Sign in

Forum » More General Categories » Misc. » intel is fukked?
  1. Results 1 to 29 of 29

Thread: intel is fukked?

  1. Rate This Thread
08-03-2024, 10:48 PM
#1

intel is fukked?

intel is in strong decline

do you believe in their new "AI" cpus?

is this an opportunity to invest after losing 60% of its value in 5 years?

hard to believe the leader in CPUs for decades is going to die
nu misc: https://shorturl.at/gl9e9

my cat https://forum.bodybuilding.com/showthread.php?t=183726533
  1. MiscMathematician
  2. High Calorie Human
  3. MiscMathematicians avatar
  1. MiscMathematician
  2. High Calorie Human
  3. Join Date: May 2006
  4. Posts: 4,589
  5. Rep Power: 212,439
Quote
08-03-2024, 10:51 PM
#2
heard they are 10 years of development behind compared to China

that's what happens when u get complacent and pay useless geeks 350k each
  1. Drop30lbs
  2. Banned
  3. Drop30lbss avatar
  1. Drop30lbs
  2. Banned
  3. Join Date: Aug 2024
  4. Age: 54
  5. Posts: 119
  6. Rep Power: 0
Quote
08-03-2024, 10:53 PM
#3
Semiconductor industry crew. The writing has been on the wall for this for a long time. Intel is 2-3 years behind TSMC in technology, and their latest attempt to catch up let to 10% of their CPUs being physically defective. They just slashed R&D to the bone and laid off 20,000 workers, so I don't know how they will catch up. I am willing to bet that they declare Chapter 11 within 2 years.
FA Crew
Always Pick 1 Crew

"Experience is something you get right after you need it."
  1. FAPhaggot
  2. Hawaiian shirt hoarder
  3. FAPhaggots avatar
  1. FAPhaggot
  2. Hawaiian shirt hoarder
  3. Join Date: Nov 2015
  4. Posts: 15,712
  5. Rep Power: 185,348
Quote
08-03-2024, 10:55 PM
#4
I'm not sure how they would catch up in AI.

Their whole competitive advantage was in dominating the CPU market. Windows OS was designed for Intel chips. With 10x the revenue of their closest competitor it was easy for them to fund 10x the R&D and stay well ahead.

Now that's all been flipped in favor of NVIDIA. But Intel has the added disadvantage of a creaking 50+ yr old bureaucracy.

However barriers to entry have decreased as the market has opened up. Used to be the only big market was CPUs, now there are phone chips, GPUs, AI chips, server/cloud chips etc. So probably expect lower barriers to entry (good for Intel) but lower margins for the leader (bad for Intel, if they ever retake first place, which is unlikely in my mind).
  1. JackyChin
  2. Registered User
  3. JackyChins avatar
  1. JackyChin
  2. Registered User
  3. Join Date: Nov 2023
  4. Age: 54
  5. Posts: 1,766
  6. Rep Power: 14,673
Quote
08-03-2024, 11:22 PM
#5
Lisa Su should be nominated CEO of the century for the way she turned AMD around


funny story… i was once just hitting the keyboards at random laptops in a walmart and a crazy homeless guy using one of the laptops told me..

"hey, don't go buying that intel chinese junk, it won't last you.. you want this computer with the AMD sticker.. you know what AMD means… it means American Made"

