257
Intel is reportedly considering splitting itself apart after a disastrous year
(www.xda-developers.com)
Exactly why I'm happy going long on AMD
this post was submitted on 02 Sep 2024
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Me too, Intel
Let me guess, the inevitable class action over 13th and 14th gen processors is about to get shifted off to some split off company which will conveniently go bankrupt while Intel continues business as usual?
I don't think so. The degrading processors are certainly bad, but in the grand scheme of things won't move the needle. The reputation loss is probably worse than whatever fine they end up paying (and they will drag it out).
The split would be between design and manufacturing. And it would mean a massive shift, not business as usual.
The design side is probably in better shape and would increase their use of TSMC instead of using the now spun off Intel fabs.
The manufacturing side would have it rough. But we are talking about only one of 3 manufacturers of leading edge chips here (together with tsmc and samsung), not something you "conveniently let go bankrupt". They'd try to raise more money to finish their new fabs and secure customers (while trying to make up for the lost volume from the design side). But realistically I'd say that similar to Global foundries they would drop out of the expensive leading edge race.
The reputation loss is probably worse than whatever fine they end up paying
Time to pull a Meta/X and change name
Some people on lemmy really only have on topic.
The issue is that would at best "reset" their reputation to zero. But the state that they'd like to go back to would be similar to "nobody ever got fired for buying IBM", which ofc only works with the existing name. And this line of thinking is what got damaged by the degrading processors (and maybe how they handle it).
This happened before, IBM sold global foundries to amd, who used it till they went broke and spun glofo off.
They had problems keeping up on tech, but they did spin a ton of defense silicon happily.
Intel fabs unleashed could be a second path, right now I would probably not consider a tape out to anyone other than tsmc, or maybe Samsung, but Intel might be an option.
The only issue is: I think they'd probably be assholes, I suspect they used to be to their internal customers, that's why things like their fovea chiplets got caught for a decade in their internal politics during knights landing.
Tsmc are good to work with, you trust them and they try to make sure your design will work. Intel would have a lot of work on the libraries and other stuff (which they should have done more on with the altera integration) before I'd trust them to handle my design.
The smart move would be to work with some clients to generate portability libraries for their IP to make it easier to come over from tsmc.
used it till they went broke
I don't see how they can till a field with a factory; but yeah, something had to break. #l2s
“Sorry, guys. Instead of making a decent product and sell it at a reasonable price, we’re just gonna pay our executives a huge dividend and then give up. Bye! 🖕🏻
PS: Not at all sorry, lol”
Why don't they start by cutting the head off of the monster that got them in this position. That should be the first step. Stupid sharks loose their teeth, not their fins that actually do the work. Like, everyone in corporate should be sued and owe back every bit of their pay from the last few years. This is a steering problem. So replace the wheel and fuck up the old one.
We're talking about an American company here, businessmen fail upwards
Stupid sharks loose their teeth, not their fins that actually do the work.
Errr...wat?!?!
The shark dies either way.
Sharks regrow their teeth, not their fins.
This discussion has been going on for more than a decade.
I wouldn't bet investment money on something that Intel is "reportedly considering".
But Intel has never been in worse shape. So I think it's less about Intel considering it and more about if it gets forced on them either by activist investors (I remember seeing an article that Intel prepares to defend against that) or necessity.
It actually has, but this is more public while their long term forecast is really dark.
If they cut costs more they should be fine, they're basically in a similar place as amd but with no consoles but more defense and government contracts. Also they lost this round of hyperscalers which might be one of the last.
Amd is better off because they started in a bad place (piledriver) and have done an incredible job fighting their way back to the top, so their overheads are lower.
Did you link to the right article?
Oh, that's weird, that was definitely not the article I was looking at. Thanks for pointing that out, it's fixed now.
So, a profitable half and the one that will go bankrupt?
Kodac moment