What Went Wrong With Intel? - /g/ (#106034484)

Anonymous
7/26/2025, 5:03:43 PM No.106034484
intel
intel
md5: 288bcb1319524cd108f14b80e2371c80🔍
And what would it take for them to recover?
Replies: >>106034518 >>106034547 >>106034605 >>106034693 >>106034760 >>106034835 >>106035055 >>106035191 >>106035219 >>106035269 >>106035477 >>106037549 >>106038808 >>106039417 >>106039423 >>106039442
Anonymous
7/26/2025, 5:04:39 PM No.106034494
Taxpayers money.
Replies: >>106034895
Anonymous
7/26/2025, 5:06:13 PM No.106034518
>>106034484 (OP)
I remember reading a post by a man who had worked there a long time ago, and he said the company was discriminating against men, hiring unqualified females, that sort of stuff.
Replies: >>106034605 >>106034705 >>106035387 >>106038288 >>106039479
Anonymous
7/26/2025, 5:08:49 PM No.106034547
>>106034484 (OP)
They got complacent with their market lead and dominance and failed to see the need for a continuous innovation. Then a competitor stepped in with better ideas.
Anonymous
7/26/2025, 5:14:51 PM No.106034605
>>106034518
DEI wokeness strikes again.

>>106034484 (OP)
>And what would it take for them to recover?
Hire only white men.
Replies: >>106034705
shinji
7/26/2025, 5:22:38 PM No.106034693
>>106034484 (OP)
>what went wrong
money causing them to stop caring about improvement
>what would it take for them to recover
money injection and no longer ignoring that their products kinda suck


god waiting for the captcha takes forever i miss my pass
Anonymous
7/26/2025, 5:23:45 PM No.106034705
>>106034518
>>106034605
>some guy somewhere said something about the company, i believe it because i want it to be true
Replies: >>106034725 >>106034944
Anonymous
7/26/2025, 5:25:44 PM No.106034725
>>106034705
My memory is admittedly a bit vague, but it was a serious post.
Replies: >>106034753 >>106034927
Anonymous
7/26/2025, 5:27:51 PM No.106034753
>>106034725
>i really really want it to be true so it is
Replies: >>106034943
Anonymous
7/26/2025, 5:28:14 PM No.106034760
>>106034484 (OP)
They're never recovering. The current CEO is only interested in picking apart the company to boost it's stock short-term before he6ll golden parachute away back to broadcom
Replies: >>106034869
Anonymous
7/26/2025, 5:35:18 PM No.106034835
>>106034484 (OP)
They got complacent way back when in their quad-core stagnation days which gave AMD the opportunity to finally strike back with Ryzen. This coincided with Intel fucking up their manufacturing process and thus also their opportunity to make proper competitors for Ryzen and so they entered their 14nm+++++++++++++ days. During this time Intel did little beyond slapping on more cores and pushing clocks higher at the expense of ridiculous power consumption, while Ryzen saw real improvement until it turned from a threat nipping at Intel's heels to the actual performance leader.

Intel eventually sorted their production shit out but it was too little, too late. I also think cloning the ARM big.LITTLE design with trash cores in fucking desktop PC processors was a shit move by Intel. PCs and the software running on PCs weren't meant for that sort of architecture and it takes software and an OS knowingly written for it in order to reap more benefits than the trouble it causes otherwise. It's a bad idea for a segment with decades worth of history and backwards compatibility that has never been meant to work with shit cores that are not only much slower but don't even run the same fucking instruction sets. Really retarded.

In order to recover, what they need is "simple" but the way to get there isn't easy or easily discernible. Obviously, they need to make better products than AMD or to sell them at very attractive prices at the very least. Like AMD did with Ryzen. But this isn't going to be easy, because unlike Intel back then, AMD has actually kept improving Ryzen CPUs and it doesn't look like they're going to be giving Intel years of stagnation in which to play catch-up.
Replies: >>106035020
Anonymous
7/26/2025, 5:37:53 PM No.106034869
>>106034760
He's a Christian and will wage a holy crusade against amd niggers. Buy intel stock now, 10x opportunity in the near future
Replies: >>106035517 >>106038298
Anonymous
7/26/2025, 5:40:28 PM No.106034895
>>106034494
Is intel still a mostly israeli company? So is that a definite bailout to them coming soon?
Anonymous
7/26/2025, 5:43:41 PM No.106034927
>>106034725
I can't find it in the archives. Do you remember anymore keywords?
Replies: >>106034943
Anonymous
7/26/2025, 5:45:51 PM No.106034943
>>106034753
All these major corporations openly admit to doing this, in fact they're proud of it, so it's not even relevant whether the man was telling the truth. It's a fact that this happens.

