• andyburke@fedia.io
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      2 months ago

      This is probably true and will be the death-nell of Intel.

      GPU/FPU has been driving the success of the companies eating Intel’s lunch. If Intel stops on this front, they’re Texas Instruments all over again.

    • taanegl@beehaw.org
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      2 months ago

      I’m guessing it’s the Wifi business that’s going to be sold. Also, the prefabs might be spun off. But Intel still needs a GPU division, if at the very least just for integrated GPUs, but we might see the end of dedicated Intel GPU’s as they pivot to compete against AMD’s APU’s.

      That’s my take, at least.

    • Leeks@lemmy.world
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      2 months ago

      Here’s the problem, I am not quite sure if they do or do not have a division of fine aged meats. Like if this was P&G, yeah they most definitely have a Div Fine Aged Meats, but Intel, I would have to look that up. And the fact that I would have to look that up to be certain that Intel doesn’t have a DFAM, well that’s just scary.

  • hoshikarakitaridia@lemmy.world
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    2 months ago

    They fucked around and found out. Whatever their cost cutting is will now make or break the company. If it’s GPUs, they will commit to clawing at their CPU share. If it’s CPUs (which sounds like the wildest plan), Nvidia might finally have to stop fucking around.

    We’ll see, but it’s a very important decision and it will take them years to catch up to whatever they are committing to

  • QuadratureSurfer@lemmy.world
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    2 months ago

    This article doesn’t go into it, but Louis Rossmann pointed out that their profit margin has tanked recently.

    https://odysee.com/how-intel’s-oxidation-scandal-screws

    At the end of 2021 it was 25.1% for the year.
    At the end of 2022 it was 12.7%
    At the end of 2023 it was 3.1%

    Even ignoring the downward trend, at a margin like 3%, a small swing in the market, a small mistake in inventory ordering, or replacing a bunch of CPUs that had an oxidation issue during the manufacturing process will push them over the edge into losing money instead of making money.

    https://www.youtube.com/watch?v=OVdmK1UGzGs

    Not saying this to defend Intel, just pointing out a major reason as to why they are scrambling to cut down on costs.

    edit: formatting

  • some_guy@lemmy.sdf.org
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    2 months ago

    The Dithering podcast was talking about Intel in today’s ep. They agreed that this shit needed to change both ten years ago and (further back) when modern smartphones became a thing. I worry that Intel can’t right this ship.

  • a9249@lemmy.ca
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    2 months ago

    I know you’re reading this. Fix your management… by removing half of them and the management bloat they introduced to justify their existence… or perish.