Is it really over for Intel®?

[kimsix]

Last night was bombshell and Intel stock crashed more!

I thought Pat was the man, engineering background, now they forcasting big revenue losses to come, AI products lacking behind competitors.

Means Lunar Lake and Arrow Lake and Arc2 cannot compete in performance. Anothter generation wasted

confirm 13th & 14th gen got real problems by extending to 5 years warranty!

15% job cuts, R&D cuts, marketing cuts, no more dividends, no more US Govt begging....

see liao!

 

[iceblendedchoc]

Last night was bombshell and Intel stock crashed more!

I thought Pat was the man, engineering background, now they forcasting big revenue losses to come, AI products lacking behind competitors.

Means Lunar Lake and Arrow Lake and Arc2 cannot compete in performance. Anothter generation wasted

confirm 13th & 14th gen got real problems by extending to 5 years warranty!

10% job cuts, R&D cuts, no more US Govt begging....

see liao!

Can recover next two generation or three hopefully

 

[Koenig168]

Intel has been coasting along since Sandy Bridge, getting by with incremental improvements to 14nm architecture.

The strategy worked (they were still getting good revenue growth until as recently as 2022) until it didn't. Then AMD and TSMC swiped Intel's cheese.

 

[kimsix]

lunar lake so late, is just 4P + 4E without hyperthread.

unless the igpu really good and battery life really good, who wants to buyed?

arrow lake power consumption tiagong still very high, and coming oct, late again

after 13, 14th gen, who dares to overclock arrow lake? just get 9800x3d enough!

 

[Phen8210]

Last night was bombshell and Intel stock crashed more!

I thought Pat was the man, engineering background, now they forcasting big revenue losses to come, AI products lacking behind competitors.

Means Lunar Lake and Arrow Lake and Arc2 cannot compete in performance. Anothter generation wasted

confirm 13th & 14th gen got real problems by extending to 5 years warranty!

15% job cuts, R&D cuts, marketing cuts, no more dividends, no more US Govt begging....

see liao!

https://www.nytimes.com/2024/08/01/technology/intel-layoffs-quarterly-report.html

intel ftw, repeat after me

 

[tigerwoods]

If not for AMD, we will still be using intel 4 cores cpu

 

[Phen8210]

Intel has been coasting along since Sandy Bridge, getting by with incremental improvements to 14nm architecture.

The strategy worked (they were still getting good revenue growth until as recently as 2022) until it didn't. Then AMD and TSMC swiped Intel's cheese.

lunar lake so late, is just 4P + 4E without hyperthread.

unless the igpu really good and battery life really good, who wants to buyed?

arrow lake power consumption tiagong still very high, and coming oct, late again

after 13, 14th gen, who dares to overclock arrow lake? just get 9800x3d enough!

Intel needs to find an Asian CEO from Taiwan.


Before that AMD was American, when an Asian came in and took over, the game changed. It's in the blood.

 

[stanlawj]

Intel's desktop CPUs will be fine.
14900k-gate will be solved by lawsuit that can easily pay off.
The mobile Lunar Lake is competitive vs Qualcomm's ARM, except for standby.
All-in-all, nothing has changed much,... either pick Windows or Apple Mac.
It's like Canon camera.... not the leading edge, got cripple here and there for business (market segmentation) reason, but just good enough that Canon customers don't switch.

 

[TanKianW]

Last night was bombshell and Intel stock crashed more!

I thought Pat was the man, engineering background, now they forcasting big revenue losses to come, AI products lacking behind competitors.

Means Lunar Lake and Arrow Lake and Arc2 cannot compete in performance. Anothter generation wasted

confirm 13th & 14th gen got real problems by extending to 5 years warranty!

15% job cuts, R&D cuts, marketing cuts, no more dividends, no more US Govt begging....

see liao!

Fact: Intel uplorry, consumer also uplorry. Unless Qualcomm make it bigger with ARM on PCs and making it so viable that all from x86-64 can jump ship. Which I doubt, coz of “Microsoft” broken windows effect.

It is not Pat’s fault. It is just not easy to save a ship that has stayed stagnant for too long with all its propellers removed, holes on its hulls, and still trying to stir the course on the high seas. The sh*t is already at his neck which worsen with the cut throat upgrade cycle of chip manufacturing.

I will still buy some of their shares when they hit lower, but with the preparation that they may go under forever and with the prepared mindset that I am willing to take the risks to lose all.​

 

[watzup_ken]

I feel it is going to be a very rough journey ahead for Intel. And to be fair, their current state is a result of decades of missteps which most previous CEOs managed to get away because there was no competition, which Pat has to resolve now. I do question Pat’s decision to triple down fab business because I feel the current demand is driven solely by crypto mining a few years back, and now AI. And you can start to see these projections of AI saving the world is falling flat. Nvidia is currently not feeling it because of ongoing demands, though you can’t tell if that pipeline is still as strong as before. In growing their fab business, they will need to invest substantial amount of money which the government payouts is unlikely to help much and you won’t see money rolling in until they are operational and with enough clients. So is it sustainable? I doubt that.

 

[watzup_ken]

Intel's desktop CPUs will be fine.
14900k-gate will be solved by lawsuit that can easily pay off.
The mobile Lunar Lake is competitive vs Qualcomm's ARM, except for standby.
All-in-all, nothing has changed much,... either pick Windows or Apple Mac.
It's like Canon camera.... not the leading edge, got cripple here and there for business (market segmentation) reason, but just good enough that Canon customers don't switch.

