Another take on the huge value drop in Intel is that it is writing off its existing old processes and support people while concealing this huge shift inside a general economic downturn.

18a is indeed making good samples right now and the sample chips are working about as good as the old stuff ever did.

This means Intel is now ready to pivot over to the new technology and Intel needs to shed the old production processes and all the people that used to service the old stuff.

Laying these people off normally would be VERY expensive to do, but losing it all to a sudden economic downturn means you can stick your hand out for some more government economic help ........

Law practices are lining up to create a "class action" with Intel over the mess they have made.   I count an even dozen practices collecting participants at this time.

The push to get the EU regulators involved is also becoming more defined.

As are Intel's various internal movements to limit the damage that could be done by all of the above.

https://search.brave.com/search?q=class+action+against+Intel&source=desktop&s...

Future of desktop chips is sorta fuzzy right now ........

"AI PC" has been completely fumbled over at Intel.

Intel is eaten up with overheating, corrosion and death style interrupt issues that are requiring a 23% slowdown to be written into Intel's chip's microcode.    Once again, new microcode and a lot of new replacement processors are required to REALLY fix these current Intel warranty issues.

Yes, Intel is intentionally having to kill any form of what they used to call "competitive advantage" to keep from having to eat more warranty on 100% of the chipsets from the LAST TWO GENERATIONS.

AMD is selling all the processors that they have allocations to build the components for at TSMC, plus now Qualcomm is swinging the ARM AI processor stick for all they are worth.   Samsung is also making ARM PC style processors as is NVIDIA so Intel does not lack for AI PC competitors as they fall on their face right off the starting blocks .......


Intel has run completely out of replacement chipsets.   The new Intel stuff needs a new socket and a new motherboard, so it is not a candidate for making replacement processors for your ailing box.

Furthermore, Intel has just scrapped all plans for their next 20a generation, as 18a is now said to be their only avowed pathway forward.

All current Intel chipsets are being made at TSMC, and these chipsets and chiplets are quite different from previous Intel processes and design generations.

https://nypost.com/2024/08/02/opinion/biden-harris-wasted-8-5-billion-in-taxp...

Lots of folks have spotted that supporting Intel is throwing away their .gov grant money and getting nothing out of it.

Folks are suggesting cutting off Intel as a "bad bet" and spending the .gov dollars on more likely candidates ......

What else is news surrounding this budding Biden-Intel bailout reversal?


Apple is fine and selling a lot of advanced ARM based stuff.

AMD is fine and is selling all the x86 processors that they have chiplet wafer allocations at TSMC to make.  As Intel fails to purchase their contracted TSMC allocations, look to see AMD and Qualcomm quickly snap these allocations up ......

Qualcomm is making and selling a lot of their AI PC chips for laptops.

Samsung has yield issues again, which are crippling their AI PC efforts at the moment.

Intel is eat up with the shits over their class action lawsuit actions, being out of production on their old style stuff due to having pushed the high amps too high and simply internally frying the last two generations of large Intel processors.   Folks now realize that a replacement motherboard is needed as the new processors past this point are way way too different to drop into the existing retail boxes.

Intel is having a few developmental difficulties at this time with their 18a product for both yield and performance style issues.

Intel Foundry is having problems holding on to their first batches of foundry customers due to their current non-performance issues.

Read this for a current Intel snapshot.

https://www.nextplatform.com/2024/08/02/the-resurrection-of-intel-will-take-m...

https://search.brave.com/search?q=Qualcomm+offers+to+buy+out+Intel&source=des...


Qualcomm Offers to Buy Intel

According to recent reports, Qualcomm, a leading semiconductor company, has approached Intel with a potential takeover offer. This development comes as Intel faces significant business challenges, including a decline in its market value and struggles to regain momentum in the chipmaking industry.

Details of the Offer

While the exact terms of the offer are not publicly disclosed, sources suggest that Qualcomm has proposed acquiring all of Intel’s assets or specific parts of its business, including its design unit. Qualcomm’s CEO, Cristiano Amon, is reportedly personally involved in the negotiations, examining various options for a deal.

