Sad day for Intel and America

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"Intel Corp?s plan to outsource manufacturing is the end of an era in US tech When most other US chip companies shut or sold domestic plants years ago, I ntel held out, a strategy that is now in tatters, with the company? s factories struggling to keep up."

CEO Bob Swan made the stunning announcement on Friday, during an earnings call. It sent Intel down 16%, AMD up 16%. Bottom line, Intel first screwe d

10nm, they are only now recovering and catching up on that. Meanwhile Swan announced that 7nm is all screwed up, yields are terrible, it has slipped another 6 months on top of at least six months earlier. Intel won't be in production until 2022/23. MEanwhile AMC is producing 7nm via TSMC right now. By the time Intel is on 7nm, TSMC will be on 3 nm. In short, Intel has gone from being a node ahead to a node behind. And Swan says the answer is Intel is considering outsourcing production to other companies!

I remember discussing this here a couple years ago, warning that this is what happens when you let accountants take over high tech companies. I remember the usual suspects here arguing it was no big deal, it's just "managing". Well, the idiot bean counter from Ebay that somehow would up running Intel sure has screwed this up really badly. It's unlikely Intel will ever recover. And it validates AMD being apparently right and early to get out of fabs years ago and Apple choosing to ditch Intel. It's a sad day for the future of high tech in America.

Reply to
Whoey Louie
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Intel screwed up the transition to EUV somehow. I think the problem was mostly technical.

That said, Intel's management seems to be very rigid.

Intel's other problem is that x86 is ancient and buggy, and biggies like Apple and Google can roll their own Arm-based chips and come out ahead on price and performance.

I think Samsung is going to drop $1e10 or something amazing on a new EUV-based fab too.

Reply to
John Larkin

I can imagine the technical challenges with this takes so much experience with high E-field ionization prevention with unavoidable invisible contamination to get high yields. I can't imagine anyone else competing with TMSC.

Reply to
Tony Stewart

They tried making an x86 low-power derivative to compete with the ARM market segment at one point, it was called Atom and it kinda sucked

Reply to
bitrex

a in US tech

Intel held out, a strategy that is now in tatters, with the company? ?s factories struggling to keep up."

wed

Why?

TSMC is building new fab in AZ,USA and listen to US gov to ditch Huawei.

Samsung OTOH is planning to fab for Huawei.

Reply to
edward.ming.lee

Intel's value has always been superb lithography cranking out bad architectures, and now they don't have the lithography.

--

John Larkin         Highland Technology, Inc 

Science teaches us to doubt. 

  Claude Bernard
Reply to
jlarkin

era in US tech

go, Intel held out, a strategy that is now in tatters, with the company? ??s factories struggling to keep up."

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That was a long time ago. It was a bit like putting thin tires on a Chevy Malibu to try to compete with a Tercel on fuel economy. I believe Intel ha s done much better on low power since then.

--

  Rick C. 

  - Get 1,000 miles of free Supercharging 
  - Tesla referral code - https://ts.la/richard11209
Reply to
Ricketty C

On a sunny day (Tue, 28 Jul 2020 16:40:08 -0700 (PDT)) it happened Whoey Louie wrote in :

...

Also because US national debt is now worse than that of many third world countries. And that debt is increasing.

Intel CPUs also suffer from one security bug after the other. Indeed top down failure.

And on 'top down': A reality show host as PreCedent!

PS writing this on my CORE i5 laptop.. No problems there.

Reply to
Jan Panteltje

On a sunny day (Tue, 28 Jul 2020 18:35:07 -0700 (PDT)) it happened snipped-for-privacy@gmail.com wrote in :

Listening to an idiot PreCedent is not a good sign. Same effect as a cookies baker in control of a tech company.

The whole anti China jive from the current US dictator has brought nobody anything. The next US government (dems or reps) will probably start a war in the Chinese sea or there about and draft all the unemployed as cannon feed like Vietnam.

It is a bit sad that your commie-nuke-ation system is now downgraded just to pester Huawei. Shooting your own foot so to speak.

Reply to
Jan Panteltje

I don't think you understand the U.S. system. The President is just picking consensus from other government officials. The decision to ditch Huawei come from many branches of the government, representing the people's will.

So, you agree that the current CCP polices is independent from the President.

No, we are just waking up from the 50 years war plan from the CCP. Starting from Mo's era, CCP has been following Sun Tzu's "The Art of War". Which means lies and deceptions to take advantages of others at all cost.

Reply to
edward.ming.lee

I think a solid argument could be made that x86 has been a kludgy dog since about 1988. Or at least since the last major opportunity they had to not double down on it, on the Pentium.

It did leave a lot of competing architectures in the dust performance-wise but it's not inherently elegant like the Shinkansen bullet-train or anything, it's like that Budd RDC they mounted jet engines to, as an engineering analogy.

