Afaik, the problem was never availability (mobile 10nm chips have been around for a while), but the fact that producing them was not cost effective for Intel at all. On top of that, they really suffered on the frequency/voltage curve, as 14nm desktop processors simply clocked much higher than 10nm versions making them outperform the 10nm variants (hence why there were only a few 10nm models on sale for a very long time, and no desktop chips at all).
How many laptops and cell phones have you or your company built?
These are lame excuses. Intel has been selling 14nm for what, 7 years? Intel lost process leadership to Asia. This isn't "competition." Intel chose to stop investing in fabs and invested in buybacks instead. That lead isn't coming back.
BS - its taken so long to get out the door, I bet its a pretty half assed version of what was planned. They would have taken short cuts galore - anything to save face.
> today that they’re in talks with 100 potential foundry customers
That’d be amazing if even 10% pan out. I hope these are serious discussions and not just “I’d like a price check for 800 14nm wafers in 2023. Trying to see if TSMC will give me a discount.”
I see multiple websites posting Intel results without ever mentioning the tax rate change. Seems like Intel prepared the slides to share in such a way to hide their non-GAAP numbers. Old Intel behaving like old Intel. Some things never change, even with Pat in charge.
How many times do I have to say it? AMD isn't winning people. Get out of the shares before you get killed. AMD has about a 12-18 months left before 3nm Intel server and laptop chips are coming from TSMC to take out AMD 5/4 nm and GPU's in full swing on 6nm first (not enough gpus, Intel won't even have to discount them for a while because we NEED MORE GPUS). Even apple made a mistake here by allowing Intel to purchase what will likely be ALL of the 2nd batch of 3nm (apple gets the first by paying for part of the NODE R&D). IF I was pat, I'd buy ALL 3nm I could for 1-2yrs so AMD, apple, Nvidia all can't launch 3nm. I hope he sealed it ALL up for at least a year+. Business IS WAR, and WAR is hell. Lisa Su doesn't know how to win this almost 5yrs in (Ryzen came Mar2017, that is 4.3yrs of PEANUTS) and NO drop in Intel NET INCOME, no drop in revenue etc (as Intel said basically FLAT, which is OK for 4yrs of fab loss). I would have ONLY made server HEDT to kill you (attack CASH cows to bring down the enemy R&D, NET etc, the IMPORTANT CRAP!). Revenue means nothing without NET INCOME on said revenue.
While AMD was "WINNING" for the last 4.3yrs, INTEL made 73B NET INCOME, NOT REVENUE. They are pulling down 21B a year for 3yrs (looks like a 4th coming in 6 months) while IN a shortage, and LOSING cpu race for all 4 years.
HOW is this insanity possible? Simple: CONSOLES eat NET INCOME via pissing away the best WAFERS on PEANUT margins. IE, even MSFT/SONY lost 3.5B EACH on Xbox/ps3 (well sony hit 4B+ IIRC, see kotaku, vg247, etc). Probably the same on PS4/Xbox1 once we have all the data at EOL.
https://www.vg247.com/2013/01/07/xbox-360-and-ps3-... Can't wait to see PS4/Xbox1 data. These just need to die until AZ fabs are online for both TSMC/Intel or just quit them totally forever and let NV/Nin make stuff that doesn't compete for the best wafers (switch isn't using 3nm for ages - cost prohibitive for a while). Switch currently uses 10nm samsung IIRC. Don't quote me, just saying, not exactly 5/4/3nm yet.
Clearly APPLE gets no favoritism for paying for the node or TSMC (you'd think!) would have told Apple, uh, we don't want to help Intel kill AMD, we don't want to help someone who is coming DIRECTLY at us with IDM 2.0 fab model (fabbing for others, directly competing with TSMC while buying wafers there to hurt AMD/NV/Apple...LOL), and we thought we'd give you the chance to BUY ALL 3nm so Intel can't at least until AMD can afford them too. But hey, maybe apple said, No thanks, let Intel buy them? I don't believe that given they had to DELAY 3nm launch of new macs and go to 4nm because not enough 3nm for apple to launch MAC desktops to replace Intel chips in them. Get the point people?
Intel is now run by a CEO who should have been there 16yrs ago and they wouldn't be behind on FABS, they'd be dominating STILL. MANUFACTURING is KING (like tesla, he doesn't make cars, he is a manufacturing powerhouse that will kill car makers, batteries, cable/cell companies etc...), and if you're the best, it is almost impossible for someone to catch you without massive investments (TSMC, SEE AMD losing fabs due to 3.5x paid for ATI - boom idiots). Pat is a guy who thinks BLUE CRYSTALS are BS (probably would fire marketing given the chance and work like elon, good products sell themselves), and manufacturing/FABS are KING coupled with GREAT engineering your competition is put in a very difficult position and usually REQUIRES partners to HOPE they can gain ground on YOUR manufacturing VERTICAL integration prowess. The more you can make in house (like samsung, 68% comes IN HOUSE for galaxy), especially on a massive scale, the easier it is to keep margin high, completely damage your competition by buying THEIR ability to produce chips and calling those wafers YOURS instead (to encroach on GPU now in this case with Intel).
You only need to break even and make a tad of profit for it to be completely legal (or milk that cow, and do more R&D, open more fabs, etc). The other side however, can't make a dime now until you run out of WAFER funding money...LOL. Intel won't run out at 21B yearly. Look at AMD NET INCOME for 15yrs. https://www.macrotrends.net/stocks/charts/AMD/amd/...
I would outbid AMD/NV for a year+ launching my gpus. ALL of those wafers (if desired) on 3nm could go to the best gpus out there on 3nm (HEDT/SERVER/AI/DC gpus and maybe 3070+ types?) without anyone else on TSMC 3nm for gpu for a year or more. Maybe apple outbids you on some if not all sealed up totally already. If it is 3nm TSMC gpus vs. AMD/NV/APPLE gpus from samsung fabs, TSMC INTEL GPU's win. Any argument here? Not to mention they ALL have to go with WORSE processes to fight you with while you ADD to your NET INCOME at the bottom doing it.
https://www.youtube.com/watch?v=2YkYNSYU2Lg Your own guy, Ian talking about Intel hiring massively experience engineers at 2:04 in the vid (4:09 is the list of engineers!). Pause it when he gets to the list of engineers with yrs experience and where they're from/what they worked on. I'd say they're hiring multiple full teams and don't agree with IAN as many are EX Intel rehires. These guys will likely be POINT men on the designs (leaders, managers of the projects etc) and 8 have 22yrs+ making chips (many 30yr+ 5 total! and 6 Intel with 22+ - Those people know PAT very well! They came back to DOMINATE). People are coming OUT of retirement to work with an ENGINEER CEO who shuns marketing BS for PERF and FABS and knows how to PRICE WHAT THE MARKET WILL BEAR!
AMD needs to stop making consoles and start turning those wafers into HEDT/SERVER cpu/gpu. Meaning stop selling crap that makes PEANUT margins. That is Console socs, where AMD said they make single digit to MID teens which means LESS than 15% or you'd say 15% because it is MORE accurate if true. Those should be making $1000's per chip, NOT $10-15 on a chip that costs $100-130 in a WAFER SHORTAGE (IDIOTS, AND Lisa Su makes 59M yearly while pulling down a measly 500mil or losses for AMD - check NET INCOME macrotrends link below). Meanwhile AMD has been "winning" for 4+yrs and STILL hasn't figured out you need to make KINGS and price for NET INCOME. Price what the market will BEAR always! If competition is behind, you ADD ON TOP of your last release and DO NOT LOWER PRICING on older cards. Instead you stack HIGHER with no price cut until forced by competition. Chasing the poor is stupid unless you have already soaked the rich completely. I wouldn't make a POOR chip in a wafer shortage until the EXPENSIVE stuff could no longer be sold and 1 chip (ok a few, you get the point) is left on the shelf. OK, FINALLY, time to make lower end cpu/gpu, but still not console until THOSE are finally sitting on shelves and not selling.
