https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-25-000109/intc-20250628.htm
>"If we are unable to secure a significant external customer and meet important customer milestones for Intel 14A, we face the prospect that it will not be economical to develop and manufacture Intel 14A and successor leading-edge nodes on a go-forward basis," the company wrote. "In such event, we may pause or discontinue our pursuit of Intel 14A and successor nodes."
TSMC monopoly and paying out the ass soon for chips as INTC is going down in flames. No one in this godforsaken board is even remotely concerned except for me. Are you all going to roll over and take it? I'm obviously not saying that Intel should be bailed out and keep making crap for their products but this is pretty damn alarming. Better hope Panther Lake and Arc Celestial amounts to something compelling or computing becomes more unaffordable to us plebs.

they deserve to go bankrupt for what they did to Alpha

Nah but I look forward to chinese microprocessors

>our core business is no longer worth the risk
Great business strategy there intel

>>106018011 (OP)
Every monopoly is bad, dork. I share the sentiment of "fuck Intel", and for good reason, but Intel going down is bad for every customer for obvious reasons.

>>106018011 (OP)
>TSMC monopoly
don't worry, SMIC will absolutely catch up by 2030, only the US of AIPAC dropped out of the game

>>106018152
HAHAHAHAHA SHINTELAVIV BTFO COPE COPE COPE COPE HAHAHAHAHAHAHA

>>106018011 (OP)
The board and ceo should be fired for incompetence and Pat should be reinstated, this shit is ridiculous, literal conspiracy to destroy the company.

>>106018011 (OP)
TSMC tech should be licensed so Intel can actually use their EUV. The problem is not lack of customers when they need to produce all their consumer shit at TSMC, the problem is terrible yields.

>>106018123
Please elaborate

>>106018011 (OP)
Intel is honestly retarded, this is their only hope of a recovery under this administration and they want to cut it? Do they want to go out of business?

>>106018142
This must mean they simply do not have the money to invest in future die shrinks at this point in time. I doubt it will get better.

Intel were at risk the moment everyone understood that it was a retirement place for engineers some 20 years ago. They stagnated due to management decision to not pursue innovation. They stagnated when they choose to hire low value engineers. They stagnated when they choose to not focus on chips and instead focus on DEI

>>106018397
cool it with the antisemitic remarks

>>106018453
Alpha is in context to DEC Alpha, a risc architecture line of workstation processors from the 90’s and early 2000’s
They were sold to Compaq who intel strongarmed into phasing alpha products out in favor of intels own Itanium products as a venture with HP.
Compaq couldn’t compete with HP if intel decided to drop compaq if they said no, so they axed alpha.
And as history would have it, Itanium failed to really take off anyway. Compaq ended up being bought by HP, who in turn took the responsibility of supporting Alpha products until the late 2000’s.
All in all, a really promising workstation cpu line was killed for no reason and if anything just made it worse as everything move to x86 when SGI and Sun Microsystems also kinda gave up with similar stories.

>>106018435
Pretty sure this is wrong. The current problem (for external customers) is the PDK (process development kit). 18A has 'good' yields (the rumor mills say currently 55% - but this is meaningless without an associated area), and is probably faster but less dense than TSMC's 2nm. But external customers need Intel's fabs hooked up to their chip design software in order to use it. This in no small part of why Lip-Bu Tan is now CEO of Intel - he ran Cadence before which is one of the 2 major chip design CAD packages.

Intel's internal design tools and techniques have historically been very different from what others use, they would still be hand laying out sections of chips when others would be auto-routing. Intel's doing this would yield say an extra speed grade out of their designs.

The circuits that intel designs for use internal for their cpus are but a fraction of what need to exist in a PDK. On the other hand, TSMC's PDK's are perfect and TSMC knows what to do as a foundry for others - Intel doesn't.

I've read a single comment on a semi forum that said that intel figured out this problem under Pat and early this year under Lip-Bu the early PDKs for 14A have been sent out for comment by potential customers.

Intel has to be successful with 18A in their own products to demonstrate they are back at the cutting edge and deliver an excellent 14A node and PDKs.

Wow what a surprise good job Intel

>>106018620
>x86 when SGI and Sun Microsystems also kinda gave up with similar stories.

Not really. Intel killed them with compute/$. Why buy super expensive workstations when you can deploy a PC server.

What you say about Alpha is correct, but you don't mention that you need at least a 2x perf/$ to gain market share, and Alpha held that for only a brief time. Meanwhile Intel could amortize complex chip designs across the entire PC market and just add in RAS features for the top end.

