2025 revenue growth. Chairman and CEO C.C. Wei says there’s been “no changes” in demand following Trump’s tariffs, with chips next in the president’s crosshairs. That doesn’t mean it’s ignoring the tariffs entirely though — they’re partly to thank for new efforts to accelerate the launch of its two upcoming US chip plants. TSMC says it has no intention of forming a JV with Intel, asserts that its production yields in the arizona Fab are comparable to those in Taiwan facilities. In what is nothing short of a bombshell commentary that again places Intel's future within the raging vortex of uncertainty, TSMC has declared during its earnings call that it is not interested in forming a JV with other companies.

TSMC is speeding up its plans to grow worldwide, the company's Chairman, C.C. Wei is announcing they'll start building their third and fourth fabs in Arizona later this year. This comes after TSMC finished constructing the second Arizona plant while the first fab started volume production in Q4 2024. TSMC wants to open its second factory about six months earlier than planned due to increasing customer demand. The first factory will make 4 nm chips, the second will target 3 nm chips, and the newer ones will work on even smaller N2 and A16 nodes. This rapid expansion is part of TSMC's additional $100 billion investment to build five more semiconductor plants and a research center in the U.S. In total, TSMC will invest $165 billion in the United States.

Izvor: The Verge, Bloomberg, TechPowerUp i Reuters

The Exiled · 19.04.2025., 10:00

Citiraj:

Intel’s next-gen CPU series “Nova Lake-S” to require new LGA-1954 socket

Citiraj:

Intel is expected to move to a newer socket with its Nova Lake-S Desktop CPU lineup, which will be called LGA 1954. If this rumor is true, it’s really bad news for users of the LGA-1851 platform. Intel launched its 800-series motherboards only in Q3 2024, and it seems that they may support only one generation of processors. Reviewers asked Intel multiple times whether the platform would receive future updates, but Intel remained unresponsive. Later, we learned that Intel might be planning an update in the form of Arrow Lake Refresh, but this is not expected to be a major performance upgrade.

It turns out Intel might never have planned to bring Nova Lake-S, the successor to Arrow Lake-S, to the same LGA-1851 socket. The recent leak from NBD (shipping manifest data) shows that Intel is now testing Nova Lake-S (NVL-S) on the LGA-1954 platform. Needless to say, this means the 800-series motherboards will support only one generation of processors (Arrow Lake). Technically speaking, LGA-1851 does also support Meteor Lake-S. Originally, Intel was expected to launch the Core Ultra 100 series for gamers, but due to lower-than-expected performance, Intel pushed the platform back by nearly a year, while Meteor Lake-S was only released for embedded systems.

Intel Nova Lake-S isn’t coming anytime soon, though. Most likely, we’re looking at a 2026 release. The voltage regulator test equipment listed in the shipping manifests also indicates that the platform will continue to support PCIe Gen5.

Izvor: VideoCardz

maXonja · 19.04.2025., 10:24

Intel se još uopće koristi u desktop pc-evima? Tko to kupuje?

23.12.2024., 17:22	#6183
The Exiled McG Moj komp Datum registracije: Feb 2014 Lokacija: Varaždin Postovi: 8,049	Nisu gluposti, bojim se, niti je ovaj članak o tome da Intel prestaje postojati, već rezime zadnjih nekoliko desetljeća i svih događaja koji su Intel doveli do trenutne situacije. Ionak smo sve spomenuto u članku već naveliko i naširoko komentirali diljem ove i sličnih tema. Kak god se okrene, Intel je u poprilično nezahvalnoj situaciji i da je riječ o nekoj drugoj firmi, odavno bi bili prepušteni sami sebi. Ovak su državi od tzv. strateške važnosti, pa nemaju straha od umiranja i prestanka postojanja, ali bome ne budu ni ono kaj su nekad bili - glavni igrač u monopolu koji su sami stvorili. __________________ AMD Ryzen 9 9950X \| Noctua NH-U12A chromax.black \| MSI MAG B650 Tomahawk Wi-Fi \| 128GB Kingston FURY Beast DDR5-5200 \| 256GB AData SX8200 Pro NVMe \| 2x4TB WD Red Plus \| Fractal Define 7 Compact \| Seasonic GX-750 AMD Ryzen 5 7600 \| Noctua NH-U12A chromax.black \| MSI MAG B650 Tomahawk Wi-Fi \| 128GB Kingston FURY Beast DDR5-5200 \| 256GB AData SX8200 Pro NVMe \| 2x12TB WD Red Plus \| Fractal Define 7 Compact \| eVGA 650 B5 Zadnje izmijenjeno od: The Exiled. 23.12.2024. u 17:38.