You can't take down Intel NET income because you can't make enough crap to take down their sales. PRICE wars are INSANE in a shortage...LOL, especially for the SMALL guy in the fight (goodbye R&D increases, goodbye NET INCOME, higher WAFER bidding, etc). EVERYONE should be pricing what the market will bear in a SHORTAGE (for massive R&D when shortages end later) and avoiding making ANYTHING for peanut margins in this timeframe.
IE, if NV can sell a 3090 and they leave as fast as you make them (in a shortage especially), I wouldn't make a 3080 until ONE 3090 is STUCK on shelves, regardless of ANYTHING else, and the poor can wait until next year or rearrange their budget (see below). See Intel leaving celeron types MISSING from Dell/Lenovo/HP etc desktops. They shorted 10% of their own customers to make high MARGIN products to defend net income, margin, share price etc.
You want a better chip, or are mad about HIGHER prices and no low end? Get a better job because AMD needs NET INCOME, so upgrade your life, cancel cable TV for a year and switch to something like TING where you pay as you go ONLY for what you use. BOOM, new PC yearly, so just get 30Mbps's cheap internet and you can run multiple TV's streaming 1080p etc. 12mbps is 4k IIRC on something like netflix, so do the math. IIRC 1080p is basically 6Mbps (killed netflix ages ago, too much SJW, never going back to support MORE of that crap), a decent experience would be 20Mbps for 3 1080p TVs. Go below that and you may get hitches here and there in a seriously complex scenes. But the point is, you are saving a ton of money on Cutting the CORD and monthly wasted cell bills. FREE PC parts or in many cases like us, a complete PC if desired yearly.
For instance: IN our case, Cable TV used to be $130 monthly. Now $80 for FASTER (60 vs 50Mb/s now), unlimited business account that has a 24hr repair service, meaning, they have to get your business back up quicker than residential crap. We also get a static IP, or any time desired can switch to dynamic for whatever is needed. Nice for many things you don't want to do on your BIZ IP (among other things). We used to have netflix, cancelled for hallmark, but now going to FRNDLYTV for stuff hallmark doesn't give on their own channel (hallmark movies now). We'll get 3 hallmark channels, Curiosity, UpTV, Dove channel, etc. We call it the Christmas channel (they will have the most selection of the new ones on FRNDLYTV this year IMHO). My retired parents LOVE repeatedly watching them for stress...They get laugher and joy from them and are happy every day watching that stuff or mysteries with fav actor/actresses etc. FAR cheaper than netflix and they can't keep up with content etc. Roku/Tubi are other main FREE sources (ads like normal TV but only 1-2 at night etc sometimes) and even youtube has many FULL HD christmas movies that are FREE (a bit of a search to find CLEAR 1080p etc, but they are there).
So we went from $130+$14 (Netflix)+$75 for ATT cells. Now Ting is $18/mo (always have minutes left), cable is $80/mo and FRNDLY is cheaper bought yearly at $6.66/mo ($80 at once) vs. regular $8 monthly. So $105 vs. $229 per month now. $1488 per year saved. BOOM, new PC or expensive gpu/cpu yearly. That is a $700 cpu and gpu yearly. GET SMARTER WITH YOUR MONEY! In a pinch with 3 people, you get 2 streams on FRNDLY (19 channels, Recipe, Outdoor, sportsman, fishing channel, and weather, etc) and the 3rd person maybe watches youtube, Roku or Tubi instead. Nobody can keep up with all the content in our family ever. Perhaps because we don't spend all day watching shows? You decide, but content isn't a problem yet, though it was on hallmark channel alone, where they give the last season of good witch or when calls the heart and missing ALL others. So you can't see the whole show, and 1/2 of Christmas movies ruined last year. They said they were making double movies, but they all were not REGULAR xmas movies on hallmark but rather 2bit directors, no budget, many looking like a soap opera not like a movie (like home cam crap) and ALL that SJW throughout them.
Hallmark itself, is NOT a good deal now, so we move to FRNDLY with 3 hallmark channels netting ALL of their stuff we hope. We're all about to sign up for Christmas season after dumping SJW hallmark (1/2 Christmas movies were BAD gay guys acting straight who seem repulsed by kissing a chick, Women who look like they don't want to kiss a guy who sucked a dirty....last night etc LOL..I couldn't do it either if I was a chick, no shame girls...ROFL), might as well get far more for a few dollars/mo more so we can just avoid SJW crap completely via other channels mixed in - (Frndly has ~19 or so channels and Dove, UPtv, have Xmas stuff too yearly, and BYU content now added, comedy, starting movie making now etc at BYU -MORE clean content here).
Don't complain about part prices when you are LIVING beyond your means stupidly as it is. Cut like we did for a YEAR and go back to expensive stuff for 2yrs again if desired AFTER you get that PC upgrade, or simply CUT all normal cords like we did FOREVER and ENJOY yearly Christmas gifts to yourself/family that most of you complain about. You don't have to waste money now, you're welcome.
Do what you have to do to acquire new pc parts without breaking your budget yearly. I just showed you some simple crap that WORKS for $1500 a year for our family in ANY of our houses. We all saved a bunch and PC parts (at least a gpu/cpu yearly updated) are nothing now. We could afford them already, but, now, $1500 yearly is FREE as far as we are concerned in our budgets. Add your kid to Ting and limit minutes. Done, now they can't ruin your monthly bill. :)
Hopefully the whiners are done whining about pricing, and hopefully AMD reads this and kills consoles. Risk the suit. A lawyer should have no trouble making the argument that making consoles in a shortage is keeping AMD from hurting Intel and KILLING their bottom line. I'd take the suit out for a decade if needed and make BILLIONS during that time. The suit would be peanuts, as nobody makes money on the hardware anyway, so how much did you lose if I cut you off? I'd take that case every day in court with a JURY (do not settle, go to JURY) of 12 people who will see MSFT/SONY picking on LITTLE AMD who can't make a dime while winning for 4yrs in cpu! No one time tax breaks helping you to a billion year don't count. They went right back to CRAP NET INCOME again the quarter after it (they had 500mil back in Q1 2011, 1B+ NET Q4 2009, and that's about it...LOL) Why are you not DESTROYING ALL previous net income records? 4yrs of victory? Why are you not making 4B NET INCOME on 20% if x86 cpus (forget they make GPUS, you should be making this on CPU alone!)? INTEL makes 21B on the other 80% so...Do the math and sell your shares. See macrotrends and choose Quarterly rather than yearly for that data (everyone should read that data on every stock they own, and more - 15yrs to assess what they are REALLY worth backed by data!). See AMD 2021 vs. 2009 AMD NET, outsanding shares (DOUBLED, so half their 2009 value already, 1/3 value of 2005, but chose 2009 for direct NET INCOME comparison easily etc), 1/2 assets (until this years tax break etc), etc etc. I could go on all day here, can't wait for AMD report. I suspect they may finally hit 1B NET again like Q4 2009, but 4yrs too late (you should be $25B+ richer now, you are not prepared, stupid.). This is not rocket science people.
