I wouldn’t be mad about an Intel comeback. It fosters competition, and puts the US back on the map for fab production. What I’m suspect about is how this same team has managed to do this after flubbing and falling behind SO FAR in the past 5 years. It’s going to take 2 generations for them to catch up on TDW to AMD, and the fact that they couldn’t even release a half-decent graphics platform with ARC really makes me suspect about these claims. Their products are terrible, they’re getting slammed on all fronts from every other chip manufacturer, and they can’t seem to get a solid win in any major datacenter deals since 2020. We’ll see what happens, but until things start rolling out of these processes…eh.
I wouldn’t be mad about an Intel comeback. It fosters competition, and puts the US back on the map for fab production. What I’m suspect about is how this same team has managed to do this after flubbing and falling behind SO FAR in the past 5 years. It’s going to take 2 generations for them to catch up on TDW to AMD, and the fact that they couldn’t even release a half-decent graphics platform with ARC really makes me suspect about these claims. Their products are terrible, they’re getting slammed on all fronts from every other chip manufacturer, and they can’t seem to get a solid win in any major datacenter deals since 2020. We’ll see what happens, but until things start rolling out of these processes…eh.
Their CEO went from a businessman to an engineer.
Where did you hear that they’ve been having trouble securing larger contracts?
AMD is selling large quantities in almost every earnings report. Intel…nope.