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

[Madmick]

Not everything I post about Intel or AMD is concerned with your obsession with redeeming yourself, Rob. Per this topic, updates following CES:
Intel Stock Rises On New PC Processors Revealed At CES 2021
AMD Stock Dips After Ryzen 5000 Series Mobile Processor
and
Intel stock surges 7% on news CEO Bob Swan to be replaced by VMware's Pat Gelsinger

Intel is still not in the best place among SC manufacturers, as yours truly had predicted long before the OP of this thread, and they won't be until the new chips following Alder Lake (below 14nm) begin to roll out, presuming those don't underwhelm, but for the time being, if you visit Yahoo's FInances page, the outlook on Intel in every time frame-- short term, mid term, or long term-- is "bullish." In fact, their stock value is higher today than it was way, way back on October 2nd, 2019 when Sherdog was told by the resident jester that "Intel is fucked". Hm. Yeah, you might notice something isn't adding up:

We're all still waiting on you to offer an date (or even a mere estimate range) for when Intel files for bankruptcy, or capitulates to a takeover offer. Whenever you're ready to untuck your dick...

 

[rob mafia]

Not everything I post about Intel or AMD is concerned with your obsession with redeeming yourself, Rob. Per this topic, updates following CES:
Intel Stock Rises On New PC Processors Revealed At CES 2021
AMD Stock Dips After Ryzen 5000 Series Mobile Processor
and
Intel stock surges 7% on news CEO Bob Swan to be replaced by VMware's Pat Gelsinger

Intel is still not in the best place among SC manufacturers, as yours truly had predicted long before the OP of this thread, and they won't be until the new chips following Alder Lake (below 14nm) begin to roll out, presuming those don't underwhelm, but for the time being, if you visit Yahoo's FInances page, the outlook on Intel in every time frame-- short term, mid term, or long term-- is "bullish." In fact, their stock value is higher today than it was way, way back on October 2nd, 2019 when Sherdog was told by the resident jester that "Intel is fucked". Hm. Yeah, you might notice something isn't adding up:

We're all still waiting on you to offer an date (or even a mere estimate range) for when Intel files for bankruptcy, or capitulates to a takeover offer. Whenever you're ready to untuck your dick...

lolz. i don't believe in TA, but... do you even know how to read that chart? it... doesn't mean what you seem to think it does. lower highs, lower lows... that is not an uptrend. meanwhile, semis are up what, 100% in that time?

so you're still thinking intel's fine? their fab is in shambles STILL. they're now outsourcing to tsmc (bye, bye, margins)... and while not even remotely streamlined.

the best factor they've had is... sony's increase of ps5 orders by 80%, thereby eating into amd's capacity harder than expected.

and lolz @ yahoo finance. like, seriously?

but at least they're canning their CEO. that's always a good sign. too bad they're stuck between dwayne johnson and a hard place... i don't think a ceo's gonna change that.

 

[Madmick]

That didn't take long. Should have opened with, "Inb4 the excuses..."

 

[rob mafia]

That didn't take long. Should have opened with, "Inb4 the excuses..."

???

you've been BTFO and running from this for months now. we both know it. one of us likes to pretend otherwise and post about yahoo finance, though!

edit:

October 2nd, 2019 when Sherdog was told by the resident jester that "Intel is fucked"

since then:

they lost server to amd
they lost desktop to amd
they lost notebook to amd
they begged for govt intervention
jim keller ragequit / department heads canned
they got ditched by apple and humiliated by apple's arm chip (and m$ announced plans to do the same)
they had an activist investor attempt a coup and a push for intel to divest
they canned their ceo
they still have their fab (and costs), but are outsourcing their bread&butter to another fab

the irony is that the future of x86 (and intel) now lies with amd.

 

[Clifford_Harris]

Apparently, FUCKED means exceeding earnings expectations

 

[rob mafia]

Apparently, FUCKED means exceeding earnings expectations

crazy demand will do that.

delaying 7nm (again, lolz!) to 2023, reporting a 16% decline in data center, and a 3% drop in margins... there's a reason why they're down 5% AH after the conference call



(and lolz @ the sudden patriotic/nationalistic spin in the cc)

and it's also funny that they claim they'll be fabbing their own in 2023... but they haven't been buying euv from asml (the only source).

https://www.tomshardware.com/news/intel-most-7nm-cpus-made-in-house-company-will-still-outsource

 

[Madmick]

LOL, I see the resident town idiot has proactively entered damage control.
Intel Q4 revenue, profit blow away expectations, outlook much higher as well
Full report. Earnings slipped 1% YoY making them still the 3rd highest Intel has ever posted for a Q4 (behind 2019 and 2018).
https://www.intc.com/news-events/pr...s-fourth-quarter-and-full-year-2020-financial

• Fourth-quarter revenue was $20.0 billion, exceeding October guidance by $2.6 billion and down 1 percent year-over-year (YoY). Full-year revenue set an all-time Intel record of $77.9 billion, up 8 percent YoY.

