Depending on how well AMD execute, this may be all too late. And if I am reading in between the line, I dont think Intel or specifically Lip-Bu understand much about Foundry business, and that is despite him being CEO of Cadence.
I am guessing Intel will give up on GPU as well.
Their Foundry is 3 - 4 years behind in terms of technical, volume and capacity. TSMC is aiming to do N2 next year in US, accelerating from previously expecting US Fabs to be 2 years behind Taiwan. Not only has TSMC be able to execute well, they manage to execute at speed beyond anyone thought was possible.
Somewhat along the line Server CPU market is finally cracked by AMD. In between 2022 - 2024 Intel's sales people managed to pull off some magic along with heavy discount, Intel managed to maintained 60 - 70% market share, at a cost of significant reduction of profits and revenue from Server sector. Current Zen 5 suggest AMD just broke the 50% market share and the trend will continue to increase. Zen 6 and Zen 6c is about to arrive. One of Intel's cash cow is no longer there. Just when they need cash flow to rejuvenate their Foundry side of business.
GPU burning cash, x86 losing business to ARM on PCs, Server market not competing well and nothing much on roadmap, foundry does not have any competitive advantage.
May be a chance for AMD to buy Intel in a few years time. There isn't any thing left with Intel.
I am guessing Intel will give up on GPU as well.
Their Foundry is 3 - 4 years behind in terms of technical, volume and capacity. TSMC is aiming to do N2 next year in US, accelerating from previously expecting US Fabs to be 2 years behind Taiwan. Not only has TSMC be able to execute well, they manage to execute at speed beyond anyone thought was possible.
Somewhat along the line Server CPU market is finally cracked by AMD. In between 2022 - 2024 Intel's sales people managed to pull off some magic along with heavy discount, Intel managed to maintained 60 - 70% market share, at a cost of significant reduction of profits and revenue from Server sector. Current Zen 5 suggest AMD just broke the 50% market share and the trend will continue to increase. Zen 6 and Zen 6c is about to arrive. One of Intel's cash cow is no longer there. Just when they need cash flow to rejuvenate their Foundry side of business.
GPU burning cash, x86 losing business to ARM on PCs, Server market not competing well and nothing much on roadmap, foundry does not have any competitive advantage.
May be a chance for AMD to buy Intel in a few years time. There isn't any thing left with Intel.