Reply to
bitrex

ng from Mao era, CCP has been following Sun Tzu's "The Art of War". Which m eans lies and deceptions to take advantages of others at all cost.

One of the clear messages from Sun Tzu's "The Art of War" is that war is a very expensive way of getting what you want.

The money Russia spent on helping get Trump elected was a much more cost-ef fective investment in destroying the USA than anything they could have spen t on conventional (or nuclear) weapons. I don't think that the CCP has fail ed to get the message.

US capitalism is destroying the US by under-investing in general social wel fare. Democratic socialism does much better (and a whole better than the ki nd of totalitarian socialism practised in China, which is - of course - sup erior to the kind that was practised in the USSR until it peeved the popula tion enough to persuade them get rid of it . Quite what strategy the curren t CCP is following isn't obvious to me - though of course it is obvious to you. Getting access to more agricultural land does seem to be quite import ant to them.

Helping the US to tear itself apart by encouraging Trump in his stupidities may well be part of their game plan. Trump has a much too high an opinion of his own skills to realise that he is being played.

--
Bill Sloman, Sydney
Reply to
Bill Sloman

Just by raw number of cores shipped the biggest CPU manufacturer in the world is probably Qualcomm; what doesn't have some ARM-derivative Qualcomm SoC with a 15 year old ATI GPU core along with in it, nowadays.

Reply to
bitrex

ote:

ting from Mao era, CCP has been following Sun Tzu's "The Art of War". Which means lies and deceptions to take advantages of others at all cost.

a very expensive way of getting what you want.

"The Art of War" is fair game in war, but not a way to run a country, and n ot diplomacy at all. When they treat everybody else as adversary, they get enemies everywhere.

Adversarys don't mind deception, friends do.???? ?? ????

Reply to
edward.ming.lee

It's more that he is picking government officials who blindly say yes to his weird hallucinations. And they have a short survival span when they note they have lost contact with reality.

Which describes US politics in a nut shell.

Like Northstream2, or denying export of Covid tests to Iran, or weapons of mass destruction. As if the list of countries who actually have used nukes against civilians had more than one entry.

Reply to
Gerhard Hoffmann

You are ignoring the bi-partisan bills with overwhelming supports.

We are technically at war with Iran, who wants to destroy us and many others.

We were at war with Japan, and nukes were ways to end it, and to ensure not to use them again.

Reply to
edward.ming.lee

On a sunny day (Wed, 29 Jul 2020 00:32:39 -0700 (PDT)) it happened snipped-for-privacy@gmail.com wrote in :

The US Precedent is mostly a free running Alzheimer case, his jive can be replaced by a simple script. Long ago I was a Reagan admirer, now I read even the Reagan foundation has had enough of trump.

What trump's policies caused is that what you have now If he is played by deep state or whatever is irrelevant, it was predictable.

Look back in history,

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US war industry, needs war, needs soldiers as fuel,

Mirror mirror on the wall ...

Reply to
Jan Panteltje

It's always been a klugey dog. It evolved directly from 4004, 8008, and 8080. When x86 was evolved (not invented) there were much better architures around, like PDP-11 and 68K and others.

x86 has always been weak on hardware protections, and the ones that it has are rarely used. So we get buffer overflow exploits, cache exploits, all those crashes and viruses and trojans and ransomware and patch-fests.

c plus x86 is a mess. x86 means "execute anything."

The performance came from lithography and insanely complex - and power-hungry - work-arounds to the ghastly architecture and instruction set.

I won't miss x86 when it's gone.

Intel has made many attempts to sell something else, ranging from super-cisc to super-risc. I suspect internal politics killed them off.

--

John Larkin         Highland Technology, Inc 

Science teaches us to doubt. 

  Claude Bernard
Reply to
jlarkin

awei.

icking consensus from other government officials. The decision to ditch Hua wei come from many branches of the government, representing the people's wi ll.

obody anything.

he Chinese sea

nam.

esident.

just to pester Huawei.

arting from Mo's era, CCP has been following Sun Tzu's "The Art of War". Wh ich means lies and deceptions to take advantages of others at all cost.

ers.

Really? There hasn't been a declaration of war. Iran may want to be free to try to convert the rest of the world to their brand of Islam, but they don 't seem to be interested in destroying anybody for destruction's sake. It's more a matter of discouraging other people from trying to stop them doing their thing.

ot to use them again.

Using two nuclear bombs on Japan did serve to end the war with Japan . Ther e was nothing in that about ensuring that they wouldn''t need to be used ag ain, and nothing in US policy since then has gone that far.. or seems likel y to.

--
Bill Sloman, Sydney
Reply to
Bill Sloman

The US proposed a nuke-free world at the end of WWII. The USSR wouldn't agree.

--

John Larkin         Highland Technology, Inc 

Science teaches us to doubt. 

  Claude Bernard
Reply to
jlarkin

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