[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.

[Optimist]

[mina634]

Inteli tooteid ei tasu tulevikus osta siis. AMD toodab ja on soodsam.

[londiste]

https://www.techpowerup.com/338867/intel-nova-lake-s-tapes-out-on-tsmc-n2-node

[Optimist]

Inteli uus boss mingeid illusioone ei loo. Ilma korraliku tootmisprotsessita mina sellele vabalangusele pidurit ei näe. Tehaseid maha müüa aga ei saa, sest USA riigiabi üks tingimustest oli, et Intel peab vähemalt >50% osalust säilitama. Kes tahab vähemusosalust tehastes, kus Intel isegi oma kiipe toota ei taha ?
https://www.theregister.com/2025/07/10/intel_ceo_offers_reality_check/
"The world has changed. We are not in the top 10 semiconductor companies."
His comments reflect the company's dwindling market cap, which has more than halved over the past 18 months from $211 billion at the end of 2023 to just over $100 billion today.
In 2024 alone, Intel's Foundry division racked up more than $13.4 billion in operating losses.

[Tomorrow]

AMD Ends Intel’s Decades-Long Dominance in the Server CPU Market, Reportedly Reaching 50% Share With Clear Signs of Overtaking the Competition
https://wccftech.com/amd-ends-intel-decades-long-dominance-in-the-server-cpu-market/



Nüüd alles läheb Intelil raskeks. Serveri tulu oli see mis neid pikalt vee peal hoidis.
Arvatvasti paljud olid veel pikaajaliste lepingutega Inteli peal, aga nüüd kus need aegusid vaadati, et AMD on parem ja see tähendab, et isegi kui Intel tuleks homme välja serveriprosega mis on AMD'st kordades parem ja odavam läheks aastaid enne kui turuosa hakataks tagasi võitma.

Neil on veel laptop ja OEM, aga sealt tuleb palju vähem raha sisse ja ka seal kaotatakse turuosa.
Desktop DIY'st ma ei räägigi, sest selles osas müüb AMD neid üle mitmekordselt.

[Optimist]

Parandatud pilt on selline:

Spoiler

Ikkagi sammub AMD nr1 positsiooni poole päris nobedalt. Aastaid on Xeonid olnud päris korralik kräpp EPYCuega võrreldes. Vahepeal sai 6 Xeoni välja vahetatud ühe 64tuumase EPYCu vastu. Viimane lahendus andis sama jõudluse aga oluliselt vähem voolu-, räki- ja litsentsikulu. Nüüd on Intel natuke paremas seisus aga mul oli isiklikult korralik hämming kui sama TSMC node peal tehtud Xeonid olid olulised voolunäljasemad sama tuumade arvu korral vs AMD.

[londiste]

sama seis oli viimati pealt 20a tagasi
https://www.cpubenchmark.net/market_share.html
(kõigi cpu-dega graafik läheb pikemalt tagasi)

[Tomorrow]

Intel Plans to Lay Off Up to a Whopping 30% of Its Workforce, Cutting Over 15,000 Jobs as CEO Lip-Bu Tan Declares That There Won't Be Anymore "Blank Checks"
https://wccftech.com/intel-plans-to-lay-off-up-to-30-of-its-workforce-cutting-over-15000-jobs/

Intel Will Drop Out of the Cutting-Edge Chip Race If It Doesn’t See External Customer Interest, Possibly Marking the Fall of a Key Custodian of Moore's Law
https://wccftech.com/intel-will-drop-out-of-the-cutting-edge-chip-race-if-it-doesnt-see-external-customer-interest/

[Zonerman]

Eks see turuosa kaotus hakkas ka lõpuks finantsiliselt kohale jõudma. Muidugi kiipide areng on Intelil juba aastaid paigal olnud sisuliselt väikeste mööndustega. Natuke halb konkurentsi mõttes, kui AMD ja TSMC saab hakata dikteerima hindu lähitulevikus oluliselt rohkem.

[Tomorrow]

AMD Now "World's Fastest" in Nearly all Processor Form-factors
https://www.techpowerup.com/339435/amd-now-worlds-fastest-in-nearly-all-processor-form-factors