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Worth noting, > Future Intel generations of chips, including Panther Lake and Nova Lake, won’t have baked-on memory. “It’s not a good way to run the business,

Worth noting, > Future Intel generations of chips, including Panther Lake and Nova Lake, won’t have baked-on memory. “It’s not a good way to run the business, so it really is for us a one-off with Lunar Lake,” said Gelsinger on Intel’s Q3 2024 earnings call, as spotted by VideoCardz.[0] [0]: https://www.theverge.com/2024/11/1/24285513/intel-ceo-lunar-lake-one-off-memory-package-discrete-gpu https://www.theverge.com/2024/11/1/24285513/intel-ceo-lunar-...

phkahler 2y ago
“It’s not a good way to run the business, so it really is for us a one-off with Lunar Lake,” When you prioritize yourself (way to run the business) over delivering what customers want you're finished. Some companies can get that wrong for a long time, but Intel has a competitor giving the customers much more of what they want. I want a great chip and honestly don't know, care, or give a fuck what's best for Intel.
- nyokodo 2y ago
  > When you prioritize yourself Unless “way to run the business” means “delivering what the customer wants.”
  - wongogue 2y ago
    Customer being the OEMs.
    - coder543 2y ago
      I thought the OEMs liked the idea of being able to demand high profit margins on RAM upgrades at checkout, which is especially easy to justify when the RAM is on-package with the CPU. That way no one can claim the OEM was the one choosing to be anti-consumer by soldering the RAM to the motherboard, and they can just blame Intel.
      - hnav 2y ago
        Intel would definitely try to directly profit from stratified pricing rather than letting the OEM keep that extra margin (competition from AMD permitting).
      - unnah 2y ago
        OEMs like it when it's them buying the cheap RAM chips and getting the juicy profits from huge mark-ups, not so much when they have to split the pie with Intel. As long as Intel cannot offer integrated RAM at price equivalent to external RAM chips, their customers (OEMs) are not interested.
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phkahler 2y ago

“It’s not a good way to run the business, so it really is for us a one-off with Lunar Lake,” When you prioritize yourself (way to run the business) over delivering what customers want you're finished. Some companies can get that wrong for a long time, but Intel has a competitor giving the customers much more of what they want. I want a great chip and honestly don't know, care, or give a fuck what's best for Intel.

nyokodo 2y ago
> When you prioritize yourself Unless “way to run the business” means “delivering what the customer wants.”
- wongogue 2y ago
  Customer being the OEMs.
  - coder543 2y ago
    I thought the OEMs liked the idea of being able to demand high profit margins on RAM upgrades at checkout, which is especially easy to justify when the RAM is on-package with the CPU. That way no one can claim the OEM was the one choosing to be anti-consumer by soldering the RAM to the motherboard, and they can just blame Intel.
    - hnav 2y ago
      Intel would definitely try to directly profit from stratified pricing rather than letting the OEM keep that extra margin (competition from AMD permitting).
    - unnah 2y ago
      OEMs like it when it's them buying the cheap RAM chips and getting the juicy profits from huge mark-ups, not so much when they have to split the pie with Intel. As long as Intel cannot offer integrated RAM at price equivalent to external RAM chips, their customers (OEMs) are not interested.

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