Vijesti i novosti o Intel procesorima i čipsetima - Stranica 204

JuiceBox · 31.10.2024., 16:13

I da se nadovezem na kolegu , te da se podsjetimo te "davne" 2022. :

Intel CEO Gelsinger Says AMD Is "In the Rear-View Mirror" After Alder Lake

Ba Dum Tss!

The Exiled · 31.10.2024., 22:49

Citiraj:

Intel reports third-quarter 2024 financial results

Citiraj:

Intel reported a massive net loss on Thursday, weighed down by impairment and restructuring charges. Intel just reported Q3 2024 earnings, and losses are ten times worse than Q2 — a $16.6 billion loss, up from $1.6 billion. But Intel says that’s because of write-offs and restructuring to turn its fortunes around, including depreciating old manufacturing for its Intel 7 node. The company has largely missed out on a boom in investments in speedy, advanced AI chips for data centers as businesses double down on adopting generative AI technology - a market dominated by nVidia followed by rival AMD.

Intel reported a net loss attributable to Intel of $16.6 billion for the third quarter, compared with a net profit attributable to Intel of about $300 million in the year-ago period. Intel’s revenue declined 6% year over year in the quarter, which ended on Sept. 28, according to a statement.

The company registered a net loss of $16.99 billion, or $3.88 per share, compared with net earnings of $310 million, or 7 cents per share, in the same quarter a year ago. As part of its cost reduction plan, Intel recognized $2.8 billion in restructuring charges during the quarter. There were also $15.9 billion in impairment charges. Intel has been mired in an extended slump due to market share losses in its core businesses and an inability to crack artificial intelligence. CEO Pat Gelsinger revealed plans during the quarter to turn the company’s foundry business into an independent subsidiary, a move that would enable outside funding options.

Izvor: TechPowerUp

U sklopu odgovaranja na pitanja, CEO ponosno navodi kako su postigli sve zacrtano i obećano, posebice otkad je on osobno preuzel vođenje firme, dok Q3 rezultat naglašava kao odličan kvartal. Intel Xeon modeli su jedini i pravi izbor za svima toliko bitan AI, jer tak jasno, AI se primarno vrti na tome, umjesto GPU rješenjima konkurentskih firmi. IFS divizija nikad bolja, sve puno klijenata, najviše za Intel 18A proces, a na direktno pitanje nek nabroji nekoliko primjera, CEO Pat počinje pričati o svemu, samo da ne mora odgovoriti, pa usput navodi Intelov vlastiti Panther Lake kao klijenta. Također, uz IFS priču spominje kako će do kraja desetljeća fokus biti na Intelovim proizvodima, dok su vanjski klijenti samo manji dio plana, a cijelo vrijeme se inače slaže slika kako su baš ti vanjski klijenti bitni da Intel ispadne bolji od TSMC-a. Sve u svemu jako pozitivno do te mjere da je Zona Sumraka čisti amaterizam u usporedbi sa svijetom u kojem živi direktor Pat.

kopija · 01.11.2024., 03:21

The Exiled · 01.11.2024., 13:03

Monty Python je bome itekak prikladan kad aktualni direktor najgoru situaciju u povijesti firme prikazuje u pozitivnom kontekstu.

Citiraj:

Intel posted a $16.6 billion loss in the third quarter – the largest in the silicon veteran's history – as it booked more than $18 billion in restructuring and impairment related charges. Ever the optimist, Gelsinger couldn't help but put a positive spin on the ordeal. He declared that that Intel is well on its way to "completing what will be one of the most seminal restructurings in the history [of the company]. The steps that we took in our financial restructuring this quarter was very critical to be able to bring us to a point where we can say we have capacity to drive long-term shareholder return." Gelsinger tried to rally the troops: "Q3 was a good step. Now we need to finish the year strong and prepare for 2025."

Izvor: The Next Platform

EDIT:

AMD vs Intel a Looooooog History

Citiraj:

nVidia to take Intel's spot on Dow Jones Industrial Average

Citiraj:

Intel will be replaced by nVidia on the blue-chip Dow Jones Industrial Average index after a 25-year run, underscoring the shift in the chipmaking market and marking another setback for the struggling semiconductor firm. Once the dominant force in chipmaking, Intel has in recent years ceded its manufacturing edge to rival TSMC and missed out on the generative artificial intelligence boom after missteps including passing on an investment in ChatGPT-owner OpenAI. Intel's shares have declined 54% this year, making the company the worst performer on the index and leaving it with the lowest stock price on the price-weighted Dow. Intel's revenue was $54 billion in 2023, down nearly one-third from 2021, when Pat Gelsinger took over as CEO. The company is worth less than $100 billion for the first time in 30 years. That pales in comparison to nVidia, which is sitting at a $3.32 trillion valuation, making it the world's second-most valuable company.

