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"We are about to enter a silicon slump with low demand and oversupply" What causes you to assume that? "What will happen [if...] people finally figure out tha
by groby_b 4y ago
"We are about to enter a silicon slump with low demand and oversupply"
What causes you to assume that?
"What will happen [if...] people finally figure out that a rocket that blows up stuff doesn't need a 2nm chip?"
One, they'll learn that we're not doing too hot on custom chip fabs in general? They'll also, if they're really that dense, learn that we need chips for a few more things than to make things go boom. (FWIW, they're not that dense.)
"They are going to lose interest and those subsidies that is Intel's last hope will end."
Even if the rest of your statements were correct (and I don't think they are), that is absolutely not how subsidies work. Local subsidies translate to local jobs translate to votes. Keeping them running is rather important to politicians. So, no, "lose interest" is not exactly the most likely failure mode here.
- marcosdumay 4y ago> What causes you to assume that? Companies have been filling their stockpiling, and anticipating years of demand so they have a safety buffer for many months already. It's natural that this is followed by low demand. At the same time, the world seems to be entering a recession.
- est 4y ago> What causes you to assume that? Those 2nm 5nm 7nm shit has been driven by people's need for new mobile phones, and people are getting tired of buying new phone every year without much persuading new features. Also cryptocurrency mining has lost its momentum, lots of networks will switch to PoS to replace the CPU/GPU hungry hashing.
- JonChesterfield 4y agoThis one seems to have translated into dividends while intel posts substantial losses.