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

[Madmick]

Are you saying Samsung reserves its best products for Korea and exports its B team products? What an odd business strategy.

No, it's more a matter of nationalistic pride. Exynos has never beaten Qualcomm in terms of practical performance, in any generation, but it usually had the total core advantage for more overall synthetic power, similar to the AMD vs. Intel wars where Intel wins in gaming, and it was closing the gap, but the last generation saw it getting so roundly thumped (even in benchmarks) that they were forced to humiliate their own chip-making division, and pack Qualcomms into their phones sold in their own home market.

Phone are still dominated by what's called the big.LITTLE configuration which is done best by Apple followed by Qualcomm. Ironically, that's where desktop CPUs are headed, I predict. You can already see it in the Turbo strategy with Intel. It's just getting too hot and hungry to keep pushing the frequency up across the whole chip. It's only a matter of time before they separate the primary cores that run really high frequency, shouldering the heaviest software load, from the the ancillary cores that run at a much lower frequency handling the runoff.

 

[rob mafia]

samsung is also a/can also fab for others. ie: nvidia and amd. also somewhat relevant: https://www.tweaktown.com/news/7220...e-gpu-destroys-qualcomm-adreno-650/index.html

 

[rob mafia]

aaaaand intel is outsourcing to tsmc now.

 

[PEB]

Articles from 2020 show Intel making record profits in their Server division in the most recently reported Quarter.

I think you're just talking out of your ass, and you had no concept of the market.

Instead of calling people names I posted sources. I have over 30 years of hardware engineering experience. How many 1 petabyte storage servers have you built? How many iSCSI boxes do you own? How many customers do you have or had worked with directly mine have names like Gerogia Tech., Dallas Morning news, Telstra in Australia, AstraZeneca I could go on an on. AMD is winning over customers with massive core requirements in the thousands.

 

[Madmick]

Instead of calling people names I posted sources. I have over 30 years of hardware engineering experience. How many 1 petabyte storage servers have you built? How many iSCSI boxes do you own? How many customers do you have or had worked with directly mine have names like Gerogia Tech., Dallas Morning news, Telstra in Australia, AstraZeneca I could go on an on. AMD is winning over customers with massive core requirements in the thousands.

Here we go again. I'm done with this schtick. You do this every time you get called out for garbage posting.

You've won a bajillion martial arts tournaments. You've powerlifted at an elite level (remind me...has Larry Wheels OTH'd 500+ yet?). You're a Silicon Valley all-star. Put that crap back in your pants. Not buying.

"Articles from 2019 hardly show the landscape shift..."
https://www.extremetech.com/computi...are-could-more-than-double-by-the-end-of-2020
Gimme a break. Again, articles from late 2019 show AMD with 3.4% of the server market share while singing this could double by the end of 2020.

 

[Law Talkin’ Guy]

Instead of calling people names I posted sources. I have over 30 years of hardware engineering experience. How many 1 petabyte storage servers have you built? How many iSCSI boxes do you own? How many customers do you have or had worked with directly mine have names like Gerogia Tech., Dallas Morning news, Telstra in Australia, AstraZeneca I could go on an on. AMD is winning over customers with massive core requirements in the thousands.

Here we go again. I'm done with this schtick. You do this every time you get called out for garbage posting.

You've won a bajillion martial arts tournaments. You've powerlifted at an elite level (remind me...has Larry Wheels OTH'd 500+ yet?). You're a Silicon Valley all-star. Put that crap back in your pants. Not buying.

"Articles from 2019 hardly show the landscape shift..."
https://www.extremetech.com/computi...are-could-more-than-double-by-the-end-of-2020
Gimme a break. Again, articles from late 2019 show AMD with 3.4% of the server market share while singing this could double by the end of 2020.

 

[jefferz]

aaaaand intel is outsourcing to tsmc now.

At least they're not handing over money to the Emirate of Abu Dhabi

 

[rob mafia]

At least they're not handing over money to the Emirate of Abu Dhabi

mubadala reference?