Yes, drink in the sight of what it looks like to be truly "fucked", gentlemen:

 

[rob mafia]

LOL, I see the resident town idiot has proactively entered damage control.
Intel Q4 revenue, profit blow away expectations, outlook much higher as well
Full report. Earnings slipped 1% YoY making them still the 3rd highest Intel has ever posted for a Q4 (behind 2019 and 2018).
https://www.intc.com/news-events/pr...s-fourth-quarter-and-full-year-2020-financial

Yes, drink in the sight of what it looks like to be truly "fucked", gentlemen:

lolz, they're down 9%, einstein.



lolz @ trying so hard to look like you know what you're talking about... there's a reason why you haven't retorted the lists of shit in my last 2 posts here: you can't.


edit: for bonus lolz, remember how i kept mentioning buybacks (and how intel cared more about propping up their share price via buybacks than fixing their fab/production?):

94% of their free cash...



gee, i wonder if their ceo got massive bonuses based on intel's share price... (yeah, this is sarcasm. he did)

https://www.usatoday.com/story/mone...-alphabet-microsoft-facebook-google/43297363/

Intel CEO Robert Swan is the second highest paid executive in the United States. On top of a base salary of $1.2 million, Swan took home an additional $62 million in stock awards and $3.7 million in incentives.

weird how... this was called, amirite?

again, intc's stock has been propped up buy buybacks for the last bunch of years (and i'm sure it has nothing to do with the exec's bonuses that are based on)

october 2019:

they cut their r&d and did/are doing stock buybacks, while just slashing their margin. ie: their plan is to try to coast/stall until 2021, while keeping their SP afloat.

only change from then to now is a canned ceo and delay to 2023.

 

[Blayt7hh]

crazy demand will do that.


https://www.tomshardware.com/news/intel-most-7nm-cpus-made-in-house-company-will-still-outsource

.

Making excuses as to why you were wrong. Classy

Funny seeing you link Toms hardware after a few weeks ago I linked an article about the 5600x being hard to find that you dismissed without really addressing.

 

[rob mafia]

.

Making excuses as to why you were wrong. Classy

Funny seeing you link Toms hardware after a few weeks ago I linked an article about the 5600x being hard to find that you dismissed without really addressing.

...lolz @ saying i was wrong. holy shit, man. did you read nothing here?

lolz @ STILL harping about the 5600x after i posted screenshots of one in my bestbuy cart, a link to them elsewhere, and enough daily inventories (and my spot doing the same) from micro center to piss off a few posters. i could CLEARLY get them easily... for weeks now.

 

[DoctorTaco]

Apparently, FUCKED means exceeding earnings expectations

good thing too, they employ a ton of people here in Portland

 

[rob mafia]

https://investors.micron.com/news-r...ata-center-portfolio-strategy-address-growing

tl;dr - they're dumping 3d xpoint

"With immediate effect, Micron will cease development of 3D XPoint™ and shift resources to focus on accelerating market introduction of CXL-enabled memory products."

"In line with this new strategic focus, Micron is engaged in discussions for the sale of its Lehi, Utah, fab currently dedicated to 3D XPoint production. The company aims to reach a sale agreement within calendar year 2021."

optane went from intel's shining star to... dunno. RIP?



edit: i really don't understand why this post got removed from the hardware thread. lolz



but i guess it means a certain mod thinks it's quite bad for intel.

 

[PEB]

Fantastic maybe gamers can actually get their hands on GPU'S.
"
Intel's new CEO Pat Gelsinger is doubling down on chip manufacturing.

The company — which has been pressured to outsource more of its chipmaking — announced Tuesday during a business update its plan to invest $20 billion to build two new factories in Arizona.

“We are setting a course for a new era of innovation and product leadership at Intel,” said Gelsinger in a statement. “Intel is the only company with the depth and breadth of software, silicon and platforms, packaging, and process with at-scale manufacturing customers can depend on for their next-generation innovations. IDM 2.0 is an elegant strategy that only Intel can deliver – and it’s a winning formula. We will use it to design the best products and manufacture them in the best way possible for every category we compete in.”"

https://www.google.com/amp/s/financ...ing-with-20-billion-investment-210526332.html

 

[PEB]

Intel could become competitors to TSMC in manufacturing of advanced 7 nm an below chips. Intel will very likely right a course an I fully expect them to jump ahead of AMD by a wider margin. Working with IBM and Microsoft in advance chip manufacturing. Finally some common sense hopefully the government joins in. 20 billion investments in two new chip factories.