Izvor: Reuters

The Exiled · 03.11.2024., 15:04

Citiraj:

Intel might be too big to fail — Washington policymakers are already discussing potential solutions if the chipmaker cannot recover

Citiraj:

American lawmakers have quietly been discussing options on how they could help Intel get back on its feet should its financial situation deteriorate. It should be noted, though, that these are just precautionary discussions of backup plans in case the company folds. These discussions show how much Washington, D.C. values Intel, primarily as the U.S. competes with China for global dominance in advanced technologies. Although both AMD and nVidia, semiconductor giants in their rights, are also American companies, Intel is the only one that both designs and manufactures chips.

If Intel were to fail, the U.S. would have to rely on TSMC and Samsung to make its most advanced chips. Even though both of these companies already have fabs in the U.S., they only provide a fraction of their total output. Furthermore, although both companies have headquarters based in allied countries, South Korea and Taiwan are at risk because of their proximity to China. Another reason why the Capitol and the White House wouldn’t want to see Intel fail is because it’s one of America’s top exporters, with its export revenue in 2023 exceeding $40 billion. Aside from that, the company is also working with the Pentagon’s Secure Enclave program to build leading-edge chips for the military, making it crucial for the country’s economy and security. It’s also a major employer — even though it’s in the process of laying off over 16,000 people, it still has over 120,000 employees on its payroll.

However, sources say policymakers are shying away from lump sum bailout payments as the White House did for Chrysler and General Motors in 2008. Instead, one of the solutions they’re considering is a government-encouraged private-sector merger, potentially with other Intel rivals like AMD or Marvell. After all, there have already been some rumors that Arm and Qualcomm are allegedly interested in acquiring a part or all of Intel—but some experts say that breaking up Intel will not do anyone good. Whatever the case, let’s hope that Intel will not get into a position where it would require federal assistance to ensure its survival.

If everything goes according to plan, Intel should be able to pick itself up and compete again. Still, it wouldn’t hurt the American government to have a backup plan ready if something else goes wrong.

Izvor: Tom's Hardware

Dr. Strange · 03.11.2024., 15:09

https://wccftech.com/intel-fails-to-...evenue-target/

Postoji li ijedan segment u kojem postižu neki uspjeh? Da ih država ne održava na aparatima, davno bi se ugasili. Impresivno je vidjeti tvrtku kojoj ne ide apsolutno nigdje – čega god se uhvate, pretvore u neuspjeh.

The Exiled · 03.11.2024., 15:15

Direktor Pat ima stav "što nam gore ide, to smo bolji", tak da mu računica štima, ko i našim brodogradilištima.

EDIT:

Citiraj:

Intel reportedly scaling back R&D teams in Israel — several hundred talented staff will be laid off

Citiraj:

Intel plans to reduce its workforce by several hundred employees at its Israeli research and development centers, following similar job cuts at its facilities elsewhere. This move is part of the company's general cost-cutting measures amid financial challenges, and it opens opportunities for competitors to attract Intel's talent. There is a catch, though, as dozens of Intel employees already left the company for nVidia earlier this year. Intel's Israeli operations employ around 11,700 people, including 7,800 in R&D roles and 3,900 in manufacturing, with the latest layoffs expected to focus on R&D while leaving manufacturing staff largely intact as Intel readies for the completion of Fab 38 in Kiryat Gat, the report says. The exact number of people that will either be proposed to leave voluntarily, or retire, or just laid off is not known, Intel is set to cut its Israeli workforce by several hundred positions.

Intel has three R&D sites in Israel. Each of these Israeli centers has a specialized focus: Haifa works on CPUs, AI hardware, and software; Petah Tikva develops communications and AI solutions; and Jerusalem is involved in communications, software, and cybersecurity. Intel's Israeli R&D team is responsible for multiple breakthrough microarchitectures, such as Banias, Yonah/Merom, and Nehalem, just to name a few. Each of these was strategically important for Intel at some point. In fact, the Banias processor was the heart of Intel's Centrino platform, the company's first platform developed specifically for laptops, which pretty much revolutionized the market. Yonah/Merom put Intel back on the map of high-performance PCs and replaced the power-hungry Netburst microarchitecture that powered Pentium 4 processors. But while Intel itself is slashing its R&D talent in Israel, it should be noted that people are leaving the company, too.

nVidia has been hiring former Intel employees: in 2024 alone, at least 30 Intel employees moved to nVidia's offices in Yokneam and Tel Aviv, with total hires from Intel estimated to range from 60 to 90. nVidia is expected to hire more Intel employees as the layoffs continue, possibly bringing the number to about 100. As of June 30, nVidia reported a workforce of 4,000 employees in Israel, reflecting the company’s growing presence in the region.

