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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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Citiraj:

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

Citiraj:

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.

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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

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Intel, TSMC tentatively agree to form chipmaking joint venture

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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