You could be a millionaire simply investing in S&P 500 index funds for 45yrs from high school. If you can hang out 2 more years, you are a multimillionaire on a Macdonalds job putting ~200/mo away for decades in a ROTH IRA (can put 6K a year in tax free, or 7K if 50+yrs). INTEREST FREE earnings for 45yrs. RETIRE at 65 and laugh at making 100k a year or so on 2mil in dividen stocks and S&P splits to your liking. People need to stop thinking SHORT TERM. Amazing EVERYONE isn't forced to get this before graduation. You fail if you can't do simple math to change your life forever. Everyone should be required to learn BASIC life $h!t that would keep EVERYONE off welfare except truly disable people. Kids graduate today from 60K yearly colleges without even knowing BANK TELLERS are inside the bank behind that MACHINE out front (many haven't seen the inside of a BANK, or ever written a check, etc...LOL - no idea how to do anything NOT online). HUMANS are inside that "BANK" you idiots. There is more to it than the ATM machines...ROFLMAO. College is stupid for 95% of USA. They teach you WHAT to think which leads to SJW's in your basement for life parents! Instead you should teach HOW to think and SOLVE stuff, which leads to INCOME forever easily without 9-5 in many cases at some point. You are supposed to make INCOME from OTHER sources without work so you can QUIT working for someone else's dreams and make your own.
Students graduate today with barely a 2K work vocab, and maybe the best hit 4k (harvard vocab probably around 3-4k), while our founding fathers had vocabs of 50K+ words. College is stupid today people unless you're there for science, computers, or other HIGH tech learning. Painting, PE, etc...All totally wasted $$$. Do that on your own time, and NOT on our dime either. Grammar nazis go away, 7am and I don't care. It's about the data no my spelling etc...LOL.
I started reading this with some idea what to expect. No real surprises, at first. But then, I scrolled. And scrolled. And scrolled. Can this possibly be a record for Anandtech news comments??
So, let's see what we've got: * Dump your AMD stock * Pat should buy all of TSMC's 3nm * we NEED MORE GPUS * Business IS WAR, and WAR is hell. * Lisa Su doesn't know how to win * Consoles need to die * Chasing the poor is stupid unless you have already soaked the rich completely. * the poor can wait until next year or rearrange their budget * Get a better job because AMD needs NET INCOME, so upgrade your life * Intel ... shorted 10% of their own customers to make high MARGIN products * killed netflix ages ago, too much SJW (...but watches Hallmark TV???) * (money-saving tips on internet access & streaming services... for some tastes, I guess) * GET SMARTER WITH YOUR MONEY! (but a new PC yearly is somehow not dumb?) * (oops... I guess Hallmark is now SJW too?) * (uh oh, I guess TheJian isn't down with "the gays") * whew! movie making at BYU to the rescue! * Don't complain about part prices when you are LIVING beyond your means * ENJOY yearly Christmas gifts to yourself/family * I just showed you some simple crap that WORKS for $1500 a year * We could afford them already (so can I, but in no way can I justify $1500 for a GPU) * Hopefully the whiners are done whining about pricing (I wouldn't bet on it) * hopefully AMD reads this and kills consoles. (I wouldn't bet on it) * Risk the suit. Shortage >> Contracts. Screw MS/Sony and reputation as a partner/supplier. * AMD should've had perfect foresight. How dare they not recklessly leverage the company! * You could be a millionaire simply (only if you don't waste money on annual PCs) * People need to stop thinking SHORT TERM. * You fail if you can't do simple math to change your life forever. * HUMANS are inside that "BANK" you idiots. (huh? who doesn't know that?) * College is stupid for 95% of USA. * INCOME forever easily without 9-5 (though I did take that out of context) * Students graduate today with barely a 2K work vocab; founding fathers had 50K+ * College is stupid today. Painting, PE, etc...All totally wasted $$$. * Grammar nazis go away, 7am and I don't care. (clearly) * It's about the data no my spelling etc...LOL. (time for a laugh break, indeed)
At least English majors know about grammar, punctuation, and how to write an essay that doesn't read like a drug-fueled rant. If you care about your message, then you should care about effectively communicating it.
But OMG, get over yourself, dude. You're not going to solve the industry, the market, and society's problems by posting a Wall Of Text (tm) in some news comments on a random tech website. More importantly, cut back on whatever you were taking when you wrote that. It doesn't make you sound as smart as you think it does.
On a sober note, I feel TheJian's material usually has an undercurrent of self-help/success/motivational/alpha/you can go to the top philosophy. Which is rampant these days.
I don't even mind his money-saving tips. At least those are specific, if not relevant for everyone. I feel like most people on a shoestring budget are probably pretty good about that sort of thing, though.
What's weird is advocating money-saving and long-term investing, while on the other hand encouraging people to spend the savings from cost-cutting on more PC hardware! It'd be much better-spent investing and on housing, so you no longer lose money on rent.
The social commentary is just weird. Veering off so deep into those topics, completely unprompted, strikes me as TheJian searching for an audience for his thoughts. People around him are probably sick of hearing his social opinions.
Lastly, the stuff about education is somewhat unfortunate. He's clearly basing strong opinions on generalizations of very little data, and his own meandering post exemplifies the need for post-secondary, non-technical education. And he even complains about vocabularies without considering the effect of 95% skipping college! Having spent 10 years working with a foreign national (who even got a graduate degree from a US university) gave me new appreciation for the value of communication skills, in the workplace. Nothing against foreigners, in general, as most I've worked with had much better communication skills than this coworker. During the interview, I made the bad assumption that at least his written-communication would be decent.
Oh yes, fully agree. I actually meant my comment in a pejorative sense against him, because truth be told, I can't stomach today's self-help, motivational philosophy of success. As Chesterton said, "These things are about nothing; they are about what is called Success."
"gave me new appreciation for the value of communication skills, in the workplace"
Absolutely. I used to work at the library and most of our patrons were Afrikaans-speaking. Outstanding folk, whom I love dearly, but I battled with understanding at times. Well, I managed somehow, and what helped was mastering key words. Like, when I heard "uitgeneem," I knew they were taking out a book. When I was confounded, they'd usually fall back to English.
My issue wasn't so much with specific words, but just negotiating his limited vocabulary when discussing sophisticated concepts. I felt like I had to drop down to a 6th grade level, in order to effectively communicate with him. I'm sure the frustration took its toll on both of us.
And he wasn't dumb or lazy. But I'm sure his home life was all in his native language. These days, you can get all your news & entertainment in whatever language you want, no matter where you live. So, the only way that he was exposed to English was on the job and when dealing with his kids' teachers, doctors, etc. That's probably why I never got the sense that his English improved, in all that time.
On the flip side, I worked with another guy from abroad and came to the US for grad school, but he was totally immersed in US culture from a very young age. You could talk to him for days, without ever getting the sense he didn't grow up here. Ironically, he very nearly went to Australia instead of the US.
Strangely enough, I feel I communicate better, in both speech and writing, with non-native English speakers. Of course, the English must be past critical mass, otherwise one can't really talk much. Another advantage to me, taking Afrikaans-speaking folk as an example, they've got a striking clarity and directness when they speak/write in English, whereas many English speakers, including myself, seem to get lost in a maze of words. My uncle and his family, who live in Florida, I feel there's a barrier in understanding them. It's as if we're using the same words but a different language.
