News Intel GPUs - Battlemage officially announced, evidently not cancelled

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PingSpike

Lifer
Feb 25, 2004
21,733
565
126
17W vs how much does your processor eat when transcoding?

Not sure, but it doesn't use an extra 17watts when not transcoding and just sitting there like an Arc card does.

Anyway, there are some rumors that newer drivers will improve the poor idle power consumption.
 

jpiniero

Lifer
Oct 1, 2010
14,839
5,456
136
I hope Gelsinger isn't so short sighted as to cancel GPUs. They have potential, and we need a third player.

It's not going to be profitable if they insist on fabbing at TSMC. TSMC's price hikes only make the situation worse since unlike nVidia and AMD you can't justify hiking next gen GPU prices as well.
 

PingSpike

Lifer
Feb 25, 2004
21,733
565
126
I share the same concern as many others. That being, buying Intel dGPUs and a year or 2 from now having driver support abandoned. While I might risk my own money anyways, I would not spec them in clients builds.

Many of us have quipped about how Intel abandons new markets far too readily. Combine that with the Q2 results, serous market contraction, and high probability of a looming global recession, and suddenly, Intel scaling the division way back starts sounding reasonable. They have proved time and again the sunk cost fallacy won't make them double down when things are going south.

Intel is apparently waffling on iGPU driver support already: https://arstechnica.com/gadgets/202...scales-back-support-for-many-integrated-gpus/ While they weren't great for gaming anyway, scaling back product support on something that is only two years old sends a pretty bad message to people who might be interested in your new products.
 

maddie

Diamond Member
Jul 18, 2010
4,787
4,771
136
That rumor came from a terrible Youtuber. You even linked him.

Intel is not planning to cancel their GPUs.

You should stop watching that garbage. I'm serious. RGT is nearly always wrong and most of the stories they share are fabricated. I use "most" to be pleasant and understanding.

I normally don't put myself on the line like this, but Intel would cease selling CPUs before they cancelled GPUs. Margins in the enterprise GPU market are far higher than the x86 CPU market.
They are rumored to be abandoning the gamer market and I thought he claimed that Intel will stay in GPU compute market. That makes a lot of sense to me.
 

maddie

Diamond Member
Jul 18, 2010
4,787
4,771
136
It's not going to be profitable if they insist on fabbing at TSMC. TSMC's price hikes only make the situation worse since unlike nVidia and AMD you can't justify hiking next gen GPU prices as well.
You really think TSMC will still have the freedom to price as they want? If Nvidia and Intel can't sell enough product, they might be forced to write off some loss due to smaller wafer use from reduced sales. It'll be cheaper than producing excess stock.

Just like the past few yrs were abnormally high in demand and price we're entering a new opposite economic reality.Some companies might be thankful to sell at cost or barely above, just to maintain their operational layout for when we emerge from this period.

Years end will show for sure.
 

NTMBK

Lifer
Nov 14, 2011
10,269
5,134
136
It's not going to be profitable if they insist on fabbing at TSMC. TSMC's price hikes only make the situation worse since unlike nVidia and AMD you can't justify hiking next gen GPU prices as well.

They aren't planning to use TSMC long term. This always only made sense as a big 10 year gamble - invest the billions in bringing up their GPU hardware designs, hardware and software teams, build up the drivers, build up the ecosystem and market. Then by the time Intel has a process good enough to compete with TSMC, their GPU team is ready to fire on all cylinders.

If Intel cuts and runs now, they've wasted that opportunity.
 

jpiniero

Lifer
Oct 1, 2010
14,839
5,456
136
They aren't planning to use TSMC long term. This always only made sense as a big 10 year gamble - invest the billions in bringing up their GPU hardware designs, hardware and software teams, build up the drivers, build up the ecosystem and market. Then by the time Intel has a process good enough to compete with TSMC, their GPU team is ready to fire on all cylinders.

If Intel cuts and runs now, they've wasted that opportunity.

Besides the TSMC cost problem, the original plan anticipated that AMD/RTG would continue to be mediocre. Now that they have gotten their act together, it's only going to make it harder for Intel to make inroads.
 

JasonLD

Senior member
Aug 22, 2017
486
447
136
They are rumored to be abandoning the gamer market and I thought he claimed that Intel will stay in GPU compute market. That makes a lot of sense to me.

