There is no way that Intel won't take a hit for the Meltdown and Spectre. They are doing such a horrible job with the patches and trying to cover up the truth about how bad every chip is. I can't imagine that the government isn't going to look into this hard core.
There are 2 notable things here but you miss them both. A huge increase in server ASP sequentially and a large drop in PC margins. If the server ASP increase is a one time only thing or due to pricing for the new gen, hard to say but it would be risky to push ASPs up when competition is intensifying. The PC margins could be the larger die or 10nm ramp or both. Hard to tell with Intel as honesty is not their strong point.
There is two notable things here but you miss them both.
Meltdown ONLY AFFECTS INTEL CPU's. They are the only server chips affected. ARM, AMD, whatever, all excluded.
AMD has already successfully issued a Spectre variant 1 patch. Like Intel, the ever-rare variant 2 patch will be out of testing and successfully in due time. However, once again, AMD CPU's are NOT AFFECTED by variant 3. Intel once again takes the sole ass-pounding for that one.
The fact that AMD decided to make the caches exclusive since bulldozer preventing the pipeline snoop issue that meltdown relies on makes me think they were actually FOCUSED ON SECURITY at the expense of performance. Further evidence to this is they had years, a decade even, to copy this through Jaguar and finally Zen, and didn't. Zen takes so many ideas from Intel's Core microarchitecture, yet 'forgets' to borrow the one thing that makes every Core dating back to Nehalem inherently insecure, for what? