Fitch downgrades Intel rating, it's almost junk

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
 
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…
 
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.
 
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.
 
Deserved, their 10 year monopoly on the market stagnated CPU development. Thank God AMD recovered and started pushing again.
 
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.
 
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.
 
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
 
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.
 
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.
 
I predict intel and its production nodes gonna get nice solid bump once/if china invades taiwan in next few years, whole reason US doesnt let them to do it for now is coz it would screw up global electronics market currently but once tsmc tech isnt so advanced compared to rest of competition taiwan is gone.
 
Considering the United States was AAA rated up until recently within the past 15 years and still AA+, these agencies are a joke.

Imagine if I couldn't pay off my debts and used more debt to pay off a small bit of old debt and still have an 800+ rating by Equifax.
:messenger_tears_of_joy:
 
What went so horribly wrong? Ive been buying intel CPUs for years and never really had any complaints. I know their recent controversies did them no favors but damn. They seemed too big to fail not that long ago.
 
Imagine dumping an $800k inheritance on Intel stock a year ago and seeing this.

i-bought-700k-worth-of-intel-stock-today-v0-wg4l7meca4gd1.jpeg
 
Damnnn. I had friends working at Intel and the way they described it, I used to think it was like a boring government job and too big to fail. Now I'm not just seeing it failing but actual government jobs are vanishing overnight. I feel like a newborn now. Hello World!
 

U.S. President Donald Trump used his Truth Social platform to demand that Intel's CEO, Lip-Bu Tan, step down immediately. Trump accused Tan of holding conflicting interests that he described as "seriously intertwined," suggesting such ties are incompatible with leading one of the nation's most important chipmakers. However, Trump did not provide any evidence or elaborate on exactly how Tan's outside activities might undermine his duties at Intel. Tan became Intel's chief executive in March 2025, taking charge during a period of intense competition in the global semiconductor market. Intel is under pressure to accelerate its manufacturing road map and regain technological leadership over rivals in the United States, Europe, and Asia. Any uncertainty at the top of the company could affect Intel's strategic partnerships and long-term product planning, especially given the capital-intensive nature of its multibillion-dollar fab investments.

Before his appointment to Intel, Tan served for many years as CEO of Cadence Design Systems, a major provider of electronic-design automation software. Earlier this week, Senator Tom Cotton (R-Arkansas) publicly asked Intel's board to clarify Tan's historical ties to Cadence, noting that Cadence licensed products to a Chinese academic institution. Cotton also highlighted reporting from Reuters indicating that Tan has invested in more than 600 Chinese firms, eight of which are said to have associations with China's People's Liberation Army. Cotton's letter did not directly call for Tan's resignation, but it did frame the issue as one of national security and oversight.

Although cotton's inquiry raised initial questions about Tan's record, it was President Trump's direct challenge that escalated the situation. By demanding an immediate resignation without presenting documentation, Trump inserted the highest level of political pressure on Intel. To date, neither Intel's board nor Lip-Bu Tan himself has responded publicly to Trump's statement. Observers in Washington and Silicon Valley will be watching closely for any corporate reply or clarification.
 
Reading some of their allegations, the choice of this guy as CEO of Intel is all kinds of sketchy.

Intel has a ton of DoD contracts. And at some of the connections of LipbuTan, situation doesn't look amazing for both Intel and him (and the board). Talking about "going to Federal prison" type of shit.

Like Intel needed more bad news. 🤦‍♀️🤦‍♂️🤦
 
10 years ago the 4790k was stomping all over AMD's best offering and Intel seemed unstoppable.

Now it looks like they may struggle just to stay relevant going forward. The tech industry is ruthless.
Yeah... people like to pretend here that this changes never happens this quickly and that this huge successful companies can do no wrong or make bad decisions that implodes their leading business.
 
Damnnn. I had friends working at Intel and the way they described it, I used to think it was like a boring government job and too big to fail. Now I'm not just seeing it failing but actual government jobs are vanishing overnight. I feel like a newborn now. Hello World!
Wow, that sounds like when I used to work at that student loan non-profit that was tied to the hip with the federal government.(It was borderline a government job) Yeah, right up until the feds decided to nationalize the student loan industry and they didn't need us anymore.(That was not good for the company.)
 
Yeah... people like to pretend here that this changes never happens this quickly and that this huge successful companies can do no wrong or make bad decisions that implodes their leading business.
For those older gamers a perfect example is Sears. (Damn, have you seen how few of them are left now? I saw someone point out they could done what Amazon is doing now but did it in the 90s. That was a huge missed opportunity.)
 
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