Izvor: Tom's Hardware

Taproot7 · 04.11.2024., 18:04

Citiraj:

Autor Dr. Strange

https://wccftech.com/intel-fails-to-...evenue-target/

Postoji li ijedan segment u kojem postižu neki uspjeh? Da ih država ne održava na aparatima, davno bi se ugasili. Impresivno je vidjeti tvrtku kojoj ne ide apsolutno nigdje – čega god se uhvate, pretvore u neuspjeh.

Podsjećaju na nogometni klub Manchester United u zadnjih desetak godina. CEO im živi u nekom paralelnom svemiru i daje izjave u koje više ne vjeruje ni ona hrpa morona koja je terorizirala Bug forum i što su ovdje imali neke jadne pokušaje. Nadamo se da se neće to sve manifestirati na kupce i na povećanje cijena kod AMD-a.

The Exiled · 06.11.2024., 01:11

Citiraj:

Intel Magdeburg factory postponed to 2029/2030, billions in state subsidies could get redistributed

Citiraj:

Intel's ambitious fab expansion plans, which are currently facing a temporary halt, are of significant importance. The German government, as reported by HardwareLuxx, is now considering redirecting €10 billion from the Climate and Transformation Fund (KTF) initially allocated to Intel, potentially returning these subsidies to the federal budget. The pause on Intel's investment to 2029-2030 (according to Tom's Hardware) not only threatens Germany's hopes of becoming one of semiconductor industry leaders but has also sparked debate over the intended use of this substantial financial support. Given the rise of geopolitical tensions, the urgency and significance of the German semiconductor industry in the current economic landscape cannot be overstated. The potential negative impact of the halt on Intel's investment is a cause for concern and engagement.

Finance Minister Christian Lindner has proposed that the funds be reallocated to address other economic needs, emphasizing fiscal responsibility amid current challenges. In contrast, Economic Affairs Minister Robert Habeck, whose department manages the KTF, opposes this reallocation, arguing that the fund should continue to support long-term economic growth and environmental initiatives. This disagreement between Lindner and Habeck illustrates the competing priorities within the government over the best use of public funds in uncertain economic times. The urgency of resolving this impasse is clear, as it will require navigating these tricky political waters while weighing the strategic importance of securing significant semiconductor investments in Germany. If Intel continues its Magdeburg expansion by the end of this decade, the terms for state subsidies might be changed. However, that is something to worry about in the distant future, as the blue giant has the priority of getting its financials back in line first.

Izvor: TechPowerUp

The Exiled · 15.11.2024., 14:54

Citiraj:

Intel has no immediate plans for Core Series with “3D V-Cache”, but confirms large cache for future Xeon CPUs

Citiraj:

While AMD’s third-generation Ryzen CPUs already include 3D V-Cache, Intel has no immediate plans to showcase a comparable product—at least not in the consumer market. In an interview hosted by Der8auer and Bens Hardware, Intel Tech Communication Manager Florian Maislinger confirmed that Intel is working on something with a large cache. However, it will be targeted at the data center market rather than consumers.

According to HardwareLuxx, who translated the conversation, while Intel has no immediate plans to produce processors with large caches for consumers, past patents have suggested designs incorporating such technology were at least considered. The Last Level Cache (L4 Cache), also referred to as Adamantine, appeared in a patent and software updates some time ago. Intel already benefits from advanced packaging technology, and theoretically, a cache could be implemented as a separate tile. However, to minimize latency, a multi-layer tile approach, similar to AMD’s 3D V-Cache, might be a more effective solution.

Intel is reportedly planning to integrate such a cache into its Clearwater Xeon CPUs, with the cache being added directly to the base tile.
The next-generation Xeon processors are expected to feature up to 17 active tiles. This product should launch next year.

Izvor: HardwareLUXX

Citiraj:

The AMD CPUs are tailored for a very specific target group, and that group is gamers. We are aware that this technology can offer a lot to gamers, but it also comes with trade-offs and certain disadvantages or compromises that one has to accept. In this case, it’s fine if I have an X3D CPU, which might not be as strong in applications. That is intentional, and technologically, we still have it under control. That means, next year, there will be a CPU that features a cache tile, but not for desktops. (…) In the server market, it’s a different market with a wider scope of potential reach than with desktop CPUs. (…) But this is not the extremely large mass market for us. We still sell a very large number of CPUs that aren’t necessarily used for gaming.

