Intel Lays Out Plan for Profitability, Including a New 50% Gross Margin Goal for New Products and Leveraging Production Across Three Foundries

[Peter_Brosdahl]

Intel Products CEO Michelle Johnston Holthaus attended a Bank of America Conference, where a strategic overview was presented.

See full article...

 

[Brian_B]

They need to take a page out of nVidia's book....

NVIDIA Gross Margin 2010-2025 | NVDA

Current and historical gross margin for NVIDIA (NVDA) over the last 10 years. The current gross profit margin for NVIDIA as of April 30, 2025 is <strong>%</strong>.

macrotrends.net

 

[Grimlakin]

What's more interesting to see there is the net margin tab. Still over 50% profit NET. That's bonkers.

 

[Peter_Brosdahl]

I don't know why I even try to have hope for them anymore.

Intel Reportedly Struggles with "Panther Lake" Manufacturing

According to exclusive information obtained by two sources close to Reuters, Intel is reportedly facing a challenging situation with the high-volume manufacturing of its next-generation PC processor, codenamed "Panther Lake." According to two anonymous sources, Intel's Panther Lake yields...

www.techpowerup.com

It's like watching someone shoot themself in the foot, only to drop the pistol and get shot in the knee, all the while trying to reach for an automatic to finish the job. Sigh.

 

[Grimlakin]

I don't know why I even try to have hope for them anymore.

Intel Reportedly Struggles with "Panther Lake" Manufacturing

According to exclusive information obtained by two sources close to Reuters, Intel is reportedly facing a challenging situation with the high-volume manufacturing of its next-generation PC processor, codenamed "Panther Lake." According to two anonymous sources, Intel's Panther Lake yields...

www.techpowerup.com

It's like watching someone shoot themself in the foot, only to drop the pistol and get shot in the knee, all the while trying to reach for an automatic to finish the job. Sigh.

That's a pretty grimdark assessment. I mean it isn't wrong per say.. but very grimdark. Really we need an outside company like a Tesla (no not tesla) to come in and just buy their local fab's to start producing chips. Sustain themselves on microcontrollers and device level SOC's like AMD did for so long.

Honestly I don't want Intel broken up... I think that would be a bad move and wish AMD never sold off or spun off global foundries. That was a mistake. But it was clear AMD didn't have the oomph to keep up with companies like TSMC for production and didn't want the lead weight of an aging tech production infrastructure weighing them down.

Ideally I want Intel to surprise everyone with some true next gen hardware on what they can make that exceeds expectations and blows people out of the water. Because brass tax... I don't care what nm rating it's made in as long as it does what I need it to do faster than or as fast as the next guy with greater reliability and lower TCO.

 

[Denpepe]

How many times has AMD been dead and buried b4 they came up with ryzen?

Seems ro me that a lot of people are keen to see intel fail as they used to be the big dog, that does not mean they will.

 

[Uvilla]

Intel is a strategic company, it will never fail, i dont know if AMD is considered strategic yet, probably not. That said Intel has done a lot of crap moves, specially stock buy backs, and forced ranking stupidity, which has rotted them pretty badly.
They came up with optane a great product I thought, instead of scaling it, and price it agressively, noooo, gotta have that huge margin, its plain stupid.