Too little, too late: Intel's legacy is eroding

The Register ^

[Paladin2]

Well, there is still growth potential on the Z-axis.

[newfreep]

TSMC’s N3 transistor leads the 3-nanometer generation of semiconductor process technologies for its PPA (power, performance and area scaling) as well as time-to-market and time-to-volume. TSMC’s N3 process technology was designed from the very beginning to enable the bespoke combination of FIN configurations.

Working closely with our EDA partners, we will enable our customers to take full advantage of TSMC FINFLEX™ in their products by using the same toolset.

TSMC FINFLEX™ further extends N3’s PPA leadership and offers the widest and most flexible design envelope for any product in the 3-nanometer generation.

https://www.tsmc.us/english/news-events/blog-article-20220616

[bigbob]

AMD ain’t the threat, it’s Apple. The Core i9 is only 4% faster and is a power hog. Apple is plowing a ton of iPhone profit into R&D and their roadmap is all ARM.

[DuncanWaring]

Good question.

[ADemocratNoMore]

I’ve heard that Intel has been putting a lot of emphasis on neural engines. It would make sense to me to abandon x86 architecture in favor of something a little more 21st century.

As far as 10nm or 6nm or whatever winds up being the lower limit I have also heard of wafer-scale integration which means that die size is no longer a major limiting factor in future generations of machines.

[unclebankster]

If have to buy some stock in either Intel or (TSM)

With one should I pick?

Intel is at $35.39

TSM is at $89.77

It an easy choice for me, but other responses should be interesting.

[AZJeep]

Actually, Intel beat all the diversity targets!
EGS metrics is excellent!

[Secret Agent Man]

Intel, meet Coleco and Tandy

Thats where its heading

[Governor Dinwiddie]

Intel created a mess when they started instituting hundreds of variants of its processors. Remember the old saying "can't tell the players without a scorecard" ? That's it for Intel. They destroyed their brand identity, too clever by half.

[Timber Rattler]

Ha, now I can get the last laugh with the AMDs I’ve always used in my machines!

[KEVLAR]

An AMD box is always cheaper than the intel version of the same machine.

Unless it’s for something demanding I have been buying AMD for the last 4 years over intel.

[VanShuyten]

“… They will slash and burn their workforce…”

Good thing the Taiwanese are building that new plant here. Maybe some of them can get jobs there.

[Notch]

Buy Micron ( MU ).
And buy more as the price drops with the market!

Description

Micron Technology, Inc. designs, manufactures, and sells memory and storage products worldwide. The company operates through four segments: Compute and Networking Business Unit, Mobile Business Unit, Storage Business Unit, and Embedded Business Unit. It provides memory and storage technologies comprises DRAM products, which are dynamic random access memory semiconductor devices with low latency that provide high-speed data retrieval; NAND products that are non-volatile and re-writeable semiconductor storage devices; and NOR memory products, which are non-volatile re-writable semiconductor memory devices that provide fast read speeds under the Micron and Crucial brands, as well as through private labels. The company offers memory products for the cloud server, enterprise, client, graphics, and networking markets, as well as for smartphone and other mobile-device markets; SSDs and component-level solutions for the enterprise and cloud, client, and consumer storage markets; other discrete storage products in component and wafers; and memory and storage products for the automotive, industrial, and consumer markets. It markets its products through its direct sales force, independent sales representatives, distributors, and retailers; and web-based customer direct sales channel, as well as through channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.

[Brass Lamp]

Intel, meet Coleco and Tandy Thats where its heading

Did you know that both were originally leather production operations?

[nascarnation]

I remember Tandycrafts, yes!

[max americana]

Andy Grove, Intel’s legendary former CEO spoke to us at Stanford.

He repeated what he wrote in his autobio: family escaped Hungary, came to the US. Did not now a single word of English and went to the public library to learn it quickly. He knew how to lead a company and during his tenure, AMD was a laughingstock. Now it’s the other way around.

[indthkr]

Tech bump for later...

[Myrddin]

The latest i9 is a formidable monster, but it’s a single socket CPU, and the Xeons are evolving at a sluggish rate.

I'm happy with my I9-10850K. I used a Z490-PRO MSI motherboard, MSI liquid CPU cooler with a 360mm radiator. The board will host 128GB RAM, but those were too expensive. I just stuffed 64GB on the board. The 2 NVME SSD slots have a 1 TB stick each. Windows 10 Pro on one stick, Fedora 36 on the other stick. No pressing need for hot graphics. The machine is sized to run large kubernetes clusters. The board has a 2.5GE wired ethernet port. My net is 1 GB and it works fine with the 1 Gbps symmetric fiber ISP. I have just enough cores to do the kubernetes clusters properly. The board has 6 SATAIII ports to accommodate the slower SSD (compared to NVME).

I built the i9 as a refresh to the 2013 machine that I fashion from an i7-2600K, 32GB RAM and 4 TB of SSDs. I'm using that machine to type this message. It's still my Windows 10 daily driver. The BIOS is very old and won't boot when the HDMI port is connected to my 34" wide monitor. It was a very unsettling discovery.

Both the i7 and i9 can drive the fiber speed test at 980 Mbps symmetric. The older Linux boxes and my company laptop don't have the memory, motherboard or disk bandwidth to reach that level of performance. The company VPN moves a paltry 40 Mbps. No big deal. I started at this house with DSL symmetric as 22 Kbps. Life is much improved with the fiber.

[Myrddin]

I'm dismayed to see the "DIE" and ESG garbage on my employer website. Last year's ethics training was poisoned with a module on "unconscious bias". Another module shoved a hot poker of "DIE" where the sun don't shine. I endured it the same way I endured college with hard-core lefty teaching assistants and professors. Learn to give the expected answer. You don't have to embrace it, just regurgitate to get through it. The unconscious bias module was easy. Think of the most asinine answer...that is what they wanted.

Compare Trump's press secretary Kayleigh McEnany to Biden's current pick. Competence vs a clown show.

[minnesota_bound]

Intel stock 5 years ago was $38.08
Today it is $35.39 !
https://finance.yahoo.com/quote/INTC?p=INTC

Buy AMD stock.
A competitor that does cpu chips and graphics.
AMD on Jan 1st for each year. It has almost double every year since 2016.
High price 12-27-21 was $158.37
https://finance.yahoo.com/quote/AMD?p=AMD

It went down with all the other stocks when the FED announced they were raising interest rates last Dec 2021. Their stock has been going up in the past 30 days from $73.97 to $102.31

Jan 2016 $ 2.14
Jan 2017 $11.32
Jan 2018 $13.74
Jan 2019 $24.41
Jan 2020 $47.00
Jan 2021 $85.64
Jan 2022 $132.00

Current price 8-5-22: $102.31