Intel might be able to fix itself, but a lot of different things need fixing. Far from obvious that Intel will fully recover.

Anonymous wrote:Turning Intel around requires hollowing out a lot of internal infrastructure that is no longer suited for their business goals. The real question is what Intel can do with what's left.

Intel's near monopoly on x86 chips made them complacent.

TSMC and Samsung both came up with much better (smaller micron) silicon processes than Intel. This matters because a better silicon process enables both more chips per wafer and lower power draw. Intel is now paying TSMC to make some of Intels x86 CPU chips.

Meanwhile, ARM kept incrementally improving its CPU designs. Their current 64-bit CPUs (e.g., from Apple, Qualcomm) outperform many current x86 CPUs (maybe not including Xeon) and have lower power consumption (so longer battery life for laptops or tablets).

Now, Intel is behind both on CPU design and silicon process.

Last, Microsoft now is pushing Windows on ARM (instead of x86) to computer makers and to software developers, because MS is tired of having Apple's ARM computers and tablets out perform MS Windows systems.

Anonymous wrote:Good lord. This sucks.

They were supposed to create 30K jobs with the new chip foundry business (and lots of non-direct jobs). Now? They are cutting 15K jobs, gutting R&D, and getting out of foundry after taking billions in federal subsidies. Dividend is suspended for this year. And now emerging reports of CPUs starting to fail en mass.

wtf happened?

GenAI happened. They got disrupted.

I sold all my Intel stock in 2003. today's price is still less then 2003. After 2000 to 2002 Dot-Com crash, Intel has never recovery since then. Intel CEO suck!!

How much longer until the Dot-com crash, Part II? From 2000 to 2002, the Nasdaq dropped 82%. I’m giddy with anticipation for us to see something similar!

Anonymous wrote:Intel also missed the boat on AI.

So investors are not being given a clear plan

Nvidia is taking a beating too, although not as bad as Intel

End of the AI bubble?

Intel also missed the boat on AI.

So investors are not being given a clear plan

The newer 13th and 14th high end chips have a design flaw (too much voltage through the ring bus damaging the individual cores). No obvious fix except reducing voltage and performance. But even low power models are getting damage. Intel has been pretty silent in order to avoid liability. A class action suit was started yesterday. EU laws are very strict on these kinds of issues but the American system seams to favor litigation.

Turning Intel around requires hollowing out a lot of internal infrastructure that is no longer suited for their business goals. The real question is what Intel can do with what's left.

Good lord. This sucks.

They were supposed to create 30K jobs with the new chip foundry business (and lots of non-direct jobs). Now? They are cutting 15K jobs, gutting R&D, and getting out of foundry after taking billions in federal subsidies. Dividend is suspended for this year. And now emerging reports of CPUs starting to fail en mass.

wtf happened?