|
|
|
|
|
|
by beetwenty
2419 days ago
|
|
|
With respect to their core CPU business, they were executing on a monopoly playbook since the start of the decade - 4 core desktops and 5% generational improvements on the same architecture, every generation - which made them organizationally unfit to stay competitive. When the Ryzen chips first launched they quickly moved to punch up the core counts to keep pace, but were still waiting on their 10nm process to come through, so they ran out of breathing room really quickly. For the past year it's just been "run hotter and engage in FUD", and now that AMD has got onto 7nm process there's really no comparison to be made. Could they have seen it coming? Absolutely, and they could have had a new architecture ready earlier or adjusted their process plans to de-risk, but again, multiple years of uncontested dominance in their main business tends to make things that aren't next quarter top-line a lower priority. And I think that really is at the heart of the issue with their projects failing so frequently. Intel's pursued anti-competitive practices for decades, and when it works, they coast along without urgency, letting marketing call the shots, and when it doesn't they use their economic moat to rush a solution. But this time, with everything running late, Intel is going to face several quarters ahead without having a real response on the CPU front. They are not going anywhere, though. Their foundry channel is needed to meet global demand for new chips - a good deal will still find buyers. They still have plenty of existing agreements to work with, and can negotiate their way through a lean patch. And they have their new GPU stuff coming soon which should hopefully give them a piece of a different market. There will be plenty of stress to re-org along the way, though, so Intel could come out of this looking very different. |
|
|