Intel have just made their BIGGEST MISTAKE yet
youtu.be
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  • siazdghw@alien.topBEnglish
    1·
    11 months ago

    There are so many issues with this video im not sure where to start or even to bother trying to address the video.

    So i’ll just keep to the one big question in the room, what is Intel going to do to against competitive Arm designs?:

    The same thing they are already doing… Despite desktop having a raptor lake refresh, Intel hasnt been sitting still. The roadmap of nodes, new architectures and introducing new design philosophies is more aggressive than Intel has been in the last decade. AMD is providing competition, and Apple too. Intel isnt sitting and doing buybacks while they struggle to improve like they used to, capital is being pulled from other divisions to focus their core foundry and CPU design business. Did Intel predict that maybe Qualcomm would have a competitive SoC for 2024? Maybe? But they’ve already been planning to compete with Apple and AMD, so it changes very little. Also its not like Intel, AMD or Apple could scrap their roadmaps and come up with completely new designs to make sure they bury Qualcomm, all these companies already have designs in motion for the next 4ish generations. Just like Qualcomm, AMD and Apple wont be able to instantly react if Royal Core puts Intel far out in front.

    We also dont even know if Qualcomm can legally use their Nuvia designs, Arm has their lawsuit scheduled for later in 2024. If Qualcomm loses none of this matters, as Snapdragon X will be dead after 1 generation.

  • HippoLover85@alien.topBEnglish
    11·
    11 months ago

    ARM is not an inherent game changer . . . It isn’t some magic bullet, and wont be. IT will be interesting to see how it evolves. But i don’t think intel is making any strategic mistakes at this point.

    Their strategic mistake is ignoring GPUs and AI. If they didn’t buy habanna labs in 2019 they would be so flat footed right now . . . Intel needs to focus on getting their fab technology up, customer engagement, core designs, interconnects, etc. They have more than enough without the distraction of ARM. If anything they should be working with AMD to refine X86 to make it leaner and slimmer with new relevant instructions (like X86s.