>>106034927
It was on /r/mensrights, I think, not 4chan.
Replies: >>106035127
Anonymous
7/26/2025, 5:45:56 PM No.106034944
They got complacent. And instead of investing in the shit they were good at, they tried to break into established markets. They wanted to unironically compete with Nvidia in the AI market.

>>106034705
I live near the Oregon campus, and at least here, it's definitely a contributing factor. The entire Portland metro area as a whole is dying due to ridiculous bleeding heart policies. All it takes is one giga liberal Latinx genderqueer hr lady to cry foul and the entire campus is forced to toe the dei line or face the wrath of the left wing extremists that run every institution and government agency out here.
Anonymous
7/26/2025, 5:53:50 PM No.106035020
>>106034835
This

I really have no idea who they thought that arm clone architechture was for. Professionals would want a real workstation cpu, and if you're not a pro desktop is good enough. Streamers? but desktop is good enough for that. ditto basically everything else. They pretended their big little arm clone was some new idea even.

Instead of pointing out the years of rot and anti-consumerism, news sites are blaming it on intel not making ai processors fast enough.
Replies: >>106035107
Anonymous
7/26/2025, 5:56:56 PM No.106035055
>>106034484 (OP)
They got complacent. AMD went on hiatus after Bulldozer didn't really pan out, and looking at the market share of CPUs at the time, they probably thought they had a lot more time before they had to deal with proper competition. The issues they had with their 10nm process really set them back, once Zen came around they were very behind. They probably should have been looking at cutting their upcoming GPU launch by that point. Not even saying their GPUs are bad or anything, but they should have been pouring resources in defending their CPU marketshare because ARM started eating up server marketshare, and then Apple got in on the fun with the consumer market.
Intel blinked, they should have been bolstering their lead, instead they got lazy and they are still not done paying for it.
Anonymous
7/26/2025, 6:03:21 PM No.106035107
>>106035020
I think it was just a move born out of desperation. Their "performance" (aka normal) cores were too hot to compete with AMD, Intel was going to get rekt really badly both on the 1T AND on the nT results by AMD making universally faster and more efficient CPUs at the same time. I think they added their shit cores as a desperate move to at least claw back some numbers on the nT front, you can see that modern Intel consumer CPUs are still somewhat competitive at the "embarrassingly parallel" kind of workload. If they hadn't cloned big.LITTLE I expect they would've been getting slaughtered across the board. Basically it's good to pump the benchmark numbers up, even though normal PC users are unlikely to be thrilled about this architecture.
Replies: >>106035339 >>106035570 >>106035571
Anonymous
7/26/2025, 6:05:35 PM No.106035127
>>106034943
>because of hearsay and conjecture this is true
okay.
Anonymous
7/26/2025, 6:07:49 PM No.106035149
I don't care for any western pro blm company, they will all fall eventually
Anonymous
7/26/2025, 6:12:38 PM No.106035191
>>106034484 (OP)
what do you expect from the retards who decided to build a $30 billion fab in a place where rockets are constantly falling.
Anonymous
7/26/2025, 6:14:57 PM No.106035219
>>106034484 (OP)
>Gender politics in muh material science
Do you want to know the truth?
AMD manufacturing processes are much more efficient than Intel's.
CPU's come from a grid of a silicon wafer. Intel's manufacturing practices created issues at smaller nano levels, which meant there were less shippable CPUs per wafer. AMD was simply able to create a product more efficiently that undercut Intel's more expensive manufacturing.
Replies: >>106035269
Anonymous
7/26/2025, 6:20:11 PM No.106035269
>>106035219
AMD isnt manufacturing anything for more than 15 years now. All that infinity fabric stuff etc. is TSMC intellectual property.
>>106034484 (OP)
Fuck intel and fuck Israel.
Replies: >>106038721
Anonymous
7/26/2025, 6:26:46 PM No.106035339
>>106035107
Sounds about right. Normal pc users did complain for a while that it felt like intel was just making cpus optimized just for the benchmarks. It sure was wild seeing Intel shills adopt the old amd shill lines, about muh more cores and muh productivity.
Replies: >>106035370
Anonymous
7/26/2025, 6:29:49 PM No.106035370
>>106035339