May be I am overthinking this issue, but I think the damage is not just about litigation cost. In this saga, I feel the trust for the brand is badly damaged. The reason is because Intel themselves admitted they knew about oxidation issues with their node/ chip, but yet there were reports that people were rejected for their 13xxx RMA requests. This admission is a bomb to their reliability and also the quality of the fab in which they are trying to entice more prominent customers to use. I also further question the quality of their fab when Intel chose to use TSMC wholly to manufacture their next gen Lunar Lake. It will send a wrong message, especially now. Chip business wise, given they can’t seem to figure or don’t want to admit what’s the main root cause, if the August fix don’t resolve the stability issue, you can be sure it will impact next gen CPU sales.

To be clear, there is no 1 company that is immune to this issue. Every company will release bad products from time to time. People will make a conclusion of your reliability based on how you handle or manage the issue. Here, I have to say they’ve handled it very badly.

 

[-Synchronicity-]

Intel needs to find an Asian CEO from Taiwan.
View attachment 51174

Before that AMD was American, when an Asian came in and took over, the game changed. It's in the blood.

Though I remember that in the early 2000s, AMD had a better product compared to Intel but could not capitalize on it.

 

[iceblendedchoc]

May be I am overthinking this issue, but I think the damage is not just about litigation cost. In this saga, I feel the trust for the brand is badly damaged. The reason is because Intel themselves admitted they knew about oxidation issues with their node/ chip, but yet there were reports that people were rejected for their 13xxx RMA requests. This admission is a bomb to their reliability and also the quality of the fab in which they are trying to entice more prominent customers to use. I also further question the quality of their fab when Intel chose to use TSMC wholly to manufacture their next gen Lunar Lake. It will send a wrong message, especially now. Chip business wise, given they can’t seem to figure or don’t want to admit what’s the main root cause, if the August fix don’t resolve the stability issue, you can be sure it will impact next gen CPU sales.

To be clear, there is no 1 company that is immune to this issue. Every company will release bad products from time to time. People will make a conclusion of your reliability based on how you handle or manage the issue. Here, I have to say they’ve handled it very badly.

Intel has not been honest and still continue to be to minimise compensation this is probably their counsel advice to take a divided and conquer approach

 

[watzup_ken]

Intel has not been honest and still continue to be to minimise compensation this is probably their counsel advice to take a divided and conquer approach

It could be. But the more we hear about yield issues with Meteor Lake, possible oxidation issues with Raptor Lake, Lunar Lake on TSMC not Intel fab, if you connect all these, it is difficult to try and isolate their fab business. The more they are not upfront about it, the more people will investigate/speculate, resulting in more doubts. So yeah, its not our call.

I assume Intel really have no clue about the stability issues, but if they are aware, I rather they take the humble approach of how they address concerns when they first launched the ARC GPUs. Acknowledge that it can be better and they will fix it. Like I am a happy Arc A770 user now despite the rough launch. And looking online, most reviews of the dGPUs are quite positive now.

 

[Phen8210]

Fact: Intel uplorry, consumer also uplorry. Unless Qualcomm make it bigger with ARM on PCs and making it so viable that all from x86-64 can jump ship. Which I doubt, coz of “Microsoft” broken windows effect.

It is not Pat’s fault. It is just not easy to save a ship that has stayed stagnant for too long with all its propellers removed, holes on its hulls, and still trying to stir the course on the high seas. The sh*t is already at his neck which worsen with the cut throat upgrade cycle of chip manufacturing.

I will still buy some of their shares when they hit lower, but with the preparation that they may go under forever and with the prepared mindset that I am willing to take the risks to lose all.​

damm, i think they wont fall that hard. its hard to imagine.

 

[Phen8210]

Intel has not been honest and still continue to be to minimise compensation this is probably their counsel advice to take a divided and conquer approach

May be I am overthinking this issue, but I think the damage is not just about litigation cost. In this saga, I feel the trust for the brand is badly damaged. The reason is because Intel themselves admitted they knew about oxidation issues with their node/ chip, but yet there were reports that people were rejected for their 13xxx RMA requests. This admission is a bomb to their reliability and also the quality of the fab in which they are trying to entice more prominent customers to use. I also further question the quality of their fab when Intel chose to use TSMC wholly to manufacture their next gen Lunar Lake. It will send a wrong message, especially now. Chip business wise, given they can’t seem to figure or don’t want to admit what’s the main root cause, if the August fix don’t resolve the stability issue, you can be sure it will impact next gen CPU sales.

To be clear, there is no 1 company that is immune to this issue. Every company will release bad products from time to time. People will make a conclusion of your reliability based on how you handle or manage the issue. Here, I have to say they’ve handled it very badly.

Yeah, I agree.

Product incompetence is just one thing alone, but they had some serious ethical issues in dealing with it.

The main reason they can survive now is because of the partnership and trust they built over the decade during the period when AMD was incompetent under the American CEO.

 

[peterchan75]

All semi stocks are down.

https://stockcharts.com/freecharts/...,NVDA,AVGO,AAPL,MSFT,TSM,TSLA|B|A12,26,9|null

 

[KYZT2021]

No worries product line wont change over so fast

 

[sym_rich]

USA FED 8 trillions bubble starting from 2008 start to loose air

 

[Phen8210]

All semi stocks are down.

https://stockcharts.com/freecharts/...,NVDA,AVGO,AAPL,MSFT,TSM,TSLA|B|A12,26,9|null

intel just hit all-time low in 5 years, yesterday $29 as from OP, now its $21.

@kimsix

https://wccftech.com/intel-in-big-trouble-class-action-lawsuit-14th-13th-gen-cpu-instability/