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[Unknown Soldier]

That can't be right. 10% at this stage would make it impossible for mass market production next year.

You're starting to understand...

Intel has not had a process that works for mass market production since "Intel 7" (10 nm)

By comparison, China's SMIC is producing 6nm DUV today. Not even using EUV because that's banned for export to China

TSMC and Samsung latest generation is 3nm/2nm, yes I get that "nm" doesn't mean that much anymore but it's still a good rough marker for generation

Intel is so far behind that their only working process is equivalent to 10nm. They are something like 5 generations behind TSMC/Samsung and 3 generations behind China at this point. It's dire

 

[winjer]

There is no one to buy the fabs.

TSMC?

 

[KeplerL2]

TSMC?

Why? They don't need the fab capacity

 

[StereoVsn]

Thats what happens when you prioritize greed over innovation. Many American companies will be following intel in the next decade. Short sighted thinking always loses in the end. Intel, Boeing are some of the legacy companies on their road to biting the dust.

Yep and all the screams of "But think of the shareholders though"!

This whole trend of US companies following Jack Walsh's greedy ass thinking is what led us here and

Corpos don't seem to be ready to do anything but look at a quarter or max a year ahead since stock prices and exec bonuses depend on it.

And US Gov constant swings with each administration do not help.


Sigh… Intel fall from grace is just such a shame. If you read their history, there was genuine innovation, desire to succeed and Intel's inventions and work changed our world. And now…

 

[StereoVsn]

Intel is a pretty standard Harvard Business Review example of the vicious cycle of engineering talent not wanting to touch your company with a 10 foot pole and that makes it impossible to catch up after being behind for too long

If you're a decent engineer, you want to work at TSMC or Nvidia or Samsung or even AMD. So Intel can only hire scraps, people who can't cut it anywhere else. You can see the results after 20 years of decline

I don't think there is a way to reverse this stigma. Intel is dead

I generally agree, but most Western chip engineers don't want to work at TSMC in Taiwan, where all the cutting edge design sits.

The pace is way too brutal there.

 

[winjer]

Why? They don't need the fab capacity

The US government wants them to build Fabs in the USA.
Taking Intel Fabs would be an alternative way.

 

[DaciaJC]

Imagine dumping an $800k inheritance on Intel stock a year ago and seeing this.

How is his portfolio diversity at 99.31% if he put everything into literally a single stock?

 

[KeplerL2]

The US government wants them to build Fabs in the USA.
Taking Intel Fabs would be an alternative way.

Most of Intel's equipment is old and useless to TSMC, though I'm sure they would be happy to buy any high-NA EUV scanners.

 

[Elios83]

Intel is too big and strategic for the US to be really allowed to fail by the government.
All their issues come from falling behind the curve with manufacturing processes, investing billions and years to try to change that but failing and being stubborn in sinking the rest of the company with it by forcing adoption of the internal fabs.

The new CEO seems pretty brutal and open to drastic solutions, I guess that internally they have a final deadline for their fabs business and if they can't turn around it with the 18A process they'll fracture the company, separating the fabs business from the rest and find a solution with the government.

 

[ahtlas7]

.shocked.gif

Shows how bad leadership will run a company off the cliff.

 

[winjer]

Most of Intel's equipment is old and useless to TSMC, though I'm sure they would be happy to buy any high-NA EUV scanners.

Not everything TSMC makes is edge process nodes.
They still make chips in older nodes.

 

[KeplerL2]

Not everything TSMC makes is edge process nodes.
They still make chips in older nodes.

And they don't need extra capacity for those nodes.

 

[icecold1983]

Imagine dumping an $800k inheritance on Intel stock a year ago and seeing this.

You have to be a complete idiot to have somehow come to the conclusion that buying Intel stock in 2024 was a good idea. Stupid people deserve to lose their money.

 

[Emedan]

Deserved, their 10 year monopoly on the market stagnated CPU development. Thank God AMD recovered and started pushing again.

 

[Zathalus]

A single player in the x86 space can surely only be a good thing right? I think it's high time PC ARM starts getting more traction.

 

[winjer]

And they don't need extra capacity for those nodes.

I'm sure TSMC could find clients for it.
Even GF is still selling chips, made in older nodes.

 

[Unknown Soldier]

Imagine dumping an $800k inheritance on Intel stock a year ago and seeing this.

I remember this WSB thread when it first was posted. Legendary WSB threads are cherished forever

 

[DinoD]

How is his portfolio diversity at 99.31% if he put everything into literally a single stock?

The year was 1997. Apple stock bottomed at $0.11 per share.

There's always a hope.

 

[Rickyiez]

My last Intel cpu was 2500k, upgraded to Ryzen 1600 and never look back

My last purchase of Intel stick was $30, because I thought it wouldn't get lower. You know what, it duckin crash, sold it for a loss at $26, never look back after that.

 

[JCK75]

I've heard their GPU's are actually getting quite good.. like major bang for the buck good.. which is shocking to me as their gpu's have always been hot garbage as far back as I can recall..
I do hope to see a turnaround.. competition is great

 

[Spyxos]

Deserved, their 10 year monopoly on the market stagnated CPU development. Thank God AMD recovered and started pushing again.

Now Amd will have the monoply without Intel. And will turn to the bad guy pretty fast.

 

[Hudo]

I've been waiting for their downfall ever since their Pentium 4 took not only itself but my main board with it when I was a wee lad.

I am enjoying this.

 

[Spyxos]

I've been waiting for their downfall ever since their Pentium 4 took not only itself but my main board with it when I was a wee lad.

I am enjoying this.

That's not good. And we should hope that Intel survives. Without Intel, things will get worse for everyone.

 

[Emedan]

Now Amd will have the monoply without Intel. And will turn to the bad guy pretty fast.

Hope not

 

[Spyxos]

Hope not

I hope it doesn't happen as well. But without Intel, they don't even have to bother anymore.