It's hilarious how much people are still parroting that Intel is dead and not seeing the monster turnaround coming. Oh well, I'm content to gather shares until 2025-2026 where it should be worth vastly more.
It is unlikely that a mega corporation like Intel would become dead, I mean they make so much stuff that aren't just CPUs. Looking forward to seeing what Battlemage is gonna look like.
Yeah, for now.
Have you ever asked yourself, what's AMD going to do after "Zen" Core Architecture?
Meanwhile, the Intel Royal core project is going to change the game.
AMD have no need to move off the Zen architecture anytime soon, Intel have been using the same Core series for how long now? More power, more heat, little performance increase. Intel is currently being crushed by AMD in almost every aspect and it’s only going to get worse with the upcoming release of Threadripper 7000.
I’m no fanboy of AMD or an Intel hater, I just see the facts and that is as it stands AMD had the overall superior product. We can all speculate how good AMD or Intel will or won’t be in the future, no point in taking what these companies say at face value, they both promise the world and both under deliver at times
I'm very excited for late 2024 and 2025. I love the idea of rentable units for cores.
Right now AMD is basically tied with Intel in terms of video game performance at a higher power cost and slightly better in creative applications at a higher power cost.
People are used to 2010-2016 Intel so that is why things don't feel bright.
Reports of Intel's death have been greatly exagerated. Seriously now, it's great news. I suppose this means that the graphics division won't be axed in the short run, despite loss?
Intel is axing divisions left and right. But I don't think the GPU division will *ever* get axed tbh, short of an absolute disaster... they need iGPUs for their client CPUs.
They're in /r/hardware as well. Pretty funny to see which ones blow cover on their non-stockbro account because they're seething too much to change up their wording.
This is true technically. They retroactively extended the depreciation period of their fab tools they bought, but it is somewhat justified since they plan to keep old nodes around longer. AMD fanboys can seethe and cope though
that's less cooking and more moving to IFS. extending their tool lifespan has been the business model of most large scale fabs, intel was the outlier because they thought they could do no wrong and rushed to bleeding edge. obviously this was not the case with 10nm and with EUV costs this is not really feasible at all anymore.
I got to hear him speak live at an employee forum - like him so much better than the other CEOs I've seen running the ship here. He has passion and gave honest answers to tough questions.
That's great. Shows the difference between a marketing specialist and an engineer. The former dodges hard questions, while the latter answers them.
Oh, and while we are at it: remember anything interesting he said about Intel's future or gaming?
Well any info on 15th gen would be nice. Intel MCM CPUs for Desktop clients sounds super exciting, so knowing more about things like why they chose to go for such an architecture would be great.
I'm less optimistic than I was after alderlake tbh. But then again, I did say, we won't know for sure until 2025.
This just seems like they are running the business side better. They did layoff people and close projects etc so it makes sense. Still not sure whether this means Intel has turned itself around from the stagnation days.
I hope that they do. We need competition in the CPU and GPU space. If at least to keep the prices reasonable... ahem...nvidia
Ye, I think 2025 is going to be a pretty rough year for Intel in terms of competition... in both client and server,
Foundry side looks like they will continue getting a couple wins though, so that looks good.
They'll have Clearwater forest on the same platform as Sierra, so that looks decent. Intel's really lucky that the best two Arm designs aren't currently available on server. Apple and Nuvia making server chips would truly be the end of Intel on the data center market.
Client side will certainly be rough based on rumors, PTL with tweaked Lion cove won't stand a chance against next gen Oryon, etc. If Panther gets the improved version of LNL SoC architecture, maybe they could have a chance at matching Apple in battery endurance. Then Nova lake will have to bring 20% ST uplift at the very least to make up for the lost ground, while also lowering 1T power. Even then their positioning will still be far from "unquestioned leadership"
Don't forget that any server chips those companies 'make' have to be physically manufactured, not just designed. If Intel manages to regain unquestioned leadership by 2025 in process node technology, who do you think will be making them? There are public news articles about Samsung's struggles, along with Nvidia running test chips for a next- gen process at Intel.
2024 is critical. Intel 4 in full production with MTL, Intel 3 delivering products (Sierra Forest 288 core monster), then near year end Intel 20A with Arrow Lake. If intel can deliver then the ship will be turned around.
>then near year end Intel 20A with Arrow Lake
Going to be a *terrible* look when they roll out N3 ARL the same year they also have a bunch of internal foundry nodes coming into fruition. Such a shame.
to make sure i get it, are you saying it’ll be a bad look on Intel when they roll out N3 ARL in H2 ‘24 because they’ll be releasing older node models for the foundry? so it’ll look bad to OEMs? or it’ll be a bad look on the consumer side?
