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Staro 23.12.2024., 16:50   #6181
The Exiled
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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
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Zadnje izmijenjeno od: The Exiled. 23.12.2024. u 16:55.
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Staro 23.12.2024., 18:15   #6182
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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.
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Staro 23.12.2024., 18:22   #6183
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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.
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Zadnje izmijenjeno od: The Exiled. 23.12.2024. u 18:38.
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Staro 23.12.2024., 20:46   #6184
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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.
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Staro 23.12.2024., 21:14   #6185
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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
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Zadnje izmijenjeno od: The Exiled. 30.12.2024. u 22:18.
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Staro 13.01.2025., 01:18   #6186
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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
    Citiraj:
    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
    Citiraj:
    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
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Zadnje izmijenjeno od: The Exiled. 15.01.2025. u 11:14.
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Staro 17.01.2025., 19:55   #6187
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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
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Staro 18.01.2025., 11:34   #6188
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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...
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Staro 18.01.2025., 13:17   #6189
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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.

EDIT:
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.
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Zadnje izmijenjeno od: The Exiled. 18.01.2025. u 17:11.
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Staro 19.01.2025., 07:11   #6190
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Ajoj, ako on preuzme Intel ide vj sve u kuki. Bogati trol kojem nije bed drobit lovu da bi trolao.
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Zadnje izmijenjeno od: Disco. 19.01.2025. u 08:20.
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Staro 22.01.2025., 01:25   #6191
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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.
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Staro 22.01.2025., 11:42   #6192
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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.
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Staro 28.01.2025., 20:20   #6193
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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
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Zadnje izmijenjeno od: The Exiled. 31.01.2025. u 00:38.
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Staro 04.02.2025., 21:26   #6194
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Staro 04.02.2025., 21:40   #6195
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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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Staro 05.02.2025., 08:21   #6196
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Autor Dr. Strange Pregled postova
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.
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Staro 05.02.2025., 13:28   #6197
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Znači AMD je na pola prihoda od Intela. Ok, to je bio teži dio, sad ide lakši...
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Staro 05.02.2025., 13:55   #6198
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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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Zadnje izmijenjeno od: The Exiled. 06.02.2025. u 15:59.
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Staro 07.02.2025., 19:22   #6199
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Intel "Nova Lake" to appear with up to 52 cores: 16P+32E+4LPE configuration
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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
Citiraj:
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
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Zadnje izmijenjeno od: The Exiled. 11.02.2025. u 17:04.
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Staro 14.02.2025., 21:54   #6200
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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
Citiraj:
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
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Zadnje izmijenjeno od: The Exiled. 16.02.2025. u 19:13.
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