Arm laptops and Arm servers are two monster barbarians at the gate. Gelsinger despite what he says is pivoting towards being America’s chip fab so he’s pretty much intent on retreating from that fight and competing against Samsung and TSMC instead. Which I don’t think is a terrible strategy, since he can sell the government FUD about supply chains and how you can only trust an American company to make CPUs for the military.
He’s just bullshitting the press. He’s a CEO. They’re all liars.
and how you can only trust an American company to make CPUs for the military.
Well…yes. The US Military is pretty explicit on their onshore desires and requirements. The last thing they want is military chips manufactured right off the coast of China
Which I don’t think is a terrible strategy, since he can sell the government FUD about supply chains and how you can only trust an American company to make CPUs for the military.
That is exactly why I own some Intel stocks. Intel is bullshitting its way into becoming a cushy government contractor because it’s the only American chip manufacturer left. I’m already paying uncle Sam taxes. I might as well try to get some of my money back by owning Intel stock.
I don’t have that much faith in Intel’s actual chip designs going forward though. I think Apple will continue to lead in laptop chips with Qualcomm joining the ride, AMD will continue to be better for server CPUs with Ampere Computing/Graviton joining the competition, and Nvidia will continue to dominate GPUs and AI chips as always. It’s hard for me to see how Intel can win in actual chip designs in the next 5 years.
Make sales are expected to have a downturn since although m2 chips lead in perf/watt for cpus, they’re still too expensive and slow gpu side for the average user. Intels greatest strength is economies of scale, especially if meteor lake runs well with mcm then it lowers production cost significantly.
I dont think intel can win in chip designs in the next 5 years but if they are competitive with their fabs, they’re in a good position as volume is more important.
Doesn’t opening up Intel fabs also open up x86 for mobile and server customers? If that’s the case why wouldn’t Amazon jump on the x86 bandwagon for their server chips? Especially now that the gap between 14nm and 7nm is being closed with 2nm vs 18a.
“Tis but a scratch”
Arm laptops and Arm servers are two monster barbarians at the gate. Gelsinger despite what he says is pivoting towards being America’s chip fab so he’s pretty much intent on retreating from that fight and competing against Samsung and TSMC instead. Which I don’t think is a terrible strategy, since he can sell the government FUD about supply chains and how you can only trust an American company to make CPUs for the military.
He’s just bullshitting the press. He’s a CEO. They’re all liars.
Well…yes. The US Military is pretty explicit on their onshore desires and requirements. The last thing they want is military chips manufactured right off the coast of China
That is exactly why I own some Intel stocks. Intel is bullshitting its way into becoming a cushy government contractor because it’s the only American chip manufacturer left. I’m already paying uncle Sam taxes. I might as well try to get some of my money back by owning Intel stock.
I don’t have that much faith in Intel’s actual chip designs going forward though. I think Apple will continue to lead in laptop chips with Qualcomm joining the ride, AMD will continue to be better for server CPUs with Ampere Computing/Graviton joining the competition, and Nvidia will continue to dominate GPUs and AI chips as always. It’s hard for me to see how Intel can win in actual chip designs in the next 5 years.
Make sales are expected to have a downturn since although m2 chips lead in perf/watt for cpus, they’re still too expensive and slow gpu side for the average user. Intels greatest strength is economies of scale, especially if meteor lake runs well with mcm then it lowers production cost significantly.
I dont think intel can win in chip designs in the next 5 years but if they are competitive with their fabs, they’re in a good position as volume is more important.
Doesn’t opening up Intel fabs also open up x86 for mobile and server customers? If that’s the case why wouldn’t Amazon jump on the x86 bandwagon for their server chips? Especially now that the gap between 14nm and 7nm is being closed with 2nm vs 18a.
Giving a license for the x86 ISA is a different matter from allowing them to use their fab to make ARM chips.
Also the x86 ISA is not actually very good. It’s good at a few specific things but ARM is generally more efficient overall.
so youre saying we should trust china?
US Government computers get more fps that way, yes /s