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Samsung ends Intel's 2-decade-plus reign in microchips
- gogopuppygogo 9y agoLet's be fair. Intel did more to end Intel's reign than any other company.
- doe88 9y agoThis. Strategic misteps, in mobile the most glaring one, plus I'm not sure how, but it seems that the main foundries (TSMC, Global Foundries, Samsung) have all almost caught-up on Intel. I also think this is what have permitted AMD to produce an outstanding new processor.
- arcanus 9y ago> plus I'm not sure how, but it seems that the main foundries (TSMC, Global Foundries, Samsung) have all almost caught-up on Intel This is in part because of Physics getting in the way. Moores law is dying, because the Physics of shrinking transistors further is getting harder and harder
- Shikadi 9y agoAlso, many people don't realize that Intel doesn't make their manufacturing equipment. They work closely with the companies that do, and provide them research and have exclusive deals, but tsmc and Samsung probably buy the same brand fab equipment. Factory construction and such matters a lot too though, Intel closed a plant in new Mexico recently, and the yields were likely lower due to a difference in elevation
- ksec 9y agoIntel acquisitions: McAfee - Why? Havok - Why? Infineon Technologies - ............. Altera - Make Sense but not proving anything ( yet ) Mobileye - Make Sense but they needed to prove they can complete under Intel ( They were doing fine before being acquired ) SSD Contoller - For a specific range of uses ( QD1 )in DC, otherwise no longer competitive. Baseband Modem, 7 years since acquiring Infineon, their modem is still fabbed on TSMC! They could have worked with Apple on Fabbing their SoC, they had the past 3 - 4 years to decide and make the move. Now Apple is pretty much all the way with TSMC till 2019. Where is Knight Corner / Landing / Hill? May be they are on the market somewhere, but is Nvidia out numbering them 20:1? Or even more? May be they will milk the x86 for Desktop and Server for as long as they could. But Zen is coming, they have no growth area, what's next?
- eonwe 9y agoMcAfee at least seemed to me like Intel executives didn't know what to do with the money they had, but didn't want to return it to the shareholders. Instead it was burnt on a company in dying industry selling bad products.
- ksec 9y agoWell, they could have turned it into a half decent product. Instead it lets it limp along while Symantec continues to improve. P.S - Sorry lots of spelling mistake in the original post.
- rasz 9y agoJust like Google, its hard to come up with something new profitable when you are fat and lazy on your gold lying goose.
- ac29 9y ago> Where is Knight Corner / Landing / Hill? May be they are on the market somewhere, but is Nvidia out numbering them 20:1? Or even more? Take a look at the Top500 list of computers [0]. Of the top 10, 3 have Xeon Phi coprocessors (aka Knights Corner/Landing, Knights Hill hasn't been released, nor has any 10nm Intel processor), 2 have Nvidia coprocessors. [0] https://www.top500.org/ https://www.top500.org/
- dis-sys 9y agoIntel worked very hard to earn this. For the last decade, they basically did nothing, it was so bad to the extent that you can dig out a 10-years old Q6600 then get yourself a decent nvidia video card and still hit 60fps on average on latest triple-A game titles. https://www.techspot.com/article/1313-intel-q6600-ten-years-later/ https://www.techspot.com/article/1313-intel-q6600-ten-years-...
- gogopuppygogo 9y agoIntel would do well to bring Linus Sebastian on board as a paid advisor to help them strategize for how to embrace what's left of their market.
- fittcepe 9y agoPlease don't! They end up putting RGB LEDS on the CPU die!
- amiga-workbench 9y agoNo amount of marketing veneer is going to fix this.
- rasz 9y agoHe is already being paid by Intel (among other brands, pushing products is how you make money on YT nowadays).
- mkesper 9y agoHmm, the article states the ten years old Q6600 won't cut it, but "Soldiering on with its undying attitude, the 2500K consistently out-edged the i3-6100 and in titles such as Overwatch and Total War: Warhammer, the Sandy Bridge quad-core stayed several steps ahead. Considering how heavily the 2500K can be overclocked, those who invested in this processor six years [ago] are probably still grinning today."
- Lramseyer 9y agoYep! I still have my i7 2600K running at 4+ GHz and Ryzen is the only thing that has made me even consider upgrading. You know it's bad when the Dow Jones Industrial Average is outperforming desktop Intel CPUs in annual gains.
- sanxiyn 9y agoIn Q1 2017, Samsung had 44.8% market share in DRAM, and 35.4% market share in NAND Flash. Two adds up to more than 10 billion dollars in a quarter. http://www.dramexchange.com/WeeklyResearch/Post/2/4675.html http://www.dramexchange.com/WeeklyResearch/Post/2/4675.html http://www.dramexchange.com/WeeklyResearch/Post/2/4686.html http://www.dramexchange.com/WeeklyResearch/Post/2/4686.html
- deepnotderp 9y agoIn all honesty, Samsung owes its success to Intel here.
- gigatexal 9y agoWhat are Samsung’s gross margins if their operating margins are about 50%?!
- vonmoltke 9y agoThat's just semiconductors, which are about half their profit but only about a quarter of their revenue. Their overall gross margin is 46.9% and their op margin is about 25%.
- purpleidea 9y agoIf Intel wants to get us excited about their chips these days, they're going to have to start releasing more firmware and microcode so that we can start trusting their products again. I'd rather run South Korean tech than anything the United States produces these days. It's sad that politics, and the threat of government spying is hurting their tech industry.
- purpleidea 9y agoHere's some fortuitous timing: https://news.ycombinator.com/item?id=14872418 https://news.ycombinator.com/item?id=14872418 (Don't know all the implications yet, but it's probably relevant to my comment.)
- Bakary 9y agoWhat makes you think the US doesn't introduce spyware in South Korean tech as well?
- mrkrabo 9y agoDo you think most people care about this? If it did we would have a completely open architecture by now with lots of products already on shelves. But we don't, because nobody cares.
- mrmondo 9y agoI care about this, my colleagues care about this.
- FussyZeus 9y agoGP's point is that the vast majority of people do not. Heck, the vast majority of tech-inclined people I know don't. And the uninitiated? I'd imagine the only people who care about this outside of IT are the sort who prep armored and spiked vehicles full of canned food. I'm not trying to deride, just saying, most people do not care about this.
- aianus 9y ago
- robertelder 9y agoI watched this video yesterday, and it seems to explain a lot about how Intel has been less focused on building better technology in the last 10-15 years: https://www.youtube.com/watch?v=osSMJRyxG0k https://www.youtube.com/watch?v=osSMJRyxG0k I'm not sure how balanced the viewpoint in the video is, but the author comes up with a lot of references.
- sevensor 9y agoThis is a nonsensical comparison. It lumps together three different kinds of ICs: DRAM, NAND flash, and CPUs. Samsung is in no danger of beating Intel in the CPU market any time soon, and Intel long since yielded the DRAM and NAND flash markets. The semiconductor is brutally cyclical. Right now memory is up. Samsung and Intel are both well aware that the wheel will continue to turn, and that the reward for complacency is annihilation. That's why they're both ruthlessly unsentimental about exiting markets in which they can't profit.