[Optimist]

From Pat's sudden departure, I conclude that the news on 18A is not good.
https://www.theregister.com/2024/12/10/gelsinger_departure_intel_future/?td=rt-3a

E: The complaint points to inadequate risk disclosure in Intel's 2024 Proxy Statement as evidence that executives and board members failed to meet their obligations to shareholders and allowed the company to make false and misleading statements about its financial prospects.
https://www.theregister.com/2024/12/18/intel_sued_foundry_business/

[1dumbpcuser]

Intel terminates x86S initiative — unilateral quest to de-bloat x86 instruction set comes to an end
https://www.tomshardware.com/pc-components/cpus/intel-terminates-x86s-initiative-unilateral-quest-to-de-bloat-x86-instruction-set-comes-to-an-end

[Tomorrow]

AMD Witnesses Record Rise In Client & Workstation CPU Market Share Over Past Quarters; Intel Continues To Disappoint
https://wccftech.com/amd-witnesses-record-rise-in-client-workstation-cpu-market-share-over-past-quarters/

[1dumbpcuser]

Elon Musk Reportedly Emerges As a Potential Intel Buyer, Involving Qualcomm & Global Foundries In This Blockbuster Deal
https://wccftech.com/elon-musk-reportedly-emerges-as-a-potential-intel-buyer/

Oehjah...

[Tomorrow]

Intel Cuts Xeon 6 Prices up to 30% to Battle AMD in the Data Center
https://www.techpowerup.com/331709/intel-cuts-xeon-6-prices-up-to-30-to-battle-amd-in-the-data-center

EDIT:

Eelmise uudise valguses tundub, et isegi 30% hinnalangetus ei aita:

Intel Xeon Server Processor Shipments Fall to a 13-Year Low
https://www.techpowerup.com/332154/intel-xeon-server-processor-shipments-fall-to-a-13-year-low

[1dumbpcuser]

Threadripper 7000 is the most reliable CPU as per Puget Systems stats — Nvidia RTX Ada Generation GPUs have the lowest failure rates
https://www.tomshardware.com/tech-industry/threadripper-7000-is-the-most-reliable-cpu-as-per-puget-systems-stats-nvidia-rtx-ada-generation-gpus-have-lowest-failure-rates
_______________________________________

Edit:

Intel roasts AMD and Nvidia in its latest product security report, says AMD has 78 vulnerabilities with no fix planned, Nvidia has only high-severity security bugs
link

[Tomorrow]

AMD Posts Record Server Revenue Share in Q4 2024, Now Up To 35.5%, Desktop & Mobile Also Up From Last Year
https://wccftech.com/amd-record-server-revenue-share-q4-2024-desktop-mobile-also-up-from-last-year/

Serveri turuosa juba üle 35%

[Optimist]

Intel’s 18A Process Is “Finally Ready”. Saab näha kas kivide saadavus on hea või tüürivad edasi pankroti poole.
https://wccftech.com/intel-18a-process-is-finally-ready-after-years-of-wait-team-blue-to-tape-out-chips-by-h1-2025/
Ja juba hakkab show peale https://wccftech.com/intel-18a-process-reportedly-shows-disappointing-yield-rates/

[Tomorrow]

Intel Announces Appointing Lip-Bu Tan as New CEO
https://www.techpowerup.com/334010/intel-announces-appointing-lip-bu-tan-as-new-ceo

Spoiler

Kõigi kolme RGB juhid on nüüd Aasia taustaga. Kokkusattumus?
Ühtlasi Aasia nimed annavad alati alust naljadeks. Jätan selle teie enda kujutlusvõime hooleks kuidas Lip-Bu-Tan Eesti keeles valjult öeldes võiks kõlada

[Zonerman]

Eks me ootame uudist siis, kui selgub kelle onu, tädi vms sugulane siis Lip-Bu Tan nüüd on.

[Tomorrow]

Intel's "Nova Lake" Processors Reportedly Slated for TSMC's 2nm Node
https://www.techpowerup.com/335787/intels-nova-lake-processors-reportedly-slated-for-tsmcs-2nm-node

Miski ei kinnita Inteli kindlust oma 18A tootmisprotsessis, kui see tõele vastab.
Intel kas arvab, et 18A ei suuda tagada jõudlust või yield'e. Või mõlemat.

Intel To Reportedly Announce The Layoff Of Over 21,000 Employees - Equal To 20 Percent Of Its Workforce - This Week
https://wccftech.com/intel-to-reportedly-announce-the-layoff-of-over-21000-employees-equal-to-20-percent-of-its-workforce-this-week/

Paar aastat veel ja Intel on sama "suur", kui AMD. Ok see on liialdus, sest eelmise aasta seisuga oli AMD 28k ja kui Intel kärbib 20k korraga, siis see oleks nagu terve AMD jagu.

[londiste]

[Tomorrow]

AMD Achieves Record Server Revenue Share, x86 Desktop CPU Market Share Grows To 28%
https://wccftech.com/amd-record-server-revenue-share-x86-desktop-cpu-market-share-grows/

EDIT 2:

AMD Manages to Shift The Dynamics of Data Center Markets Into its Favour, Server CPU Market Share Now Poised To Match Intel By 2026
https://wccftech.com/amd-manages-to-shift-the-dynamics-of-data-center-markets-into-its-favour/

Hetkel 39,4%. Järgmine aasta peaks olema peaaegu 45% kandis, kui kasv on sama ehk umbes 6% aastas.

[Optimist]

https://www.techpowerup.com/338560/intel-considers-abandoning-18a-node-for-14a-chipmaking-process
Kõlab tuttavalt ?

[londiste]

nagu ma ka seal kommenteerisin - jutt käib foundry klientidest. intelil ikka ei õnnestu kuidagi foundryna tootmist müüa - miks, on seal terve rodu põhjuseid, mis ei seondu tingimata tehnilise poolega. kui täna ka klienti meelitama hakkavad, siis sellise lepingu ja tootmise lead time arvestades on järgmise aasta lõpuks planeeritud 14a päris lähedal.
tänase seisuga ei ole otseselt mingeid indikaatoreid, et panther lake ei oleks on track. aasta lõpupoole näeme.