• andyburke@fedia.io
      link
      fedilink
      arrow-up
      20
      arrow-down
      1
      ·
      2 months ago

      This is probably true and will be the death-nell of Intel.

      GPU/FPU has been driving the success of the companies eating Intel’s lunch. If Intel stops on this front, they’re Texas Instruments all over again.

    • taanegl@beehaw.org
      link
      fedilink
      arrow-up
      5
      ·
      2 months ago

      I’m guessing it’s the Wifi business that’s going to be sold. Also, the prefabs might be spun off. But Intel still needs a GPU division, if at the very least just for integrated GPUs, but we might see the end of dedicated Intel GPU’s as they pivot to compete against AMD’s APU’s.

      That’s my take, at least.

    • Leeks@lemmy.world
      link
      fedilink
      arrow-up
      2
      arrow-down
      1
      ·
      2 months ago

      Here’s the problem, I am not quite sure if they do or do not have a division of fine aged meats. Like if this was P&G, yeah they most definitely have a Div Fine Aged Meats, but Intel, I would have to look that up. And the fact that I would have to look that up to be certain that Intel doesn’t have a DFAM, well that’s just scary.

  • hoshikarakitaridia@lemmy.world
    link
    fedilink
    arrow-up
    9
    ·
    2 months ago

    They fucked around and found out. Whatever their cost cutting is will now make or break the company. If it’s GPUs, they will commit to clawing at their CPU share. If it’s CPUs (which sounds like the wildest plan), Nvidia might finally have to stop fucking around.

    We’ll see, but it’s a very important decision and it will take them years to catch up to whatever they are committing to

  • Neshura@bookwormstory.social
    link
    fedilink
    arrow-up
    6
    ·
    2 months ago

    As much as I currently prefer AMD processors over Intel I would hate to see them go. Without serious competition AMD will just do the exact same thing Intel did before Ryzen dropped. The problem I see now is that if Intel gets into a situation as horrible as AMD was in there are not as many revolutionary concepts out there anymore that would get them out of that hole.

    • cornshark@lemmy.world
      link
      fedilink
      arrow-up
      1
      ·
      2 months ago

      Do you think arm cpu manufacturers like Apple, Samsung, qualcomm are now in a position to act as competition for amd?

      • Neshura@bookwormstory.social
        link
        fedilink
        arrow-up
        1
        ·
        edit-2
        2 months ago

        Difficult to say, Arm is a bit weird when you compare it to x64 CPU’s because it does not have comlex instructions (by design) which means that for low intensity and ‘simple’ workloads an Arm CPU will be vastly more power efficient. However the more complicated the workload gets the more x64 has an advantage due to specialized instructions.

        So for most users yes Arm will start being very competetive since the #1 metric there is battery life. However for datacenter, workstation and gaming usage Arm just cannot compete and very likely never will.

  • QuadratureSurfer@lemmy.world
    link
    fedilink
    arrow-up
    2
    ·
    edit-2
    2 months ago

    This article doesn’t go into it, but Louis Rossmann pointed out that their profit margin has tanked recently.

    https://odysee.com/how-intel’s-oxidation-scandal-screws

    At the end of 2021 it was 25.1% for the year.
    At the end of 2022 it was 12.7%
    At the end of 2023 it was 3.1%

    Even ignoring the downward trend, at a margin like 3%, a small swing in the market, a small mistake in inventory ordering, or replacing a bunch of CPUs that had an oxidation issue during the manufacturing process will push them over the edge into losing money instead of making money.

    https://www.youtube.com/watch?v=OVdmK1UGzGs

    Not saying this to defend Intel, just pointing out a major reason as to why they are scrambling to cut down on costs.

    edit: formatting

  • some_guy@lemmy.sdf.org
    link
    fedilink
    arrow-up
    1
    ·
    2 months ago

    The Dithering podcast was talking about Intel in today’s ep. They agreed that this shit needed to change both ten years ago and (further back) when modern smartphones became a thing. I worry that Intel can’t right this ship.

  • a9249@lemmy.ca
    link
    fedilink
    arrow-up
    0
    ·
    2 months ago

    I know you’re reading this. Fix your management… by removing half of them and the management bloat they introduced to justify their existence… or perish.