 

[jefferz]

mubadala reference?

yup

 

[rob mafia]

yup

it was kinda the opposite. amd got money from them... and mubadala profited by retarded amounts from it.

 

[Madmick]

Intel had already announced plans to outsource specialized 6nm and 3nm chipsets (not their main lines) to TMSC back in March:
https://optocrypto.com/intel-will-use-6nm-tsmc-nodes-in-2021-and-3nm-in-2022/

That has nothing to do with this headline. Intel has admitted in the past it was struggling with the 10nm process, but pushing back the 7nm process (again) has been a bombshell nobody saw coming that has obviously already had a profound impact on market psychology regarding the future of American capability compete in the microprocessor industry.

Unfortunately, this is another sign of the decline of America.

 

[adam199]

They made it seem like they had 7nm all figured out and 10nm was the only thing giving them fits. I remember rumors awhile ago of Intel skipping 10nm altogether and going straight to 7nm. It seemed like their ace in the hole. Intel can definitely catch up again, but this is a dark era in their history for sure.

 

[rob mafia]

Intel had already announced plans to outsource specialized 6nm and 3nm chipsets (not their main lines) to TMSC back in March:
https://optocrypto.com/intel-will-use-6nm-tsmc-nodes-in-2021-and-3nm-in-2022/

That has nothing to do with this headline. Intel has admitted in the past it was struggling with the 10nm process, but pushing back the 7nm process (again) has been a bombshell nobody saw coming that has obviously already had a profound impact on market psychology regarding the future of American capability compete in the microprocessor industry.

Unfortunately, this is another sign of the decline of America.

https://hexus.net/business/news/components/144379-amd-intel-battle-tsmc-capacity-says-report/

except that this was just to be for ponte vecchio (sp?) and/or the aurora (or whichever supercomputer it is that intel's fucking up) parts.

rumour is that they recently bought 180k wafers. also, they're negotiating with tsm for more allocation.

and like, seriously? it was pushed back so many times. many saw it coming.

the analysts are generally retards when it comes to tech (well, retards when it's not the financial/energy/real estate sectors, really), and seem to be among the last to wake up to the obvious. hence, why their price targets are commonly stupidly behind the times... or just stupid.

ie: morningstar still rates amd a 1/5 and has a $20 price*. goldman's become a meme in recent years (to inverse them). etc and etc.

also - https://newsroom.intel.com/news-releases/intel-changes-technology-organization/ murthy go bye bye.


edit: today they upped it to $25. lolz.

 

[Madmick]

and like, seriously? it was pushed back so many times. many saw it coming.

Please. You've been posting about this topic for a year, now, eating shit about Intel quarterly financial reports over and over, and yet not a peep about how 7nm was destined for a 1-2 year delay (to 2022 or later).

Ryzen's taking over the desktop market in 2019 was a nuisance, but this is the first real gut punch Intel has suffered that will substantially impact their profits.

 

[rob mafia]

Please. You've been posting about this topic for a year, now, eating shit about Intel quarterly financial reports over and over, and yet not a peep about how 7nm was destined for a 1-2 year delay (to 2022 or later).

Ryzen's taking over the desktop market in 2019 was a nuisance, but this is the first real gut punch Intel has suffered that will substantially impact their profits.

lolz @ you even trying to talk shit after thinking that "intel's fucked" was some absurdist statement and not a fairly obvious call.

and genius, i did mention (over and over) how intel's stuck at 14nm and referred to their 10nm cpu/7nm cpu/gpu as vaporware. additionally, i used the word "margin" about 20 times.

you lost.

and funnier, i banked on this. as of last week, my portfolio was ~98% amd shares/calls and intc puts. ffs, i even called the shot with mentioning how intc ending buybacks means that short campaigns can begin. lolz. if only you understood what the terms meant...

 

[jefferz]

it was kinda the opposite. amd got money from them... and mubadala profited by retarded amounts from it.