That's about how it goes. Perhaps there may be some truth to the efficiency on mobile platforms (laptops and so on) but I honestly haven't really looked at that space in a long time so I don't know about it. It does seem that in terms of quantity Intel is still by far the major presence there, but I don't know whether it's due to actual efficiency & battery life or just contracts with manufacturers and shit.
Replies: >>106035590
Anonymous
7/26/2025, 6:31:13 PM No.106035387
>>106034518
>I remember reading a post
lol
Anonymous
7/26/2025, 6:39:25 PM No.106035477
>>106034484 (OP)
All they need to do is a no cuck core, X3D processor
Replies: >>106035735
Anonymous
7/26/2025, 6:44:12 PM No.106035517
63-637418_6792814-pink-wojak
63-637418_6792814-pink-wojak
md5: c4f9fd71ec837762e0ac8939e564f6e9🔍
>>106034869
NOVA LAKE WILL BE GOOD NOVA LAKE WILL BE GOOD NOVA LAKE WILL REDEEM
Anonymous
7/26/2025, 6:48:49 PM No.106035570
>>106035107
Their performance cores are on a monolythic die and they couldn't compete with more cores because failure/bin rate is too high and they can't get yields at the same rate as amds pure chiplets. So they thought they could make one monolythic and then add chiplets on the back end to add more cores. It makes sense for them because they put everything into monolythic and figured the lower latency on it would keep outperforming. But it didn't.
Anonymous
7/26/2025, 6:48:50 PM No.106035571
>>106035107
The funniest thing is that they wholly expected consumers to just eat that shit up but what ended up happening was that alderlake sales fell through after the first 3 months and they were left with stockpiles of alderlake cpus nobody wanted for the next 3 years until raptorlake was about 12-18 months old
Anonymous
7/26/2025, 6:50:05 PM No.106035590
>>106035370
I used to tell people to buy intel on laptop becsuse their igpus were better but since zen5 that isn't even true anymore.
Anonymous
7/26/2025, 7:03:45 PM No.106035735
>>106035477
Nova lake is supposed to have 144mb of l3 cache to compete with x3d. But I can't wait to see how fuckhuge their new socket is going to be.
Anonymous
7/26/2025, 9:36:08 PM No.106037549
>>106034484 (OP)
Basically they had enough scale to not care about catering to other customers and developing tools, libraries to make that easy. Then 10nm shit the bed and they tried but it was too late.
Now their scale is reduced from multiple competitors while fab R&D and build out is more expensive than ever.
They spend money trying to get customers but fail to get any.

But fabrication isn't all. Lion Cove on 3nm should - on paper - mop the floor with Zen 5 in SPECint 2017 Rate 1. But it doesn't. Design team is shitting the bed simultaneously. Probably a deadly combination. AMD/GloFo were fucking up at the same time with BD/32nm and they only survived because Intel had a monopoly and fucked up. AMD doesn't have a monopoly. If they fuck up in servers Intel still needs to fight ARM shipping cheap ass Neoverse everywhere destroying margins.
Replies: >>106037604
Anonymous
7/26/2025, 9:40:51 PM No.106037604
>>106037549
Aws launched their graviton arm cpus for ec2 which almost certainly is cutting into intels biggest contract
Anonymous
7/26/2025, 10:36:47 PM No.106038288
>>106034518
>he said the company was discriminating against men, hiring unqualified females,
Hah. I knew some liberal feminist in college and she got a job offer from Intel before she even graduated. I remember thinking that was weird at the time since she didn't seem that capable but that's back when I was still a libertarian and hadn't realized how fucked everything had gotten.
Replies: >>106038688
Anonymous
7/26/2025, 10:37:54 PM No.106038298
>>106034869
>He's a Christian and will wage a holy crusade against amd niggers
No that was the last one and the board wasn't having it.
Anonymous
7/26/2025, 11:10:49 PM No.106038688
>>106038288
Lmao you were a leftoid lolbert instead of a ruby ridge lolbert? Embarassing
Anonymous
7/26/2025, 11:13:00 PM No.106038721
>>106035269
How low IQ are you, brownoid? AMD owns the patents for IF, not TSMC. You have no idea what you're talking about.
Anonymous
7/26/2025, 11:16:34 PM No.106038762
Sometimes you rest on your laurels for too long and they start to get all mouldy from the ooze and moisture of your sweaty lethargic 14nm pustules.
Anonymous
7/26/2025, 11:19:47 PM No.106038808
1650754913621
1650754913621
md5: dad04f4fbc0e64494e9a67207aef1703🔍
>>106034484 (OP)
Intel is fine
All the doom and gloom is from the insecure retards who felt bullied when AMD was in the dirt and was rightfully belittled for pushing garbage like bulldozer.