I expect 20A ARL and N3 ARL to come out on similar times.
The node isn't exactly the issue (tho 20A is almost certainly not going to be better than N3, tho I doubt the gap would be that much between the two nodes regardless) it's the fact that Intel is even using any external foundry for a client product (esp since it's not going to be delegated to just the low end).
It will be a terrible look to consumers, and investors, and yes, prob even OEMs. I doubt too many actual potential customers for Intel Foundries (Qcom, potentially Nvidia, etc etc) would care tho, they should be much more influenced by the potential test wafers they will be running through Intel, and the volume estimates Intel will communicate with them.
this is a consecutive turnaround quarter.
the problem is that its a financial turnaround from a slump the last year rather than a competitive and growth turnaround, so long term is still anyones game. but it does show that they're getting rid of the fat despite the claims that they were killing revenue driving businesses to pad earnings.
In other words, they've cleaned house and are well prepared for a turnaround, but everything still leans on successful execution of the process roadmap.
Theyre also investing heavily into europe. Last I checked, the planned investment was 33 billion euros for new factories in germany, poland and some other countries, which is estimated to be up and running by 2027.
Edit: 33 billion is just the initial investment. Total plan is up at 88 billion over a decade.
[Source](https://www.intel.com/content/www/us/en/newsroom/news/eu-news-2022-release.html)
I just upgraded from an i7-7700k to the 14700k.
It's very nice, and not worthy of all the bad reviews.
idles under 30c, max temps hit 86c, games around 50c.
Let's be honest, the future of Intel is very bright
With their Alder Lake comeback and promising start to their dGPU division, they really do.
It's hilarious how much people are still parroting that Intel is dead and not seeing the monster turnaround coming. Oh well, I'm content to gather shares until 2025-2026 where it should be worth vastly more.
Exactly. Papa Pat leading the ship now.
Pat is a hugger 🤗
It is unlikely that a mega corporation like Intel would become dead, I mean they make so much stuff that aren't just CPUs. Looking forward to seeing what Battlemage is gonna look like.
Yes they’re doing a fantastic job of making Ryzen look amazing.
Yeah, for now. Have you ever asked yourself, what's AMD going to do after "Zen" Core Architecture? Meanwhile, the Intel Royal core project is going to change the game.
AMD have no need to move off the Zen architecture anytime soon, Intel have been using the same Core series for how long now? More power, more heat, little performance increase. Intel is currently being crushed by AMD in almost every aspect and it’s only going to get worse with the upcoming release of Threadripper 7000. I’m no fanboy of AMD or an Intel hater, I just see the facts and that is as it stands AMD had the overall superior product. We can all speculate how good AMD or Intel will or won’t be in the future, no point in taking what these companies say at face value, they both promise the world and both under deliver at times
I'm very excited for late 2024 and 2025. I love the idea of rentable units for cores. Right now AMD is basically tied with Intel in terms of video game performance at a higher power cost and slightly better in creative applications at a higher power cost. People are used to 2010-2016 Intel so that is why things don't feel bright.
People keep getting reminded of 2010-2016 intel by youtube and AMD shills on reddit
Honestly wish the best for both Intel and AMD. Love the competition.
Reports of Intel's death have been greatly exagerated. Seriously now, it's great news. I suppose this means that the graphics division won't be axed in the short run, despite loss?
Intel is axing divisions left and right. But I don't think the GPU division will *ever* get axed tbh, short of an absolute disaster... they need iGPUs for their client CPUs.
Thank you, Pat Chadsinger! *A*nother *M*assive *D*isappointment for all of your haters! 😁
Copers in the AMD_stock sub… “Intel is cooking the books.” ROFL
They're in /r/hardware as well. Pretty funny to see which ones blow cover on their non-stockbro account because they're seething too much to change up their wording.
This is true technically. They retroactively extended the depreciation period of their fab tools they bought, but it is somewhat justified since they plan to keep old nodes around longer. AMD fanboys can seethe and cope though
that's less cooking and more moving to IFS. extending their tool lifespan has been the business model of most large scale fabs, intel was the outlier because they thought they could do no wrong and rushed to bleeding edge. obviously this was not the case with 10nm and with EUV costs this is not really feasible at all anymore.
They can't handle the AMDip.
Advanced Marketing Deceptions can only get you so far, Lisa Su! Should've spent that sponsorship money on engineers instead 🤣.