Concerning people immersed in American culture, that's common nowadays thanks to the internet, media, etc. Under thirties in my country, their accent and sentiments are strikingly American. Whether they're putting on or not, I really don't know. Millennials to an extent as well. The media here has always been more on the American side of things. Taking just one example, Days of Our Lives is still going strong, and most South Africans have been watching it religiously every afternoon for 30, 40 years. I think many miss Stefano DiMera though!
> I communicate better, in both speech and writing, with non-native English speakers.
Are these deep, technical discussions (design, testing, debugging, etc.)? It's conversations involving complexity, nuances, and subtleties that a limited grammar and vocabulary can really hamper.
That said, some of the best English speakers I've known are non-natives who've studied it intensively, from an early age. They knew grammar better than most native speakers and actually followed it!
> people immersed in American culture, that's common nowadays thanks to the internet,
Different countries seem to pick and choose which parts of Western/US culture they choose to incorporate. At some point (not saying we're there, yet), these stop being foreign, per se.
Also, it goes both ways. I think there's a lot more cultural intermingling, in both directions.
> Taking just one example, Days of Our Lives is still going strong
That's proof of the *old* US dominance of content production & distribution. These days, I think a lot more is being produced in other markets. Streaming platforms are generally a huge win for content creators in most major markets.
"Different countries seem to pick and choose which parts of Western/US culture they choose to incorporate."
I suppose here the younger generation picks parts of US culture they perceive as cool or better. The idiom and accent are always top of the list and fairly easy to emulate. In fact, it's difficult to escape the influence. (It's getting more and more common to hear "store" instead of "shop" and pronunciation, same story.) It would be nice if people could emulate the old-fashioned American manners as well.
And what you don't seem to appreciate about AMD's console business is that nobody reasonably could have predicted the current semiconductor supply crunch, nor the pandemic-fueled demand surge. AMD also probably wasn't too sure they could take back the lead from Intel, in which case the console business was at least a stable revenue stream to help fund continuing R&D. In fact, if Intel's manufacturing hadn't imploded, AMD might still be playing catch-up.
And no, AMD isn't going to bail on their supply contracts with Sony & MS. It'd be *very* bad PR, very bad for any future partnerships they want to enter, and they'd be on the hook for all the lost business and potential reputational damage for Sony and MS. That's just not nearly as smart or sane as you think it is.
mode_13h, you actually read all of that garbage ? wow. i read the 1st few sentences, and stopped, cause i knew it would be the usual BS from the jian about anti amd this blah blah blah blah blah. followed by more uses drivel and garbage. that what its posts usually are, garbage anti amd rants that are just pointless.
I wasn't going to, but when I noticed what a wild roller coaster ride it was, it seemed like a lark.
Does he usually rant about the gays on Hallmark Channel and give financial advice to fast food workers, after telling them not to go to college and encouraging them to buy a new PC every year?
There's a lot in there I could take issue with, but I figured I'd mostly just quote it and let it speak for itself. The parenthetical are the few cases I couldn't resist.
Their entire RDNA product line is specifically designed for gaming! How is that consistent with the idea that they're trying to undermine it?
I think this is a case of you searching for a scapegoat to shoulder the blame for your dissatisfaction with the world. Mighty though they may be, I think that load is too heavy a burden for even AMD.
Intel still enjoys superior gross margin compared to AMD even if it's diminished. This means that AMD cannot really increase product volumes even if TSMC wafer capacity is allowed.
Also, running fabs makes huge difference. Intel uses 800K 200mm equivalent wafer per month, some are old others are leading edge. Noting that TSMC has a capacity 120,000~150,000 300mm wafer per month(7nm), which is almost 300~400K 200mm wafer per month, we can figure out that AMD needs a entire TSMC 7nm fab capacity to kill Intel.
This is quite fun balance. Intel allows AMD to sell every capacity they acquired for a while, but will not allow AMD to eat up all of x86 markets by using superior gross margin if needed. AMD will not cross that line as well(nor they can get capacity). This might change if Intel fails to migrate 7nm fabs in early 2024.
There is no balance. TSMC and Samsung have only started a long period of crushing Intel. Intel is going to become another mature node company. Every player, including Intel, is going to be selling chips made by TSMC or Samsung. That's called losing.
You're making the incorrect assumption that die sizes are identical between Intel and AMD. TSMC 7nm is not only denser but AMD chiplets are also much smaller. 150k wafers means 1.2 billion working Zen 3 chiplets per year. That's 4 times the number of PC's sold!
So TSMC 7nm could trivially supply 100% of the PC market if required. The extra 14k wafers/m that AMD bought last year (112 million Zen 3 chiplets) is a third of the PC market.
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Machinus - Thursday, July 22, 2021 - link
Desktop Intel is over.badger2k - Thursday, July 22, 2021 - link
Oh no, it's just getting started. Research 'Alder Lake'.Machinus - Thursday, July 22, 2021 - link
You mean read about nonexistent 10nm Intel chips on my actual 7nm AMD chips? K.The Vorlon - Thursday, July 22, 2021 - link
Actually, Intel’s “10” nm is slightly denser than tsmc’s “7” nm and a tab behind their 5 nm.Tsmc’s voltage/frequency curves are a good bit better and it is indeed a better process, but feature size is pretty close.
Machinus - Thursday, July 22, 2021 - link
Oh ok, where can I buy some?lemurbutton - Friday, July 23, 2021 - link
You can walk into any computer store and buy a 10nm powered device.Machinus - Friday, July 23, 2021 - link
LOL. Intel's astroturfing department is everywhere.There are no chips for sale. Chips. The tool this whole website exists for
ToTTenTranz - Friday, July 23, 2021 - link
There have been 10nm Intel chips in the market for almost 2 years since Ice Lake..eva02langley - Friday, July 23, 2021 - link
You mean laptops... while TSMC 7nm is EVERYWHERE.... in many products.anakhizer - Friday, July 23, 2021 - link
Afaik, the problem was never availability (mobile 10nm chips have been around for a while), but the fact that producing them was not cost effective for Intel at all. On top of that, they really suffered on the frequency/voltage curve, as 14nm desktop processors simply clocked much higher than 10nm versions making them outperform the 10nm variants (hence why there were only a few 10nm models on sale for a very long time, and no desktop chips at all).Machinus - Friday, July 23, 2021 - link
How many laptops and cell phones have you or your company built?These are lame excuses. Intel has been selling 14nm for what, 7 years? Intel lost process leadership to Asia. This isn't "competition." Intel chose to stop investing in fabs and invested in buybacks instead. That lead isn't coming back.
Blastdoor - Friday, July 23, 2021 - link
QFT. Intel was managed for the next quarter not the next decade.
All that “disruption” BS is just a smoke screen for American CEOs and board members who line their pockets by selling out their company’s future.
Workers and long term shareholders pay the price.
eek2121 - Monday, July 26, 2021 - link
8-core 11800h Tiger Lake chip (10nm): https://www.bestbuy.com/site/gigabyte-15-6-4k-oled...msroadkill612 - Friday, July 23, 2021 - link
BS - its taken so long to get out the door, I bet its a pretty half assed version of what was planned. They would have taken short cuts galore - anything to save face.eva02langley - Friday, July 23, 2021 - link
The difference is that 7nm is TSMC most profitable process with great yield. 10nm is all the contrary and 7nm will not be better.shabby - Thursday, July 22, 2021 - link
Intel is doomed, dooooooomed i tell ya!ikjadoon - Thursday, July 22, 2021 - link
> today that they’re in talks with 100 potential foundry customersThat’d be amazing if even 10% pan out. I hope these are serious discussions and not just “I’d like a price check for 800 14nm wafers in 2023. Trying to see if TSMC will give me a discount.”
herozeros - Thursday, July 22, 2021 - link
No worse feeling in sales like the check-bid.I’ve no horse in the race, but quite the shift for intel if they got that 10%.
webdoctors - Thursday, July 22, 2021 - link
where's the post about Nvidia's last earnings rpt?!Alistair - Thursday, July 22, 2021 - link
I'd definitely like to see quad cores end... too many i5-1135G7 in the channel, because AMD has no volume even though their product is way better.sgeocla - Thursday, July 22, 2021 - link
I see multiple websites posting Intel results without ever mentioning the tax rate change.Seems like Intel prepared the slides to share in such a way to hide their non-GAAP numbers.
