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

What's more interesting to see there is the net margin tab. Still over 50% profit NET. That's bonkers.
 
I don't know why I even try to have hope for them anymore.

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

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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...
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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.
Click to expand...
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.
 
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.
 
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.
 
What Intel needs to do is pull an IBM and just double down on the enterprise market. Make them their focus and pull the micro transactions OUT of the pipe line for the CPU market. (licensing features to enable them on your CPU.... no thank you!)

If they can reclaim the ground that AMD is and has made in the enterprise infrastructure market, and stay ahead of Nvidia/Microsoft/Amazon's custom high density low performance CPU's... then they have a chance.

Otherwise just shrink your market, dive in fully on secure processors, and cater to the TAA/DOD/High security minded market. Market your CPU's as the LEADER in compute security. OWN it. Nobody else is.... everyone else is being reactive to security and riding a razors edge of vulnerability to performance. BE the secure CPU to have in your servers. Sponsor active attacks against your hardware. PROVE it's the one to own.

Banks, DOD, TAA, Healthcare, and other high security minded companies will ABSOLUTELY purchase your proven hardened solutions over another 30 threads and faster throughput per socket.

They will even pay a PREMIUM for that added level of security. It will save them money on the back end insurance costs to protect against financial losses stemming from intrusions/data exfiltration.

That and every hypervisor/OS license in the world will soon be per thread after watching Broadcom do it so successfully. So people won't be making the MOST DENSE possible clusters.
 
Well, at least it's one, sort of, revenue stream. However, I think that what @Grimlakin has said makes a whole lot more sense.

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Intel Wins Tesla Dojo 3 Packaging Contract in Dual-Supplier Strategy

Intel has secured Tesla as a customer for its specialized module-level packaging services, signaling that billions of investments and years of development are appealing to external Foundry Customers. Tesla's Dojo 3 initiative will see Samsung Electronics Foundry manufacture the custom D3...
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