Intel’s Response

Intel has not officially commented on the offer, but sources indicate that the company is in talks with Qualcomm. Intel’s recent plan to spin out its manufacturing arm as a separate subsidiary may be seen as a response to Qualcomm’s offer, potentially adding distance between its chip design and manufacturing competencies and attracting additional customers.

National Security Concerns

The US government’s stance on the potential acquisition may play a crucial role in the outcome. If deemed essential for national security purposes, a takeover could receive approval, potentially adding a tailwind to Qualcomm’s offer.

Implications

A Qualcomm acquisition of Intel would be one of the largest-ever M&A deals in the tech industry. It would mark a significant shift in the competitive landscape, as Qualcomm would gain access to Intel’s extensive portfolio of businesses and technologies. The deal could also have far-reaching implications for the global chipmaking industry, potentially altering the balance of power among major players.

Current Status

As of now, the negotiations are ongoing, and no official offer has been made public. The outcome remains uncertain, pending the outcome of discussions between Qualcomm and Intel, as well as any potential regulatory approvals or national security considerations.


Apollo Investments Group and ARM Holdings has now also put in a similar style bid to buy Intel "as is".   This means Intel has 3 offers to financially buy them out of their current financial bind issues.

Intel employees are acting like "Rats abandoning a sinking ship" are taking other jobs in industry quick-like before getting their job cut at Intel.

Two of my favorite pundits have voiced the opinion that Intel isn't making it out of this one as an industry leader.

As such, one of the above pundits isn't even going to waste time on testing Intel products until Intel has shown some sort of a "demonstratively superior" competitive product.

Inference here being that Intel's cobbled together for testing 18a isn't good enough to compete against TSMC's 2nm and as such "tomorrow never arrives" for Intel ever again.  

Is it over and done with for Intel at this time? .....


https://search.brave.com/search?q=intel+is+over&source=desktop&summary=1&summ...


Intel's Dominance Wanes

Based on the search results, Intel has faced significant challenges in recent years, including:

Loss of dominance: Intel’s market share has declined as competitors like Samsung and Taiwan Semiconductor Manufacturing Company (TSMC) have gained ground.

Missed deadlines: Intel missed its deadlines for new process nodes, such as 7nm, which led to a stock plunge and allowed competitors to take the lead.

Struggling to stay relevant: Intel’s struggles to adapt to changing market trends, particularly the shift to mobile devices and artificial intelligence (AI), have raised concerns about its long-term viability.

Job cuts and cost reductions: In an effort to turn things around, Intel has announced job cuts and a $10 billion cost reduction plan for 2025.

Skeptical investors: Despite CEO Pat Gelsinger’s efforts to revitalize the company, investors remain skeptical about Intel’s ability to recover and regain its former glory.

Intel's Current State

Intel’s stock performance has been poor, with a decline of 37% this year, making it the worst-performing tech stock in the S&P 500. The company’s earnings have also been disappointing, with a 35% drop in earnings and a 1% decline in sales year-over-year.

Future Outlook

While Intel has set goals to catch up with competitors by 2026, investors are uncertain about the company’s ability to achieve this. The company’s history of missed deadlines and struggles to adapt to changing market trends have raised concerns about its long-term prospects.

Conclusion

Based on the search results, it appears that Intel is indeed facing significant challenges and is struggling to stay relevant in a rapidly changing market. While the company has made efforts to revitalize itself, its future outlook remains uncertain, and investors are skeptical about its ability to regain its former dominance.

Intel new processors from TSMC are being ranked as "same performance" as the AMD chipsets built on the same processor levels.   This puts Intel and AMD in a performance/price war again ...... with AMD remaining several levels up on Intel at the present time.

Independent tests say that Intel's older "mitigated" core programming modifications still carry enough "slow down" to put them back 1-2 generations to either AMD or Apple products.

Intel has been caught lying about its processor performance in general again.   Yes, Intel is 25% down due to temperature mitigation ---- yes this seems to be Intel's reality using what Intel is calling their 4nm processor process.  

Don't buy anything Intel builds on any of their own older "in house processes", not until Intel's 18A process becomes production stable.   This will be in the 2025-2026 time frame according to Intel.

