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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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Citiraj:

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

Citiraj:

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

Citiraj:

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

Citiraj:

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