Tech "intel's f-----"

[nhbfan8080]

Does AMD have the volume to satisfy demand to radically alter their market share of server cpus in the next few years?

How far down will Intel go? I don't think they'll be staring at bankruptcy like AMD in their dark days.

 

[rob mafia]

Does AMD have the volume to satisfy demand to radically alter their market share of server cpus in the next few years?

How far down will Intel go? I don't think they'll be staring at bankruptcy like AMD in their dark days.

over the next few years? probably. they're ramping up continually through the next 4-5 quarters. genoa and bergamo should be bloodbaths. but yeah, all that's been holding amd back there is supply. they can't meet demand and even with all the extra wafers, they likely will still be supply constrained there.

re: intel, depends on just how many blunders (seems to be a few more in the pipe) they make and more importantly, it depends on the 'hard decisions' when they come. (more) sacrifices are going to have to be made (i mean, unless patty convinces the govt to bankroll intel) and their choices would determine the impact. i honestly thought they would have divested their fabs, but they seem entrenched with them now (especially after literally begging for chips act).

 

[Madmick]

umm... duh? like i said, you're not smart.

even madmick knows they're fucked.

Intel is fine. It was a disappointing quarter.

 

[rob mafia]

Intel is fine.

 

[rob mafia]

and this is before genoa & bergamo. rome/milan and graviton took ~30%. the blue charts are about to get smaller... faster. and intel's been basically giving xeons away, as per the lack of profit in datacenter.

but hey, at least they're getting bailouts.

 

[PEB]

Go ahead Gov. money oil and defense industries get 100's of billions excess each year. US ability to produce chips is as big a nation security issue as defense and energy.
"
President Joe Biden traveled to Ohio on Friday to celebrate the groundbreaking of Intel’s new $20 billion semiconductor plant, one of the first domestic chip-making facilities to come out of the recently passed CHIPS and Science Act.

Intel’s Friday groundbreaking ceremony kicked off construction of what the company has called the “largest silicon manufacturing location on the planet.” It’s part of Intel’s plans to invest $100 billion in Ohio over the next 10 years. The company has said that the project could take more than 7,000 workers to build the facility that is expected to house two separate factories and, once finished, employ 3,000 workers.

“WE NEED TO MAKE THESE CHIPS RIGHT HERE IN AMERICA TO BRING DOWN EVERYDAY COSTS AND CREATE GOOD JOBS”
Intel had previously delayed the plant’s July groundbreaking ceremony because its plans largely relied “on funding from the CHIPS Act,” which Congress had yet to pass. But after a summer of negotiations, Biden signed the $280 billion tech and science bill last month, calling it “a once in a generation investment in America itself.”

The bipartisan deal to boost American innovation in opposition to growing Chinese competition in the tech industry hopes to protect US economic and national security interests following a global semiconductor shortage. The start of the coronavirus pandemic in 2020 fractured global chip supply chains, making it more difficult for device makers to source semiconductors for their products. At the same time, demand for these goods surged as offices closed and people started working from home."

"
Intel CEO Pat Gelsinger joined Biden for the ceremony he said marked the end of the Rust Belt and the beginnings of a “Silicon Heartland.” Other major chip manufacturers have announced plans for new domestic semiconductor facilities following the bill’s passage. Earlier this month, Micron said that it would invest $15 billion to build a new plant in Idaho. On Friday, Wolfspeed announced a $5 billion investment to build a new semiconductor facility in North Carolina.

“Today we broke ground on a future that every Ohioan can be proud of,” Rep. Tim Ryan (D-OH), Ohio candidate for US Senate, said in a statement on Friday. “This multi-billion-dollar investment is a culmination of an unprecedented collaboration between federal, state, and private sector leaders that will transform Ohio’s economy and provide future generations an opportunity to build a stable middle-class life right here at home.”"

https://www.theverge.com/2022/9/9/2...-ohio-intel-gelsinger-chips-science-subsidies

 

[Jack Reacheround]

Go ahead Gov. money oil and defense industries get 100's of billions excess each year. US ability to produce chips is as big a nation security issue as defense and energy.

