It doesn't look good for Intel...

[Mumintroll]

Gamers Nexus recently posted a video discussing Intel's predicaments.

Plenty of layoffs, pausing or cancelling expansion of fabs, pause of 14A development, not enough customer demands...

 

Could this be the beginning of the end for Intel?

It's an interesting video.

 

 

 

[manikyath]

no.

 

intel is having a rough generation of hardware, and an incompetent round of management, in a financially complicated time.. but the notion that this extrapolates to a complete collapse is utterly ridiculous.

[Fasauceome]

7 minutes ago, Mumintroll said:

Could this be the beginning of the end for Intel?

unlikely. The tech sector at large is following through with massive layoffs, largely due to new technologies like AI platforms obscuring an enormous outsourcing push.

 

side note: "AI" really just means "actually Indians"

[Shimejii]

This post reads like you asked AI to give you a topic response to the video lol.

 

Yes this has been a thing for about 7 years, ever since they got stuck on 14nm. Intel is large enough where they wont just fall apart super fast, but it has been getting closer to losing pretty much all their costumers for their fabs. Why go with intel when you can get better products with the chips from multiple different companies.

 

Intel is probably gonna be split by 2030 into multiple companies that do their own thing involving each business. They will more then likely sell some of the FABs to TSMC or Samsung, and then slowly just keep fading.

 

 

[manikyath]

7 minutes ago, Shimejii said:

 

Intel is probably gonna be split by 2030 into multiple companies that do their own thing involving each business. They will more then likely sell some of the FABs to TSMC or Samsung, and then slowly just keep fading.

or go fabless and lean heavier into cpu/gpu development.

 

i dont see the name intel going away any time soon, enterprise is too slow for that.

[NewUser2025]

Management and leadership needs to be scrapped there. The actual products are not bad, it’s just their competition has caught up and/or exceeded Intel’s offerings. I honestly wouldn’t be surprised if AMD did the happy dance over Intel collapsing lol. 
 

Intel’s GPU’s are catching some traction, however I highly doubt they would catch up to nVidia/AMD.

 

Intel should let go all of their bigwigs and reset the playing field, since Intel is imploding right now. I would say if they keep heading in their current trajectory, then they will eventually be bought out and/or disappear from existence. Mind you, this would be YEARS down the road for them. Who knows, maybe they’ll turn around from their mess and make a come back.

[Ha-Satan]

I've only watched about half of the video so I'm probably talking out of my ass here, but as a dumbass regular guy who's just observing this, it really feels like Intel is maybe over-extended and perhaps LBT's strategy of trying to downsize the company is actually smart.

 

Like, I'm no business expert, but it seems to me like Intel should step away from projects that are failing and try to focus on providing excellent value in markets where they are still dominant - like prebuilt office PCs. I mentioned this a couple times here before, but I still haven't seen my organization purchase a single PC with an AMD processor despite having my hands on literally hundreds of machines over the last few years. Based both on my personal observations and some hard data, it seems like Intel still dominates this particular market.

 

I know that in a world with no legacy software, ARM would just be eating X86 for lunch and Intel would be toast, but, well, big organizations typically run on a bunch of stupid legacy software that needs X86. (My employers certainly do.) So it seems to me that a lot of big organizations will keep buying X86 hardware, and a lot of the X86 hardware manufacturers still are more than happy to use Intel CPUs, so Intel should lean into that.

 

And yeah I know that Intel actually needs a good process node to fab their CPUs on, but I don't really think it's a huge deal to the customers whether the fab where the Intel CPUs are made says Intel or TSMC on the side of the building. I think a lot of corporate IT departments will just keep buying Dells with Intel CPUs because that's what they've always done and it's always worked.

[CasualExtremist]

The only long-term issue I see potentially being overlooked is that if Intel reduces in-house fab or goes fab-less, that funnels more into the already near-monopoly of TSMC. Then it becomes even more their market to manipulate for whatever incentives they have at that future date. This means it could *technically* be the death of the intel we know now. However, I do not see a path in which Intel doesn't exist at all in 10 years.

[Ha-Satan]

Tangent, but now that everybody is changing their profile picture to Clippy I keep seeing other people's posts and thinking I wrote them

[Lurking]

The problem with falling behind is, they now have inferior products. But the production cost still is high. And they also have a lot of fixed cost (research etc.) with not much to show for. 

 

And once you lose sales numbers, that huge capital cost (FAB and research) gets spread over so fewer units. Ouch.  

 

And their decline has been going on for years. This is hard to reverse quickly. They masked the decline by market momentum (reputation was better than deserved, contracts with Dell etc.). but once the market reverses, that momentum also will make it hard to recover. 

 

They aren't great in GPU (both design and production). And for GPU they don't even have laurels to rest on. 

 

Unfortunately, this may end like Government Motors where bad businesses get rewarded by bailouts or other market help by the government and we all will pay for it....