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Santa Clara will be just fine without Intel, guaranteed. Regarding #2: that would be the beginning of the end for Intel. Gelsinger is reminding me of bringing i
by reducesuffering 6y ago
Santa Clara will be just fine without Intel, guaranteed. Regarding #2: that would be the beginning of the end for Intel. Gelsinger is reminding me of bringing in Mayer to fix Yahoo. Intel is done on design. AMD, Nvidia, and Apple are all smoking them and the gap is only widening now. Intel would need a miracle to turn around their terrible inertia. Investing into being the US fab play, their only expertise, advantage, and existing massive facilities, seems like the only reasonable path forward.
- MrBuddyCasino 6y agoWhat Intel is managing to pull off using outdated manufacturing tech is pretty impressive. The low-end and mid-end parts are excellent and well priced. They do not have a problem in the design department. They are behind on manufacturing and they missed the boat on chiplets, but this is not fatal - yet. Also consider that Intel manufacturing capacity is enourmous, and given the current IC shortage, they can probably sell anything to OEMs. If AMD could source more wafers, the situation might be different, but they can't.
- thu2111 6y agoNo, Intel's cores are still core-for-core beating AMDs as far as I'm aware, likewise for the new server ARM chips (Apple is not hugely relevant, their market share is price capped). That's design. The actual chips are slower because they don't have nearly as many cores, so for workloads that can be highly parallelized they're behind. But that's process.