I agree with that. It’s insane to me that the federal government, in all its computers, uses chips built in China which undoubtedly have some way of transmitting data to the Chinese government. I’ve always thought that was the dumbest thing ever.

 

[rob mafia]

I agree with that. It’s insane to me that the federal government, in all its computers, uses chips built in China which undoubtedly have some way of transmitting data to the Chinese government. I’ve always thought that was the dumbest thing ever.

you know it's taiwan, right? roc =/= ccp. you think taiwan is sabotaging their own bread&butter (silicon shield) to compromise their own "chips" so that the ccp, their enemy, can be transmitted data? are you actually retarded?

and lolz @ saying something that stupid and then following with "I’ve always thought that was the dumbest thing ever."


anywayyyyyyyy,

as usual, the @PEB bump comes with ludicrously stupid timing. and lolz, larrabee.

https://www.tomshardware.com/news/i...oughout-2023-will-likely-exit-more-businesses - patty g had to face reality in a conference the other day, now he expects intel to get rekt for years and added another year to their comeback timeline. lolz.

also, ffs. intel entered a deal with sharks (brookfield) for funding, essentially selling off 49% of one of their new fabs. so the spinoffs might have already begun, after all. fucking lolz @ conning the us govt for billions and then selling 49% of the fab to a sharky investment bank, anyway.

like i sad, patty g's a snake oil salesman.

and the whole 'we need to make chips in the usa!' is kinda ignorant. i agree we should have some/more fabs here, but the plan is moronic. all we're doing in increasing costs ('merican labor costs more than taiwan, who knew!?) and for likely worse fabs (govt thinks they can just beat tsmc by... $? they're the best for a reason...) and definitely worse results (logistics). the best case scenario is we fab here and then have to ship to fucking taiwan/malaysia/etc anyway for packaging and then they're shipped back. it's fucking brilliant /s

dumber, the chips act+inflation reduction (creation) act means that money gets pumped into intel (and txn, micron, some others...), and then intel has to pay higher taxes (0% ->15%), DEFEATING THE FUCKING PURPOSE, ANYWAY. our govt is seriously retarded.

 

[PEB]

you know it's taiwan, right? roc =/= ccp. you think taiwan is sabotaging their own bread&butter (silicon shield) to compromise their own "chips" so that the ccp, their enemy, can be transmitted data? are you actually retarded?

and lolz @ saying something that stupid and then following with "I’ve always thought that was the dumbest thing ever."


anywayyyyyyyy,

as usual, the @PEB bump comes with ludicrously stupid timing. and lolz, larrabee.

https://www.tomshardware.com/news/i...oughout-2023-will-likely-exit-more-businesses - patty g had to face reality in a conference the other day, now he expects intel to get rekt for years and added another year to their comeback timeline. lolz.

also, ffs. intel entered a deal with sharks (brookfield) for funding, essentially selling off 49% of one of their new fabs. so the spinoffs might have already begun, after all. fucking lolz @ conning the us govt for billions and then selling 49% of the fab to a sharky investment bank, anyway.

like i sad, patty g's a snake oil salesman.

and the whole 'we need to make chips in the usa!' is kinda ignorant. i agree we should have some/more fabs here, but the plan is moronic. all we're doing in increasing costs ('merican labor costs more than taiwan, who knew!?) and for likely worse fabs (govt thinks they can just beat tsmc by... $? they're the best for a reason...) and definitely worse results (logistics). the best case scenario is we fab here and then have to ship to fucking taiwan/malaysia/etc anyway for packaging and then they're shipped back. it's fucking brilliant /s

dumber, the chips act+inflation reduction (creation) act means that money gets pumped into intel (and txn, micron, some others...), and then intel has to pay higher taxes (0% ->15%), DEFEATING THE FUCKING PURPOSE, ANYWAY. our govt is seriously retarded.