Old Intel behaving like old Intel. Some things never change, even with Pat in charge.
msroadkill612 - Friday, July 23, 2021 - link
Intel guided to non-GAAP gross margins of 55% in Q3, a notable drop from 59.2% in Q2.down 3% after hours I hear - the markets dont seem as kind as most analysts
TheJian - Friday, July 23, 2021 - link
How many times do I have to say it? AMD isn't winning people. Get out of the shares before you get killed. AMD has about a 12-18 months left before 3nm Intel server and laptop chips are coming from TSMC to take out AMD 5/4 nm and GPU's in full swing on 6nm first (not enough gpus, Intel won't even have to discount them for a while because we NEED MORE GPUS). Even apple made a mistake here by allowing Intel to purchase what will likely be ALL of the 2nd batch of 3nm (apple gets the first by paying for part of the NODE R&D). IF I was pat, I'd buy ALL 3nm I could for 1-2yrs so AMD, apple, Nvidia all can't launch 3nm. I hope he sealed it ALL up for at least a year+. Business IS WAR, and WAR is hell. Lisa Su doesn't know how to win this almost 5yrs in (Ryzen came Mar2017, that is 4.3yrs of PEANUTS) and NO drop in Intel NET INCOME, no drop in revenue etc (as Intel said basically FLAT, which is OK for 4yrs of fab loss). I would have ONLY made server HEDT to kill you (attack CASH cows to bring down the enemy R&D, NET etc, the IMPORTANT CRAP!). Revenue means nothing without NET INCOME on said revenue.While AMD was "WINNING" for the last 4.3yrs, INTEL made 73B NET INCOME, NOT REVENUE. They are pulling down 21B a year for 3yrs (looks like a 4th coming in 6 months) while IN a shortage, and LOSING cpu race for all 4 years.
HOW is this insanity possible? Simple: CONSOLES eat NET INCOME via pissing away the best WAFERS on PEANUT margins. IE, even MSFT/SONY lost 3.5B EACH on Xbox/ps3 (well sony hit 4B+ IIRC, see kotaku, vg247, etc). Probably the same on PS4/Xbox1 once we have all the data at EOL.
https://www.vg247.com/2013/01/07/xbox-360-and-ps3-...
Can't wait to see PS4/Xbox1 data. These just need to die until AZ fabs are online for both TSMC/Intel or just quit them totally forever and let NV/Nin make stuff that doesn't compete for the best wafers (switch isn't using 3nm for ages - cost prohibitive for a while). Switch currently uses 10nm samsung IIRC. Don't quote me, just saying, not exactly 5/4/3nm yet.
Clearly APPLE gets no favoritism for paying for the node or TSMC (you'd think!) would have told Apple, uh, we don't want to help Intel kill AMD, we don't want to help someone who is coming DIRECTLY at us with IDM 2.0 fab model (fabbing for others, directly competing with TSMC while buying wafers there to hurt AMD/NV/Apple...LOL), and we thought we'd give you the chance to BUY ALL 3nm so Intel can't at least until AMD can afford them too. But hey, maybe apple said, No thanks, let Intel buy them? I don't believe that given they had to DELAY 3nm launch of new macs and go to 4nm because not enough 3nm for apple to launch MAC desktops to replace Intel chips in them. Get the point people?
Intel is now run by a CEO who should have been there 16yrs ago and they wouldn't be behind on FABS, they'd be dominating STILL. MANUFACTURING is KING (like tesla, he doesn't make cars, he is a manufacturing powerhouse that will kill car makers, batteries, cable/cell companies etc...), and if you're the best, it is almost impossible for someone to catch you without massive investments (TSMC, SEE AMD losing fabs due to 3.5x paid for ATI - boom idiots). Pat is a guy who thinks BLUE CRYSTALS are BS (probably would fire marketing given the chance and work like elon, good products sell themselves), and manufacturing/FABS are KING coupled with GREAT engineering your competition is put in a very difficult position and usually REQUIRES partners to HOPE they can gain ground on YOUR manufacturing VERTICAL integration prowess. The more you can make in house (like samsung, 68% comes IN HOUSE for galaxy), especially on a massive scale, the easier it is to keep margin high, completely damage your competition by buying THEIR ability to produce chips and calling those wafers YOURS instead (to encroach on GPU now in this case with Intel).
You only need to break even and make a tad of profit for it to be completely legal (or milk that cow, and do more R&D, open more fabs, etc). The other side however, can't make a dime now until you run out of WAFER funding money...LOL. Intel won't run out at 21B yearly. Look at AMD NET INCOME for 15yrs.
https://www.macrotrends.net/stocks/charts/AMD/amd/...
I would outbid AMD/NV for a year+ launching my gpus. ALL of those wafers (if desired) on 3nm could go to the best gpus out there on 3nm (HEDT/SERVER/AI/DC gpus and maybe 3070+ types?) without anyone else on TSMC 3nm for gpu for a year or more. Maybe apple outbids you on some if not all sealed up totally already. If it is 3nm TSMC gpus vs. AMD/NV/APPLE gpus from samsung fabs, TSMC INTEL GPU's win. Any argument here? Not to mention they ALL have to go with WORSE processes to fight you with while you ADD to your NET INCOME at the bottom doing it.
https://www.youtube.com/watch?v=2YkYNSYU2Lg
Your own guy, Ian talking about Intel hiring massively experience engineers at 2:04 in the vid (4:09 is the list of engineers!). Pause it when he gets to the list of engineers with yrs experience and where they're from/what they worked on. I'd say they're hiring multiple full teams and don't agree with IAN as many are EX Intel rehires. These guys will likely be POINT men on the designs (leaders, managers of the projects etc) and 8 have 22yrs+ making chips (many 30yr+ 5 total! and 6 Intel with 22+ - Those people know PAT very well! They came back to DOMINATE). People are coming OUT of retirement to work with an ENGINEER CEO who shuns marketing BS for PERF and FABS and knows how to PRICE WHAT THE MARKET WILL BEAR!
AMD needs to stop making consoles and start turning those wafers into HEDT/SERVER cpu/gpu. Meaning stop selling crap that makes PEANUT margins. That is Console socs, where AMD said they make single digit to MID teens which means LESS than 15% or you'd say 15% because it is MORE accurate if true. Those should be making $1000's per chip, NOT $10-15 on a chip that costs $100-130 in a WAFER SHORTAGE (IDIOTS, AND Lisa Su makes 59M yearly while pulling down a measly 500mil or losses for AMD - check NET INCOME macrotrends link below). Meanwhile AMD has been "winning" for 4+yrs and STILL hasn't figured out you need to make KINGS and price for NET INCOME. Price what the market will BEAR always! If competition is behind, you ADD ON TOP of your last release and DO NOT LOWER PRICING on older cards. Instead you stack HIGHER with no price cut until forced by competition. Chasing the poor is stupid unless you have already soaked the rich completely. I wouldn't make a POOR chip in a wafer shortage until the EXPENSIVE stuff could no longer be sold and 1 chip (ok a few, you get the point) is left on the shelf. OK, FINALLY, time to make lower end cpu/gpu, but still not console until THOSE are finally sitting on shelves and not selling.
