What's next for Intel: Split, sell, or shut down the fabs?

[BradleyJenkins]

The fix is easy, sell Intel to Raytheon

 

[Eldrach]

E-cores was a good idea for laptops - where people actually care about battery life and powerdraw. It's a horrible solution for a desktop CPU. Even with their E cores and P cores, they still draw more power than the AMD equivalents. My 9800 X3D - stays at 32 degrees celsius when doing regular office work like word / excel etc. ..And there's no "efficiency cores" involved.
Intel just ran out of ideas I guess. Intel needs to "steal" from AMD and ditch the E cores - just bring the L3 cache up instead and increase the P cores - Bring back multithreaded support and stop f'ing around with dead on arrival desktop cpu's.

For laptops, they could still keep developing E-cores, as that's probably a good way to fight ARM on battery life

 

[TechSavy101]

All hands Abandon Ship!
Last time Intel actually invented a good cpu was in 2008 with Nehalem architecture.
Look at these notes in wikipedia:
"It has been reported that Nehalem has a focus on performance, thus the increased core size. Compared to Penryn, Nehalem has:

10–25% better single-threaded performance / 20–100% better multithreaded performance at the same power level
30% lower power consumption for the same performance
On average, Nehalem provides a 15–20% clock-for-clock increase in performance per core."

Over a decade after that Intel just added 5-10% extra performance over Nehalem. They didn't even bother to increase core counts until 8700K series!
I feel no pity at all, its karma for being corrupt and greedy.

 

[Felusy]

Intels problems are never going away. Not anytime soon.
They sat on their hands and now it is biting them in the ***.
They cant sell the fabs, its in the chips act they accepted.

But please guys...AMD is in no better shape, yes they have had a few good skus in the last few years and their market share is a little better, but prior to that they were having a hard time keeping up with Intel. AMD is only doing well now because Intel isn't!

AMDs revenue and R&D capital is not that great. Its gotten better over time, but they are also at a stagnant point, the 9000 series was not at all better except the 9800X3D. While it is the best gaming chip, it is only holding that crown because Intel is in a funk.

AMDs hold that crown because of TSMC, which is the reason AMD can do stacked 3D cache on their CPUs.

AMD has their own share of issues yeah. However a single CCD 3D chip is an absolute nobrainer for any gamer rigth now. Top tier gaming perf (and with 9800X3D, still top tier application perf for 99% of users) all with low power usage, easy to cool.

9800X3D is king, 7800X3D is queen. Top 2 gaming CPUs today and this won't change till Zen 6 3D are released.

Intel Nova Lake will be no threat for AMD when it comes to gaming, outside of gaming, maybe. However AMD has 9950X here and Threadripper too if you need more than 16C/32T. Also Zen 6 will be out too at that point probably.

I expect Zen 6 in Q4 2025 and then 3D chips in 2026 sometime. Meaning 9800X3D will be king for gaming for the next 1½ years minimum.

 

[Lcifer]

The issue is that the US gov will not allow Intel to stop their foundry business. This is especially the case after they had painstakingly carve out a big chunk of the CHIPS Act money to Intel for US chip designers to diversify chip production from Asia foundries. I feel whatever the plan is, Intel needs to stick on to it because time and money is not on their side to flip flop between business strategies. Shareholders may think that they want to pull an AMD trick here, but being the only US cutting edge foundry means it’s going to be sticky to try and wind down the foundry business, unlike Global Foundries. And AMD was fortunate to have foreign investors pumping money into GF that helped to buy AMD some time to divest from their foundry business.

Amusing to me considering I love down the street from. A "CHIPS" site once the foundations where poured and construction of the buildings started the project was out of funds and Eli Lilly has now switched it from micro chips to pharmaceutical manufacturing and according to the reports will be paying back zero of the "chips" funds and according to federal records the "chips" funds is already empty and only 1 of 10 plan facilities will be finished without massive private investment so yeah there's that don't believe me look up Eli Lilly Chips facility Boone county Indiana

 

[beera]

I see only two viable options for Intel: selling its fabs or merging with another tech giant (though not AMD or Qualcomm). However, neither of these options would be easy to execute.