this post was submitted on 02 Aug 2025
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Three senior execs to retire from Intel Foundry, including respected semiconductor veteran Gary Patton (www.tomshardware.com)
submitted 21 hours ago by Alphane_Moon@lemmy.world to c/hardware@lemmy.world
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[–] fubarx@lemmy.world 3 points 4 hours ago

  • Microsoft's already signalled they're leaning toward ARM, especially with AI NPUs.

  • Cloud providers are big into AMD.

  • There's no Intel phone or tablet story.

  • Nothing in embedded since they killed off Atom.

  • NVidia's eating their lunch on medium to high-margin GPUs. Gaudi is out there, but everyone's talking about H100s and 200s. Added insult to injury: getting dropped off of DJIA in favor of Nvidia.

If they kill off foundries, what else is left going forward? Enterprise servers? Their stake in Mobileye? Cheap laptops?

What am I missing?

[–] somerandomperson@lemmy.dbzer0.com 2 points 4 hours ago (1 children)

dead™ Inside

[–] Alphane_Moon@lemmy.world 2 points 4 hours ago (1 children)

Do you want a job at Intel marketing?

[–] somerandomperson@lemmy.dbzer0.com 1 points 4 hours ago (1 children)

hell™ no

[–] real_squids@sopuli.xyz 1 points 4 hours ago (1 children)

Could be pretty chill, just talk about amd's cpu naming for a couple hours, maybe mention the fact they're selling zen 3 stuff still lol

[–] somerandomperson@lemmy.dbzer0.com 1 points 4 hours ago

i hate ads and marketing is kinda related to ads and that means i'd become my™ enemy

[–] Alphane_Moon@lemmy.world 6 points 20 hours ago (1 children)

I am assuming this is tied to Lip-Bu Tan "cleaning house", but I can't get rid of the feeling that Tan is leaning towards exit out do the foundry business.

If they do exit (they said that's what they will do if they get no flagship customers for 14A), I wonder if they will go with TSMC exclusively?

[–] Buffalox@lemmy.world 6 points 17 hours ago (1 children)

I can’t get rid of the feeling that Tan is leaning towards exit out do the foundry business.

I get that vibe too, that Patton guy apparently has huge experience in working with foundry customers. If Intel is giving up on trying to get customers to their foundry, they are at the vary least planning on scaling down. And scaling down is not really an option, if you want to be a leading foundry.

This looks really bad for Intel.

[–] Alphane_Moon@lemmy.world 4 points 17 hours ago

Scaling down is definitely not an option.

If Intel's foundry gets shut down, this will also be very bad for consumers.