Tech "intel's f-----"

PEB said:
Intel dead in the water.

"Nvidia's CEO and leather jacket aficionado Jensen Huang has confirmed that the company plans to use Intel's new cutting-edge chip production facility in Arizona(opens in new tab)."
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...yeah, that was a misquote

it's tsmc.

https://www.cnbc.com/2023/03/07/nvidia-grew-from-gaming-to-ai-giant-and-now-powering-chatgpt.html

Huang told CNBC that Nvidia will “absolutely” use TSMC’s Arizona fabs to make its chips.
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great source, btw. journalism gold standard!

<JagsKiddingMe>
 


and raja's gone.


also, the president of intel's foundry services (randhir thakur)

<36>

i fear we may lose peb forever.
 
rob mafia said:


and raja's gone.


also, the president of intel's foundry services (randhir thakur)

<36>

i fear we may lose peb forever.
Click to expand...

Still here and I am not worried Raja follows the money and AI is where it's at right now thanks to OpenAI.
 
@Madmick

re: https://forums.sherdog.com/posts/170904828/ (can't post in that thread, anyway)

First, AMD has definitely not KO'd Intel in the processor department.
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[<dunn]

Jpi9CvA.gif


the 7800x3d beats the 13900 while costing less and using absurdly less power.

epyc was already better than xeon before genoa, to the point where intel admitted they're 3 years behind. now it's just comically gapped. i just checked the passmark high end cpus - the first 27 are amd.

the budget cpus that you apparently thought would propel intel to financial highs predictably led to kinda going broke and larping as bernie sanders, begging for money across the world.



Second, it was only partly Intel's arrogance that resulted in the stagnation of their design
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well, it was a big part. turns out that egregious buybacks just can't make CPUs like euv can... who knew?


and there's bad intel news nearly every day. another sacrifice

https://www.servethehome.com/breaking-intel-exiting-the-server-business-selling-to-mitac/

In line with Intel’s continued efforts to prioritize investments in its IDM 2.0 strategy, we have made the difficult decision to exit our Data Center Solutions Group (DSG). As part of this plan, MiTAC, an edge-to-cloud IT solutions provider and longstanding ODM partner of DSG, will have the right to manufacture and sell products based on our designs. We are focused on ensuring the DSG team and its stakeholders are supported during this transition.
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stopping odm is whatever, but nixing dsg?


eta: and another

https://www.tomshardware.com/news/i...ing-blockscale-chips-no-future-gens-announced
 
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Good? Bad? Biz as usual?

Intel Announces Layoffs After Paying $1.5 Billion In Q1 Dividends
Intel's earnings report for the first quarter of 2023 was one of the worst in the company's history. Its revenue dropped by 36% annually and the firm also posted a loss per share of four cents. These losses came as the firm ensured that its investors were happy and paid $1.5 billion in dividends out of pocket during Q1, keeping the payments nearly similar to the year ago quarter's figures.

(…)

Chipmaker Intel Corporation has confirmed another wave of layoffs after rumors suggested that the firm was reducing budgets for its data center and client computing business divisions. Intel announced widespread pay reductions earlier this year that saw senior executives and employees miss their bonuses and take salary reductions as part of the firm's efforts to reduce costs during a historic downturn in the semiconductor industry that has affected both chip designers and manufacturers. Now, in a statement sent to Tom's Hardware, the Santa Clara, California technology giant has shared that it is undergoing "function-specific workforce reductions."
​
Full read here. (External)
 
Valhoven said:
Good? Bad? Biz as usual?

Intel Announces Layoffs After Paying $1.5 Billion In Q1 Dividends
Intel's earnings report for the first quarter of 2023 was one of the worst in the company's history. Its revenue dropped by 36% annually and the firm also posted a loss per share of four cents. These losses came as the firm ensured that its investors were happy and paid $1.5 billion in dividends out of pocket during Q1, keeping the payments nearly similar to the year ago quarter's figures.

(…)

Chipmaker Intel Corporation has confirmed another wave of layoffs after rumors suggested that the firm was reducing budgets for its data center and client computing business divisions. Intel announced widespread pay reductions earlier this year that saw senior executives and employees miss their bonuses and take salary reductions as part of the firm's efforts to reduce costs during a historic downturn in the semiconductor industry that has affected both chip designers and manufacturers. Now, in a statement sent to Tom's Hardware, the Santa Clara, California technology giant has shared that it is undergoing "function-specific workforce reductions."
​
Full read here. (External)
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oh, i stopped with this since it's been a dead horse and everyone who disagreed was ducking... but umm... they're laying off ~20% of their datacenter group. so they're, you know, still quite fucked.

444QQho.png


or as @Madmick said and would still say, "they're fine."
 
Is Warren a racist too?

"
Hong Kong(CNN)Warren Buffett's conglomerate has sold its remaining shares in the world's largest chipmaker, TSMC, after the "Oracle of Omaha" sounded alarms about its homebase of Taiwan.

In a Monday filing, Berkshire Hathaway (BRKA) disclosed that it was no longer holding a stake in Taiwan Semiconductor Manufacturing Company (TSM) as of the end of the first quarter.

In recent weeks, Buffett had repeatedly expressed concerns over the future of Taiwan, the self-governed democratic island where TSMC is based. China's Communist leadership has long claimed Taiwan as part of its territory, despite having never ruled over it."
 
