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Intel was in this situation before. They dug themselves out with the Core 2 Duo. There remains a nonzero chance Intel digs themselves out of the hole again.
by urthor 4y ago
Intel was in this situation before.
They dug themselves out with the Core 2 Duo.
There remains a nonzero chance Intel digs themselves out of the hole again.
I'm strongly considering their stock.
- tambourine_man 4y agoThey were never in trouble on the manufacturing part. In fact, they’ve been the best at it for 40 years. I think it’s way easier to dig yourself out of a whole by picking up a previous architecture and updating it (ditching the Pentium 4 and using the 3 as the basis for the Core architecture) than it is by regaining manufacturing lead, especially when there’s only one company that’s able to do it these days. Lots of companies are able to make compelling architectures with different instruction sets. Actual chip making, however, is TSCM. How Intel lost their lead is probably the greatest business case to be studied in our industry’s recent history.
- philliphaydon 4y agoRight now I would take AMD over Intel if the rumours are true. They are about to leap frog each other Intel (now) > AMD(zen4) > Intel(13th Gen) > AMD(zen4 3d ace up it’s sleeve).