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by cmdrriker 1233 days ago
Intel lost this battle years ago when leadership decided to badge engineer the shit out of their product portfolio and do stock buy-backs. In a capital intensive enterprise, Jack Welch school of management will only give the company maybe 10 years before those opportunity costs blow signifgant holes in your boat. Look at TSMC, they take government money, invested that in people and material. They’ve got a work plan in place to meet their customers needs which in turn is driving market direction. GF was left for dead and look at what they’re doing. They’re eating Intel’s lunch now while they’re flailing with mediocre graphic cards and no clear strategy where they’re going with future x86 designs. The universe is moving towards RISC and they’re essentially locked in a prison of their own making.
2 comments

Of all the things you picked the least relevant one. Intel without GPUs is dead. Gone. Zero. A foundry at best, with a decade to be top tier again. Intel without RISC is… fine? The instruction set doesn’t matter, the underlying hardware doesn’t execute it anyway, it runs microcode.
I agree, I think GPU is a smart move for Intel. They have a lot going for them that they should be able to carve out a nice niche in the GPU market.
The universe has been moving towards RISC since the mid 90s. The universe moves slow.