this post was submitted on 24 Jul 2024
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And so, the tables turn once again in the three and half decade AMD/Intel war. This is going to go on until I die, isn't it?
Hopefully.
Unless Intel can fix their production quality, no, you will most likely see Intel purchased by Broadcom or Amazon.
Intel has deep production cycle problems, a QA crisis unfolding, and billions tied up in a new chip factory in Ohio and a remodel of its Arizona plant. There isn't much that they can do to change what the next 2 years brings because that was locked in years ago. And those decisions are killing Intel.
Keep in mind, Intel decided they are getting into GPUs too and those have to survive this quality crisis too. Most of what Intel does is no longer the best and, frankly, probably not second best anymore. It is very difficult to see a path out of this for them short of a few billion to float them through this period.
USG will prop up Intel come hell or high water.
they do have plenty on cash to go around, and the issue in question concerns only a few products of the enthusiast market, which us only a fraction of their revenue. Most of their volume is in laptop chips, and highest margins probably in datacenter sector. Intel is not going anywhere don't you worry
If the chip undergoes the same process/plant then the server VAR should worry if their intel server product line will bring a lot of headache or not.
IMHO, the real story is Intel and TSMC.
Whats the story for those out of the loop?