You can't take down Intel NET income because you can't make enough crap to take down their sales. PRICE wars are INSANE in a shortage...LOL, especially for the SMALL guy in the fight (goodbye R&D increases, goodbye NET INCOME, higher WAFER bidding, etc). EVERYONE should be pricing what the market will bear in a SHORTAGE (for massive R&D when shortages end later) and avoiding making ANYTHING for peanut margins in this timeframe.
IE, if NV can sell a 3090 and they leave as fast as you make them (in a shortage especially), I wouldn't make a 3080 until ONE 3090 is STUCK on shelves, regardless of ANYTHING else, and the poor can wait until next year or rearrange their budget (see below). See Intel leaving celeron types MISSING from Dell/Lenovo/HP etc desktops. They shorted 10% of their own customers to make high MARGIN products to defend net income, margin, share price etc.
You want a better chip, or are mad about HIGHER prices and no low end? Get a better job because AMD needs NET INCOME, so upgrade your life, cancel cable TV for a year and switch to something like TING where you pay as you go ONLY for what you use. BOOM, new PC yearly, so just get 30Mbps's cheap internet and you can run multiple TV's streaming 1080p etc. 12mbps is 4k IIRC on something like netflix, so do the math. IIRC 1080p is basically 6Mbps (killed netflix ages ago, too much SJW, never going back to support MORE of that crap), a decent experience would be 20Mbps for 3 1080p TVs. Go below that and you may get hitches here and there in a seriously complex scenes. But the point is, you are saving a ton of money on Cutting the CORD and monthly wasted cell bills. FREE PC parts or in many cases like us, a complete PC if desired yearly.
For instance: IN our case, Cable TV used to be $130 monthly. Now $80 for FASTER (60 vs 50Mb/s now), unlimited business account that has a 24hr repair service, meaning, they have to get your business back up quicker than residential crap. We also get a static IP, or any time desired can switch to dynamic for whatever is needed. Nice for many things you don't want to do on your BIZ IP (among other things). We used to have netflix, cancelled for hallmark, but now going to FRNDLYTV for stuff hallmark doesn't give on their own channel (hallmark movies now). We'll get 3 hallmark channels, Curiosity, UpTV, Dove channel, etc. We call it the Christmas channel (they will have the most selection of the new ones on FRNDLYTV this year IMHO). My retired parents LOVE repeatedly watching them for stress...They get laugher and joy from them and are happy every day watching that stuff or mysteries with fav actor/actresses etc. FAR cheaper than netflix and they can't keep up with content etc. Roku/Tubi are other main FREE sources (ads like normal TV but only 1-2 at night etc sometimes) and even youtube has many FULL HD christmas movies that are FREE (a bit of a search to find CLEAR 1080p etc, but they are there).
So we went from $130+$14 (Netflix)+$75 for ATT cells. Now Ting is $18/mo (always have minutes left), cable is $80/mo and FRNDLY is cheaper bought yearly at $6.66/mo ($80 at once) vs. regular $8 monthly. So $105 vs. $229 per month now. $1488 per year saved. BOOM, new PC or expensive gpu/cpu yearly. That is a $700 cpu and gpu yearly. GET SMARTER WITH YOUR MONEY! In a pinch with 3 people, you get 2 streams on FRNDLY (19 channels, Recipe, Outdoor, sportsman, fishing channel, and weather, etc) and the 3rd person maybe watches youtube, Roku or Tubi instead. Nobody can keep up with all the content in our family ever. Perhaps because we don't spend all day watching shows? You decide, but content isn't a problem yet, though it was on hallmark channel alone, where they give the last season of good witch or when calls the heart and missing ALL others. So you can't see the whole show, and 1/2 of Christmas movies ruined last year. They said they were making double movies, but they all were not REGULAR xmas movies on hallmark but rather 2bit directors, no budget, many looking like a soap opera not like a movie (like home cam crap) and ALL that SJW throughout them.
Hallmark itself, is NOT a good deal now, so we move to FRNDLY with 3 hallmark channels netting ALL of their stuff we hope. We're all about to sign up for Christmas season after dumping SJW hallmark (1/2 Christmas movies were BAD gay guys acting straight who seem repulsed by kissing a chick, Women who look like they don't want to kiss a guy who sucked a dirty....last night etc LOL..I couldn't do it either if I was a chick, no shame girls...ROFL), might as well get far more for a few dollars/mo more so we can just avoid SJW crap completely via other channels mixed in - (Frndly has ~19 or so channels and Dove, UPtv, have Xmas stuff too yearly, and BYU content now added, comedy, starting movie making now etc at BYU -MORE clean content here).
Don't complain about part prices when you are LIVING beyond your means stupidly as it is. Cut like we did for a YEAR and go back to expensive stuff for 2yrs again if desired AFTER you get that PC upgrade, or simply CUT all normal cords like we did FOREVER and ENJOY yearly Christmas gifts to yourself/family that most of you complain about. You don't have to waste money now, you're welcome.
Do what you have to do to acquire new pc parts without breaking your budget yearly. I just showed you some simple crap that WORKS for $1500 a year for our family in ANY of our houses. We all saved a bunch and PC parts (at least a gpu/cpu yearly updated) are nothing now. We could afford them already, but, now, $1500 yearly is FREE as far as we are concerned in our budgets. Add your kid to Ting and limit minutes. Done, now they can't ruin your monthly bill. :)
Hopefully the whiners are done whining about pricing, and hopefully AMD reads this and kills consoles. Risk the suit. A lawyer should have no trouble making the argument that making consoles in a shortage is keeping AMD from hurting Intel and KILLING their bottom line. I'd take the suit out for a decade if needed and make BILLIONS during that time. The suit would be peanuts, as nobody makes money on the hardware anyway, so how much did you lose if I cut you off? I'd take that case every day in court with a JURY (do not settle, go to JURY) of 12 people who will see MSFT/SONY picking on LITTLE AMD who can't make a dime while winning for 4yrs in cpu! No one time tax breaks helping you to a billion year don't count. They went right back to CRAP NET INCOME again the quarter after it (they had 500mil back in Q1 2011, 1B+ NET Q4 2009, and that's about it...LOL) Why are you not DESTROYING ALL previous net income records? 4yrs of victory? Why are you not making 4B NET INCOME on 20% if x86 cpus (forget they make GPUS, you should be making this on CPU alone!)? INTEL makes 21B on the other 80% so...Do the math and sell your shares. See macrotrends and choose Quarterly rather than yearly for that data (everyone should read that data on every stock they own, and more - 15yrs to assess what they are REALLY worth backed by data!). See AMD 2021 vs. 2009 AMD NET, outsanding shares (DOUBLED, so half their 2009 value already, 1/3 value of 2005, but chose 2009 for direct NET INCOME comparison easily etc), 1/2 assets (until this years tax break etc), etc etc. I could go on all day here, can't wait for AMD report. I suspect they may finally hit 1B NET again like Q4 2009, but 4yrs too late (you should be $25B+ richer now, you are not prepared, stupid.). This is not rocket science people.