— Florian Maislinger, Tech Communications Manager at Intel

Od Intela sponzorirani der8auer u svojem prirodnom staništu kao zadnji naivac sluša priče tzv. Intel Tech Communications menadžera, a ni jedan očito nije svjestan činjenice da je 3D cache naveliko dio EPYC ponude, te da konkretne aplikacije (ne samo igre) imaju koristi od takvih implementacija. Također, Intel već sad nudi svojevrsnu verziju sa HBM2e modelima, ali nažalost ni to nije dovoljno dobro za konkurenciju.

Citiraj:

Xeon Max shows much potential but until it can compete better in core count and allowing more HBM2e-per-core, Genoa-X is ultimately better positioned and can provide up to 96 cores per socket.

3D cache je na desktop gaming modelima samo dio škarta koji im ostaje nakon kaj zadovolje potrebe za EPYC čudovištima, a igre su dodatne aplikacije koje imaju korist.

Citiraj:

EPYC 9684X is AMD's flagship Genoa-X SKU with 96 cores / 192 threads, 1152MB of L3 cache (3D V-Cache), a 2.55GHz base clock, an all-core boost speed of 3.42GHz, and a maximum boost clock of 3.7GHz. The EPYC 9684X has a 400 Watt default TDP but can be configured down to 320 Watts as well. The list price on this Genoa-X beauty is $14,756 USD. The other features are in common with the rest of the 4th Gen EPYC line-up including 12 channel DDR5-4800 memory, 128 lanes of PCIe 5.0, etc. Genoa-X is drop-in compatible with existing AMD SP5 Genoa server motherboards.

Dr. Strange · 15.11.2024., 15:01

AMD koristi jednu arhitekturu za sve segmente tržišta, a ta arhitektura optimizirana je za servere, kao i 3D cache. Ono što preostane, koristi se u desktop segmentu. S druge strane, Intel koristi različite arhitekture za svaki segment tržišta, a opet nije u stanju pobijediti AMD ni u jednom segmentu. AMD ih nadmašuje u serverima, HEDT-u, desktopu (stolnim i prijenosnim računalima). Još kad AMD implementira 3D cache u prijenosnike, to će biti kraj za Intel, jer je 3D cache idealan za laptope zbog značajnog smanjenja potrošnje u gamingu, što je za takve uređaje vrlo važna stavka. Uz to, najbolje performanse postiže na nižim rezolucijama, na kojima većina laptopa radi.

The Exiled · 15.11.2024., 15:07

Jasno, sve smo već rekli, nema ništa sporno, samo mi je smiješno kak Švabo po službenoj dužnosti odrađuje PR bez da itko od njih ima pojma kaj ustvari plasiraju u eter.

Citiraj:

AMD Ryzen 9 7945HX3D Zen 4 analysis - The fastest mobile gaming processor thanks to 3D V-Cache

I ovo im je sad jebeni stav, odjednom im gaming nije bitan, a sva marketing propaganda se vrti skoro, pa isključivo oko toga i gaming crown pizdarija.

piydek · 15.11.2024., 15:50

Apsolutna komedija koje vratolomije Intel ekipa izvodi. Sve skupa znak da se još uvijek nisu uozbiljli. To nije dobar stav. Kad vidim ovakve pizdarije i uvrede mozgu kao neka neposredna reakcija mi dođe stav "pa neka i propadnu onda", iako bi to bilo jako loše. A likovi poput ovog Bauera su očiti na prvi pogled.

The Exiled · 15.11.2024., 16:02

der8auer (1 - 2 - 3 - 4 - 5 - 6 - 7) sve kaj danas ima može zahvaliti Intel + ASUS suradnji i OK, ali ne mora više izigravati nekog objektivnog recenzenta, dok si istovremeno uništava kredibilitet. Valjda si misli, ako je dobar s GN Heavy Metal Steve ekipom, da ovi neće jednog dana za njega složiti dokumentarac kakav su napravili za Linusove pizdarije.

The Exiled · 22.11.2024., 20:41

Citiraj:

Press X to Doubt, is a reaction image taken from the video game L.A. Noire by Rockstar Games used in memes to express disbelief in a headline or a thread's previous statement.