18.01.2025., 10:34	#6188
Disco Prvoklasni Krkan Moj komp Datum registracije: Jan 2006 Lokacija: Rijeka Postovi: 5,217	A tko ima dovoljno love i interesa za Intel? nVidia i Apple, pošto nema šanse da će USofA odobriti bilo kojoj nonUS kompaniji da ih kupi u ovo doba skoro pa ''digitalnog'' ratovanja. Čak više mislim da je Jensen bacio oko jer je Apple bacio sva jaja u ARMovu košaricu, tako da ima kompletnu ponudu kao i Lisa. I onda zamisliš što bi se tu stvarno moglo desiti, zeleni imaju plavu, a onda imaju lovu i sposobno vodstvo koje bi ovaj put stvarno moglo upogoniti te proizvodne procese i otkantati tajvance....ne želim ni pomisliti što bi se desilo sa cijenama... __________________ Slobodno me dodajte na PSN

19.01.2025., 06:11	#6190
Disco Prvoklasni Krkan Moj komp Datum registracije: Jan 2006 Lokacija: Rijeka Postovi: 5,217	Ajoj, ako on preuzme Intel ide vj sve u kuki. Bogati trol kojem nije bed drobit lovu da bi trolao. __________________ Slobodno me dodajte na PSN Zadnje izmijenjeno od: Disco. 19.01.2025. u 07:20.

22.01.2025., 10:42	#6192
The Exiled McG Moj komp Datum registracije: Feb 2014 Lokacija: Varaždin Postovi: 8,049	Žalosno je da se Intel našel u takvoj situaciji da je sad jebeni TikTok od veće državne važnosti, dok se Schutzstaffel Musk spominje u kontekstu potencijalnog Intel kupca. Nadam se da budu se ipak našli neki normalniji i sigurniji načini Intelovog oporavka, pod pretpostavkom da ovi to uopće i žele napraviti kak spada. __________________ AMD Ryzen 9 9950X \| Noctua NH-U12A chromax.black \| MSI MAG B650 Tomahawk Wi-Fi \| 128GB Kingston FURY Beast DDR5-5200 \| 256GB AData SX8200 Pro NVMe \| 2x4TB WD Red Plus \| Fractal Define 7 Compact \| Seasonic GX-750 AMD Ryzen 5 7600 \| Noctua NH-U12A chromax.black \| MSI MAG B650 Tomahawk Wi-Fi \| 128GB Kingston FURY Beast DDR5-5200 \| 256GB AData SX8200 Pro NVMe \| 2x12TB WD Red Plus \| Fractal Define 7 Compact \| eVGA 650 B5

19.04.2025., 10:24	#6210
maXonja bu Moj komp Datum registracije: Jan 2017 Lokacija: VŽ Postovi: 2,589	Intel se još uopće koristi u desktop pc-evima? Tko to kupuje? __________________ Nvidia u očima Intel u duši Alfa Romeo u srcu

23.12.2024., 17:15	#6182
imik Premium Datum registracije: May 2004 Lokacija: Zagreb Postovi: 626	Joj koje gluposti, da kompanije umiru samo tako danas ne bi pola njih više radilo. Sve su više manje imale takvih problema u prošlosti, neke i većih.

23.12.2024., 19:46	#6184
imik Premium Datum registracije: May 2004 Lokacija: Zagreb Postovi: 626	Opet kažem pogledaj zadnjih 20 godina i hrpa firmi je bila u takvoj situaciji i nisu bili od strateške važnosti. Još uvijek postoje danas i posluju.

22.01.2025., 00:25	#6191
Tirion Registered User Datum registracije: Oct 2021 Lokacija: Zagreb Postovi: 54	Možda ne bi bilo iznenađujuće niti da ih kupi neki investicijski fond kao što je BlackRock/Vanguard. Imaju efektivno neograničeno kapitala, država ih sasvim sigurno neće izravno ići kupiti da ih spase, ipak Amerika nije na toj razini socijalističkog i državnog intervencionizma, no ako ih proglase ključnim za nacionalnu sigurnost i strateškim interesom a da ostanu u američkom vlasništvu možda će se i ovakvo neko rješenje pojaviti.

04.02.2025., 20:26	#6194
Dr. Strange Registered User Datum registracije: Aug 2020 Lokacija: Hrvatska Postovi: 889	https://wccftech.com/amd-crushes-int...for-its-rival/ sapunanje

05.02.2025., 12:28	#6197
Odinarius All-rounder Moj komp Datum registracije: Sep 2013 Lokacija: Zagreb Postovi: 1,308	Znači AMD je na pola prihoda od Intela. Ok, to je bio teži dio, sad ide lakši...

26.02.2025., 19:33	#6202
Sinac ...samo te gledam... Moj komp Datum registracije: Mar 2007 Lokacija: Zagreb Postovi: 2,807	Samo da opet ne ispadne ono "Tresla se brda, rodio se miš" i da na kraju iz pogona izlaze ARM procesori.

24.03.2025., 12:55	#6206
NoNic2 Premium Datum registracije: Dec 2008 Lokacija: zadar Postovi: 103	Neće Ameri dopustiti u konačnici da Intel propadne jer im je to firma od strateškog značaja. Ipak budučnost firme bi uvelike mogla ovisiti o tome mogu li isporučiti taj famozni 18A proces. I arhitektura ih je totalno u banani, Intel je uvjek imao brže prcesore pa makar vukli 300W a Arrow Lake je sramotno loš. Koriste TSMC 3nm i jednostavno su morali pomesti konkurenciju a svi smo vidjeli kako je to završilo.