It is a shame that Alpha was killed. They had a crazy vector unit proposed which never saw the light of day. Linus, I think, has said the arch was a bit of a headache to deal with.

Go woke, become a joke.

>>106018620
Any isa is equivalent to any other, and in the end it’s all hardware translated to microcode.

Also CPU are losing any relevance while the world is all focused on faster memory, faster busses, and compute co-processors. Intel lost the train on that. Intel will probably become a major farm and reach a deal with NVIDIA to manufacture on USA soil. Not before it goes back down to under 20 per shares.

stop riscfagging.

Only 1 company has managed to make high end nodes with decent yields
why assume some other company with different workforce considerations can do the same

>>106018670
Linus complained that alpha had some idiosyncrasy in the iobus and dma part of the architecture. Namely an iommu and gather scatter dma. With virtualization becoming more and more common, such idiosyncrasies became now very common

>>106018674
Intel's failure is mostly due to their board of directors fucking things up for many years. Finally they hired Pat, who did ok-ish, but over-invested. He basically did his 5 nodes in 4 years (if you squint).

>>106018707
All intel r&d and all interesting Intel’s jobs are basically paid in Israel. This assets will become a huge liability in the short-medium term

It won't happen but it would be funny if Motorola bought Intel and got back into the chip business.

>>106018453
They also took out SGI and HP with Itanium. Fucking outmarketed the best CPU makers into destroying their own superior lineups.

>>106018774
>losers gonna lose

>>106018737
>Intel’s jobs are basically paid in Israel.
I'm not so sure this is true. Some of intel's cores were designed there. Intel's fabs in Israel are taking part in the layoffs too.

I've read Intel has its e-core team in Austin, that has done such kick-ass work they are going to be getting a lot more work.

>>106018682
> Any isa is equivalent to any other
Not even remotely true, the isa matters a lot. ISA is not just a different way of encoding the exact same thing, different ISAs can have massively different semantics. For example take the strict memory model of x86 vs the relaxed memory model of other cpus. This is a fundamental difference.

Pat seemed to be getting them back on track and then they just shit the bed

>>106018011 (OP)
>s next-gen chip, 14A,
Didn't they cancelled 18A (or 16A?) to put all the efforts into improving 14A?
Imagine a node without flagship...

>>106018831
Well.. x86 have not temporal stores as an optimization while the others have memory barriers for synchronization. x86 is better just because most programmers targeted specifically x86 in the design phase. But the only difference is what is the default

>>106018831
Personally I like MIPS that have software faults for TLB misses. I love that kind of control

>>106018861
If panther lake, clearwater forest, and 18A are ok, that's pat. I'm pissed I can't buy a B770 nearly 8 months after the B580 was released. That's also pat.

>>106018876
No, they didn't cancel 18A. They canceled 18A for external customers because external customers were choosing TSMC 2nm.

>>106018176
Why are you yapping about SMIC? Samsung is the runner-up to TSMC.

>>106018921
>Samsung
lol. Samsung has more issues than Intel.

>>106018620
>>106018774
kek never trust the jew

>>106018620
>>106018774
Thank you
>>106018670
Crazy vector unit? I did search but I found nothing what should I look for

>>106018935
Pipe down with your short term thinking, at least Samsung foundry is profitable, lmao.

>>106018831
>the isa matters a lot
No it doesn’t, as a matter of fact. They both run the exact kind of software and provide you with the exact same experience. Stop your delusions

>>106018996
>Crazy vector unit?
Tarantula.
https://dl.acm.org/doi/abs/10.1145/545214.545247
To put it into context and a real blast from the past (RIP Mike Magee)
https://web.archive.org/web/20080516232245/http://www.theinquirer.net/gb/inquirer/news/2008/04/29/intel-upcoming-avx-instructions

It's literally over...

>>106018011 (OP)
Should have fired their Israeli time a decade ago.

this feels fake. its literally only intel and amd as of now. you literally cant fail unless you tank the company on purpose.

rip. and america doesn't have the domestic talent to pick up the slack. it's over westcels

>>106018011 (OP)
INTEL FINISHED AND BANKRUPT

>>106018011 (OP)
Intel's balls are in the humbler pillory, good!

>>106019127
It’s not fake, it’s the market baby! NVIDIA wants a good price for the new USA foundry, buying at the current price would be a scam to their investors and mine their stability in the long run.

You’ll see what happens when Intel goes under 20 again, now that they laid off lots of baggage. Of course now we need to wait for the layoff one time costs to get paid. There will be a buy signal after that before the deal, pay attention not to miss it

>>106018638
>18A has 'good' yields
At the same time Nova Lake is rumoured to be produced by TSMC.