Oh yeah AMD is rock hard reliable ask Linus especially threadrippers lol.

 

[Jack Reacheround]

you know it's taiwan, right? roc =/= ccp. you think taiwan is sabotaging their own bread&butter (silicon shield) to compromise their own "chips" so that the ccp, their enemy, can be transmitted data? are you actually retarded?

and lolz @ saying something that stupid and then following with "I’ve always thought that was the dumbest thing ever."


anywayyyyyyyy,

as usual, the @PEB bump comes with ludicrously stupid timing. and lolz, larrabee.

https://www.tomshardware.com/news/i...oughout-2023-will-likely-exit-more-businesses - patty g had to face reality in a conference the other day, now he expects intel to get rekt for years and added another year to their comeback timeline. lolz.

also, ffs. intel entered a deal with sharks (brookfield) for funding, essentially selling off 49% of one of their new fabs. so the spinoffs might have already begun, after all. fucking lolz @ conning the us govt for billions and then selling 49% of the fab to a sharky investment bank, anyway.

like i sad, patty g's a snake oil salesman.

and the whole 'we need to make chips in the usa!' is kinda ignorant. i agree we should have some/more fabs here, but the plan is moronic. all we're doing in increasing costs ('merican labor costs more than taiwan, who knew!?) and for likely worse fabs (govt thinks they can just beat tsmc by... $? they're the best for a reason...) and definitely worse results (logistics). the best case scenario is we fab here and then have to ship to fucking taiwan/malaysia/etc anyway for packaging and then they're shipped back. it's fucking brilliant /s

dumber, the chips act+inflation reduction (creation) act means that money gets pumped into intel (and txn, micron, some others...), and then intel has to pay higher taxes (0% ->15%), DEFEATING THE FUCKING PURPOSE, ANYWAY. our govt is seriously retarded.

No, I just assumed that stuff was made in China. It’s not like I really follow the industry closely. Why the fuck would I do that? I don’t care who wins the AMD vs Intel war. If you care about that kind of stuff, maybe find a hobby.

I just care about a market with seemingly only two real competitors not colluding like so many other duopolies.

Also, China manufactures them. Are you telling me that no chip they make ends up in any US computer, or any clot our allies’ computers? Actually, I don’t really care. I just don’t. If I did, I’m sure I would look it up.

 

[rob mafia]

Oh yeah AMD is rock hard reliable ask Linus especially threadrippers lol.

no idea what you think your point is, but i am definitely not watching a 2 hour video. good job?

No, I just assumed that stuff was made in China. It’s not like I really follow the industry closely. Why the fuck would I do that? I don’t care who wins the AMD vs Intel war. If you care about that kind of stuff, maybe find a hobby.

I just care about a market with seemingly only two real competitors not colluding like so many other duopolies.

Also, China manufactures them. Are you telling me that no chip they make ends up in any US computer, or any clot our allies’ computers? Actually, I don’t really care. I just don’t. If I did, I’m sure I would look it up.

wtf are you talking about? 3 paragraphs of idiocy - starting with saying you assumed x, mentioning competitors colluding (??????), closing with stating x as fact (lolwut), and then saying you don't care. great post. would not read next time.

 

[PEB]

no idea what you think your point is, but i am definitely not watching a 2 hour video. good job?



wtf are you talking about? 3 paragraphs of idiocy - starting with saying you assumed x, mentioning competitors colluding (??????), closing with stating x as fact (lolwut), and then saying you don't care. great post. would not read next time.

Point of the video he admits it was a mistake to buy so many threadrippers for office computers because there is so many software issues with their video editing and production software that he will be moving everything back to Intel. He even said Intel allows another generation of upgrade on their 17000 pin socket something AMD not apparently doing. It's the very issue that AMD been having for a number of generations and it's getting worse.

 

[rob mafia]

Point of the video he admits it was a mistake to buy so many threadrippers for office computers because there is so many software issues with their video editing and production software that he will be moving everything back to Intel. He even said Intel allows another generation of upgrade on their 17000 pin socket something AMD not apparently doing.