Intel's worst isn't even that terrible of a product.
It's just for some reason the market now has an attitude that if you're not first, then you don't have a right to exist.
Replies: >>106038966
Anonymous
7/26/2025, 11:35:17 PM No.106038966
>>106038808
Intel is losing billions per quarter. Revenue is down 20 billion from peak. Margin is down. A company cannot continue losing money forever without external investment.
It's fine. There's nothing to unfuck.
Replies: >>106039162 >>106039366
Anonymous
7/26/2025, 11:53:12 PM No.106039162
>>106038966
Don't worry intel is backed by the military industrial complex just like google and microsoft. They'll be bailed out on taxpayer dime.
Anonymous
7/27/2025, 12:12:13 AM No.106039366
>>106038966
They are pushing nodes.
Sorry if Intel doesn't make line go up simultaneously while they spend on hardware and R&D

Intel's fundamentals are still good, Its why Google is still purchasing because of good value and supply.
Replies: >>106039376 >>106039431
Anonymous
7/27/2025, 12:13:32 AM No.106039376
>>106039366
Uh huh, that's why Google buys. Not because they can get below market price chips from a desperate Intel.
Replies: >>106039413
Anonymous
7/27/2025, 12:18:08 AM No.106039411
amd still isnt better than intel
Anonymous
7/27/2025, 12:18:21 AM No.106039413
>>106039376
They wouldn't bet on CPUs that have a chance to not be supported should something actually happen. Especially as Google is pretty weird about sticking with hardware for an extreme length of time.

Intel CPUs also have some merit as their interconnect bandwidth is higher than AMD afaik and is the reason they are using Emerald Rapids as the index machines for Blackwell racks.
Anonymous
7/27/2025, 12:18:55 AM No.106039417
>>106034484 (OP)

Stopped researching.
Anonymous
7/27/2025, 12:19:18 AM No.106039423
>>106034484 (OP)
Don't they still have enormous revenue due to AMD not being able to produce enough volumes of epyc?
Replies: >>106039447
Anonymous
7/27/2025, 12:20:02 AM No.106039431
>>106039366
It isn't a line must go up problem. Margin is what affords fab R&D and build out. Lower margin on Xeon combined with only 55% of the server market means process R&D is dead without external customers. Things have to change.
Replies: >>106039516
Anonymous
7/27/2025, 12:20:40 AM No.106039442
>>106034484 (OP)
Bring Gordon Moore back from the dead.
Anonymous
7/27/2025, 12:21:08 AM No.106039447
>>106039423
AMD has more DC revenue than Intel now.
Anonymous
7/27/2025, 12:23:45 AM No.106039479
>>106034518
Funny rumors.
Nobody acknowledges the genius of Gordon Moore.

What the heck is wrong with everyone lol?
Anonymous
7/27/2025, 12:26:40 AM No.106039516
>>106039431
They would have to spin out all fabs go fabless like AMD did.
Replies: >>106039559
Anonymous
7/27/2025, 12:30:06 AM No.106039559
>>106039516
Yes but the catch is they'll be saddled with paying that spin off a lot. Remember the Wafer Supply Agreement that fucked AMD for years or when IBM paid billions to get rid of their fab?
It isn't a magic make the losses go away card.