PEB said:
Is Warren a racist too?

"
Hong Kong(CNN)Warren Buffett's conglomerate has sold its remaining shares in the world's largest chipmaker, TSMC, after the "Oracle of Omaha" sounded alarms about its homebase of Taiwan.

In a Monday filing, Berkshire Hathaway (BRKA) disclosed that it was no longer holding a stake in Taiwan Semiconductor Manufacturing Company (TSM) as of the end of the first quarter.

In recent weeks, Buffett had repeatedly expressed concerns over the future of Taiwan, the self-governed democratic island where TSMC is based. China's Communist leadership has long claimed Taiwan as part of its territory, despite having never ruled over it."
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holy shit, you must have been seething this whole time... to bother posting this. clutch your patty bodypillow tightly.

(intel relies on tsmc now, so...)

<JagsKiddingMe>
 
rob mafia said:
holy shit, you must have been seething this whole time... to bother posting this. clutch your patty bodypillow tightly.

(intel relies on tsmc now, so...)

<JagsKiddingMe>
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It will not matter who needs who if there is a crater where TSMC once stood. If TSMC started build the factory space 3 to 4 years ago in Germany an US already Warren may have not pulled back. Intel too is partially to blame to for dragging their feet.
 
PEB said:
It will not matter who needs who if there is a crater where TSMC once stood. If TSMC started build the factory space 3 to 4 years ago in Germany an US already Warren may have not pulled back. Intel too is partially to blame to for dragging their feet.
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yeah, don't care. if ww3 happens, there will be other things to worry about.

and buffet's kind of an idiot, anyway. he's been on the taiwan fud for months... but is too ignorant to realize that his beloved apple would be bigly affected, too. he at least knows he's a moron when it comes to tech and freely admits it, but it makes his stance on this to be pretty tarded.
 


It looks like mixed signals over Taiwan and Chinese position since a recent shift in China position over Ukraine. Could mean a more secure Taiwan and easing of tension but still very icy but any change would be welcome.
 
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Any day now.
 
PEB said:
Any day now.
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the best thing intel did recently was working to remove legacy instructions from x86.

their accelerators aren't shit, xeon is roasted by damn near everyone's chips. not even just amd, but graviton and ampere. probably grace, too.

intel is absolutely rekt. ironically, (like i said before) their future now depends on amd keeping x86 afloat from arm/risc. literally every megacap is designing their own chips. x86 may be at great risk. intel better hope that epyc is strong enough/has such superior tco to keep the others at bay... otherwise, intel's demise won't be slow, but breakneck.




and in case you didn't notice, intel lost $10.5B last quarter. and took on $11B in new debt. it's a bit late for the "any day now" bullshit. a year ago, patty said the worst was in. since then, it's been worse every quarter...
 
rob mafia said:
the best thing intel did recently was working to remove legacy instructions from x86.

their accelerators aren't shit, xeon is roasted by damn near everyone's chips. not even just amd, but graviton and ampere. probably grace, too.

intel is absolutely rekt. ironically, (like i said before) their future now depends on amd keeping x86 afloat from arm/risc. literally every megacap is designing their own chips. x86 may be at great risk. intel better hope that epyc is strong enough/has such superior tco to keep the others at bay... otherwise, intel's demise won't be slow, but breakneck.




and in case you didn't notice, intel lost $10.5B last quarter. and took on $11B in new debt. it's a bit late for the "any day now" bullshit. a year ago, patty said the worst was in. since then, it's been worse every quarter...
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The entire chip sector is hurting due to the economy impacting people's willingness to buy technology. From cellphones, computers and even automotive electronics. It's hard not to see one sector not impacted. Nvidia CEO Jensen "Who's chips are in like 80 percent of the AI supercomputers" said that the economy is a drag on their business. I also would add lack of innovations.
 
 
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Madmick said:
<JagsKiddingMe>
Worldwide PC sales suffered its worst-ever quarterly decline of 28.1% (Q4 2022)
Gartner Says Worldwide PC Shipments Declined 30% in First Quarter of 2023
It's not just consumer PCs. Global semiconductor sales:
https://www.semiconductors.org/glob...ase-3-2-in-2022-despite-second-half-slowdown/
https://www.semiconductors.org/global-semiconductor-sales-decrease-5-2-month-to-month-in-january/
https://www.semiconductors.org/global-semiconductor-sales-decrease-4-month-to-month-in-february/
Q4 2022 = -14% YoY, quarterly
Jan 2023 = -18.3% YoY, monthly
Feb 2023 = -20.7% YoY, monthly
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shit's cyclical. many companies aren't "hurting." and yes, he said "chip sector," so it's not just PC.

smci, on, txn, qcom, avgo, etc and etc are doing just fine. and i don't mean your intel "fine," but actually fine (shit, smci and avgo are absolutely killin it). even amd's doing ok. there's only a few companies that have been "hurting" in the sector - and it's basically been intel and some memory/storage companies. and even that's ~done, since samsung blinked and cut production. and it's bizness as usual for micron.

and nvidia's left orbit and was last seen passing the moons of jupiter, riding their future ai earnings. their q1/q2 can be a complete disaster and it doesn't even matter. they can sell equity and make donkey balls money if they wanted. what a bubble.

lolz @ popping in. i guess you've been lurking.

<GinJuice>
 
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