News Intel's stock drops 30% overnight —company sheds $39 billion in market cap

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I really didn't think I'd see the day where Intel would falter this badly. They owned desktop, server, and mobil CPUs forever... Just stayed on CoreDuo with larger processes for too long without any major innovation or quality breakthroughs.

I'd like to see them recover. They keep AMD and Apple honest. Of course now the existential threats are coming from other players too.

Well, anyway.. This round I'll be building a Zen5/RDNA4 rig... so skipping Intel and nVidia.
 
As I mentioned in another thread: The issue with the crashing CPU's will cost them a lot of stock value, so they should look at a recall rather than anything else, as a recall might be cheaper.

This CPU crashing might not affect them much this time around, but next quarters they will for sure.
 
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It's almost like they didn't innovate or increase core counts for a decade because they had no competition. Sitting on your laurels only gets you one thing in the business world...disaster.

They had competition, but their marketing department was very good at explaining you needed an Intel CPU for gaming to a point where a lot of people went Intel simply because of the marketing hype.
 
It's almost like they didn't innovate or increase core counts for a decade because they had no competition. Sitting on your laurels only gets you one thing in the business world...disaster.
Didn't they also strip hyperthreading from i7s at one point? One page I found pointed to them doing it to the i7-9700K.

When greed and setting on your laurels catches up to you.
 
Didn't they also strip hyperthreading from i7s at one point? One page I found pointed to them doing it to the i7-9700K.

When greed and setting on your laurels catches up to you.
More of a production distinction at the time. 9700K vs 9900K. 8700K had hyperthreading, but only six cores.

In some regards the non hyperthreading chips of that time were the best. Avoided most of the side channel attacks.
 
I really didn't think I'd see the day where Intel would falter this badly. They owned desktop, server, and mobil CPUs forever... Just stayed on CoreDuo with larger processes for too long without any major innovation or quality breakthroughs.

I'd like to see them recover. They keep AMD and Apple honest. Of course now the existential threats are coming from other players too.

Well, anyway.. This round I'll be building a Zen5/RDNA4 rig... so skipping Intel and nVidia.
Agreed and agreed. They used to be the seemingly unstoppable behemoth to beat, especially with most of the corporate world being married to Intel with AMD never getting nearly as much traction as they have now.

Yep, looks like Zen 5 pricing is very aggressive. Hopefully the same will be true of RDNA4, or even if launch MSRP's are about the same but with good gen-on-gen performance uplift, the increased value will be appreciated.
 
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Anyway, x86 needs to go away, this tech is obsolete/bloated/ugly/inefficient AF. Time to stop doubling down.

We need a world where CPUs are all RISC type, ARM/RISC-V ISA with many competitive vendor implementations sounds about right to me.
 
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and less than half of AMD's.

oh how the times change...
there was point that would of been something nobody believe.


It's almost like they didn't innovate or increase core counts for a decade because they had no competition. Sitting on your laurels only gets you one thing in the business world...disaster.
while this is true...that isnt even related to current intel issues. Doesnt matter if they kept pushing everything if they had these issues same thing woiuld of happened.

called Intel never re-did their mentality the way AMD did (even if AMD had to do so out of desperation w/ ZEN).

Intel's mentality is always more power more speed makes numbers go bigger to point it became a meme.

A bug finally caused it to become an issue & the widespreadness of it is going to be a bad medicine.

Even when Intel adds more cores now they still lose vs AMD in server (i forget which one it was but i recall intel released a XEON that had more cores than a epyc, cost more than the epyc thats been out for yr or 2, yet performed worse)

Intel felt punishment for the core stagnation but that was long ago & they recovered after in a few yrs.

On the GPU side they are "fine". 1st gen had issues but they worked most of the mout & hopefully 2nd gen is able to compete vs nvidias low end (as 60 tier is a joke and we need alternative in raytracing which amd sadly doesnt have)

Anyway, x86 needs to go away, this tech is obsolete/bloated/ugly/inefficient AF. Time to stop doubling down.
and it'll stay around due to that exact thing.
many important systems rely on it. Cost to change it for many doesnt make sense & to home end users it makes no sense until you see devs of alternatives fully support it.

x86's backward compat & "it just works" is why it has stayed for so long.
Yes, it is harmful long term, but its benefit is seen as "worth it".
Nothing to do with the 13th and 14th gen processors "melting"?
dying not melting & it would impact it but not this much. This wasnt intels 1st time having issues about cpu's. (the issue around the specter/meltdown yrs was much much worse than this and barely effected their value)


Intel straight up stated its cutting jobs & stuff due to bad sales, issues w/ its latest mobile chips (as in yield of actual chips) & a bad forcast for profit coming up.
thats the stuff investors see & go "oh they are admitting to issues so think its time to get out of here for a bit" & thats when you lose value.
Didn't they also strip hyperthreading from i7s at one point?

and plan remove it on upcoming chips...which isnt 100% a bad thing as it has benefits. (especially if they keep core counts high like do w/ their e-p core chips) Biggest one is less power req which for intel is a big thing.
 
I'd like to see them recover. They keep AMD and Apple honest. Of course now the existential threats are coming from other players too.
Honestly, Intel needs to fall and sell off their foundary business and become "Lean & Mean".

That means pulling a AMD and seperating the two businesses.

As long as Intel is still attached to the foundary side, there will always be a MAJOR trust issue.

Intel's Foundaries can't take off till they get rid of their chip design side.

Anyway, x86 needs to go away, this tech is obsolete/bloated/ugly/inefficient AF. Time to stop doubling down.

We need a world where CPUs are all RISC type, ARM/RISC-V ISA with many competitive vendor implementations sounds about right to me.
Even Jim Keller has stated that the core ISA really is a tiny fraction of what makes a CPU.