 

[rob mafia]

Intel could become competitors to TSMC in manufacturing of advanced 7 nm an below chips. Intel will very likely right a course an I fully expect them to jump ahead of AMD by a wider margin. Working with IBM and Microsoft in advance chip manufacturing. Finally some common sense hopefully the government joins in. 20 billion investments in two new chip factories.

honestly (and funny enough), i think amd's the winner here.

the ironic part of this is that this is ~exactly what intel should have been doing. i widely criticized them for dumping $20B/year into stock buybacks, instead of r&d/infrastructure. but now? without a time machine, i dunno. i'm curious where the euv is coming from, since asml's been booked solid. and $20B for 2 facilities seems... not remotely enough.

intel wants to compete with tsmc (lolwut) - cool, let them try. i'm not even sure i believe this is their goal, because they're so dead in the water vs tsmc. samsung makes for a better rival... and passing them is far more achievable. but shit, competition should be good for everyone. and more/better fabs, more GPUs for miners to hoard while gamers still use rtx 1080s in 2029...

but all this tells me is that intel's yields at 10&7nm are still awful. their updated roadmap/claims say they'll have a 7nm product in 2023 - a full year after amd's zen4 (tsmc 5nm) is out. intel's obviously not going to be outsourcing much (or at all) from tsmc now, after claiming they're competing... which removes the biggest threat they had to amd (competing for tsmc's wafers).

the biggest potential problem is trying to outsource their fab for others... after burning so many of them in the past. altera tried to back out, so intel bought them. LG got screwed badly with 10nm delays which ultimately led to them quitting the business (after being forced to switch fabs and come up with a new design...). apple told them to pound sand and then kinda humiliated them with their own baller chip design.

and that's omitting the conflict of interest with offering outsourcing to competitors, essentially.

i think it's funny that intc went from ~60 down to 40 over their 7nm delays... from 40 back to 60 on news they were ditching their fab/outsourcing to tsmc... and then up yesterday on news that it's the exact opposite. lolwut.

but i do find it interesting that raja's baby (ponte vecchio) is getting its third chance now, or whatever. last i recall, it was supposed to suck vs the 3080/6800xt (or was this another discrete gpu? now i can't remember if it was ponte/Xe or other), and it faded away. but now that 3060s and 6700s are selling out, it might do just fine. or maybe it's been given silicon steroids and revamped to better specs than reported previously...

regardless, big move. and the first move from intel that i've liked in... shit, a long ass time. let's see if it's too late.

 

[PEB]

honestly (and funny enough), i think amd's the winner here.

the ironic part of this is that this is ~exactly what intel should have been doing. i widely criticized them for dumping $20B/year into stock buybacks, instead of r&d/infrastructure. but now? without a time machine, i dunno. i'm curious where the euv is coming from, since asml's been booked solid. and $20B for 2 facilities seems... not remotely enough.

intel wants to compete with tsmc (lolwut) - cool, let them try. i'm not even sure i believe this is their goal, because they're so dead in the water vs tsmc. samsung makes for a better rival... and passing them is far more achievable. but shit, competition should be good for everyone. and more/better fabs, more GPUs for miners to hoard while gamers still use rtx 1080s in 2029...

but all this tells me is that intel's yields at 10&7nm are still awful. their updated roadmap/claims say they'll have a 7nm product in 2023 - a full year after amd's zen4 (tsmc 5nm) is out. intel's obviously not going to be outsourcing much (or at all) from tsmc now, after claiming they're competing... which removes the biggest threat they had to amd (competing for tsmc's wafers).

the biggest potential problem is trying to outsource their fab for others... after burning so many of them in the past. altera tried to back out, so intel bought them. LG got screwed badly with 10nm delays which ultimately led to them quitting the business (after being forced to switch fabs and come up with a new design...). apple told them to pound sand and then kinda humiliated them with their own baller chip design.

and that's omitting the conflict of interest with offering outsourcing to competitors, essentially.

i think it's funny that intc went from ~60 down to 40 over their 7nm delays... from 40 back to 60 on news they were ditching their fab/outsourcing to tsmc... and then up yesterday on news that it's the exact opposite. lolwut.

but i do find it interesting that raja's baby (ponte vecchio) is getting its third chance now, or whatever. last i recall, it was supposed to suck vs the 3080/6800xt, and it faded away. but now that 3060s and 6700s are selling out, it might do just fine. or maybe it's been given silicon steroids and revamped to better specs than reported previously...

regardless, big move. and the first move from intel that i've liked in... shit, a long ass time. let's see if it's too late.

I believe that the previous CEO was holding Intel back from what I see in their moves now they had the resources to build these plants they are sitting on 10's of billions of dollars to build these factories. Pat Gelsinger understands the importance that Intel needs to get back into the race and is investing to get there now. I knew Pat when he was hired by EMC then sent to run VMWare and he turned VMWare from a 4 billion valuation company to a 70 plus billion dollar giant.

