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What I worry about with Intel is that they have gotten too much into politics; relying on CHIPS act and other subsidies, encouraging sanctions on Chinese compet

What I worry about with Intel is that they have gotten too much into politics; relying on CHIPS act and other subsidies, encouraging sanctions on Chinese competitors while relying on full access to the Chinese market for sales. It is not a good long term strategy: The winds of politics may change, politicians may set more terms (labour and environment), foreign market access may become politicized too (US politicians will have to sell chips like they sell airplanes on foreign trips). So Intel will end up like the old US car makers or Boeing - no longer driven by technological innovation but instead by its relationship to Washington.

hardware2win 3y ago
Have you read chip war? It will challenge your concerns
- throwaway4good 3y ago
  Yeah. Too much the cold war angle. I think he overstates the role of government/military and underestimates how much the consumer market has driven the process innovations that has made computing cheap and ubiquitous,
  - tgtweak 3y ago
    If you think the concern over China and Taiwan is understated I think you'd do well to look at how both the US and China are putting insane amounts of resources behind this.
davidy123 3y ago
"This investment, at a time when … wages war against utter wickedness, a war in which good must defeat evil, is an investment in the right and righteous values that spell progress for humanity" That is not a partner for creating logical systems. Very clear their current decisions are political.
- throwaway4good 3y ago
  That bananas quote is from an Israeli minister. Imagine what it would do if Intel became strongly associated with one side in the Israel-Palestine conflict. It could really hurt their business. Usually business leaders are smart enough to stay out of politics.
  - davidy123 3y ago
    Apparently they have become strongly associated since that quote is part of the release for their new plant. It is sickening to me this kind of hard-right religious zealotry is part of decisions of tech companies. I am avoiding Intel as much as possible now, I hope others will consider this too.
    - UberFly 3y ago
      That quote didn't come out of Intel's mouth.
      - davidy123 3y ago
        It is directly associated with the deal they are making. Would you let that quote be used with a deal your company is making? Intel knows full well how this is being spun.
  - myth_drannon 3y ago
    They are taking sides. That is easily seen during an interview with the CEO, who almost cried talking about the events of October 7th. Intel will give 5000$ war grant to the Israeli employees. One of Intel's largest fabs is a 20-minute drive from where the massacres occurred.
    - nebula8804 3y ago
      Do you know if AMD has any presence in Israel? Intel has already sold me multiple garbage dump products in the past and so if I can minimize my Israel related purchases i'd prefer to do that. The Mac is annoying since I think some pieces of their silicon designs come from Israel (storage controller). Can someone correct me if I am wrong on that?
King1st 3y ago
Intel has used political incentives often though its history to great effect. I think its a much smaller issue than you think. Its part of their standard game-plan for over 30 years. The issue with boeing is becoming acontract company that into contracts out all their work which is self defeating and leads to brain drain. EX: the door lacking bolts because Boeing doesnt even build its own fuselages anymore and have let their standards fall, wholly depending on contractors with little oversight.
- mst 3y ago
  Boeing was culturally taken over by McDonnell Douglas leadership. What's fascinating albeit somewhat depressing is that it seems something similar happened when McDonnell merged with/took over Douglas as well: https://admiralcloudberg.medium.com/a-legal-and-moral-question-the-crash-of-turkish-airlines-flight-981-and-the-dc-10-cargo-door-saga-d22f0b9fa689 https://admiralcloudberg.medium.com/a-legal-and-moral-questi...

hardware2win 3y ago

Have you read chip war? It will challenge your concerns

throwaway4good 3y ago
Yeah. Too much the cold war angle. I think he overstates the role of government/military and underestimates how much the consumer market has driven the process innovations that has made computing cheap and ubiquitous,
- tgtweak 3y ago
  If you think the concern over China and Taiwan is understated I think you'd do well to look at how both the US and China are putting insane amounts of resources behind this.

davidy123 3y ago

"This investment, at a time when … wages war against utter wickedness, a war in which good must defeat evil, is an investment in the right and righteous values that spell progress for humanity" That is not a partner for creating logical systems. Very clear their current decisions are political.

throwaway4good 3y ago
That bananas quote is from an Israeli minister. Imagine what it would do if Intel became strongly associated with one side in the Israel-Palestine conflict. It could really hurt their business. Usually business leaders are smart enough to stay out of politics.
- davidy123 3y ago
  Apparently they have become strongly associated since that quote is part of the release for their new plant. It is sickening to me this kind of hard-right religious zealotry is part of decisions of tech companies. I am avoiding Intel as much as possible now, I hope others will consider this too.
  - UberFly 3y ago
    That quote didn't come out of Intel's mouth.
    - davidy123 3y ago
      It is directly associated with the deal they are making. Would you let that quote be used with a deal your company is making? Intel knows full well how this is being spun.
- myth_drannon 3y ago
  They are taking sides. That is easily seen during an interview with the CEO, who almost cried talking about the events of October 7th. Intel will give 5000$ war grant to the Israeli employees. One of Intel's largest fabs is a 20-minute drive from where the massacres occurred.
  - nebula8804 3y ago
    Do you know if AMD has any presence in Israel? Intel has already sold me multiple garbage dump products in the past and so if I can minimize my Israel related purchases i'd prefer to do that. The Mac is annoying since I think some pieces of their silicon designs come from Israel (storage controller). Can someone correct me if I am wrong on that?

King1st 3y ago

Intel has used political incentives often though its history to great effect. I think its a much smaller issue than you think. Its part of their standard game-plan for over 30 years. The issue with boeing is becoming acontract company that into contracts out all their work which is self defeating and leads to brain drain. EX: the door lacking bolts because Boeing doesnt even build its own fuselages anymore and have let their standards fall, wholly depending on contractors with little oversight.

mst 3y ago
Boeing was culturally taken over by McDonnell Douglas leadership. What's fascinating albeit somewhat depressing is that it seems something similar happened when McDonnell merged with/took over Douglas as well: https://admiralcloudberg.medium.com/a-legal-and-moral-question-the-crash-of-turkish-airlines-flight-981-and-the-dc-10-cargo-door-saga-d22f0b9fa689 https://admiralcloudberg.medium.com/a-legal-and-moral-questi...