The insider info about "Intel may or may not abandon dGPU market altogether" just happens to leak out on a day Intel announced a bad quarter results sounds too convenient to me.
 

maddie

Diamond Member
Jul 18, 2010
4,787
4,771
136
The insider info about "Intel may or may not abandon dGPU market altogether" just happens to leak out on a day Intel announced a bad quarter results sounds too convenient to me.
As I wrote, it's the gaming market, not GPU compute. Gaming is a lot more costly to become competitive in, versus compute, plus margins are a lot lower for gaming and very high for compute. A CEO would certainly see this as a good option.
 

jpiniero

Lifer
Oct 1, 2010
14,839
5,456
136
With Intel, Nvidia and almost certainly soon to be Apple having less demand for the latest nodes? Amazing.

If anything, with the way things are going, Intel is going to be using TSMC more and more. And AFAIK nVidia wanted to shift production a quarter and not necessarily cut orders.
 

VirtualLarry

No Lifer
Aug 25, 2001
56,449
10,119
126
I can't even buy an Arc card?
I wanted an A380 as a collectible at least.
I might have a use for one for my Intel 12400F DeskMeet rig, currently have a BNIB RX 6500 XT 4GB card slated for that rig, but I wonder about DP 2.0 and AV1 decode / encode.
 

JasonLD

Senior member
Aug 22, 2017
486
447
136
As I wrote, it's the gaming market, not GPU compute. Gaming is a lot more costly to become competitive in, versus compute, plus margins are a lot lower for gaming and very high for compute. A CEO would certainly see this as a good option.

It is certainly a possibility but nothing more than that. It isn't really worth discussing over what is probably the fabricated info.
 

biostud

Lifer
Feb 27, 2003
18,402
4,965
136
Idle power consumption is a serious problem if they plan on using any of these GPU's in laptops.
 

Saylick

Diamond Member
Sep 10, 2012
3,385
7,151
136
If anything, with the way things are going, Intel is going to be using TSMC more and more. And AFAIK nVidia wanted to shift production a quarter and not necessarily cut orders.
Nvidia wanted to cut orders, TSMC said "NOPE. You signed a contract for X wafers at Y dollars. Look, at best we'll simply delay production of your stuff by a quarter. That's it. If you can't accept that, then you gotta find someone who will buy your wafers off of you".

 
Reactions: Tlh97 and Mopetar

jpiniero

Lifer
Oct 1, 2010
14,839
5,456
136
FWIW I read the TSMC earnings transcript from two weeks ago and to me they sounded like things were going to continue to be tight. Probably because they are eating Intel's lunch.

I suppose nVidia could have tried to reduce orders. And when that didn't happen they cut GA102 prices instead.
 

mikk

Diamond Member
May 15, 2012
4,173
2,211
136
According to a report from igorslab the Arc launch timeframe has been narrowed down to Aug 5 - Sept 29.

Various media had again written or spoken about a delay, but Intel is said to have now internally decided on a narrower time frame. If they’re going to stick to the current timeframe, the range that’s being colocated to me now is between Aug. 05, 2022 and Sept. 29, 2022.
 

Tup3x

Golden Member
Dec 31, 2016
1,012
1,002
136
According to a report from igorslab the Arc launch timeframe has been narrowed down to Aug 5 - Sept 29.


Sounds about right. I bet they launch once they have the obvious driver bugs ironed out. It would be pretty bad if it wouldn't run benchmarked games reliably. Newest beta fixed a lot so they are definitely getting closer.
 

moinmoin

Diamond Member
Jun 1, 2017
4,994
7,765
136
You really think TSMC will still have the freedom to price as they want? If Nvidia and Intel can't sell enough product, they might be forced to write off some loss due to smaller wafer use from reduced sales. It'll be cheaper than producing excess stock.

Just like the past few yrs were abnormally high in demand and price we're entering a new opposite economic reality.Some companies might be thankful to sell at cost or barely above, just to maintain their operational layout for when we emerge from this period.

Years end will show for sure.
If customers like Nvidia and Intel happened to order a specific amount of wafers from TSMC for a specific price, it's up to those customers to fulfill their side of the contract (pay the cost) even if at a later point they no longer need TSMC's side of the contract (deliver the wafers) anymore.
 

maddie

Diamond Member
Jul 18, 2010
4,787
4,771
136
If customers like Nvidia and Intel happened to order a specific amount of wafers from TSMC for a specific price, it's up to those customers to fulfill their side of the contract (pay the cost) even if at a later point they no longer need TSMC's side of the contract (deliver the wafers) anymore.
Yes, what I said.
 

moinmoin

Diamond Member
Jun 1, 2017
4,994
7,765
136
Yes, what I said.
Your text made it sound like it's TSMC's problem when it isn't. In this case TSMC not only can dictate the price as long as there is sufficient demand (recent earnings call reinforced there is), it can earn on top due to also getting money for contract breaches while freeing wafers for other paying customers.
 
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