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If Intel has another delay, they're dead. They'll be like Boeing (but their mistake won't directly kill people). It'll mean that all engineering culture is dead
by rydre 6y ago
If Intel has another delay, they're dead. They'll be like Boeing (but their mistake won't directly kill people). It'll mean that all engineering culture is dead and the best minds have already left the company. Everyone who at Intel who predicted the wrong schedule and not a realistic one should be fired. They have destroyed a national champion in their short term greed.
- ChuckNorris89 6y agoTheir best minds have definitely not left the company. Probably, just like with Boeing, they're just watching the clock, waiting for their retirement and for the quarterly bonus to come in. Let's not pretend Intel is dead, they just had a record quarter and my friends working there still got sizable bonuses.
- rydre 6y agoCompanies have growth even after they're dead. When the growth slows, by then it's too late.
- ChuckNorris89 6y agoAccording to your logic, AMD was also dead a few years ago.
- rydre 6y agoAMD is the exception, not the norm. There are very few companies that can do that turn around. And AMD was lucky that Intel wasn't able to continue their progress. Had Intel still been ahead of AMD, AMD's revenue's wont be growing.
- jimbob45 6y agoWhat’s the best case scenario for them though? The mobile market is already permanently blown for them. Best case AMD chips are heavily defective next gen and Intel price/performance blows AMD out of the water with 7nm...which AMD has now already shipped. My pet theory is that the Trump funds to keep American microchip manufacturing afloat has made a Intel complacent. Maybe they’re just dunces though.
- deleted 6y ago[deleted]
- ac29 6y agoBest case for them is TSMC continues to be heavily capacity constrained for the next few years, handicapping AMD's ability to pick up significant market share while Intel resolves their fab issues. Intel may also have to heavily lean into backporting new designs that have been sitting on the shelf waiting for new nodes. 14nm is finally moving past Skylake-based architectures with Rocket Lake, and there should be opportunities to backport 7nm designs to 10nm as well. Not ideal, but if they can remain roughly competitive with AMD and just out-ship them, that could get them through the next few years without losing much market share. A US government injection of cash to Intel's fab business seems like it could get bipartisan support if Taiwan/China continue to lead the market, but Intel's problems don't appear to be be cashflow related.
- twblalock 6y agoIntel has about 10x the revenue and 10x the employees of AMD. AMD is doing well lately, but if times get tough Intel can survive for a very long time just on inertia, just like IBM and HP are surviving. AMD probably can't. Intel also has plenty of time to get their mojo back if they still have the drive to succeed. A lot of very smart people work there. They just need leadership that can execute. In a lot of ways Intel was a victim of its own success, having a virtual monopoly on good CPUs until Ryzen came out. Leadership got lazy. Leadership needs to fix that. It's not fair to say that the engineering culture there is dead.
- NonEUCitizen 6y agoAMD has been around since 1969 and has survived rough times just fine.
- pjmlp 6y agoYeah, but they need those Intel patents.
- Grazester 6y agoAs Intel needs theirs!
- pjmlp 6y agoWithout AMD's access to Intel patents we would all be using Itaniums by now, and I doubt AMD can manage to ever drive Intel to the ground.
- formerly_proven 6y agoFor all we know Itanium was never meant to trickle down.
- pjmlp 6y ago
- millstone 6y agoAgreed, the Opteron completely destroys the Pentium 4, there's no coming back from that!