i lol'd so hard
*** Free Thinker Crew ***

*** Herbert The Future GOAT Crew ***

*** HTC ***
  1. rocketfish
  2. San Diego
  3. rocketfishs avatar
  1. rocketfish
  2. San Diego
  3. Join Date: Feb 2008
  4. Location: Nevada, United States
  5. Age: 35
  6. Posts: 18,523
  7. Rep Power: 57,311
Quote
08-03-2024, 11:26 PM
#6
Originally Posted By FA*******⏩
Semiconductor industry crew. The writing has been on the wall for this for a long time. Intel is 2-3 years behind TSMC in technology, and their latest attempt to catch up let to 10% of their CPUs being physically defective. They just slashed R&D to the bone and laid off 20,000 workers, so I don't know how they will catch up. I am willing to bet that they declare Chapter 11 within 2 years.
fuarkkkk
Monster0ultra self proclaimed "Chad" face pic looks like vtech school shooter: https://i.imgur.com/z2m6Why.jpg
  1. TugOfPeace
  2. 1012 ng/dl
  3. TugOfPeaces avatar
  1. TugOfPeace
  2. 1012 ng/dl
  3. Join Date: Oct 2013
  4. Posts: 3,049
  5. Rep Power: 166,022
Quote
08-04-2024, 01:38 AM
#7
Still no reason to upgrade from AM4
  1. MisquePhaggot
  2. Registered User
  3. MisquePhaggots avatar
  1. MisquePhaggot
  2. Registered User
  3. Join Date: May 2013
  4. Posts: 7,932
  5. Rep Power: 45,866
Quote
08-04-2024, 02:53 AM
#8
Originally Posted By JackyChin⏩
I'm not sure how they would catch up in AI.

Their whole competitive advantage was in dominating the CPU market. Windows OS was designed for Intel chips. With 10x the revenue of their closest competitor it was easy for them to fund 10x the R&D and stay well ahead.
The interesting thing is Intel took the failed option for transitioning from 32bit to 64bit CPUs. They went for a whole new architecture called Itanium. It failed. AMD chose the correct option called x86-64 (AMD64). Windows is written explicitly for x86-64, which means it favors AMD CPUs. Intel has been on the back foot for a long time now, this might be the end.

Intel got rich on the back of 'no one got fired for buying Intel'. Today no one is going to get fired for buying AMD. I'm no stock bro, but AMD is likely going to expand massively to fill Intel's failing market share.
"Governments don't want a population capable of critical thinking. They want obedient workers, people just smart enough to run the machines and just dumb enough to passively accept their situation" - George Carlin
  1. superfunk
  2. [[Insert title here]]
  3. superfunks avatar
  1. superfunk
  2. [[Insert title here]]
  3. Join Date: Oct 2005
  4. Location: New Zealand
  5. Age: 46
  6. Posts: 2,307
  7. Rep Power: 13,313
Quote
08-04-2024, 06:10 AM
#9
Originally Posted By FA*******⏩
Semiconductor industry crew.



What did he mean by this?
  1. N0rds
  2. 👌 ( ͡° ͜ʖ ͡°)
  3. N0rdss avatar
  1. N0rds
  2. 👌 ( ͡° ͜ʖ ͡°)
  3. Join Date: May 2012
  4. Posts: 20,004
  5. Rep Power: 302,231
Quote
08-04-2024, 07:27 AM
#10
Originally Posted By FA*******⏩
Semiconductor industry crew. The writing has been on the wall for this for a long time. Intel is 2-3 years behind TSMC in technology, and their latest attempt to catch up let to 10% of their CPUs being physically defective. They just slashed R&D to the bone and laid off 20,000 workers, so I don't know how they will catch up. I am willing to bet that they declare Chapter 11 within 2 years.
they could just take a knee and use TSMC like everyone else.
nu misc: https://shorturl.at/gl9e9

my cat https://forum.bodybuilding.com/showthread.php?t=183726533
  1. MiscMathematician
  2. High Calorie Human
  3. MiscMathematicians avatar
  1. MiscMathematician
  2. High Calorie Human
  3. Join Date: May 2006
  4. Posts: 4,589
  5. Rep Power: 212,439
Quote
08-04-2024, 07:29 AM
#11
https://new.reddit.com/r/LinusTechTi...l_stock_today/
  1. OffwhiteBrah
  2. Milf Hunter
  3. OffwhiteBrahs avatar
  1. OffwhiteBrah
  2. Milf Hunter
  3. Join Date: Apr 2015
  4. Location: Florida, United States
  5. Posts: 32,030
  6. Rep Power: 545,472
Quote
08-04-2024, 07:31 AM
#12
Originally Posted By OffwhiteBrah⏩
https://new.reddit.com/r/LinusTechTi...l_stock_today/
damn. 200k down the drain
nu misc: https://shorturl.at/gl9e9

