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COLLAPSE: Intel is Falling Apart (infosec.pub)

submitted 2 days ago by recursive_recursion@piefed.ca to c/technology@piefed.social

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To say things are looking rough for Intel would be an understatement of the century.

I don't really like Intel's CPUs and their overall computing ecosystem but I REALLY don't want Intel to die.

A monopoly with AMD would still be terrible for everyone even if AMD's been doing solid work. No one wins except for those at the top in monopolistic systems.

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[–] Blue_Morpho@lemmy.world 11 points 2 days ago (1 children)

Neither do x86. MS keeps trying to get people off of X86 but inertia hasn't been overcome.

[–] lordbritishbusiness@lemmy.world 2 points 2 days ago (1 children)

This could do it. If Intel falls behind as ARM based processors start seriously eating into the laptop and corporate desktop market, they may not get a chance to recover. AMD will probably get the desktop market all to itself... Until NVIDIA buys Intel to try and beat AMD in the CPU market.

[–] Blue_Morpho@lemmy.world 3 points 2 days ago (1 children)

they may not get a chance to recover.

AMD was "dead" for a decade when Intel dominated starting with Core2 duo until AMD released Zen. It didn't kill AMD to have bad products and tiny marketshare.

[–] brucethemoose@lemmy.world 3 points 2 days ago* (last edited 2 days ago) (2 children)

It was very close. If they hadn't pulled off Zen and good IGP graphics to go with it, AMD would be toast.

I bought AMD at $8 a share, soon after the Zen release I think, and it was still not clear if they were coming back from the brink. Intel was just unstoppable back then.

[–] lordbritishbusiness@lemmy.world 1 points 1 day ago (1 children)

I remember how anti-everything Intel were at the time and made my next desktop a AMD 8350 on the old Bulldozer architecture paired with a Radeon HD 7870. "AMD is like a bus, big, red, and terrible drivers." Great system it was.

The old AMD practically died then, betting the company on hiring Intel's best CPU architect to make Zen and focusing on CPU/GPU combinations and eventually taking over the console chip market. Lots of risky strategy combined with a bunch of smart plays kept them alive. Then they just built on that position.

Intel facing a similar reckoning is not doing too well, I think they're over cutting in ways, but they're also facing headwinds from ARM that AMD never had to deal with.

[–] brucethemoose@lemmy.world 1 points 1 day ago

I mean, Intel still has a lot of smart people working for them, fortunately.

The trajectory is worrying though. The current Intel CEO seems like they would never go for a “Hail Mary” like Zen.

That’s basically what Patt was doing with Arc, but it seems that is over.

[–] Blue_Morpho@lemmy.world 1 points 2 days ago (1 children)

Small companies can exist forever. Texas Instruments still pumps out tens of billions of components. It doesn't have to be a monopoly.

[–] brucethemoose@lemmy.world 3 points 2 days ago* (last edited 2 days ago)

TI is not a small company, heh. And they're a manufacturer.

Consumer CPUs and GPUs were AMD's business, and they would be little more than a skeleton (or acquired by someone) without that.