I mean, they want to sell their current stock. They will deny everything and say everything is fine, right up until it isn't.
Raja Koduri replied on the Arc dGPU cancelling story:
Well, one take could be: It has now been officially denied [again], so it's going to happen then!I mean, they want to sell their current stock. They will deny everything and say everything is fine, right up until it isn't.
Well, I wouldn't mind if it was us doubters!One thing is certain: someone is going to wind up looking stupid once the dust is cleared.
Well, I wouldn't mind if it was us doubters!
A viable third player would be very welcome.
I mean, they want to sell their current stock. They will deny everything and say everything is fine, right up until it isn't.
Well, I wouldn't mind if it was us doubters!
A viable third player would be very welcome.
One thing is certain: someone is going to wind up looking stupid once the dust is cleared.
Cancelling ARC does not mean getting out of the dedicated GPU market. It could very well mean they move on to the next generation cards (battlemage?) that are already well under way.
Intel would do well to release a blogpost by Raja or Pat, re-affirming their support for ARC's success no matter what and outlining what remains left to do in achieving their target and the approximate timeline.All of the cancelation leaks appear to originate from 2-3 sources that have no history of leaks of any kind, which further leads me to believe the original leakers are shorting Intel stock and attempting to manipulate the price.
Well, one take could be: It has now been officially denied [again], so it's going to happen then!
With fixed software the cards might be competitive at the rumoured prices but in terms of perf/transistors they are rather poor so since Intel are relying on TSMC having higher costs than their competitors is a major thing. To break into a new market lower margins are a given, so it really depends on whether Intel have the sticking power. I consider them serial quitters, but they might surprise me.
Intel would do well to release a blogpost by Raja or Pat, re-affirming their support for ARC's success no matter what and outlining what remains left to do in achieving their target and the approximate timeline.
That's what they need because their competitors have a huge head start.It's never 'no matter what.'
That's what they need because their competitors have a huge head start.
Arc is their entire consumer dGPU line. Alchemist is the specific product that currently comprises Arc. Unless they pull support for Alchemist early AND rebrand their entire effort, there's no way for them to kill Arc and carry on with Battlemage.
I don't see that ton of cards anywhereright now they made a ton of cards that they cannot seem to sell
I wonder why they didn't come up with the bright idea of creating some sort of campaign with the title "Reserve your ARC. Now or Never!". That should drum up some interest. They should especially do that for the limited editions.Also, Intel would be rather short-sighted if they cancelled the entire line of products prior to seeing how well they sell.
I don't see that ton of cards anywhere
They already had a minor PR mess up when they gave away Arc cards to people, but weren't able to actually ship them for more than 6 months after people won them. And that was only a handful of people. Imagine hundreds of thou...well, thousands of reservations of people all getting increasingly angry and complaining everywhere.I wonder why they didn't come up with the bright idea of creating some sort of campaign with the title "Reserve your ARC. Now or Never!". That should drum up some interest. They should especially do that for the limited editions.
I think its important to use a multiplier. If the GPU costs $X. then the final card MSRP approximates to (N)* $X. Using the raw $13 difference is unrealistic.Let's say it's 7000 dollars per wafer. with 147x ACM-G10 dies per wafer, this is about 48$ per die.
Even if they can shrink down the chip by ~30%, that's ~200 chips per wafer, putting the raw cost to 35$ per die, just a 13$ difference.
I think you overestimate the effect die area plays.
My only worry is that they don't destroy those cards and recycle them for precious metals etc. That would be a retarded move.You have to be very optimistic to think that they don't have at least hundreds of thousands of chips and other card components in a warehouse.
That's why they won't do something like that again unless they know they can deliver. Someone stupidly (maybe Lisa, or Raja speaking on her behalf) gave an optimistic deadline for the driver's readiness which prevented the A500/A700 series cards from being shipped on time.Imagine hundreds of thou...well, thousands of reservations of people all getting increasingly angry and complaining everywhere.
This is a good point. Jon Peddie, not an industry novice and not normally considered a YT leaker, made his thinking clear in a recent MLID video.Intel would do well to release a blogpost by Raja or Pat, re-affirming their support for ARC's success no matter what and outlining what remains left to do in achieving their target and the approximate timeline.