Yeah I remember the ads too. Cheeky but perhaps a touch prophetic. Saying that AMD and Intel are besties now like they've never been before...

Hell Freezes Over as AMD and Intel Come Together for x86

Maybe AMD are just waiting for the right moment to....eat the elephant, or what remains of it....

It might well be that intel's name goes.

That said, i think group is there from the threat of google, amazon and nvidia all producing their own chips(cpus), even Microsoft has got into the act

AMD would be the logical choice to swallow the x86 / product side of the business. Perhaps with the AMD-Intel brand in tow, it would make big corporate customers feel all warm and fuzzy, knowing that there was "Intel inside" even if only skin cardboard deep.

The Intel foundry business is bleeding cash. Just maybe TSMC or Samsung would buy it. But successive failures developing future processes would make it less than appealing. TSMC already make a whole bunch of stuff under contract for Intel including their latest Arrow Lake and Lunar Lake CPU components and they are miles ahead of Intel in foundry capability.

In reply to a post by Pheasant:

AMD would be the logical choice to swallow the x86 / product side of the business. Perhaps with the AMD-Intel brand in tow, it would make big corporate customers feel all warm and fuzzy, knowing that there was "Intel inside" even if only skin cardboard deep.

It would at this juncture make sense to do. Even with Jim keller's help to bring some amd "glue" intel are still in a mess. Intel still though makes a ton of cash in other areas though. They completely messed up Optane for instance, charged royalties for Thunderbolt etc and remember the physical keys you had to buy to unlook cpu features.

In reply to a post by Pheasant:

The Intel foundry business is bleeding cash. Just maybe TSMC or Samsung would buy it. But successive failures developing future processes would make it less than appealing. TSMC already make a whole bunch of stuff under contract for Intel including their latest Arrow Lake and Lunar Lake CPU components and they are miles ahead of Intel in foundry capability.

Reminds me of AMD's foundry, back then they were several nodes behind and couldn't execute and intel was at that time executing well - before 14+++++++++++ episode. Even now Glo Flo can't do what TSMC (i always say tmsc in my head for some reason) can do in terms of nodes. At least amd didn't lie unlike Intel's stupid stupid comments

I think Rory sold the foundry arm off - i can't remember but if he did that was in hindsight the best thing amd had done. Theres a downside and its apple shaped though

The only gripe i have atm with pcs is the two pcie slot issue ...........- if you want two high end graphics cards (for rendeirng and video production) and a sfp+ (or faster) card in, you now need to have it janky in your case or go eypc.

S&P credit rating downgraded to BBB....

https://www.reuters.com/technology/sp-global-downgra...

In reply to a post by Pheasant:

I fully expect them to break up, piecemeal like going forward. A sad slow decline.

Yep, very sad. The removal of the only person with good ideas for restructuring will be the day it ended, and the board missed it. The shareholders will remove the board in 3 years when its obviously the new Titanic, and be far too late.

Where the bulk of on-premise compute CPUs comes from will be interesting, AMD doesn't have the scale, and even cloud vendors have been buying lots of Intel x86/64... so maybe AMD will scale production to keep the x86/64 market (mostly cloud or on-premises servers not end user compute) going for 5 years whilst everyone migrates.

Depends if the Qualcomm / ARM lawsuit goes anywhere too!

In reply to a post by jchamier:

Depends if the Qualcomm / ARM lawsuit goes anywhere too!

Steps of the courthouse I expect, where they'll agree to settle.

In reply to a post by Pheasant:

Steps of the courthouse I expect, where they'll agree to settle.

Yes, it has to be only money.

Holy carp. I just read this. Clearly the joint "interim-CEO's" have ablsoutley zero clue or influence here....

https://www.theregister.com/2024/12/13/intel_foundry...

Can kicker:
"As far as, does it ever fully separate? I think that's an open question for another day," Zinsner said in response to a question regarding the role that 18A's success would have on the decision."

Not me Guv:
"Pragmatically, do I think it makes sense that they're completely separated and there's no tie? I don't think so, but someone will decide that," Holthaus said."

Faaaaaaar out. They are utterly clueless.

In reply to a post by Pheasant:

Faaaaaaar out. They are utterly clueless.

Yep, I can see the useless board replacing the useless co-CEOs in less than 6 months. Spiral of doom.