Citiraj:

Intel could manufacture Apple's next-generation A20 SoC for iPhone

Citiraj:

Apple is reportedly considering diversifying its chip manufacturing strategy with a new silicon manufacturer: Intel. While the upcoming iPhone 17 series, expected next year, will likely feature A19 chips produced by TSMC, a recent rumor hints at a potential switch to Intel for the A20 chipsets powering the 2026 iPhone 18 series. The A18 and A18 Pro chipsets debuted alongside the iPhone 16 series in September 2024, manufactured using TSMC's N3E node. Apple's A19 chips are expected to upgrade to TSMC's N3P node. According to the source, Apple is seeking an Intel 20A node. However, since the A20 node is canceled in favor of 18A, Apple could be an Intel Foundry customer for either 18A or 14A nodes.

Despite the buzz, skepticism persists. Intel has historically struggled with process node transitions and even outsourced production of its Arrow Lake CPUs to TSMC, raising questions about its readiness to deliver on Apple's demands. On the other hand, alternative reports suggest Apple might stick with TSMC's yet-unnamed 2nm node for the A20, maintaining continuity in its supply chain. As the iPhone 18 series remains two years away, much can change. For now, we are left speculating whether this rumored collaboration with Intel represents a new chapter in Apple's chipset innovation or just a rumor with little substance. If the US government mandates more domestic production, chip designers could be looking at some of the more local manufacturing options, like Intel does on US soil. That could force Apple, nVidia, AMD, and Qualcomm to look into Intel's offerings.

Izvor: TechPowerUp

... in other news ...

The Exiled · 25.11.2024., 14:53

Citiraj:

Intel plans sale and leaseback of its 150-acre Folsom, California campus — releasing capital but maintaining operations and staff

Citiraj:

When companies experience financial difficulties, they might often sell off property to make some cash. In many cases, the companies lease the property back so as not to move their facilities, so not many things change. This is apparently what is going to happen to Intel's campus in Folson, California, reports OregonLive. The company is set to sell its 150-acre Folsom, California campus, but keep the site operational. Intel plans to keep its Folsom site near Sacramento operational as the facility currently houses some 5,000 employees who mostly work on software, including GPU drivers, cloud software, and system software. The company aims to optimize the use of the property, which includes seven buildings with 1.6 million square feet of office and lab space. In particular, Intel plans to ink partial leaseback agreements.

The company is also reviewing its 50-acre Hawthorn Farm property in Oregon and consolidating activities at its Santa Clara headquarters. In Oregon, Intel is assessing its smallest site, Hawthorn Farm, which houses offices and labs used for motherboard technology research. The property, operational since the late 1970s, saw 124 job cuts recently but has no immediate plans for sale. Intel is encouraging employees to move to more densely occupied sites in the state. These measures target eliminating underused spaces and fostering in-person collaboration at major hubs. "We are shifting our global real estate strategy to focus on fewer, more populated locations and eliminate underutilized space," a statement by Intel published by OregonLive reads. "This approach will foster greater in-person collaboration at our largest sites while also delivering cost savings for the company."

Sales and leasebacks have become a strategic tool for Intel to generate cash from its real estate portfolio. While the company is downsizing and consolidating operations, it continues to refine its long-term strategy to balance cost savings while maintaining operational capabilities. This strategy aims to strengthen collaboration, reduce waste, and position the company to recover from its current financial and competitive challenges. The decision to adjust real estate holdings aligns with Intel's aim to reduce costs by $10 billion. This has already resulted in 15,000 job cuts globally, including 272 in Folsom and 1,300 in Oregon.

Izvor: Tom's Hardware

EDIT:

Citiraj:

Struggling AMD could sell Texas campus to save itself from going broke - November 28, 2012

Intelova aktualna situacija je skoro, pa identična AMD-ovoj otprije trinaest godina - 60% pad vrijednosti dionica, rasprodaja svega da prežive uz glasine o mogućoj kupnji od veće firme.

Citiraj:

Intel brags of $152 billion in stock buybacks over last 35 sears. So why does it need an $8 billion subsidy?

Citiraj:

Intel, the largest chip maker in America, with 2023 revenues of $54 billion, has just been awarded an $8.5 billion grant from the federal CHIPS and Science Act, plus $11 billion in favorable loans. In addition to badly needed microchips, Intel produces totally useless stock buybacks. On its website the company proudly proclaims to have spent $152 billion on stock buybacks since 1990. That’s not a typo: $152,000,000,000. Which is why I call it "Stock Buybacks Я Us."

Intel took $152 billion of its revenues, some portion of which could have been used for R&D and building new microchip facilities in the U.S. as well as paying workers more, and instead funneled it to its largest Wall Street stockholders and corporate executives, enriching the top fraction of the top one percent. A company repurchasing its own shares sees earnings per share rise because there are fewer shares in circulation. Share prices rise, though nothing new is made, and the largest stockholders, including top Intel executives, cash out with eye-popping profits. Intel CEO Pat Gelsinger hauled in $179 million in 2021, most of it coming from stock-related compensation.

