Wonder if AMD is going to hire some of them. AMD will think, hey, they were behind good Intel sales but in reality, they will be hiring trojans who will still be loyal to Intel and they will destroy AMD even more with their marketing. I wonder if the current state of AMD marketing is due to a lot of ex-Intel hires. I bet every week or so, these obedient Intel zombies report back to HQ and say, "Look Papa Pat! This is what I did to cause further decline in AMD's reputation!" and Papa Pat throws them a cookie. "Yes, my children. Go back and do the Lord's work! I await further good news from you and soon you shall find amongst us a permanent position excellent enough to cause envy in the most humble of hearts!".
Question: Death spiral or adjustment curve?
Nationalize the fabs!Death spiral. Basically the fab costs are going to bankrupt Intel.
Just like AMD, but 10 years later. They might need to separate Design and Fabrication, and quicklythe fab costs are going to bankrupt Intel.
Certainly, and should have done so a while ago. That means accepting iIntels fate as likely the non dominant x86 supplier, which I don't think Pat can do. Doesn't mean to say they won't have the volume, but they won't have the monopoly going forward. Writing has been on the wall for a while.Just like AMD, but 10 years later. They might need to separate Design and Fabrication, and quickly
CHIPS act was an investment in fabs. Fabs can still exist as a separate entity.That would mean to back down from the chips act... Not sure the US can afford that. National security and all.
That would mean to back down from the chips act... Not sure the US can afford that. National security and all.
Unholy Jebus....The writings are on the wall, there s a steamroller in motion in China, and the number below will keep increasing, at some point they will be at 500bn or even 1000bn projected investments.
AMD was on worse shape, is likely that Intel will sell the fabs at the end, leaving the essentials with themDeath spiral. Basically the fab costs are going to bankrupt Intel.
IBM had to pay Glofo $1B to take their fabs. Once Intel is through failing at delivering nodes, would anyone want to buy them?AMD was on worse shape, is likely that Intel will sell the fabs at the end, leaving the essentials with them
It could be avoided, but a MASSIVE change must be done
14 nm nodes or older are decent and will catter bussiness to buy it. Using it on ARM devices or RISC-V ones.IBM had to pay Glofo $1B to take their fabs. Once Intel is through failing at delivering nodes, would anyone want to buy them?
A second GlobalFoundries you mean.Fabs can go on as a second global TSMC
Costs there are exploding through both corruption and the economic boycott induced variant of NIH, having (and wanting) to re-created much of the complex technology ecosystem.The writings are on the wall, there s a steamroller in motion in China, and the number below will keep increasing, at some point they will be at 500bn or even 1000bn projected investments.
A second GlobalFoundries you mean.
Costs there are exploding through both corruption and the economic boycott induced variant of NIH, having (and wanting) to re-created much of the complex technology ecosystem.
It's not about the amount of engineers, it's about the amount of R&D and basic research China has to essentially redo. Which includes eventually training said engineers with that knowledge.China produce each year way more enginers than the whole western world and eventualy as much as the rest of the world, they will catch up for advanced techs sooner or later.
As for corruption they are not an exception, it is widespread in the western world as well, it s just that it goes undetected because it is hidden within regular contracts, guess that Intel is precisely the good exemple in this matter, bribes someone..?.
It's not about the amount of engineers, it's about the amount of R&D and basic research China has to essentially redo. Which includes eventually training said engineers with that knowledge.
And the corruption is less about bribes and the likes and more about businesses which don't have any expertise in the whole semiconductor area jumping onto it since it's there where all the government money is. For years a lot of funding went nowhere since the people receiving the funding literally didn't know how to actually invest into advances in semiconductor. That's improving as the knowledge what's required increases, but this whole process is essentially repeating for every single speciality ancillary industry to some degree. That's what makes the whole development very costly for China.
Again, the amount is completely meaningless if the knowledge isn't there.Most of the cost is human workforce, and in China it is very cheap at equal level, just look what APPLE CEO stated, that when recruiting high level enginers they ll barely fill a room of candidates in the US while in China that s a full stadium that is on the ranks to be recruited...
With its foundries China is not trying to catch up with 30 years of Taiwan. China is trying to catch up with essentially 60+ years of the world. The semiconductor industry and all its ancillary industries are highly decentralized, with e.g. Dutch ASML depending on 100+ speciality suppliers around the world. China is trying to replace all that, and the costs reflect that.That s still anarchic given how huge is the country and population, but what Taiwan did in 30 years they ll do it in 10-15 years given the magnitude of the means at work., look at all other industries, they started by producing 2.4 bn metric tons of cement/year, wich is ultra low tech, then 1 bn metric tons of steel per year, wich is the next level, then 20M cars/year, and so on, this country is at another level than anything known in the past, imagine Japan x 10, or Germany x 20.
Again, the amount is completely meaningless if the knowledge isn't there.
With its foundries China is not trying to catch up with 30 years of Taiwan. China is trying to catch up with essentially 60+ years of the world. The semiconductor industry and all its ancillary industries are highly decentralized, with e.g. Dutch ASML depending on 100+ speciality suppliers around the world. China is trying to replace all that, and the costs reflect that.
Yeah no, lol. China already showed that they can't do just that and that they need more time to do the necessary basic research.chinese will copy paste the tech swiftly
I'm old enough to remember the pre-Ryzen days, when people said similar things about AMD. "Death spiral", "not enough revenue to fund a good design", etc.Death spiral. Basically the fab costs are going to bankrupt Intel.
I always come back to the AL-31 , china only has what 1000's of them in country for like the last 40 years. only recently have then been able to make their own alloys / fan blades that matched 50 year old Russian designs.
dictatorships are always big on talk , lets see some rubber on the road.