Comments on: The Resurrection Of Intel Will Take More Than Three Days https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-more-than-three-days/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Mon, 26 Aug 2024 12:28:47 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Timothy Prickett Morgan https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-more-than-three-days/#comment-232897 Mon, 26 Aug 2024 12:28:47 +0000 https://www.nextplatform.com/?p=144494#comment-232897 In reply to JayN.

Granite Rapids will sell, no question about it. But Turin will be here shortly, too.

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By: JayN https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-more-than-three-days/#comment-232844 Sun, 25 Aug 2024 18:49:23 +0000 https://www.nextplatform.com/?p=144494#comment-232844 Intel reportedly has EUV processing in Fab 52 coming on line this year and Fab 62 next year. Their CHIPS act document shows they intend to update Fab 42 for 18A. That’s a lot of EUV capacity coming online that is currently not contributing. Ohio fabs are probably three years out, and the same for Israel now that they are on the back burner.

Anyone thinking Granite Rapids doesn’t have a place should take a second look at the 8800MT/sec MCR DIMM support and the per core AMX tiled matrix acceleration. They’re also ready for the CXL 2.0 memory pools that have been talked up for the last few years.

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By: Timothy Prickett Morgan https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-more-than-three-days/#comment-231459 Wed, 14 Aug 2024 12:59:06 +0000 https://www.nextplatform.com/?p=144494#comment-231459 In reply to Davide.

I don’t want to return to Intel hegemony. I just want two foundries and ten chip designers instead of one and one and a half.

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By: Davide https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-more-than-three-days/#comment-231447 Wed, 14 Aug 2024 08:41:48 +0000 https://www.nextplatform.com/?p=144494#comment-231447 In reply to emerth.

I wanted to write this and you wrote better than me, so thanks.
I dont agree with TPM statement “We want Intel to succeed, and we have faith that the IT sector will be better when it does.”
Intel has made the history, but as you wrote for many years has planned and executed illegal activities to prevent customers benefiting from better alternatives.
Now there are better alternatives such as Nvidia and AMD + others in the ARM realm + other companies innovating in the accelerated compute.
I whish AMD can get at least 50% of the CPU and GPU market to balance the odds.
Intel can just become the new IBM, and thanks for all the fish.

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By: MGS https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-more-than-three-days/#comment-231065 Fri, 09 Aug 2024 18:21:49 +0000 https://www.nextplatform.com/?p=144494#comment-231065 “AMD’s official Data Center group will have more slightly revenues than Intel official Data Center and AI group”

“slightly more” perhaps?

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By: Martin Usher https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-more-than-three-days/#comment-230541 Sun, 04 Aug 2024 19:17:57 +0000 https://www.nextplatform.com/?p=144494#comment-230541 I suspect that this problem has been going on for some time. I got an inside look at Intel some 15 or more years ago when I became an accidental Intel employee (they’d purchased a small company I’d just joined). What I witnessed was a lot of waste, misplaced effort, overpayment for technologies and so on which at the time I figured was just Big Company stuff (I’m more used to lean/starving startups.) However the thing that really attracted my attention was that there was basically two semiconductor fabrication processes, Intel’s and “everyone else’s” (i.e. TSMC etc.) Intel’s process worked, its had been and continued to be successful but you could see as process technology developed they’d have to invest more and more for less and less return.

This highlights the problem with a company with an extremely successful product line. For a time they’re swimming in cash so it looks like they’ve truly got the golden touch. Unfortunately, like with just about everything else, unless you’ve figured out how to enforce a de facto monopoly you’re only as good as you last big success/win. Especially when you’re on top — you become the target for everyone else to beat.

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By: JayN https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-more-than-three-days/#comment-230537 Sun, 04 Aug 2024 16:20:04 +0000 https://www.nextplatform.com/?p=144494#comment-230537 Intel pointed out that the inflation for TSM processing would be hitting the margins for Lunar Lake. The same could be said for any of TSM’s customers on advanced nodes or using their advanced packaging.

The inflation should continue to rise as TSM customers will need to pay for more advanced EUV processing, backside power delivery, GAA transistors, hybrid bonding and co-packaged optics if developing chips for three years out.

Xeon competitors will soon need PCIE6/ PAM4 transceivers, CXL 3.0, MCR DIMM support, Ultra Ethernet, AMX tiled matrix processing.

Lunar Lake competitors will need a comparable integrated gaming GPU, WIFI7, h.266 hardware decode, in-package memory. Intel’s integrated Xe2 GPU also contributes to platform AI processing sum of 120 TOPS.

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By: John Klos https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-more-than-three-days/#comment-230464 Sun, 04 Aug 2024 02:05:29 +0000 https://www.nextplatform.com/?p=144494#comment-230464 I won’t be praying for Chipzilla.

For as long as the x86 market has existed, Intel has played games to punish competitors, charge for performance and try to pull the wool over our eyes. They know about vulnerabilities that they don’t address in a timely manner because addressing them would lose performance, so in essence they’re tricking us with false performance comparisons. Heck, they’re doing that now by saying the motherboard makers are responsible in part for 13th and 14th gen issues, when it’s Intel that can’t give clear guidance, because if they did, they’d lose all the important benchmarks when compared with AMD.

They just don’t seem like the kind of company worth trusting, either in the past or now. They’re a one trick pony, and now that they’ve abused this pony too much, that one trick isn’t even very good any more.

It’s time to move on.

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By: Jeffrey Johnson https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-more-than-three-days/#comment-230436 Sat, 03 Aug 2024 23:04:56 +0000 https://www.nextplatform.com/?p=144494#comment-230436 Once Intel gets their new plants online, I think we will see a new motivated Intel. I think Pat has a tough road ahead, but I believe Intel can indeed become an enviable company again.

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By: emerth https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-more-than-three-days/#comment-230411 Sat, 03 Aug 2024 10:45:23 +0000 https://www.nextplatform.com/?p=144494#comment-230411 In reply to Timothy Prickett Morgan.

Fair enough, and props for the arms length. I agree it looks like AMD in 2015.

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