Black Cat's Studio - Intel到底錯過了什麼？從稱霸PC，到手機與AI時代一路掉隊

[obsceneK2]

2020s also misses the AI era and let AMD Nvdia dominate the market.



上半集重點：巔峰與轉折】
• 藍色巨人的絕對統治：Wintel 聯盟如何壟斷全球 PC 市場？
• 財務決策的雙刃劍：當 Excel 報表打敗工程師，Intel 為什麼賣掉行動部門？
• 錯失歷史的電話：2006 年拒絕賈伯斯與 iPhone 的背後真相。

【下半集重點：架構之爭與生態反思】
• 物理法則的背叛：x86 與 ARM 的底層架構大對決（卡車 vs 機車）。
• 軟體生態的詛咒：為什麼算力再強，沒有開發者生態也只是一塊發熱的磚頭？
• 巨人的第二次機會與啟示：從 100 億美金反向補貼到代工變革，我們能學到什麼？

 

[coyote]

2020s also misses the AI era and let AMD Nvdia dominate the market.



上半集重點：巔峰與轉折】
• 藍色巨人的絕對統治：Wintel 聯盟如何壟斷全球 PC 市場？
• 財務決策的雙刃劍：當 Excel 報表打敗工程師，Intel 為什麼賣掉行動部門？
• 錯失歷史的電話：2006 年拒絕賈伯斯與 iPhone 的背後真相。

【下半集重點：架構之爭與生態反思】
• 物理法則的背叛：x86 與 ARM 的底層架構大對決（卡車 vs 機車）。
• 軟體生態的詛咒：為什麼算力再強，沒有開發者生態也只是一塊發熱的磚頭？
• 巨人的第二次機會與啟示：從 100 億美金反向補貼到代工變革，我們能學到什麼？

The many previous American CEOs couldn't turn the company around. Yet, couple of years after the Malaysian CEO took over, it's share price rose to $110+! What does it say about Intel's story?

 

[tootired]

The many previous American CEOs couldn't turn the company around. Yet, couple of years after the Malaysian CEO took over, it's share price rose to $110+! What does it say about Intel's story?

actually, till now there is still no firm order from their fab, just news yield are getting better and better.
by right tsmc full capacity should lead to over flow order to Intel, yet none of the chip companies place order for their chip with intel which they need it tomorrow.


Read HWZ Forum Rules!

 

[buttbERry]

thought the stock huat

 

[keewee0415]

蓝色巨人？不是 IBM 吗？

现在好象是谁的招牌蓝色谁就倒霉，就好像... Man City... Warner Bros Discovery...