Stock buybacks are a form of stock manipulation, which is why they were outlawed by the Securities and Exchange Commission after the Great Depression, up until deregulation in 1982, that limited buybacks to two percent of profits. Now it’s all the buybacks your corporation can eat, with nearly 70 percent of all corporate profits going to this form of stock manipulation.

demetrius · 25.11.2024., 23:32

https://wccftech.com/intel-big-chang...cpu-microcode/

The Exiled · 25.11.2024., 23:39

Potencijalno budu pomogli kupcima.

Citiraj:

In the past few days, BIOS updates have been distributed for motherboards with the Z890 chipset and these also contained microcode 0x112.

This microcode is also intended to remove the DLVR bypass. Intel has not yet fully confirmed what will change or how it will affect the Core Ultra 200 series.

Odinarius · 26.11.2024., 18:00

Baš sam se pitao koliko je Intel potrošio na stock buyback. Boeing je potrošio 68 milijardi u sličnom razdoblju, i vidi čuda, u istim su problemima.

The Exiled · 26.11.2024., 18:07

Je, grda je cifra i fino objavljena na službenim stranicama, a direktor Pat se nije mogel dočekati da mu država odobri 7.86 milijardi CHIPS sredstva.

The Exiled · 28.11.2024., 11:31

Citiraj:

Intel's $7.86 billion CHIPS Act grant forbids selling its Foundry business

Citiraj:

When Intel announced the completion of its $7.86 billion CHIPS Act grant from the Biden-Harris administration on Tuesday, we assumed some special terms were tied to the grant. Intel is essentially making a law-abiding promise to the US government that it will not sell its stake in the Intel Foundry unit under any circumstances, even if it manages to become an independent entity. This ensures that Intel is the major voting party in any event. Intel disclosed in a regulatory document that if Intel Foundry becomes its own private entity, Intel must maintain majority control with at least 50.1% ownership to keep its subsidy agreements. Additionally, if Intel Foundry goes public in the future, no single investor would be allowed to acquire more than 35% of shares unless Intel remains the largest shareholder, as this would trigger control-change clauses.

This essentially positions Intel Foundry as too big and too important of a unit to fail, both for Intel and the US government. Given Intel's ties with the US Department of Defense, with up to $3 billion in direct funding under the CHIPS and Science Act for the Secure Enclave program, Intel is vital for providing the US government with advanced semiconductor manufacturing. Strategically, Intel Foundry is the sole US-based company that competes with advanced manufacturing companies such as TSMC and Samsung. Even with TSMC and Samsung driving investments on US soil with advanced fabs, Intel's work with the government requires additional safety and secrecy clearances that only a US firm could provide. In the latest Q3 2024 financial results, Intel Foundry recorded a revenue of $4.4 billion with $5.8 billion in losses. While the operating marking of negative 134.3% seems like a disaster, upcoming quarters will bring it to a positive with more customers and using already developed nodes like 18A.

Izvor: TechPowerUp + Reuters

Odinarius · 28.11.2024., 11:56

Already developed nodes like 18A? Netko je optimističan i ne zna Intelovu povijest

The Exiled · 28.11.2024., 12:11

Lagano se međusobno lažu da im bude lakše.

Intel više ne može bez državne pomoći, a ovi im bezuvjetno ne daju pare za "domaću proizvodnju". Poprilično nezahvalna situacija, pa sad istovremeno ovise o državnim sredstvima i plaćaju TSMC-u bez ikakvih popusta, jer se direktor Pat pobrinul za to da su zadnja rupa na svirali i moraju platiti punu cijenu. Prisiljeni su koristiti vlastite kapacitete, jer im je to uvjet za sve aktualne i dodatne državne poticaje i subvencije, a sami ne žele ovisiti o svojim fabrikama, dok ih se pokušavaju riješiti, kad su im postali poveći uteg oko vrata, a sad po novome ne smiju ni to sprovesti u djelo onak kak su zamislili.

sti · Jučer, 16:43

Ode Patko…

https://videocardz.com/press-release...-pat-gelsinger

The Exiled · Jučer, 17:35

Moram priznati da su VideoCardz još i relativno blagi naslov složili, jer Igor's Lab nije biral riječi: Intel fires Pat Gelsinger and looks for new CEO.

Citiraj:

Gelsinger said, “Leading Intel has been the honor of my lifetime – this group of people is among the best and the brightest in the business, and I’m honored to call each and every one a colleague. Today is, of course, bittersweet as this company has been my life for the bulk of my working career. I can look back with pride at all that we have accomplished together.

