Report: Intel Could Spin Out Foundry Business or Cancel Some Expansion Plans to Control Losses

[RandallFlagg]

I doubt that AMD or nVidia would buy Intel's fabs. For one, AMD spun off their fabs years ago which became Global Foundries so I highly doubt AMD would want to give having their own fabs a go again. As for nVidia, sure... they have a lot of money but running a fab is really expensive as Intel is finding out the hard way.

The only reason why TSMC got to where they are today is because everyone practically threw money their way. It's easy to spend money when it's someone else's money.

TSMC's rise is largely the result of funding by Taiwan's government. It takes the concept of 'subsidy' to a different level, as it was created by the government.

To this day, the National Development Fund is the #1 shareholder of TSMC.

 

[las]

Yes : I'm sure that those whose CPU self-destructed by doing nothing extraordinary will just splurge $500+ with Intel again.

Their CPU will maybe self-destruct again, but it will be with _NODE ADVANTAGE_ this time.

Unstoppable Intel. What will they destroy next time ? For their company, it's well underway.

Ah you mean those few percent that actually had an issue? I know like 10 people with 13th and 14th gen, they have zero issues. Intel raised warrenty to 5 years anyway.

Meanwhile tons of new security flaws was detected in AMDs chip design and Zen 5 failed hard so far, GG, hopefully 9000X3D can save Zen 5.

 

[trparky]

Meanwhile tons of new security flaws was detected in AMDs chip design

Spectre and Meltdown has entered the chat.

Those were primarily Intel-related vulnerabilities in that they hurt Intel performance quite badly. Yes, AMD has had a few security issues but nothing like Intel.

Zen 5 failed hard so far, GG, hopefully 9000X3D can save Zen 5.

The only reason why Zen 5 failed so hard was because of AMD's stupid marketing department. If they had just shut the hell up and let the engineers say that Zen 5 would feature no new performance increases while using less power, we'd not have this damn problem. Would we?

 

[R0H1T]

Meanwhile tons of new security flaws was detected in AMDs chip design and Zen 5 failed hard so far, GG, hopefully 9000X3D can save Zen 5.

Right, not giving you 5 extra fps for same/less money isn't failing hard

 

[RandallFlagg]

<snip>

The only reason why Zen 5 failed so hard was because of AMD's stupid marketing department. If they had just shut the hell up and let the engineers say that Zen 5 would feature no new performance increases while using less power, we'd not have this damn problem. Would we?

I'm pretty sure the marketing department didn't just come up with those charts on their own.

Every company is going to try to put its product in the best light, so some of this is 'normal'.

However, starting with Zen 4, Zen 5 was touted to be the big reason to go with the new platform and DDR5. That's all turning out to be a big FUD operation.

In that respect, their marketing department succeeded in getting people to spend money on Zen 4 and the AM5 platform that they otherwise wouldn't.

I don't think you're going to see any change in tactics because, frankly, it worked.

 

[Hecate91]

Ah you mean those few percent that actually had an issue? I know like 10 people with 13th and 14th gen, they have zero issues. Intel raised warrenty to 5 years anyway.

The few percent that actually know of the issue and know how to update their BIOS, Intel themselves admitted every 13th and 14th gen desktop CPU with a 65W TDP and higher are affected, those cpu's are fine until the cpu starts causing crashes.

Meanwhile tons of new security flaws was detected in AMDs chip design and Zen 5 failed hard so far, GG, hopefully 9000X3D can save Zen 5.

Tons of security flaws? I've only heard of one, and AMD has already patched it. Zen 5 isn't a failure, it just isn't appealing to gamers, it is much more efficient than Zen 4 at the same wattage and performs better in productivity tasks.

 

[RandallFlagg]

The few percent that actually know of the issue and know how to update their BIOS, Intel themselves admitted every 13th and 14th gen desktop CPU with a 65W TDP and higher are affected, those cpu's are fine until the cpu starts causing crashes.

That is a lie.

These are the chips affected. Most OEM rigs have lower tier chips than any of these :

Tons of security flaws? I've only heard of one, and AMD has already patched it. Zen 5 isn't a failure, it just isn't appealing to gamers, it is much more efficient than Zen 4 at the same wattage and performs better in productivity tasks.

