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Yea, I'm not sure what their plan is other than to keep trying to sell to institutions until everyone makes the switch to someone else. If they actually want t
by AWildC182 6y ago
Yea, I'm not sure what their plan is other than to keep trying to sell to institutions until everyone makes the switch to someone else.
If they actually want to survive long term, there are two paths as I see it:
A) Be legitimately better than AMD, this could include opening up the management engine, much higher performance chips at lower price points, or some sort of space magic utilizing their Altera acquisition.
B) Embrace RISC-V and push it to laptops and desktops HARD, while not pulling the Microsoft Embrace Extend Extinguish™ play. If they go this route then their stock becomes an exceptionally strong buy IMO.
- fossuser 6y agoThey could give up on design and just try to be an American TSMC. There's a lot of interest in that from a national security perspective anyway.
- foobiekr 6y agoWith Intel's cashflow, they can do both without any difficulty. But yes, they should be the american TSMC.
- fossuser 6y agoI'm not sure they really can do both (because doing the TSMC model well intentionally excludes the other). Part of TSMC's offer is that they won't do design, they won't compete with you on design etc. They specialize in the best possible fab and service for your design and that's it.
- KirillPanov 6y ago> Part of TSMC's offer is that they won't do design That's kind of a hoax. GUC (Global Uni Chip) is huge, and a nearly-wholly-owned subsidiary of TSMC. https://en.wikipedia.org/wiki/Global_Unichip_Corporation https://en.wikipedia.org/wiki/Global_Unichip_Corporation TSMC has a large design operation. It simply is part of a subsidiary rather than the parent company, that's all. There are a lot of shady links between TSMC and GUC. I was once pressured to "collaborate" with GUC as an explicit condition of getting access to the then-bleeding-edge 16nm PDK. I turned it down. A competitor of mine (with whose chief engineer I am friends) had the same screws put to them.
- foobiekr 6y agoSomeone else mentioned it, but that's really not true about TSMC.
- zaphirplane 6y agoDoesn’t Samsung make a whole bunch of components and use the components to create products laptops tv phones storage
- caycep 6y agoActually I'd be curious to see how a Korean Chaebol works in this regard. At various points, Apple was competing w/ Samsung (mobile phones) to get fab space on Samsung (chip fab), and I think at various times different parts of Samsung were suing Samsung...
- ksec 6y agoFly Wheel, a term people used to describe Amazon. Imagine 100x of that, and that is Samsung.
- sulam 6y agoI would LOVE them to be an American TSMC. Would save so much pain.
- thu2111 6y agoThat makes no sense. Intel's designs are fine, industry leading actually. Intel's biggest problem by far is the repeated inability to launch new process nodes. It makes no sense for Intel to give up on what it's good at to focus on the part where it's struggling.
- xiphias2 6y agoI would love a RISC-V laptop, but only if the vector and matrix extensions can be used for training and inferring neural networks. Having separated vectorized processing for CPU (SSE) and a neural engine doesn't make sense to me. I want to be able to train NNs with a laptop that can normally last 20 hours.
- varispeed 6y agoImagine what Apple does to x64 to work on ARM, Intel having Altera, could do x86 translation to FPGA gates... It wouldn't take whole programs, but it could reconfigure itself to run most commonly executed routines on FPGA.