Intel found out the hard way letting go of Pat was a bad idea going another way by not making key investments and thinking you could develop newest technology by modifying current systems and not making the hard investments. Intel as it has been pointed out several times is many many times larger then AMD just look at the difference in PE ratio. Intel I also believe was the first to get to 3nm process but only demostrating it was possible not producing in quantity. I've been accused by Sherdoggers for being an AMD plant and fanboy but in reality the most important thing I have been is pressing for competition.

I have also posted well before chip shortages on Sherdog that US government needs to invest in chip making expansion. I saw chip shortages and lack of investment in new technology was going to be the downfall of US leadership. Intel and others will still need US investment if it plans on closing and ending the lead that TSMC has gotten thanks largely in part of Taiwanese Government huge investments in chip manufacturing.

https://forums.sherdog.com/threads/...anced-factories-in-us.4109245/#post-160309625

This was my second update I had another one in 2019.

 

[rob mafia]

I believe that the previous CEO was holding Intel back from what I see in their moves now they had the resources to build these plants they are sitting on 10's of billions of dollars to build these factories. Pat Gelsinger understands the importance that Intel needs to get back into the race and is investing to get there now. I knew Pat when he was hired by EMC then sent to run VMWare and he turned VMWare from a 4 billion valuation company to a 70 plus billion dollar giant.

Intel found out the hard way letting go of Pat was a bad idea going another way by not making key investments and thinking you could develop newest technology by modifying current systems and not making the hard investments. Intel as it has been pointed out several times is many many times larger then AMD just look at the difference in PE ratio. Intel I also believe was the first to get to 3nm process but only demostrating it was possible not producing in quantity. I've been accused by Sherdoggers for being an AMD plant and fanboy but in reality the most important thing I have been is pressing for competition.

I have also posted well before chip shortages on Sherdog that US government needs to invest in chip making expansion. I saw chip shortages and lack of investment in new technology was going to be the downfall of US leadership. Intel and others will still need US investment if it plans on closing and ending the lead that TSMC has gotten thanks largely in part of Taiwanese Government huge investments in chip manufacturing.

https://forums.sherdog.com/threads/...anced-factories-in-us.4109245/#post-160309625

This was my second update I had another one in 2019.

i agree with most of this... but the problems are that the new fab(s) won't be operational for ~5 years or so. so the whole chip shortage situation could be totally moot. (also, tsmc and samsung are already making new fabs)

also, i'm not sure how this is really playing out.

Gelsinger’s presentation today will discuss that using external partners like TSMC, Samsung, GlobalFoundriers, and UMC, will allow the company to optimize roadmaps for cost, performance, schedule, and supply. This does somewhat go against the grain of the IDM 2.0 messaging, where Intel can control its own supply chain and expand production as required, however Intel expects it can find a happy medium.

and tl;dr

imo:
this is huge for intel, but i'm not sure it's all that good (yet). could be make or break, really.
it's bad for samsung
it's negligibly bad for tsmc
it's great for amd
it's good for gloflo

that' assuming it's not just talk and that intel can actually get the euv/etc needed...

 

[PEB]

i agree with most of this... but the problems are that the new fab(s) won't be operational for ~5 years or so. so the whole chip shortage situation could be totally moot. (also, tsmc and samsung are already making new fabs)

also, i'm not sure how this is really playing out.









and tl;dr

imo:
this is huge for intel, but i'm not sure it's all that good (yet). could be make or break, really.
it's bad for samsung
it's negligibly bad for tsmc
it's great for amd
it's good for gloflo

that' assuming it's not just talk and that intel can actually get the euv/etc needed...

I believe much has been proven by Elon Musk as far as factory construction goes if you can push up the timeline via favorable state laws see Gigafactory Texas and Lucid factory going from nothing to function in 2 years and in the case of Giga China 18 months. So it's possible if timelines are pushed up factories of this scale can be done in 18 months to 24 months because they are still smaller then the 2 million plus square foot factories used to manufacture cars.

 

[rob mafia]

I believe much has been proven by Elon Musk as far as factory construction goes if you can push up the timeline via favorable state laws see Gigafactory Texas and Lucid factory going from nothing to function in 2 years and in the case of Giga China 18 months. So it's possible if timelines are pushed up factories of this scale can be done in 18 months to 24 months because they are still smaller then the 2 million plus square foot factories used to manufacture cars.

nah, it's not really even comparable between autos and this. and asml basically has a monopoly on the euv lithography machines, unless i missed some major development.

 

[PEB]

nah, it's not really even comparable between autos and this. and asml basically has a monopoly on the euv lithography machines, unless i missed some major development.

Actually the labs an fans can be put up pretty quickly thanks to advances in robotics and engineering improvements though the prices for the equipment is sky-high now. Manufacturing processes have improved by a lot but Manufacturing to sub 10nm takes considerable engineering an costs.