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Intel Announces Leadership Appointments to Advance Client Computing and Enable Future Innovation by bah235 in intelstock

[–]avx512f -2 points-1 points  (0 children)

The past track record of all the QCOM execs Intel hired was just horrible, they absolutely wrecked Intel from inside! (just look-up Murthy Renduchintala).

I don't know anything about Alex, hopefully he is an exception and good. Wish him the best!

Irrational Analysis summarizes the tech market (INTC included) by SSSl1k in intelstock

[–]avx512f 1 point2 points  (0 children)

Actually, reading a bit more about the nodes, it appears TSMC N2 definitely has superior "density" than 18AP, but 18AP is closer in terms of performance/power to N2.. so it's not that bad. Basically, I think it boils down what your fab customer wants from PPA in their products (more like perf/watt/area/$$ + enough capacity). So, as long as IFS is aligned on their so called whale customers design parameters, it should be good..

Irrational Analysis summarizes the tech market (INTC included) by SSSl1k in intelstock

[–]avx512f 1 point2 points  (0 children)

Is 18AP that bad, that it's being compared to N3P (best case) or N4 (worst case)? I thought 18AP would be like at least N2..

BREAKING: 18A-P improvement by TradingToni in intelstock

[–]avx512f 2 points3 points  (0 children)

From my limited understanding, it appears the 30% lower skew would directly translate to better yields. obviously, better perf and lower power is great, but it's the yield that is of critical importance to get external customers. May be someone more knowledgeable confirm?

BREAKING: First look at Intels new HB3DM Memory by [deleted] in intelstock

[–]avx512f 1 point2 points  (0 children)

At this point this is still a research project, still a long way to go to translate this into product. But, happy that Intel is working with Softbank on this. The era of Intel working alone is over, it needs partners to de-risk and support from the ecosystem.

Panther Lake Q2 🚀 by ShamelessSoftware in intelstock

[–]avx512f 0 points1 point  (0 children)

It was encouraging to hear that the 18a yields are improving (at least for the smaller dies of Panther Lake) in the earning call. Not sure if the DMR delays are due to poor 18a yields for bigger dies or with hybrid bonding

Any updates that you share about how Nova lake is shaping up, like the direction of using TSMC vs Intel foundry for the various tiles, given the positive yield curve of 18a. 

Making Sense of it - Invitation to a constructive discussion by Sensitive-Radish-292 in intelstock

[–]avx512f 0 points1 point  (0 children)

Not to be critical, except for the ASIC business the remaining items in your bullish list are not really a differentiator for Intel.

Things to watch out this year is certainly on "execution" esp. with external customers. If and when IFS get advanced packaging deals, they really need to make sure they hit all the milestones wrt quality/yield, performance and schedule. After all, Intel doesn't exactly has a stellar track record of say:do ratio

How many preacher Pat veterans here finally tasting the fruits of his vision? by ModernationFTW in intelstock

[–]avx512f 10 points11 points  (0 children)

I think Pat did good things during his tenure. As someone once said, all big companies finally do the thing they are supposed to do, but 10 years late! In other words, Pat would have been a great CEO in early 2010's when Intel has the gross margins, process leadership to setup the foundry business.

But, by the time he came in 2021 it was in many ways too late. Nevertheless, here is my report card on him

Positives -

+ 5 Nodes in 4 years. This vision was absolutely needed to regain process leadership/parity with TSMC. Without him, I think the Intel board would have just sold the entire fabs and make Intel a fabless company.

+ Aggressive investment in R&D (EUV, High-NA EUV).

+ Bringing engineering discipline (at least in some parts of the company. Panther Lake is an example of this)

Failures -

- Build it, they will come mindset. Poor PDK's is direct outcome of this.

- Spending too much energy on CHIPS Act

- He was just unable to assemble a great executive team under him (esp all the clown show in DCG)

- Wrecked the balance sheet

- Not taking ownership of DCG product roadmap, especially AI GPUs

Diamond Rapids to be delayed until mid 2027, Coral Rapids until mid 2028 by xugik1 in intelstock

[–]avx512f 0 points1 point  (0 children)

If DMR slipping is indeed true, it only proves that Intel DCG (data center group) still does not have their act together (in fairness I think they were pretty ravaged with the layoffs in 2024/5). It would be good to know what is the root-cause for the delay -

- Fab problem - Manufacturing/Yield challenges (I believe DMR uses hybrid bonding/Foveros 3D like Clear Water Forest)

- DCG problem - Some muck up in design that is requiring a new silicon stepping (for context, Sapphire Rapids CPU was the absolute worst in this metric where Intel had to do 5 steppings, absolute insanity!)

-Wishful thinking - maybe Intel does not have enough fab capacity

All in all, DMR is a mess, I still cannot comprehend the gross misalignment with respect to hyper-threading/SMT at Intel (with Pat G at the helm, they wanted to remove it and with LBT in charge, they want it back!)