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The Exiled · 29.07.2022., 15:28

Igre samo takve, posebice nakon nekoliko desetljeća "domoće proizvodnje" na drugom kraju svijeta, pa hajde da se sad sve vrati kod nas.

Iskreno, kak je krenulo - Pat Gelsinger, Raja Koduri, Ryan Shrout i sl. društvo bi začas mogli dobiti zamjene. I onda opet nova garnitura najavljuje svoje.

EDIT:

Citiraj:

Intel let the chips fall where they might

Citiraj:

This day always comes. It is the nature of monopoly and hubris.

It came for IBM. It came for Microsoft, and it is coming for Facebook. It will come for Google and, even though it is hard to believe, it will come for Amazon. And it is most assuredly coming for Intel right now, and it is probably going to get worse. Maybe not as bad as IBM in the early 1990s – because nothing was worse than that self-inflicted and self-described “near-death experience,” where Big Blue had the biggest write-offs in corporate history and eventually had to lay off half of its 400,000 workforce – but most assuredly for Intel, bad nonetheless.

Intel’s problems are not intractable, but they are incredibly expensive to fix, which is why the company is panhandling for money in the halls of the US Congress and in the corridors of power in Brussels, and why it is reportedly considering hooking up with private equity and hedge fund firms to raise the money to revitalize its foundries and therefore, it is hoped, its central compute engine business that, quite frankly, Intel’s former top brass took for granted. But it is worse than that. The chip design part of Intel took the foundry business as a given and the foundry part of Intel took the chip design business as a given, and AMD, the Arm collective (including homegrown Arm chips from cloud builders), and Nvidia have been doing all of the real taking – mostly of market share in compute. Given the roadmaps Intel has laid out and the substantial competition Intel is facing, they are going to keep taking it out of Intel’s hide as they ramp up new chippery and spend money to buy more manufacturing capacity from Taiwan Semiconductor Manufacturing Co.

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