The Intel Execution in [2024]

Yeah, an X3D-lite APU-enabled CPU in the second generation of Steamdeck? SHUT UP AND TAKE MUH MONIES!! :D I think it would be amazing, but I'm sure there are reasons it may not be so simple.
 
Poor poor resigning CEO, has to float down on the soft platinum parachute into the Scrooge McDuck-sized Vault of gold dabloons.

( I had to look up how to properly spell dabloons. :D )
 
Actually I think it's a Reddit currency. And I believe you've spelled the word correctly for my intended use: doubloons, not dabloons. Ugh brain rot is real :(
 
Albuquerque said:
Poor poor resigning CEO
Click to expand...
Charlie Demerjian thinks he was forced out, so does Bloomberg.

Note: Bloomberg is claiming the Gelsinger was forced out by the board but the story is paywalled so I can’t link it directly. This is quite believable in our eyes and is partially backed up by our sources.
Click to expand...

www.semiaccurate.com

Intel Removes Pat Gelsinger

In today’s unexpected earthquake news, Pat Gelsinger has stepped down from Intel.
www.semiaccurate.com www.semiaccurate.com

Some analysts claim they wanted to split the company into design and foundry and Pat refused.

https://twitter.com/x/status/1863591333115334797
 
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DavidGraham said:
Charlie Demerjian thinks he was forced out, so does Bloomberg.



www.semiaccurate.com

Intel Removes Pat Gelsinger

In today’s unexpected earthquake news, Pat Gelsinger has stepped down from Intel.
www.semiaccurate.com www.semiaccurate.com

Some analysts claim they wanted to split the company into design and foundry and Pat refused.

https://twitter.com/x/status/1863591333115334797
Click to expand...
well congrats to those who thought he wouldn't eat the christmas' nougat at Intel.

He made minimal progress, failed to secure quick wins, and harmed the company's image, notably with statements about Meteor Lake being a one-off project instead of a lasting breakthrough. His heavy focus on lobbying for government funding for new fabs in Europe and so on came off as insincere. Without delivering results, a clear vision, or effective communication, he was in the wrong role.
 
Seems pretty obvious he was forced out, with multiple outlets corroborating the same. One has to question why Intel's entire board is not being forced out either as they have also failed and do not seem to know what they are doing.

Intel will survive, but forever remain a shadow of it's former self. I would not be surprised to see AMD overtake Intel in revenue by 2026-2027.
 
Shifty Geezer said:
Ripe for acquisition by Digital Foundry, where they can just rebrand as The Foundry and diversify into AI Human Enslavement; get ahead of the game.
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Except that if it's kept privately held company Intel needs to own minimum 50,01 % of the company and if it's made publicly traded no one buyer can get more than 35 %
 
Kaotik said:
But Gelsinger already announced earlier that foundry will be spun off to separate Intel Foundry?
Click to expand...

As a separate division but still part of Intel. That was already done and earnings reported separately since a while now. What was being speculated was a complete divestment of the foundry division similar to how Globalfoundries was spun out of AMD. This is unlikely though as Intel foundry has no real value on it's own yet (likely negative value currently) and Intel also has to retain minimum 50.1% ownership as a condition of the CHIPS act funding deal it signed - https://www.theregister.com/2024/11/29/intel_chips_act_grant_foundry_conditions/
 
Erinyes said:
As a separate division but still part of Intel. That was already done and earnings reported separately since a while now. What was being speculated was a complete divestment of the foundry division similar to how Globalfoundries was spun out of AMD. This is unlikely though as Intel foundry has no real value on it's own yet (likely negative value currently) and Intel also has to retain minimum 50.1% ownership as a condition of the CHIPS act funding deal it signed - https://www.theregister.com/2024/11/29/intel_chips_act_grant_foundry_conditions/
Click to expand...
As independent subsidiary, not separate division.
www.intel.com

Pat Gelsinger on Foundry Momentum, Progress on Plan

A message from Intel CEO Pat Gelsinger to employees regarding the next phase of Intel's transformation.
www.intel.com www.intel.com
To build on our progress, we plan to establish Intel Foundry as an independent subsidiary inside of Intel. This governance structure will complete the process we initiated earlier this year when we separated the P&L and financial reporting for Intel Foundry and Intel Products.
Click to expand...
 
If this card lives up to the promises it's a really nice deal. $250 for a better than 4060 with all of the features like ray tracing, frame gen, AV1. Exactly what the industry needs. Competition at the affordable price points. I'm not going to congratulate intel until it's been tested, but so far so good.
 
Shifty Geezer said:
What's Intel's post release support like? eg. Drivers and game fixes.
Click to expand...
It was pretty bad with Alchemist even discounting for the several major driver updates fixing loads of stuff.

Also 272mm2 N5 die. This is close to AD104 (!), can't imagine it bringing any margins for them.
 
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