Hacker News Reader

Comment by aurareturn | Hacker News Reader

Intel server chips are not competitive with AMD chips. On mobile, they are not competitive with Apple and soon Qualcomm.

Therefore, this drop in foundry revenue stems from the fact that they’re making fewer chips for their in-house design company.

Also, as others have said, they’re not making many AI chips due to lack of competitive in house designs and no external customers yet.

View on HN

How did that lead to 31% less revenue in one year? It seems like all of this was also true in 2023.

I’d imagine longer term contracts not renewing or renewing at lower prices / lower volumes.

Why wouldn't it be true in 2024 as well? All the rage is in GPUs and AI accelerators - not Xeon/client CPUs which are Intel's bread and butter.

Momentum of batch buys is running out with new buys coming at a cost? If your chips aren’t performance competitive in processing or energy, you have to discount until you hit cost parity.

Their 14th generation CPUs are just overclocked 13th gen. They are raising the thermals and increasing the clock speeds correspondingly.

Most cpu manufacturers do this. Binning, changing product numbers or lines around, and marketing tactics.

@GamersNexus on YouTube occasionally does stories on this. Recently they had a good intel slide deck trying to disparage AMD and muddying the water on their own product lines.

>Recently they had a good intel slide deck trying to disparage AMD and muddying the water on their own product lines.

To be fair AMD does this as well. A lot of modern CPUs series are older gen ZEN cores build on older TSMC nodes, rebadged as the newer major series with only the minor number identifying that it's older gen design[1], but AMD does not disclose this in their own comparison tables.[2]

They've been doing this since at least the Ryzen 5000 series(used to own one) so I'm not sure why everyone is so quick to point fingers at Intel but gives AMD a pass. It's not like one is more righteous than the other, they're both major for-profit corporations using marketing confusion to decisive buyers.

[1] https://arstechnica.com/gadgets/2023/01/amds-ryzen-7000-lapt...

[2] https://www.amd.com/en/products/processors/laptop/ryzen.html...

>why everyone is so quick to point fingers at Intel but gives AMD a pass.

Because Intel is an evil and greedy company while AMD is everyone's favorite underdog who will do no wrong.

I wish I was joking, but quite a lot of people (especially the HN crowd) think irrationally like that.

I seriously wish Intel would pivot and stop being ultra worried about things like their atom or Celeron or whatever it's name is being competing with their own stuff and memory capping it. Lots of room for a really low power decently cored memory heavy CPU but they've always capped features and things like ecc memory away to the top skus which is really annoying.

Also not talked about but isn't Samsung and tsmcs fabs booked clear out the next 24 months?

To be fair Nvidia Blackwell is basically the same thing, a doubled up Hopper chip that shares a few things between the two for slight efficiency gains.

Intel isn't using IFS exclusively anymore. Some Intel designs went to TSMC. Plus, they lost a lot of market share to AMD and Nvidia.

> On mobile, they are not competitive with Apple and soon Qualcomm

With the exceprion of some Android tablets, Intel chips are not really present in the mobile market.

Reply on news.ycombinator.com