This is how badly Intel screwed itself over

igor_kavinski

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All Intel had to do was LISTEN to the consultants it had hired (according to Jim Keller) and change its fab tooling and PDKs to mimic the industry standard so companies failing to get allocation at TSMC could place their orders with Intel with minimum investment of time and effort. BUT NO.

OH NO.

"THE ENTIRE WORLD DEPENDS ON INTEL CPUs! We don't really want business from the rest of the world. We want to keep making our own CPUs and flood the world markets with them!".

Yeah, how's that going for you, INTEL?
 
Yeah its mind blowing that there is this level of industry demand and Intel can't get folks to fab at their plants. Like customers are literally willing to lose money on unrealized sales than even bother with Intel foundry services.

And the US took a 10% ownership stake in this ****pile of a company.
 
Intel might not be the hero we want... but if they bent their excess FAB capacity to making DRAM modules...they might drive the price back down!
 
Except I think retooling the existing fabs for RAM production is no small task unfortunately. It's one reason why Samsung's chip yields are abysmal yet they are doing fine with RAM production. I've been told by people more informed than I that Andy Grove (?) famously saved Intel by getting them out of the memory business because of the price volatility and how sharp the price drops were once production exceeded demand. Pat did the same and killed Optane.

Ah, I found an article: https://anthonysmoak.com/2016/03/27/andy-grove-and-intels-move-from-memory-to-microprocessors/

And about Pat's origins: https://www.thelayoff.com/t/1vPygjc5

By the way, one guy at overclock.net was cussing Pat so bad because of how bad Arrow Lake is. So powerful yet gimped so pathetically that it can never achieve its full potential without major respin. He made me chuckle.
 
I jumped the gun.

PTL has 6MB less cache yet performing well. So with more cache, it could do pretty well in games.

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Panther Lake vs. Arrow Lake frequencies in GB6.5

If the performance holds at higher frequencies, then 5.1 GHz Panther Lake is almost as good as 5.8 GHz Arrow Lake!
 
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