my cat https://forum.bodybuilding.com/showthread.php?t=183726533
  1. MiscMathematician
  2. High Calorie Human
  3. MiscMathematicians avatar
  1. MiscMathematician
  2. High Calorie Human
  3. Join Date: May 2006
  4. Posts: 4,589
  5. Rep Power: 212,439
Quote
08-04-2024, 08:01 AM
#13
You gotta be straight up retarded to invest in a company whose stock did not go up a single dollar in 25+ years,


especially when there is an Nvidia, Tesla, AMD, and some other giants out there who are actually making a profit and driving the innovation and disruption, And their stock will perform magnificently in the next several years.


Investing is a skill, it’s important not to do it just because you feel like it, you gotta know what you’re doing, not investing in garbage companies is one of the basic knowledge steps.
  1. kusok
  2. Registered User
  3. kusoks avatar
  1. kusok
  2. Registered User
  3. Join Date: Sep 2009
  4. Posts: 40,897
  5. Rep Power: 231,369
Quote
08-04-2024, 08:02 AM
#14
I thought they are (or have) started a new plant where I live. I'm all for that not happening, though.
  1. Polaris
  2. Registered User
  3. Polariss avatar
  1. Polaris
  2. Registered User
  3. Join Date: Feb 2003
  4. Age: 40
  5. Posts: 40,892
  6. Rep Power: 553,794
Quote
08-04-2024, 08:04 AM
#15
Originally Posted By Misque*******⏩
Still no reason to upgrade from AM4
7800x3d crew
  1. HateLiberals
  2. Registered User
  3. HateLiberalss avatar
  1. HateLiberals
  2. Registered User
  3. Join Date: Jul 2022
  4. Age: 54
  5. Posts: 7,806
  6. Rep Power: 129,650
Quote
08-04-2024, 08:06 AM
#16
Originally Posted By FA*******⏩
Semiconductor industry crew. The writing has been on the wall for this for a long time. Intel is 2-3 years behind TSMC in technology, and their latest attempt to catch up let to 10% of their CPUs being physically defective. They just slashed R&D to the bone and laid off 20,000 workers, so I don't know how they will catch up. I am willing to bet that they declare Chapter 11 within 2 years.
I thought a company is Bullish when they do massive lay offs.
  1. CRYSULLY
  2. Registered User
  3. CRYSULLYs avatar
  1. CRYSULLY
  2. Registered User
  3. Join Date: Aug 2024
  4. Age: 54
  5. Posts: 318
  6. Rep Power: 2,197
Quote
08-04-2024, 08:07 AM
#17
Originally Posted By OffwhiteBrah⏩
https://new.reddit.com/r/LinusTechTi...l_stock_today/
Holy fuk. People are retarded.

So many companies are laying off and going out of business it's insane. Intel going down though like this is pretty wild. Can't fall behind in tech I guess.
  1. DeadlyStriker
  2. Registered User
  3. DeadlyStrikers avatar
  1. DeadlyStriker
  2. Registered User
  3. Join Date: Jun 2011
  4. Location: United States
  5. Posts: 16,171
  6. Rep Power: 302,177
Quote
08-04-2024, 09:55 AM
#18
I don't think they're done, I just don't think it's good short or medium term.