You could be a millionaire simply investing in S&P 500 index funds for 45yrs from high school. If you can hang out 2 more years, you are a multimillionaire on a Macdonalds job putting ~200/mo away for decades in a ROTH IRA (can put 6K a year in tax free, or 7K if 50+yrs). INTEREST FREE earnings for 45yrs. RETIRE at 65 and laugh at making 100k a year or so on 2mil in dividen stocks and S&P splits to your liking. People need to stop thinking SHORT TERM. Amazing EVERYONE isn't forced to get this before graduation. You fail if you can't do simple math to change your life forever. Everyone should be required to learn BASIC life $h!t that would keep EVERYONE off welfare except truly disable people. Kids graduate today from 60K yearly colleges without even knowing BANK TELLERS are inside the bank behind that MACHINE out front (many haven't seen the inside of a BANK, or ever written a check, etc...LOL - no idea how to do anything NOT online). HUMANS are inside that "BANK" you idiots. There is more to it than the ATM machines...ROFLMAO. College is stupid for 95% of USA. They teach you WHAT to think which leads to SJW's in your basement for life parents! Instead you should teach HOW to think and SOLVE stuff, which leads to INCOME forever easily without 9-5 in many cases at some point. You are supposed to make INCOME from OTHER sources without work so you can QUIT working for someone else's dreams and make your own.
Students graduate today with barely a 2K work vocab, and maybe the best hit 4k (harvard vocab probably around 3-4k), while our founding fathers had vocabs of 50K+ words. College is stupid today people unless you're there for science, computers, or other HIGH tech learning. Painting, PE, etc...All totally wasted $$$. Do that on your own time, and NOT on our dime either. Grammar nazis go away, 7am and I don't care. It's about the data no my spelling etc...LOL.
Qasar - Friday, July 23, 2021 - link
holy crap, now that is one EPIC anti amd rant, as usual.take this garbage to wccftech where you belong
Machinus - Friday, July 23, 2021 - link
spam is getting more annoying.Intel is never getting process lead back.
webdoctors - Friday, July 23, 2021 - link
I don't know if you're sober TheJian, but I like your energy! I wish I still had this much passion in life...mode_13h - Saturday, July 24, 2021 - link
Uh, sounds to me like an old man ranting and raving, mostly about "the kids, these days!"mode_13h - Friday, July 23, 2021 - link
I started reading this with some idea what to expect. No real surprises, at first. But then, I scrolled. And scrolled. And scrolled. Can this possibly be a record for Anandtech news comments??So, let's see what we've got:
* Dump your AMD stock
* Pat should buy all of TSMC's 3nm
* we NEED MORE GPUS
* Business IS WAR, and WAR is hell.
* Lisa Su doesn't know how to win
* Consoles need to die
* Chasing the poor is stupid unless you have already soaked the rich completely.
* the poor can wait until next year or rearrange their budget
* Get a better job because AMD needs NET INCOME, so upgrade your life
* Intel ... shorted 10% of their own customers to make high MARGIN products
* killed netflix ages ago, too much SJW (...but watches Hallmark TV???)
* (money-saving tips on internet access & streaming services... for some tastes, I guess)
* GET SMARTER WITH YOUR MONEY! (but a new PC yearly is somehow not dumb?)
* (oops... I guess Hallmark is now SJW too?)
* (uh oh, I guess TheJian isn't down with "the gays")
* whew! movie making at BYU to the rescue!
* Don't complain about part prices when you are LIVING beyond your means
* ENJOY yearly Christmas gifts to yourself/family
* I just showed you some simple crap that WORKS for $1500 a year
* We could afford them already (so can I, but in no way can I justify $1500 for a GPU)
* Hopefully the whiners are done whining about pricing (I wouldn't bet on it)
* hopefully AMD reads this and kills consoles. (I wouldn't bet on it)
* Risk the suit. Shortage >> Contracts. Screw MS/Sony and reputation as a partner/supplier.
* AMD should've had perfect foresight. How dare they not recklessly leverage the company!
* You could be a millionaire simply (only if you don't waste money on annual PCs)
* People need to stop thinking SHORT TERM.
* You fail if you can't do simple math to change your life forever.
* HUMANS are inside that "BANK" you idiots. (huh? who doesn't know that?)
* College is stupid for 95% of USA.
* INCOME forever easily without 9-5 (though I did take that out of context)
* Students graduate today with barely a 2K work vocab; founding fathers had 50K+
* College is stupid today. Painting, PE, etc...All totally wasted $$$.
* Grammar nazis go away, 7am and I don't care. (clearly)
* It's about the data no my spelling etc...LOL. (time for a laugh break, indeed)
At least English majors know about grammar, punctuation, and how to write an essay that doesn't read like a drug-fueled rant. If you care about your message, then you should care about effectively communicating it.
But OMG, get over yourself, dude. You're not going to solve the industry, the market, and society's problems by posting a Wall Of Text (tm) in some news comments on a random tech website. More importantly, cut back on whatever you were taking when you wrote that. It doesn't make you sound as smart as you think it does.
GeoffreyA - Saturday, July 24, 2021 - link
"Can this possibly be a record for Anandtech news comments"It may well be! TheJian has done it again.
GeoffreyA - Saturday, July 24, 2021 - link
On a sober note, I feel TheJian's material usually has an undercurrent of self-help/success/motivational/alpha/you can go to the top philosophy. Which is rampant these days.mode_13h - Saturday, July 24, 2021 - link
I don't even mind his money-saving tips. At least those are specific, if not relevant for everyone. I feel like most people on a shoestring budget are probably pretty good about that sort of thing, though.What's weird is advocating money-saving and long-term investing, while on the other hand encouraging people to spend the savings from cost-cutting on more PC hardware! It'd be much better-spent investing and on housing, so you no longer lose money on rent.
The social commentary is just weird. Veering off so deep into those topics, completely unprompted, strikes me as TheJian searching for an audience for his thoughts. People around him are probably sick of hearing his social opinions.
Lastly, the stuff about education is somewhat unfortunate. He's clearly basing strong opinions on generalizations of very little data, and his own meandering post exemplifies the need for post-secondary, non-technical education. And he even complains about vocabularies without considering the effect of 95% skipping college! Having spent 10 years working with a foreign national (who even got a graduate degree from a US university) gave me new appreciation for the value of communication skills, in the workplace. Nothing against foreigners, in general, as most I've worked with had much better communication skills than this coworker. During the interview, I made the bad assumption that at least his written-communication would be decent.
GeoffreyA - Sunday, July 25, 2021 - link
Oh yes, fully agree. I actually meant my comment in a pejorative sense against him, because truth be told, I can't stomach today's self-help, motivational philosophy of success. As Chesterton said, "These things are about nothing; they are about what is called Success."GeoffreyA - Sunday, July 25, 2021 - link
"gave me new appreciation for the value of communication skills, in the workplace"Absolutely. I used to work at the library and most of our patrons were Afrikaans-speaking. Outstanding folk, whom I love dearly, but I battled with understanding at times. Well, I managed somehow, and what helped was mastering key words. Like, when I heard "uitgeneem," I knew they were taking out a book. When I was confounded, they'd usually fall back to English.
mode_13h - Sunday, July 25, 2021 - link
My issue wasn't so much with specific words, but just negotiating his limited vocabulary when discussing sophisticated concepts. I felt like I had to drop down to a 6th grade level, in order to effectively communicate with him. I'm sure the frustration took its toll on both of us.And he wasn't dumb or lazy. But I'm sure his home life was all in his native language. These days, you can get all your news & entertainment in whatever language you want, no matter where you live. So, the only way that he was exposed to English was on the job and when dealing with his kids' teachers, doctors, etc. That's probably why I never got the sense that his English improved, in all that time.