Zaboravil je u svoje vrijeme spomenuti masovne otkaze, pad vrijednosti dionica za 60%, 16 milijardi $ gubitka u ovom posljednjem kvartalu, hrpu propuštenih prilika i neispunjenih obećanja.

sti · Jučer, 18:05

Plakat će oni za Krzanićem

The Exiled · Jučer, 18:11

Kak je krenulo, bome bude im žal tog tipa, jer sad su spali na žensku koju GN koristi za "Thanks Steve!" meme i računovođu koji je u Intelu samo dvije godine.

kopija · Jučer, 18:26

Hehe, postoji "shotgun wedding".... ovo bi bilo "shotgun umirovljenje"....

Bloomberg:

Citiraj:

He was given the option to retire or be removed, and chose to announce the end of his career at Intel, said the people, who declined to be identified discussing proceedings that were not made public.

Dionica +5% narasla, valjda očekuju Mesiju

The Exiled · Jučer, 18:36

Iskreno, još je i dobro prošel s tim da su mu dali ikakav izbor, jer tip je ionak sjebanu firmu dodatno sjebal, a nisu imali konkurencije dok su istovremeno držali 90% svih tržišta.

I onda Pat prošli mjesec na Q3 2024 callu laže sve u šestnaest i priča kak im/mu sve ide po planu, a gubitak od 16 milijardi je jebeno postignuće, jer točno to su htjeli.

Spomenul sam u jednom od prijašnjih postova, na kraju bude netko složil dokumentarac o tome kak su menandžment i Uprava sjebali Intel.

EDIT:
Shock Retirement.

Nema ništa šokantno u ovome, a Ian Cutress je prepametan da se sad pravi glup s "kako to" analizama.

Citiraj:

The rise and decline of Intel

Citiraj:

Autor The Exiled

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.

Intel CEO Gelsinger forced out after board lost confidence in turnaround plan

31.10.2024., 16:13	#6091
JuiceBox BSD Moj komp Datum registracije: Sep 2007 Lokacija: Keebwork Postovi: 7,513	I da se nadovezem na kolegu , te da se podsjetimo te "davne" 2022. : Intel CEO Gelsinger Says AMD Is "In the Rear-View Mirror" After Alder Lake Ba Dum Tss! __________________ *The Rich pays to win. The Poor spends to lose.*

15.11.2024., 16:02	#6104
The Exiled McG Moj komp Datum registracije: Feb 2014 Lokacija: Varaždin Postovi: 7,310	der8auer (1 - 2 - 3 - 4 - 5 - 6 - 7) sve kaj danas ima može zahvaliti Intel + ASUS suradnji i OK, ali ne mora više izigravati nekog objektivnog recenzenta, dok si istovremeno uništava kredibilitet. Valjda si misli, ako je dobar s GN Heavy Metal Steve ekipom, da ovi neće jednog dana za njega složiti dokumentarac kakav su napravili za Linusove pizdarije. __________________ AMD Ryzen 7 Pro 4750G \| be quiet! Pure Rock 2 Black \| MSI B450 Tomahawk Max II \| 32GB G.Skill DDR4-2666 Value \| 256GB AData SX8200 Pro NVMe \| 2x4TB WD Red Plus \| Fractal Define 7 Compact \| Corsair CX450M 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

26.11.2024., 18:07	#6110
The Exiled McG Moj komp Datum registracije: Feb 2014 Lokacija: Varaždin Postovi: 7,310	Je, grda je cifra i fino objavljena na službenim stranicama, a direktor Pat se nije mogel dočekati da mu država odobri 7.86 milijardi CHIPS sredstva. __________________ AMD Ryzen 7 Pro 4750G \| be quiet! Pure Rock 2 Black \| MSI B450 Tomahawk Max II \| 32GB G.Skill DDR4-2666 Value \| 256GB AData SX8200 Pro NVMe \| 2x4TB WD Red Plus \| Fractal Define 7 Compact \| Corsair CX450M 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

28.11.2024., 12:11	#6113
The Exiled McG Moj komp Datum registracije: Feb 2014 Lokacija: Varaždin Postovi: 7,310	Lagano se međusobno lažu da im bude lakše. Intel više ne može bez državne pomoći, a ovi im bezuvjetno ne daju pare za "domaću proizvodnju". Poprilično nezahvalna situacija, pa sad istovremeno ovise o državnim sredstvima i plaćaju TSMC-u bez ikakvih popusta, jer se direktor Pat pobrinul za to da su zadnja rupa na svirali i moraju platiti punu cijenu. Prisiljeni su koristiti vlastite kapacitete, jer im je to uvjet za sve aktualne i dodatne državne poticaje i subvencije, a sami ne žele ovisiti o svojim fabrikama, dok ih se pokušavaju riješiti, kad su im postali poveći uteg oko vrata, a sad po novome ne smiju ni to sprovesti u djelo onak kak su zamislili. __________________ AMD Ryzen 7 Pro 4750G \| be quiet! Pure Rock 2 Black \| MSI B450 Tomahawk Max II \| 32GB G.Skill DDR4-2666 Value \| 256GB AData SX8200 Pro NVMe \| 2x4TB WD Red Plus \| Fractal Define 7 Compact \| Corsair CX450M 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