It is strategically important for the US to maintain chip fab capacity. Bet they get bailed out like GM.
  1. CrunchPhoenix
  2. Registered User
  3. CrunchPhoenixs avatar
  1. CrunchPhoenix
  2. Registered User
  3. Join Date: Aug 2024
  4. Age: 54
  5. Posts: 2
  6. Rep Power: 0
Quote
08-04-2024, 10:06 AM
#19
Originally Posted By JackyChin⏩
However barriers to entry have decreased as the market has opened up. Used to be the only big market was CPUs, now there are phone chips, GPUs, AI chips, server/cloud chips etc. So probably expect lower barriers to entry (good for Intel) but lower margins for the leader (bad for Intel, if they ever retake first place, which is unlikely in my mind).
It's still an uber high-moat field. There's not more than 2 or 3 competitors in each of the CPU, mobile, server, and GPU space, and the last startup to join their ranks was pry Qualcomm in the late 90s.

You're either a $100B+ market cap player in the semi field or you're nothing. It just takes so much overhead to build a competitive product. There's a saying in industry that "the first chip costs a billion dollars, the second chip costs fifty cents".

Originally Posted By MiscMathematician⏩
they could just take a knee and use TSMC like everyone else.
They already are. Which is pathetic when you already own $100B of fabs.

Originally Posted By CRYSULLY⏩
I thought a company is Bullish when they do massive lay offs.
It's situational. In Intel's case, they either need to catch up to TSMC on the leading node or die as a company (all the big money in semis is on the leading node). Firing their entire R&D staff isn't going to get them caught up, so it's a super bad look.
FA Crew
Always Pick 1 Crew

"Experience is something you get right after you need it."
  1. FAPhaggot
  2. Hawaiian shirt hoarder
  3. FAPhaggots avatar
  1. FAPhaggot
  2. Hawaiian shirt hoarder
  3. Join Date: Nov 2015
  4. Posts: 15,712
  5. Rep Power: 185,348
Quote
08-04-2024, 11:29 AM
#20
Originally Posted By OffwhiteBrah⏩
https://new.reddit.com/r/LinusTechTi...l_stock_today/
Brutal lol
  1. PrimarisIn
  2. Asian Mike
  3. PrimarisIns avatar
  1. PrimarisIn
  2. Asian Mike
  3. Join Date: Sep 2018
  4. Posts: 7,629
  5. Rep Power: 240,766
Quote
08-05-2024, 11:19 AM
#21
Originally Posted By FA*******⏩
Semiconductor industry crew. The writing has been on the wall for this for a long time. Intel is 2-3 years behind TSMC in technology, and their latest attempt to catch up let to 10% of their CPUs being physically defective. They just slashed R&D to the bone and laid off 20,000 workers, so I don't know how they will catch up. I am willing to bet that they declare Chapter 11 within 2 years.
10% is like the absolute best case optimist la la land dream scenario for intel LMAO
ALL their 11th, 13th, and 14th gen chips are affected. All.
It's just a matter of time if you have one of these before they break.

I think intel goes to 0 in the next few years.
SUPERHOT SUPERHOT SUPERHOT SUPERHOT

If ye love wealth better than liberty, the tranquility of servitude better than the animating contest of freedom, go home from us in peace. We ask not your counsels or arms. Crouch down and lick the hands which feed you. May your chains set lightly upon you, and may posterity forget that ye were our countrymen.

SUPERHOT SUPERHOT SUPERHOT SUPERHOT
  1. SUPERH0T
  2. Registered User
  3. SUPERH0Ts avatar
  1. SUPERH0T
  2. Registered User
  3. Join Date: Aug 2018
  4. Age: 54
  5. Posts: 2,512
  6. Rep Power: 18,810
Quote
08-05-2024, 11:21 AM
#22
I bought Intel at 19.80 today. We will see. Just my Robinhood "play" account, not enough to hurt if it tanks further.
  1. Retoaded
  2. He/Him
  3. Retoadeds avatar
  1. Retoaded
  2. He/Him
  3. Join Date: Dec 2011
  4. Posts: 41,504
  5. Rep Power: 650,393
Quote
08-05-2024, 11:39 AM
#23
Originally Posted By JackyChin⏩
I'm not sure how they would catch up in AI.