...ok? and you thought it was relevant because _____________?

 

[elreece]

Has intel died yet?

 

[rob mafia]

Has intel died yet?

they're halfway there

 

[PEB]

We're here in Israel for Intel's Technology Tour 2022, where the company is sharing new information about its latest products, much of it under embargo until a later date. However, the company did share a slide touting that Raptor Lake is capable of operating at 6GHz at stock settings and that it has set a world overclocking record at 8GHz - obviously with liquid nitrogen (here's our deep dive on the 13th-Gen Intel processors). Intel also shared impressive performance projections for single- and multi-thread performance.

Notably, the peak of 6 GHz is 300 MHz faster than the 5.7 GHz for AMD's Ryzen 7000 processors, but Intel hasn't announced which product will hit that peak speed. We also aren't sure if a 6GHz chip will arrive with the first wave of chips or be a special edition 'KS' model. Intel also claimed that Raptor Lake will have a 15% gain in single-threaded performance and a 41% gain in multi-threaded, as measured by SPECintrate_2017 and compared to Alder Lake, and an overall '40% performance scaling.'

You can see the 6GHz stock clocks and 8 GHz world record listed in the last entry in the above timeline. The Israel Development Center (IDC) has been the design engine behind a long line of Intel products spanning back to the 8088 that started it all back in 1979 (here's a look back). That lineup spans until today, encompassing well-known names like Pentium MXX, Banias, Sandy Bridge, and many others.

Side note the new chip is more power efficient then the 12 gen.

https://www.tomshardware.com/news/intel-teases-8-ghz-raptor-lake-world-record

 

[elreece]

they're halfway there

so thats a no?

(Im legit curious as to why this debate is still going on)

 

[rob mafia]

so thats a no?

(Im legit curious as to why this debate is still going on)

if you paid any attention at all, you'd realize how comical your timing is.

and i don't think there's any debate. there were ~3 people who argued, it seems safe to say that all 3 know i was right. 1 holds a grudge and the other is in love with patty g.

intel's been so walloped (mostly by themselves) that they (intel) expect to get rekt til 2026, they've been literally begging govts for money, and they're spinning off their crown jewel... and now for a 40% cut (mobileye ipo delayed, valuation cut to $30B from 50). after spinning off 49% of a new fab to brookfield. they're operating in the red and will be for years.

of course, most (all?) of this could have been easily prevented by not pumping $15-20B/year in buybacks, buying necessary EUV, etc. simple, obvious shit. but greedy CEOs gonna greed, i guess.

 

[PEB]

if you paid any attention at all, you'd realize how comical your timing is.

and i don't think there's any debate. there were ~3 people who argued, it seems safe to say that all 3 know i was right. 1 holds a grudge and the other is in love with patty g.

intel's been so walloped (mostly by themselves) that they (intel) expect to get rekt til 2026, they've been literally begging govts for money, and they're spinning off their crown jewel... and now for a 40% cut (mobileye ipo delayed, valuation cut to $30B from 50). after spinning off 49% of a new fab to brookfield. they're operating in the red and will be for years.

of course, most (all?) of this could have been easily prevented by not pumping $15-20B/year in buybacks, buying necessary EUV, etc. simple, obvious shit. but greedy CEOs gonna greed, i guess.

Buying EUV machines, building new factories, working on 3 nm chips equates to greedy CEO? Intel was more then willing to pay him because the previous CEO was driving the company into the ground.

 

[rob mafia]

Buying EUV machines, building new factories, working on 3 nm chips equates to greedy CEO? Intel was more then willing to pay him because the previous CEO was driving the company into the ground.

for starters, yeah - patty's a greedy ceo, too. but OBVIOUSLY, i was referring to his predecessors, hence this thread existing while patty was committing securities fraud with vmware.

hence, why the line about greedy CEOs mentioned $15-20B/year in buybacks and etc, signaling the timeline rather clearly. congrats on yet another derp, though. dat reading comprehension.