If they can't have good enough yields to produce all their own processors, they don't have good yields.

>>106018620
intel also stole IP from DEC https://www.wired.com/1997/10/intel-dec-settle-alpha-chip-dispute/

>>106018774

>>106019127
>its literally only intel and amd
x86 isn't the only game in town anymore

>>106018586
oy vey

>>106018670
The first port of Linux to 64 bit was to Alpha https://www.linuxjournal.com/article/1044

>>106018561
all of this is probably lies in order to get free money from the US government. There is no way that Intel doesn't have plenty of money, I doubt that their CPU sales even suffered much at all in the last few years. Their CPUs are still very much comparable with AMD cpus, none of this makes sense. The likeliest answer is that they are lying.

>>106018011 (OP)
What do you expect anyone here to even be able to do? It's not like /g/ is going to start ordering custom chips on Intel's 14A node.

Did they manage to get past 14nm++++++++++++ at least?

>>106018011 (OP)
They need to take Intel ME out, it’s causing voltage problems and frying their chips.

Imagine killing your company just to help Israel with its Talpiot Program lol.

>>106019047
Thank you

>>106019400
>At the same time Nova Lake is rumoured to be produced by TSMC.

That's not quite right. Intel is manufacturing the compute chiplets going into laptops from its 18A, and using TSMC to provide the compute chiplets going into desktops.

It lessens risk. If something goes wrong with 18A, they have a backup, if demand is super high, they can mfg more. All of the other chiplets for mobile and desktop are coming from intel fabs.

>>106019469
yes it is if we're talking about pc. arm is only for mobile devices. i dont see any one with an arm pc.

>>106019874
Only thing people do with Intel NUC’s is shove them in a drawer, jeet.

>>106020114
Intel sold their NUC business to ASUS. No more intel nucs.

>>106019623
>all of this is probably lies in order to get free money from the US government
yeah that was my first thought as well
>"oh noooo we have no money if only we got subsidies -.-"

>>106020350
this is a post from someone else on another site that kind of backs up your argument:

TSMC's gross margain is ~ 60%. and the operating margin was 49.6%.
This indicates that labor costs account for roughly 10%.
Assume U.S. labor costs are twice those in Taiwan. (TSMC’s cost in Arizona runs about 10% higher than TW.)

For every one dollar of sales, 40 cents is cost and 10 cents is labor.
If Intel can make the same wafer at 80 cents,with 20 cents labor, this will equal to 1 dollar.

In this case, Intel should not drop the foundary.

I haven’t factored in the potential impact of tariffs yet.

>>106018011 (OP)
intel is having a bulldozer moment right now

>>106018152
i agree, but i'd like for intel to just let the x86 ISA go public domain and let more companies release x86 platform cores. either way when there's no competition there's stagnation. anyone else should remember the expensive quadcore era.

>>106018367
>>>/r/AyyMD
you need to go back

>>106019874
Okay you're right except for Macs, servers, laptops and tablets. x86 is definitely on the backfoot, desktop PCs are just its safest refuge so far.

>>106018397
The concept that the chinese are subtly infiltrating and sabotaging Intel's R&D is not only possible, but likely. Most of their leverage geopolitically comes from them threatening Taiwan since Taiwan controls most of the world's processor market.

>>106020607
It would only be fair; the US is kneecapping Chinese semiconductor development by refusing to allow imports of EUV tech (we did invent the laser tech in national labs though).

But this is clearly of national level geopolitical importance; of course this is going on.

>>106018011 (OP)
Trump should waive all taxes Intel has to pay under the condition everything's invested in the fabs.

>>106020570
>macs
lol
>servers
i only use x86
>laptops
same

maybe i dont see the whole picture or am up to date with the consumer scene but everything in my life that isn't a phone or tablet is x86.

>In Tel Aviv failing
good.

>>106018011 (OP)
all publicly traded companies in all industries have statements to that effect in the forward looking statements of their 10-K and 10-Q.

t. CPA who works in financial reporting at a publicly traded company

>>106018011 (OP)
>>106020929
as an example, here is walshart. look at page 33.
https://stock.walmart.com/sec-filings/all-sec-filings/content/0000104169-23-000052/wmt-20230430.htm#i14816da39660453bab859c54f1f15f8d_115

>>106020375
TSMC's EUV throughput is at least 3 times better than the baseline established by ASML. They're in a completely different realm of expertise...

>>106020833
>i
>my life
well there you go, I'm talking about the market, not you

As a result of completing the 2024 Restructuring Plan and starting the 2025 Restructuring Plan ...

such a healthy company, a new restructuring plan every year.