On the flip side, I worked with another guy from abroad and came to the US for grad school, but he was totally immersed in US culture from a very young age. You could talk to him for days, without ever getting the sense he didn't grow up here. Ironically, he very nearly went to Australia instead of the US.
GeoffreyA - Monday, July 26, 2021 - link
Strangely enough, I feel I communicate better, in both speech and writing, with non-native English speakers. Of course, the English must be past critical mass, otherwise one can't really talk much. Another advantage to me, taking Afrikaans-speaking folk as an example, they've got a striking clarity and directness when they speak/write in English, whereas many English speakers, including myself, seem to get lost in a maze of words. My uncle and his family, who live in Florida, I feel there's a barrier in understanding them. It's as if we're using the same words but a different language.Concerning people immersed in American culture, that's common nowadays thanks to the internet, media, etc. Under thirties in my country, their accent and sentiments are strikingly American. Whether they're putting on or not, I really don't know. Millennials to an extent as well. The media here has always been more on the American side of things. Taking just one example, Days of Our Lives is still going strong, and most South Africans have been watching it religiously every afternoon for 30, 40 years. I think many miss Stefano DiMera though!
mode_13h - Monday, July 26, 2021 - link
> I communicate better, in both speech and writing, with non-native English speakers.Are these deep, technical discussions (design, testing, debugging, etc.)? It's conversations involving complexity, nuances, and subtleties that a limited grammar and vocabulary can really hamper.
That said, some of the best English speakers I've known are non-natives who've studied it intensively, from an early age. They knew grammar better than most native speakers and actually followed it!
GeoffreyA - Wednesday, July 28, 2021 - link
I suppose more general conversations. But still, I couldn't feel more at ease. It's a delight.mode_13h - Monday, July 26, 2021 - link
> people immersed in American culture, that's common nowadays thanks to the internet,Different countries seem to pick and choose which parts of Western/US culture they choose to incorporate. At some point (not saying we're there, yet), these stop being foreign, per se.
Also, it goes both ways. I think there's a lot more cultural intermingling, in both directions.
> Taking just one example, Days of Our Lives is still going strong
That's proof of the *old* US dominance of content production & distribution. These days, I think a lot more is being produced in other markets. Streaming platforms are generally a huge win for content creators in most major markets.
GeoffreyA - Wednesday, July 28, 2021 - link
"Different countries seem to pick and choose which parts of Western/US culture they choose to incorporate."I suppose here the younger generation picks parts of US culture they perceive as cool or better. The idiom and accent are always top of the list and fairly easy to emulate. In fact, it's difficult to escape the influence. (It's getting more and more common to hear "store" instead of "shop" and pronunciation, same story.) It would be nice if people could emulate the old-fashioned American manners as well.
Oxford Guy - Monday, July 26, 2021 - link
‘* Consoles need to die’Already happened. Cell and Xenon were the last gasp.
Some folks need to catch up.
mode_13h - Friday, July 23, 2021 - link
And what you don't seem to appreciate about AMD's console business is that nobody reasonably could have predicted the current semiconductor supply crunch, nor the pandemic-fueled demand surge. AMD also probably wasn't too sure they could take back the lead from Intel, in which case the console business was at least a stable revenue stream to help fund continuing R&D. In fact, if Intel's manufacturing hadn't imploded, AMD might still be playing catch-up.And no, AMD isn't going to bail on their supply contracts with Sony & MS. It'd be *very* bad PR, very bad for any future partnerships they want to enter, and they'd be on the hook for all the lost business and potential reputational damage for Sony and MS. That's just not nearly as smart or sane as you think it is.
Qasar - Saturday, July 24, 2021 - link
mode_13h, you actually read all of that garbage ? wow. i read the 1st few sentences, and stopped, cause i knew it would be the usual BS from the jian about anti amd this blah blah blah blah blah. followed by more uses drivel and garbage. that what its posts usually are, garbage anti amd rants that are just pointless.mode_13h - Saturday, July 24, 2021 - link
I wasn't going to, but when I noticed what a wild roller coaster ride it was, it seemed like a lark.Does he usually rant about the gays on Hallmark Channel and give financial advice to fast food workers, after telling them not to go to college and encouraging them to buy a new PC every year?
There's a lot in there I could take issue with, but I figured I'd mostly just quote it and let it speak for itself. The parenthetical are the few cases I couldn't resist.
Oxford Guy - Wednesday, July 28, 2021 - link
‘about AMD's console business is that nobody reasonably could have predicted the current semiconductor supply crunch,’True or not, AMD openly works to undermine PC gaming and has for many years.
No one holds the company to account.
Qasar - Thursday, July 29, 2021 - link
you STILL crying about this BS that you still have yet to prove with something OTHER then your own personial bs opinion ?unless you post a link to this bs, its just that bs.
mode_13h - Thursday, July 29, 2021 - link
> AMD openly works to undermine PC gamingTheir entire RDNA product line is specifically designed for gaming! How is that consistent with the idea that they're trying to undermine it?
I think this is a case of you searching for a scapegoat to shoulder the blame for your dissatisfaction with the world. Mighty though they may be, I think that load is too heavy a burden for even AMD.
diediealldie - Friday, July 23, 2021 - link
Intel still enjoys superior gross margin compared to AMD even if it's diminished. This means that AMD cannot really increase product volumes even if TSMC wafer capacity is allowed.Also, running fabs makes huge difference. Intel uses 800K 200mm equivalent wafer per month, some are old others are leading edge.
Noting that TSMC has a capacity 120,000~150,000 300mm wafer per month(7nm), which is almost 300~400K 200mm wafer per month, we can figure out that AMD needs a entire TSMC 7nm fab capacity to kill Intel.
This is quite fun balance. Intel allows AMD to sell every capacity they acquired for a while, but will not allow AMD to eat up all of x86 markets by using superior gross margin if needed. AMD will not cross that line as well(nor they can get capacity). This might change if Intel fails to migrate 7nm fabs in early 2024.
Machinus - Friday, July 23, 2021 - link
There is no balance. TSMC and Samsung have only started a long period of crushing Intel. Intel is going to become another mature node company. Every player, including Intel, is going to be selling chips made by TSMC or Samsung. That's called losing.mode_13h - Saturday, July 24, 2021 - link
Don't forget about Samsung. They're not currently very competitive, but that could change.TSMC is also adding capacity, depending on what timescale you're looking at.
Wilco1 - Saturday, July 24, 2021 - link
You're making the incorrect assumption that die sizes are identical between Intel and AMD. TSMC 7nm is not only denser but AMD chiplets are also much smaller. 150k wafers means 1.2 billion working Zen 3 chiplets per year. That's 4 times the number of PC's sold!So TSMC 7nm could trivially supply 100% of the PC market if required. The extra 14k wafers/m that AMD bought last year (112 million Zen 3 chiplets) is a third of the PC market.
JayNor - Sunday, July 25, 2021 - link
"Intel has long wanted to get away from CCG leading the company’s earnings ..."I suspect that was only because pc market was projected to be in continual decline.
Now, it appears they think pc market will expand for several years, including turnover of old pcs, work from home, new gaming interest.
I didn't hear them complain about PC sales in the CC.
eek2121 - Monday, July 26, 2021 - link
If Intel is doomed, I sure would love to be Intel right about now.