Thursday, December 5th 2024
Intel's Foundry Plan Remains the Same, Interim Co-CEO David Zinsner Confirms
Intel's Foundry business is the company's current pain point and probably the reason why the company board of directors forced out ex-CEO Pat Gelsinger. However, the new interim co-CEO, David Zinsner, confirmed that the foundry plan would remain the same. At the UBS technology conference, Zinsner indicated that the company's core strategy remains unchanged and reiterated the forecasts shared in October, highlighting optimism about growth in its PC and server segments. This is a healthy sign that Intel will not lose its foundry subsidiary, which, even though difficult to operate, could be Intel's silver lining with growth opportunities ahead.
Yesterday, we covered the choice of Lip-Bu Tan as Intel's next CEO. However, the new co-CEO, Zinsner, stated, "I'm not in the process, but I'm guessing that the CEO will have some capability around foundry as well as on the product side." A new CEO would be left with a lot of work that, apparently, no one so far can finish. There are speculations that Intel's 18A node is yielding 10% of usable silicon, while Intel's head of foundry business, Naga Chandrasekaran, has noted that 18A node is going through evolution phases to improve final yields and remain profitable, noting that "there's nothing fundamentally challenging on this node now. It is about going through the remaining yield challenges, defect density challenges."
Source:
Reuters
Yesterday, we covered the choice of Lip-Bu Tan as Intel's next CEO. However, the new co-CEO, Zinsner, stated, "I'm not in the process, but I'm guessing that the CEO will have some capability around foundry as well as on the product side." A new CEO would be left with a lot of work that, apparently, no one so far can finish. There are speculations that Intel's 18A node is yielding 10% of usable silicon, while Intel's head of foundry business, Naga Chandrasekaran, has noted that 18A node is going through evolution phases to improve final yields and remain profitable, noting that "there's nothing fundamentally challenging on this node now. It is about going through the remaining yield challenges, defect density challenges."
24 Comments on Intel's Foundry Plan Remains the Same, Interim Co-CEO David Zinsner Confirms
You can see that in how they implemented that stupid E-Core and P-Core platform. Like Intel did years ago pushing the "GHz, GHz, GHz!" mantra, this time it's "Cores! Cores! Cores! MOAR CORES!" all while the software landscape was completely incapable of handling the heterogeneous platform. It's pretty bad when you have to use third-party software like Process Lasso to make sure programs such as games are routed to the proper type cores.
- Intel 14nm - use our 14nm+++++ litho it's all good bro
- Intel 10nm - delayed so long we called it Intel 7
- Intel 4 - delayed so long we skipped it
- Intel 3 - who knows
- Intel 20A - yields so bad we called up TSMC 3N
- Intel 18A - damage control has begun
Wtf how are they still in business?US stop funding this sinking ship, invest the money elsewhere.
"AMD is launching a new 8-core CPU with high IPC and affordable price..."
Don't worry, we are Intel, nothing is going to happen to us...
(2024)
"Nvidia is going to enter the CPU market for real..."
Don't worry, our boat is only 3/4 full of water. We are Intel, nothing is going to happen to us...
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Intel will only avoid bankruptcy if it launches the CPU of the galaxies, with very high IPC, low power consumption, AVX-512 and at an affordable price. And with motherboards that accept CPUs from several generations. Something very unrealistic.
If Intel had their own way we would probably still have quad core consumer chips.
Also I think the progress made on AMD side has been nothing short of a miracle, these type of gains in CPU sector in such short time is crazy. Its like they making a sandy bridge every generation.
Historically the pendulum has swung between AMD and Intel, it was going to swing at some point to AMD, which makes their decisions to drop other projects like Optane silly, as the company would have been in a batter state with more revenue streams.
AMD successfully modernised themselves and something clicked, big time, after Ryzen came. And it's still like that today. AMD is generally a more modern company compared to Intel, Intel has some dinosaury-vibes to me. Maybe i'm exaggerating.
But even if I said no one is better, somestill are worse.
5N4Y
What came of it (if two interim officers count as two):
5CEO4Y
(note the colour of Intel vs. the colour of negative money)