-
Microsoft’s already signalled they’re leaning toward ARM, especially with AI NPUs.
-
Cloud providers are big into AMD.
-
There’s no Intel phone or tablet story.
-
Nothing in embedded since they killed off Atom.
-
NVidia’s eating their lunch on medium to high-margin GPUs. Gaudi is out there, but everyone’s talking about H100s and 200s. Added insult to injury: getting dropped off of DJIA in favor of Nvidia.
If they kill off foundries, what else is left going forward? Enterprise servers? Their stake in Mobileye? Cheap laptops?
What am I missing?
-
dead™ Inside
Do you want a job at Intel marketing?
hell™ no
Could be pretty chill, just talk about amd’s cpu naming for a couple hours, maybe mention the fact they’re selling zen 3 stuff still lol
i hate ads and marketing is kinda related to ads and that means i’d become my™ enemy
I am assuming this is tied to Lip-Bu Tan “cleaning house”, but I can’t get rid of the feeling that Tan is leaning towards exit out of the foundry business.
If they do exit (they said that’s what they will do if they get no flagship customers for 14A), I wonder if they will go with TSMC exclusively?
I can’t get rid of the feeling that Tan is leaning towards exit out do the foundry business.
I get that vibe too, that Patton guy apparently has huge experience in working with foundry customers. If Intel is giving up on trying to get customers to their foundry, they are at the vary least planning on scaling down. And scaling down is not really an option, if you want to be a leading foundry.
This looks really bad for Intel.
Scaling down is definitely not an option.
If Intel’s foundry gets shut down, this will also be very bad for consumers.
