I wouldn't be surprised if Intel went chapter 11 within the next few years. Can't believe I wrote that but I don't see them becoming relevant again. Too many optimistic plans and forecasts and no delivery on the promises time-after-time. I fear the end is nigh for Intel. I hate feeling this way because I have been such a big fan for most of my life but the writing has been on the wall for quite a few years I just didn't want to read it.
It's getting painful to watch them wiggle and squirm as they fight being washed down the drain. Raptor Lake degradation issues. Then ARL performance issues and no supply for the 285K. 20A gone with the wind and an over reliance on TMSC follows. Finally a breath of air with Battlemage but basically a paper launch with no real supply. They just can't get it done the way the old Intel could. I have a feeling the upper level management knows it's over but are just going to ride it out, grab all the money they can on their way to the exit. We're probably in the middle of the death spiral about now.
I was so hopeful for Lunar Lake. So much hype but in the end nothing really amazing from a performance point-of-view. Same with ARL except for some disturbingly low scores in a bunch of applications, indicating some type of architectural flaw to me. Then some hope with Battlemage but no supply. Intel is defeated. Every person they put in front of a camera is a corporate shill, just towing the company line, the real passion and passioniate people are gone.
I have a feeling 18A will fail as well. They will put out tiny quantity of something just to pump stock prices but it will be meaningless to the overall health of the company. It's sad. The competition, AMD, TSMC, nVidia, Apple, to name a few have surpassed them and there is no chance of catching up. Intel is the Titanic that hit the iceberg and is in the process of sinking while the band plays on.