Their whole competitive advantage was in dominating the CPU market. Windows OS was designed for Intel chips. With 10x the revenue of their closest competitor it was easy for them to fund 10x the R&D and stay well ahead.

Now that's all been flipped in favor of NVIDIA. But Intel has the added disadvantage of a creaking 50+ yr old bureaucracy.

However barriers to entry have decreased as the market has opened up. Used to be the only big market was CPUs, now there are phone chips, GPUs, AI chips, server/cloud chips etc. So probably expect lower barriers to entry (good for Intel) but lower margins for the leader (bad for Intel, if they ever retake first place, which is unlikely in my mind).
i dont understand how the richest chip manufacturer cant keep up. they need to fire their management, hire new talent, and go back to the drawing board

intel's move has been "add more power" for like 6 years
nu misc: https://shorturl.at/gl9e9

my cat https://forum.bodybuilding.com/showthread.php?t=183726533
  1. MiscMathematician
  2. High Calorie Human
  3. MiscMathematicians avatar
  1. MiscMathematician
  2. High Calorie Human
  3. Join Date: May 2006
  4. Posts: 4,589
  5. Rep Power: 212,439
Quote
08-05-2024, 11:43 AM
#24
I've done a lot of things right, and a lot of things wrong. I'm just glad I sold my INTC back in April or so, I consider that to be one of the things I did right. It was 33% of my portfolio for a time, srs.

EDIT: I think it was May, so not the best move, but way better than seeing it drop to $19 lol.
  1. Visel
  2. Progression
  3. Visels avatar
  1. Visel
  2. Progression
  3. Join Date: Jan 2019
  4. Posts: 7,867
  5. Rep Power: 84,672
Quote
08-05-2024, 11:49 AM
#25
INTC is an American institution and is backed by israel so I doubt America will let it go out of business, they just gave INTC $9 billion and they are trying to onshore American semi manufacturing, a lot of chip makers get their chips from TSMC.

Originally Posted By kusok⏩
You gotta be straight up retarded to invest in a company whose stock did not go up a single dollar in 25+ years,


especially when there is an Nvidia, Tesla, AMD, and some other giants out there who are actually making a profit and driving the innovation and disruption, And their stock will perform magnificently in the next several years.


Investing is a skill, it’s important not to do it just because you feel like it, you gotta know what you’re doing, not investing in garbage companies is one of the basic knowledge steps.
Aren't you heavily invested in tech?
I: Self, Lord and Master.

"I rub my hands when my palms itch."

"I call you Son not because you Shine but because you Mine."
  1. Abzu
  2. Registered User
  3. Abzus avatar
  1. Abzu
  2. Registered User
  3. Join Date: Apr 2020
  4. Age: 54
  5. Posts: 5,503
  6. Rep Power: 47,195
Quote
08-05-2024, 11:55 AM
#26
I hope Intel doesn't go under. Biden and Harris administration hasn't been all that smart with Intel as i was reading earlier. They gave the company close to 9 billion dollars. Now Intel is letting go 15,000 employees.


‘It’s Nuts!’: Fox Business’ Charles Payne Unloads On Biden-Harris Admin’s Economic Policies As Market Tanks

https://dailycaller.com/2024/08/05/f...-market-tanks/

….“The main focus here was all the money that not only did Biden and Harris pump into the economy that continue to gush in. And ironically they brag about things like the Inflation Reduction Act. That’s stoking inflation! They brag about all the money they’re giving the world, to the richest corporations, to build factories here. Well guess what? We gave $8.5 billion to Intel and you know what we got in return? They’re gonna get rid of 15,000 workers. Is that smart? Is that really brilliant? Is that what should really be done with taxpayer money, stoking inflation and losing jobs? It’s nuts!” (RELATED: ‘Gaffe After Gaffe After Gaffe’: Charles Payne Explodes At Panelist Over Biden’s ‘Frustrating’ Blunders)