AND DID YOU KNOW THE BIDEN ADMINISTRATION HAS COMPLETELY STALLED ON PAYING OUT THE 8.5 BILLION THEY PROMISED TO INTEL?   Intel is seen as a bad investment by Wall Street and the Biden Administration at this time.

===================================================

DO NOT BUY ANY INTEL PRODUCTS UNTIL THE CURRENT FRENZY OF ISSUES SETTLE OUT ........  

Early Intel 18a looks fairly good, except for some long implementation delays.   Intel is saying it will take 2015-2026 to get 18a across the entire Intel product line.   TSMC is at 2nm right now and will have that 2nm generation completed across the board by well before then as well.  

The root issue is that TSMC 2nm outperforms Intel 18a.  Yes,  AMD processors on 2nm will kick Intel's 18a in their very late limping ass.  

Plus TSMC isn't stopping to take a two year break, but TSMC will continue to make even more progress beyond 2nm as the two years go roll along ......

Intel will continue to buy a lot of TSMC produced stuff over the next few years, further confusing their customer base.

https://www.tomshardware.com/pc-components/cpus/intel-hasnt-sold-a-single-arr...

Intel hasn't sold a single Arrow Lake CPU at Germany's largest retailer — Core Ultra 200S sales stagnate after just one week

News
By Dallin Grimm published 22 hours ago
Arrow Lake's disappointing sales match its underwhelming performance.



Almost a week after the October 24 release of Intel's Core Ultra 200S (Arrow Lake) desktop processors, Germany's largest PC components online retailer still hasn't sold a single unit. While some Arrow Lake chips have sold out of stock on American sites like Newegg and Amazon, all of the entire families of Intel CPU sales make up just 5% of CPU share at Mindfactory, with AMD raking in the other 95% of CPU sales on the site.

The Tweet below displays Mindfactory's CPU sales numbers for the past week. None of the five Arrow Lake desktop SKUs—Core Ultra 9 285K, Core Ultra 7 265K/KF, or Core Ultra 5 245K/KF—appear on the chart. In fact, Intel's highest-performing CPU, the Core i5-13400, takes 21st place behind a wall of Ryzen chips. A trio of 14th Gen Core i7s and Core i9s take up the rear, with all of Intel's processors selling around ten units each.

Intel's approximately 40 sales at an average sale price of €388 each represents 5.19% of Mindfactory's CPU sales. Compare this with just AMD's first- and second-place chips, the Ryzen 7 7800X3D and Ryzen 7 5700X3D, sitting at 190 and 80 units sold, respectively. AMD's motherboard sales share went from 88.65% to 93.75%, knocking Intel steadily out of the water.

As we found in our 3-star review, the Intel Core Ultra 9 285K is an alright release but represents a generational regression in gaming performance. Its productivity increases are not enough to save it from being considered a disappointing launch, and Germany's sales represent this. Curiously, the 285K is out of stock at most American retailers. The next-best chip, the Core Ultra 7 265K, is in stock on Amazon and Newegg but has only six combined reviews across both sites, also pointing to disappointing sales.

Arrow Lake's disappointing launch, which is almost forgettable less than a week after its release, is not good news for the struggling Intel. The company has been in one of its worst financial states in years, with its August earnings call revealing a loss of $1.6 billion in one financial quarter. The company's sacrifices include a 15% reduction in staff and a scaling-back of ongoing fab construction efforts.

According to financial analysts, Intel's yet-unfinished Magdeburg, Germany, plant has reportedly stopped construction and may be abandoned. Germans with a $30 billion unfinished Intel fab in their backyard are likely not thrilled about buying more Intel processors, perhaps contributing to Arrow Lake's feeble sales in the country.


You know you are yesterday's news when German PC builders won't buy ANY of your current best released processor, and when TSMC's head dog Chang chops your discount rate from 40% to "a lot less" while strongly cutting your allocation space.

Read this article to get the full story from a reputable news source.   Intel's rate of decline goes into hyperdrive with this one.   Look to see AMD pick up the dropped allocations from Intel, along with several others.

https://www.reuters.com/technology/inside-intel-ceo-pat-gelsinger-fumbled-rev...