>>106021184
even if true, I don't think this would have that major of an effect on wafer costs; there are something like 1000 processes per wafer before dicing on a modern chip, and only a few of them (though very critical) are EUV.

>>106018397
>>106020607
Hmmmmm

Everyone is broke, so not surprise it's happening to Intenl even.

>>106018011 (OP)
I posted this yesterday and someone responded "buy the dip"

>>106018397
Pat is the faggot who """invested""" in hiring blacks and trannies and pajeets lmao

>>106020957
walmart didnt drop 10% today and isnt trading at half what it was 5 years ago

>>106018152
take it back to r*ddit кoмpaд. standard oil drove the price of kerosene down from multiple dollars per gallon to like 10c/gal

Nvidia should be forced to buy Intel's fab business

>>106018011 (OP)
yeah this is just getting sad at this point

>>106022612
Petroleum is evil, capitalist.

>>106022454
Reminder that AMD was at < $3 for nearly half a decade

>>106018011 (OP)
serves them right for collusion
hopefully dell follows next

>>106022740
Can we please use market cap , not stock price which is completely useless

>>106022647
its naturally produced by the earth

>>106022801
stock price is extremely useful when you, for example, buy intel at $50 and 5 years later its worth $20

>>106018011 (OP)
> 2 billion.
What did they do with all their money?

>>106022801
market cap is useless you retard

>>106019469
>x86 isn't the only game in town anymore
It never was. There was 68k and all the RISCs (MIPS, ARM, SPARC, PowerPC/POWER, ALPHA, etc.).

>>106024210
I'm not talking about >30 years ago, since 2006 x86 was totally dominating the personal computer market, but now it's fading, ARM is growing, RISC-V looks like it has potential (Two More Decades).

>>106018011 (OP)
I told you faggots years ago Intel was finished if they didn't reverse course on R&D. Guess they decided to rapidly kill the company rather than let it die a slow death.

>>106018142
Every modern business has been reduced to a finance pyramid scam, and they are cashing out.

>>106018011 (OP)
>keep jewing EVERYONE as hard as you can because AMD are worse than you
>AMD catch up hard, Ryzen is fucking amazing and flips the script, they are now winning on TDP AND price AND performance
>Intelaviv do nothing, the N100 series is good enough for cheap low power server machines
>Their new flagship chips are now way too power hungry and don't even perform notably better, still charging a much higher price for this
>Then they come out with a generation of chips that brick themselves during basic workloads consistently, customers across the board are all getting crashes and watching their expensive hardware stop working
>deny it all, bury your head in the sand
>companeis PROVE it was your fault and not theirs, at this point every shred of goodwill has been burned
>Rightfully everyone buys AMD instead because they're just a better deal and they have nothing to do with your bugged chip generation
>Intel collapses in real time because of this monumental fuckup

I really did want their GPUs to do better, but the CPU division absolutely shit the bed by not innovating enough and thinking they could keep ripping off customers when the rival product was literally better.

>>106024450
Fiat is a pyramid scheme. The dollar is about to crash.

Peak oil was reached in 2019

>>106018011 (OP)
>Step 1: Fire all your employees
>Step 2: Close all your factories
>Step 3: Cancel all development on your products
>Step 4: Profit

DESU I don't really understand the plan, but I'm sure those suits know something I don't.

>>106024523
israelis do what israelis do

man I still remember the time when Intel's reign was unchallenged and no one dare thing it would ever go under as AMD was struggling to catch up. How the tables have turned

>>106023581
the project was frozen along with other fabs around the world

intel gives amd a free win

>amd somehow fumbles it

>>106022434
> I don't think this would have that major of an effect on wafer cost
Because in a modern fab the expose step is the main bottleneck and litho machines are +10 times more expensive than DUV machines, so it's also the investment cost.
Now add multiple patterning, that require multiple exposures per photomask, now the thourghput is 2 - 4 times worse, you now need 2-4 times more machines each worth $150-300 million...
Meanwhile TSMC still have better throughput using 0.33NA machines than intel with the newer 0.55NA for nodes smaller than 3nm, they're also are saving a lot because the older 0.33NA is cheaper and their pellicules last far longer so there's less stoppages and risk of damaging the masks.

Intel's vax status??

>>106022518
all companies pander.

>>106018899
>I'm pissed I can't buy a B770 nearly 8 months after the B580 was released.
The B770 was never "coming soon" and whoever told you it was is a retard. B770 was slated to come out first but it was canceled because the brass at Intel didn't think it would be competitive in the $500-700 market. Then Blackwell came out and it was shit, but at point B770 was completely out of the pipeline and it would have been so long before it could possibly be brought to market that it didn't make sense to divert resources to a product that would be on shelves for less than a year before being superseded.