Then you're even worse off than those clueless OEM owners. At least those people will likely have OEM patching software installed that will alert them to security flaws and needed updates.

AMD Ryzen CPUs are impacted by all of these serious vulnerabilities

All four vulnerabilities AMD has acknowledged are marked as high-severity. The chart below lists the minimum AGESA version needed to mitigate all issues for each processor generation....

www.techspot.com

 

[Hecate91]

That is a lie.

These are the chips affected. Most OEM rigs have lower tier chips than any of these :

So intel changed their statement yet again, I have absolutely no trust in what Intel says because they've changed their wording at least once before on what is affected.
Also plenty of OEM systems have a 13700, and the 13600K or 13600KF is popular with prebuilt gaming systems.
Intel really needs to get their crap together and get rid of the higher ups who only care about money and hire some engineers.

Then you're even worse off than those clueless OEM owners. At least those people will likely have OEM patching software installed that will alert them to security flaws and needed updates.

The AMD issue is much less worse than Intel spectre/meltdown, but I'm not surprised Intel users are using it as some kind of "gotcha" though. At least the AMD issue is fixable, not so much for every 13th and 14th gen CPU potentially affected by degradation.

 

[Icy1007]

I highly doubt the credibility of this report.

 

[DavidC1]

Three major events contributed to the downfall of Intel:

Release of the Apple iPhone
Release of the Nvidia Tesla C870 GPU Computing Module
Release of AMD Zen architecture

Intel and computer enthusiasts alike never could understand the ramifications of the above three at the time. Some are still in denial.

Edit: More importantly, Intel cannot ‘win’ back it’s past market performance like it did after the release of the Core architecture. The fundamentals of the business have changed irrevocably and Intel doesn’t have a viable business strategy to run all those expensive fabs just for it’s own products.

The problem with Intel is due to their decisions more than anything else. You'd think a general purpose commercial microprocessor company would make lower power CPUs, cheaper CPUs naturally over time. Intel did not unless forced to.

1. Celeron exists because Dell and others wanted a cheaper CPU, so Cyrix saw the opportunity. AMD as well.
2. Pentium M was a response to Transmeta.
3. Core 2 was a response to AMD's Athlon and Athlon 64.
4. Lunarlake(Core Ultra Series 2) is a direct response to Apple's M1.

They SHOULD have made cheaper CPUs, they SHOULD have made more competitive CPUs that didn't focus on marketing(clock speeds), they SHOULD have made CPUs with lower power for better battery life.

Entirely a reactive company run by finance. Intel is a finance company with engineering at the side.

 

[80-watt Hamster]

Intel is a finance company with engineering at the side.

At this point, that's true of basically every company that needs to abbreviate the line item values on their quarterly reports with M or B.

 

[remixedcat]

That is a lie.

These are the chips affected. Most OEM rigs have lower tier chips than any of these :


View attachment 361806



Then you're even worse off than those clueless OEM owners. At least those people will likely have OEM patching software installed that will alert them to security flaws and needed updates.

AMD Ryzen CPUs are impacted by all of these serious vulnerabilities

All four vulnerabilities AMD has acknowledged are marked as high-severity. The chart below lists the minimum AGESA version needed to mitigate all issues for each processor generation....

www.techspot.com

umm I'm seen a lot of mobile chips affected as well

 

[LittleBro]

Why would Nvidia do that?

Let Intel cultivate the 18A process and then buy their plant. Nvidia would have it's own plant for AI stuff which is stuck on 4 nm. Also, they could easily manufacture ARM-based devices.
Intel will lose their biggest sinkhole and Nvidia will lose dependency on TSMC, which continuously raises prices of wafers and overall production costs.

Now that Intel invests in US and EU fundries, it might be even more important for Nvidia to acquire them.
Why? Nvidia has been critically dependent on TSMC for years now.
If China invaded Taiwan, that would basically mean a killswitch for Nvidia's greedy AI business.

Having own fabs outside of Asia is a way to squeeze Apple's, Intel's, AMD's wallet and also a way to achieve sustainable and ultimate greediness.
As a bonus, that would allow Jensen to buy even more expensive leather jackets.

 

[trparky]

And now there's a chance that Intel might be delisted from the Dow Jones Index.