So they enriched the Emirates of Abu Dhabi, that's not any better.

And Intel going to TSMC should worry AMD fanboys, they could be fucked here. Intel has the big dick money to come in with blank check and buy up the entire production space for 5nm. AMD's only other option would be Global Foundries and they're not even making 7nm at the moment.

 

[Law Talkin’ Guy]

So they enriched the Emirates of Abu Dhabi, that's not any better.

And Intel going to TSMC should worry AMD fanboys, they could be fucked here. Intel has the big dick money to come in with blank check and buy up the entire production space for 5nm. AMD's only other option would be Global Foundries and they're not even making 7nm at the moment.

 

[rob mafia]

So they enriched the Emirates of Abu Dhabi, that's not any better.

sure, it is.

essentially, mubadala took a gamble and bought in. it's not a whole different to one buying shares (which is essentially what that was).

And Intel going to TSMC should worry AMD fanboys, they could be fucked here. Intel has the big dick money to come in with blank check and buy up the entire production space for 5nm. AMD's only other option would be Global Foundries and they're not even making 7nm at the moment.

tsm was already booked, though. by everyone. it's not like intel has a time machine to change that.

i agree it's potentially bad for amd (hence, why i sold yesterday), but i think this one's weird and basically bad for everyone. since tsm was already at 100%, it's not much of a boon for them. it's probably worst for nvidia. amd had already locked in increased wafer supply.

but the timing is terribad for intel, anyway. and i'm not convinced they're ordering any more from tsm (or elsewhere) than they really have to.

it's funny you mention gloflo - i think intel going after gloflo makes more sense than amd. the patents, alone...

 

[jefferz]

sure, it is.

essentially, mubadala took a gamble and bought in. it's not a whole different to one buying shares (which is essentially what that was).



tsm was already booked, though. by everyone. it's not like intel has a time machine to change that.

i agree it's potentially bad for amd (hence, why i sold yesterday), but i think this one's weird and basically bad for everyone. since tsm was already at 100%, it's not much of a boon for them. it's probably worst for nvidia. amd had already locked in increased wafer supply.

but the timing is terribad for intel, anyway. and i'm not convinced they're ordering any more from tsm (or elsewhere) than they really have to.

it's funny you mention gloflo - i think intel going after gloflo makes more sense than amd. the patents, alone...

Yeah, it's totally a great thing that AMD enriched a country that sponsors terrorists that kill our fellow country men.

Intel also has the money to walk in, pay whatever penalty TSMC has to pay to get out of it's contract with AMD, and get TSMC to make their CPU's. They have the big dick money to pull this kind of stuff and no one would be surprised if they tried it. Intel makes more money in a week than AMD makes all year.
Shit, I wouldn't be surprised to hear about Intel investing a large sum of cash in TSMC in the coming weeks. What's stopping them? Anti trust laws maybe, but with this admin good luck trying to enforce it.

 

[rob mafia]

Unfortunately, this is another sign of the decline of America.

Yeah, it's totally a great thing that AMD enriched a country that sponsors terrorists that kill our fellow country men.

lolz. you two went full retard.

and ffs, the mubadala shit is ancient history. if you're going to complain about foreigners investing in publicly traded companies... well, i bet intel (and many others) had similar. shit, just the other month, saudi arabia (as in, the govt, itself) bought fucktons into tech companies.

Intel also has the money to walk in, pay whatever penalty TSMC has to pay to get out of it's contract with AMD, and get TSMC to make their CPU's. They have the big dick money to pull this kind of stuff and no one would be surprised if they tried it. Intel makes more money in a week than AMD makes all year.
Shit, I wouldn't be surprised to hear about Intel investing a large sum of cash in TSMC in the coming weeks. What's stopping them? Anti trust laws maybe, but with this admin good luck trying to enforce it.

you're delusional.

you (and madmick, too) didn't seem to realize the difference between revenue and profit. and lolz @ still saying this, as if it'll magically make it true. it wasn't even true when you said it the first time.