If you really are caught up on a decades old argument, you're very much out of touch with what really matters.

ARM or x86? ISA Doesn’t Matter

There's nothing wrong with x86 ISA, it's fine.​


What makes any platform strong is the library of software that you have access to, and what library is larger than x86?

Every major platform that succeeded in console land or PC has had a "Very Strong" library of software.

That's where x86 is strong, it's LONG history and VAST software library.
 
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Anyway, x86 needs to go away, this tech is obsolete/bloated/ugly/inefficient AF. Time to stop doubling down.

We need a world where CPUs are all RISC type, ARM/RISC-V ISA with many competitive vendor implementations sounds about right to me.
Along with x86 disappearing so would the enthusiast builder market. Qualcomm et al have no interest in selling you a standalone CPU, and they barely support the garbage they do release. 2 to 3 years of driver support is all we can expect from these shiny new ARM laptops, if their past behaviour is any indicator that is.
 
As I mentioned in another thread: The issue with the crashing CPU's will cost them a lot of stock value, so they should look at a recall rather than anything else, as a recall might be cheaper.

This CPU crashing might not affect them much this time around, but next quarters they will for sure.
There's a possibility they couldn't perform a recall. The probably don't have enough spare inventory, and if they divert production capacity away from next gen chips, then they'll be screwing their future even more. The RMA route will likely have a slower rollout and they can control the flow to a better extent.
 
Gelsinger inherited a dysfunctional mess of a company in 2021, but it was entirely his decision to release 13th and 14th gen in the state they were in.
 
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That's a world where I don't want to see happen.

If Qualcomm wants to succeed, either embrace us "Enthusiasts" and our modular PC Eco -System, or I hope they die and get kicked out of the business. Go back to Smart Devices, your attitude towards us and limited support isn't welcome.

The Enthusiast PC builder market means ALOT to me.


Open Source Licensing helps.
Free also helps. I understand why he choose RISC-V, he's a big supporter of Free / Open Source.
Also, less baggage compared to any ISA that's been around for decades.

Good luck finding customers who want to use RISC-V as their main system compared to x86.

One easily has more momentum, while the other is coming for ARM.
Unfortunately, the way things look right now the future of the PC enthusiast community looks dim. Everyone wants the Apple model, high initial buy in (when speccing your machine properly) with 100% service lock in. Now that said there is a place for this, I own a MacBook Air M3 and it's firkin awesome. I paid 2K CAD for it at the middle tier (8 core CPU, 10 core GPU, 16GB/512GB) and it does everything I want it to and will do so for years to come. But this is one sole machine in my line up. I also have my (cursed) G15 laptop with the (cursed) i9 13900K and a RTX4060, as well as my homebuilt desktop in my sig. THOSE machines are my concern, THOSE machines are the ones I'd be building, piecemeal upgrading, tinkering with. My MacBook is a tool I use for school, the services and software it brings are more important than the (impressive but locked in) hardware. My gaming laptop and my desktop are my sanity in winter months. I ride motorcycles, hike, work on cars, mountain bike etc etc in the summer but my Canadian winters are FILLED with PC gaming goodness and all the time wasting tinkering that comes with it. If I lose that, well, I may to pick up skiing or some BS like that. Seriously though this hobby and community means A LOT to me. I'd hate to lose it because some shareholder needs a rate of return and x86 is the victim. ARM is great, but Qualcomm is the devil. I don't do deals...
 
Didn't they also strip hyperthreading from i7s at one point? One page I found pointed to them doing it to the i7-9700K.
Back when Intel CPUs only had 2 or 4 cores, they used hyperthreading to enhance product differentiation between tiers. This practice carried on a little past that era, as you noted.

The i9 tier is relatively new. The Core i-series 9000 generation was when they moved up to 8 cores and added in the i9 tier to the mainstream platform. So, that prompted them to differentiate it from i7 by disabling HT on the i7 (which always had it, previously) and reserving it for the i9. Even so, I think the addition of more cores and clockspeed increase meant the i7-9700K was still faster at most or all MT workloads than the i7-8700K.

In Lunar Lake and Arrow Lake, Hyperthreading is gone. They didn't just disable it - the support for it got removed from the actual microarchitecture. They claim this improves power efficiency and single-threaded performance.

However, their it will still be present in their upcoming P-core server CPUs, based on the same microachitecture. They usually have a number of differences between the cores in their client and server CPUs, so this will be yet one more.
 
Even Jim Keller has stated that the core ISA really is a tiny fraction of what makes a CPU.

If you really are caught up on a decades old argument, you're very much out of touch with what really matters.

ARM or x86? ISA Doesn’t Matter

There's nothing wrong with x86 ISA, it's fine.​


c4jt321.jpg

Intel doesn't believe you. Otherwise, there's no way they'd do APX.

It's the single biggest change to the x86 ISA since it went 64-bit. The only reason to do it is that ISA does matter.
 
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Intel doesn't believe you. Otherwise, there's no way they'd do APX.

It's the single biggest change to the x86 ISA since it went 64-bit. The only reason to do it is that ISA does matter.
Also can't forget "X86S" aka the adoption of FRED which I think would effectively be the biggest x86 cleanup to date.

https://www.intel.com/content/www/u...visioning-future-simplified-architecture.html
 
Intel Doing RMA's is meaningless. They are replacing a Defective CPU with an IDENTICAL Defective CPU. They have to design a new one, (or fix the manufacturing process if applicable), the do a Recall, (or TOTAL RECALL, loved the original movie), to make things right. I did 5 builds based on those chips. I also have 2 laptop with those chips and there is no way to change the CPU on them.
Find the problem
Fix it
Replace our chips with reliable new chips
or
You will Devastate your customer base and they will jump ship to AMD
 
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