“What you’re seeing right now in the stock market is what Americans have been feeling for the past three years. It’s just a manifestation of it right now,” Payne continued.
  1. ParsleyTea
  2. Registered User
  3. ParsleyTeas avatar
  1. ParsleyTea
  2. Registered User
  3. Join Date: Nov 2009
  4. Age: 54
  5. Posts: 9,027
  6. Rep Power: 50,203
Quote
08-05-2024, 12:01 PM
#27
Originally Posted By ParsleyTea⏩
I hope Intel doesn't go under. Biden and Harris administration hasn't been all that smart with Intel as i was reading earlier. They gave the company close to 9 billion dollars. Now Intel is letting go 15,000 employees.


‘It’s Nuts!’: Fox Business’ Charles Payne Unloads On Biden-Harris Admin’s Economic Policies As Market Tanks

https://dailycaller.com/2024/08/05/f...-market-tanks/

….“The main focus here was all the money that not only did Biden and Harris pump into the economy that continue to gush in. And ironically they brag about things like the Inflation Reduction Act. That’s stoking inflation! They brag about all the money they’re giving the world, to the richest corporations, to build factories here. Well guess what? We gave $8.5 billion to Intel and you know what we got in return? They’re gonna get rid of 15,000 workers. Is that smart? Is that really brilliant? Is that what should really be done with taxpayer money, stoking inflation and losing jobs? It’s nuts!” (RELATED: ‘Gaffe After Gaffe After Gaffe’: Charles Payne Explodes At Panelist Over Biden’s ‘Frustrating’ Blunders)

“What you’re seeing right now in the stock market is what Americans have been feeling for the past three years. It’s just a manifestation of it right now,” Payne continued.
People keep saying this because they have no financial sense lol.

Imagine if INTC didnt get $9 billion, how many people would they be laying off and what would be their prospects for survival?

INTC collects $9 billion, lays off 15,000 people and then cuts their dividend. Sure, this seems stupid to the general population, the government and retail INTC investors but to me, it shows INTC is doing what is necessary to provide 30,000 jobs, bring back an even bigger dividend and survive for its shareholders.
I: Self, Lord and Master.

"I rub my hands when my palms itch."

"I call you Son not because you Shine but because you Mine."
  1. Abzu
  2. Registered User
  3. Abzus avatar
  1. Abzu
  2. Registered User
  3. Join Date: Apr 2020
  4. Age: 54
  5. Posts: 5,503
  6. Rep Power: 47,195
Quote
08-05-2024, 12:04 PM
#28
When the CEO starts quoting Bible versus on his Twitter….something is afoot

https://x.com/PGelsinger/status/1820129317122080977
See UrAGeek's Username
  1. RICHSTRONG
  2. CEO/10 EGGS/DAY
  3. RICHSTRONGs avatar
  1. RICHSTRONG
  2. CEO/10 EGGS/DAY
  3. Join Date: Mar 2012
  4. Location: United States
  5. Posts: 58,768
  6. Rep Power: 1,566,839
Quote
08-05-2024, 12:12 PM
#29
Originally Posted By RICHSTRONG⏩
When the CEO starts quoting Bible versus on his Twitter….something is afoot

https://x.com/PGelsinger/status/1820129317122080977
I: Self, Lord and Master.

"I rub my hands when my palms itch."

"I call you Son not because you Shine but because you Mine."
  1. Abzu
  2. Registered User
  3. Abzus avatar
  1. Abzu
  2. Registered User
  3. Join Date: Apr 2020
  4. Age: 54
  5. Posts: 5,503
  6. Rep Power: 47,195
Quote
Bookmarks
Digg
del.icio.us
StumbleUpon
Google
Facebook
Posting Permissions
  1. You may not post new threads
  2. You may not post replies
  3. You may not post attachments
  4. You may not edit your posts