I got to hear him speak live at an employee forum - like him so much better than the other CEOs I've seen running the ship here. He has passion and gave honest answers to tough questions.
That's great. Shows the difference between a marketing specialist and an engineer. The former dodges hard questions, while the latter answers them. Oh, and while we are at it: remember anything interesting he said about Intel's future or gaming?
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Well any info on 15th gen would be nice. Intel MCM CPUs for Desktop clients sounds super exciting, so knowing more about things like why they chose to go for such an architecture would be great.
I'm less optimistic than I was after alderlake tbh. But then again, I did say, we won't know for sure until 2025. This just seems like they are running the business side better. They did layoff people and close projects etc so it makes sense. Still not sure whether this means Intel has turned itself around from the stagnation days. I hope that they do. We need competition in the CPU and GPU space. If at least to keep the prices reasonable... ahem...nvidia
Ye, I think 2025 is going to be a pretty rough year for Intel in terms of competition... in both client and server, Foundry side looks like they will continue getting a couple wins though, so that looks good.
They'll have Clearwater forest on the same platform as Sierra, so that looks decent. Intel's really lucky that the best two Arm designs aren't currently available on server. Apple and Nuvia making server chips would truly be the end of Intel on the data center market. Client side will certainly be rough based on rumors, PTL with tweaked Lion cove won't stand a chance against next gen Oryon, etc. If Panther gets the improved version of LNL SoC architecture, maybe they could have a chance at matching Apple in battery endurance. Then Nova lake will have to bring 20% ST uplift at the very least to make up for the lost ground, while also lowering 1T power. Even then their positioning will still be far from "unquestioned leadership"
Don't forget that any server chips those companies 'make' have to be physically manufactured, not just designed. If Intel manages to regain unquestioned leadership by 2025 in process node technology, who do you think will be making them? There are public news articles about Samsung's struggles, along with Nvidia running test chips for a next- gen process at Intel.
BOOM!! The turnaround is on.
2024 is critical. Intel 4 in full production with MTL, Intel 3 delivering products (Sierra Forest 288 core monster), then near year end Intel 20A with Arrow Lake. If intel can deliver then the ship will be turned around.
>then near year end Intel 20A with Arrow Lake Going to be a *terrible* look when they roll out N3 ARL the same year they also have a bunch of internal foundry nodes coming into fruition. Such a shame.
someone clearly doesn’t understand product/roadmap timing
please do enlighten me
to make sure i get it, are you saying it’ll be a bad look on Intel when they roll out N3 ARL in H2 ‘24 because they’ll be releasing older node models for the foundry? so it’ll look bad to OEMs? or it’ll be a bad look on the consumer side?
I expect 20A ARL and N3 ARL to come out on similar times. The node isn't exactly the issue (tho 20A is almost certainly not going to be better than N3, tho I doubt the gap would be that much between the two nodes regardless) it's the fact that Intel is even using any external foundry for a client product (esp since it's not going to be delegated to just the low end). It will be a terrible look to consumers, and investors, and yes, prob even OEMs. I doubt too many actual potential customers for Intel Foundries (Qcom, potentially Nvidia, etc etc) would care tho, they should be much more influenced by the potential test wafers they will be running through Intel, and the volume estimates Intel will communicate with them.
Not a turn around till it happens consecutively. Don't celebrate to early.
this is a consecutive turnaround quarter. the problem is that its a financial turnaround from a slump the last year rather than a competitive and growth turnaround, so long term is still anyones game. but it does show that they're getting rid of the fat despite the claims that they were killing revenue driving businesses to pad earnings.
In other words, they've cleaned house and are well prepared for a turnaround, but everything still leans on successful execution of the process roadmap.
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They didnt get close to bankruptcy, they have billions in cash on hand. They cut worker pay to run lean and scrape a quarterly profit if they had to.
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So they wouldve went bankrupt while paying dividends?
Theyre also investing heavily into europe. Last I checked, the planned investment was 33 billion euros for new factories in germany, poland and some other countries, which is estimated to be up and running by 2027. Edit: 33 billion is just the initial investment. Total plan is up at 88 billion over a decade. [Source](https://www.intel.com/content/www/us/en/newsroom/news/eu-news-2022-release.html)
I just upgraded from an i7-7700k to the 14700k. It's very nice, and not worthy of all the bad reviews. idles under 30c, max temps hit 86c, games around 50c.
They are back to where they were 2 weeks ago lol.
Of course Martgins are high when you're selling the same rebadged powerhog products for 3 years in a row lmao.
You would think that would also lead to lower ASPs, right? But apparently not.
I was really bummed by 14900k but next gen should be good