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US Intel

(stratechery.com)
539 points maguay | 1 comments | 26 Aug 25 10:47 UTC | HN request time: 0.244s | source
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webdevver ◴[26 Aug 25 14:42 UTC] No.45027238[source]▶
for all this talk about intel struggling, they seem to be quite capable to continue producing very competitive CPUs and other IP.

my understanding is that they are still doing well in the datacentre world, unless that has changed?

its worth keeping in mind Intel is quite a big company... and naturally, the parts that are chugging along just fine are not going to be making headlines (or much noise at all really.)

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1. etempleton ◴[26 Aug 25 18:15 UTC] No.45030240[source]▶
There is a lot of doom and gloom regarding Intel, but there are also signs of life. Intel is starting to show off products made on 18a and is slated to ship at least one product on that process this calendar year. Meanwhile TSMC has been stuck on 3nm for quite some time and it appears that there will not be a product with TSMC 2nm this year. If both of these prove true, Intel will have roughly caught up in terms of process. There is a lot more work to be done, but do not underestimate how quickly Intel's fortune can change if they manage to start hitting their mark and TSMC falters even slightly.