>>106018638
The problem is that it's a chicken and egg. 18A has to get off the ground but it has a grand total of two external customers and they need revenue from 18A to do 18A-P and then bridge to 14A. Doesn't look great. I also strongly disagree with what Tan is doing with cutting way too deep and scaring off senior staff that do important work. That would set off a losing spiral. I hope I am wrong but the cuts are super deep.
>>106025941
A B770 will not be competitive without incurring some major losses and even though the drivers have improved, gaming is still kinda shit.
Most likely, the die is being revived but is going to be used for AI in a B70 or something in Q4.

apologize

>>106027434
>im le simple farm boy at heart <--- (actual twitter bio)
>runs F500 tech company into the ground

>>106027434
with no survivors!
>dad is here >>> waffers

>>106018011 (OP)
reminder that Trump klled the CHIPS act while stating he was all for fabs returning to america.

>>106028623
Computers are woke so he rugpulled the tech industry.

>>106028623
why dont you explain why the average american benefits from being robbed at gunpoint either via taxes or via inflation to line the pockets of a corporation that hates them and wants them dead?

>>106028650
Then patch that part. Nobody likes political schizophrenia, especially fabs.

>>106028675
>why dont you explain why the average american benefits from being robbed at gunpoint either via taxes or via inflation to line the pockets of a corporation that hates them and wants them dead?
this is oddly close to the line actual leftists (as opposed to american liberals) repeat over and over: the government exists to make corporations and the rich even richer. like how Trump gave billions to corporations during the pandemic, and keeps lowering taxes and pressuring the fed chairman to lower taxes so corporations can get cheap loans.
on the other hand, right wingers and US liberals defend corporations because "they give jobs".
yet you are here defending the orange faggot. all of this in a thread dedicated to crying over the sad state of yet another american multinational corporations.
I'm not the one who should explain this to americans. americans are too retarded to understand anything anyway. they really believe they are 2 political parties that are different from one each other and that $CURRENT_POTUS is there to defend their interests against $EX_PRESIDENT and $OPPOSITION_CANDIDATE
LMAO

>>106029092
>pressuring the fed chairman to lower taxes
*lower interest rates

>>106018011 (OP)
Good job lip bu tan
Now nobody else will want to invest millions porting over their ip blocks to Intel's nodes since intel is overly willing to kill the next gen nodes without notice
>Bad products
>Bad foundry too
Intel's days are numbered

>>106018831
x86 is a bit of an exception because basically all of the instructions are decoded into micro and macro ops, there havent been any "true" x86 cpus for a very long time.

>>106018011 (OP)
>financial concerns
Hmmmmmmm

>>106025941
its coming, but it wont be a consumer card , it will sold as a compute card/workstation, intel's driver overhead is horrendous on the b580 for games, releasing a faster gpu will be pointless until that gets fixed.

amd won

>actual tech thread
>barely gets <150 posts
bump

>>106027434
Guy should've been there after BK got fired. Instead Bob Swan somehow was given the seat and fucked around for a crucial 2 years that was needed for Pat's turnaround and by the time he came on in 2021, it was too late to implement his plan. Whatever he actually accomplishes, Tan is going to reap all the benefits like what Lisa did with Rory's work.
>>106030944
Grim but this is better than average as sad as it is. Nu /g/ is completely coomsumer brained.

>>106031214
Lip bu tan is undoing a lot of good that pat did
Inb4 Arc gets axed next week

>>106031245
Arc is needed across too many domains to be cut, from iGPUs to edge inference/workstation like Battlematrix. I can see certain segments of graphics going like desktop GPUs fighting against AMD Radeon and Nvidia RTX going away because it isn't profitable. But that is not all of Intel's graphics division.

>>106018011 (OP)
Kikes bleeding this company dry left and right
You just know they wasted millions trying to decide if they wanted to waste more millions on their shovelware
Kikebeurocracy is death by a thousand sniveling greedy cunts

>>106022740
>AMD
i bought in at 14 bucks.

>>106031257
there is a strong synergy between having powerful discrete desktop gpus and datacentre gpus being able to run the same code which is what nVidia did before they went all in on AI, but i'm not sure Tan will buy into this and him killing discrete arc will also cause the downfall of their datacentre gpus from having no applications and developer support

>>106029198
The 8086 basically did this. So there has never been a true x86 cpu.

>>106018011 (OP)
yeah. just stop with everything, whatever, hardly anyone uses over fraction of full power of current cpus anyway.. right?