Jučer, 18:11	#6117
The Exiled McG Moj komp Datum registracije: Feb 2014 Lokacija: Varaždin Postovi: 7,310	Kak je krenulo, bome bude im žal tog tipa, jer sad su spali na žensku koju GN koristi za "Thanks Steve!" meme i računovođu koji je u Intelu samo dvije godine. __________________ AMD Ryzen 7 Pro 4750G \| be quiet! Pure Rock 2 Black \| MSI B450 Tomahawk Max II \| 32GB G.Skill DDR4-2666 Value \| 256GB AData SX8200 Pro NVMe \| 2x4TB WD Red Plus \| Fractal Define 7 Compact \| Corsair CX450M 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

01.11.2024., 03:21	#6093
kopija DIY DILETANT Datum registracije: Jan 2009 Lokacija: Čistilište Postovi: 3,258

03.11.2024., 15:09	#6096
Dr. Strange Registered User Datum registracije: Aug 2020 Lokacija: Hrvatska Postovi: 847	https://wccftech.com/intel-fails-to-...evenue-target/ Postoji li ijedan segment u kojem postižu neki uspjeh? Da ih država ne održava na aparatima, davno bi se ugasili. Impresivno je vidjeti tvrtku kojoj ne ide apsolutno nigdje – čega god se uhvate, pretvore u neuspjeh.

15.11.2024., 15:01	#6101
Dr. Strange Registered User Datum registracije: Aug 2020 Lokacija: Hrvatska Postovi: 847	AMD koristi jednu arhitekturu za sve segmente tržišta, a ta arhitektura optimizirana je za servere, kao i 3D cache. Ono što preostane, koristi se u desktop segmentu. S druge strane, Intel koristi različite arhitekture za svaki segment tržišta, a opet nije u stanju pobijediti AMD ni u jednom segmentu. AMD ih nadmašuje u serverima, HEDT-u, desktopu (stolnim i prijenosnim računalima). Još kad AMD implementira 3D cache u prijenosnike, to će biti kraj za Intel, jer je 3D cache idealan za laptope zbog značajnog smanjenja potrošnje u gamingu, što je za takve uređaje vrlo važna stavka. Uz to, najbolje performanse postiže na nižim rezolucijama, na kojima većina laptopa radi.

15.11.2024., 15:50	#6103
piydek Premium Moj komp Datum registracije: Dec 2008 Lokacija: Zagreb Postovi: 360	Apsolutna komedija koje vratolomije Intel ekipa izvodi. Sve skupa znak da se još uvijek nisu uozbiljli. To nije dobar stav. Kad vidim ovakve pizdarije i uvrede mozgu kao neka neposredna reakcija mi dođe stav "pa neka i propadnu onda", iako bi to bilo jako loše. A likovi poput ovog Bauera su očiti na prvi pogled.

25.11.2024., 23:32	#6107
demetrius Premium Moj komp Datum registracije: Jan 2005 Lokacija: rijeka Postovi: 3,787	https://wccftech.com/intel-big-chang...cpu-microcode/

26.11.2024., 18:00	#6109
Odinarius All-rounder Moj komp Datum registracije: Sep 2013 Lokacija: Zagreb Postovi: 1,226	Baš sam se pitao koliko je Intel potrošio na stock buyback. Boeing je potrošio 68 milijardi u sličnom razdoblju, i vidi čuda, u istim su problemima.

28.11.2024., 11:56	#6112
Odinarius All-rounder Moj komp Datum registracije: Sep 2013 Lokacija: Zagreb Postovi: 1,226	Already developed nodes like 18A? Netko je optimističan i ne zna Intelovu povijest

Jučer, 16:43	#6114
sti Premium Moj komp Datum registracije: May 2006 Lokacija: Lawl Postovi: 1,346	Ode Patko… https://videocardz.com/press-release...-pat-gelsinger

Jučer, 18:05	#6116
sti Premium Moj komp Datum registracije: May 2006 Lokacija: Lawl Postovi: 1,346	Plakat će oni za Krzanićem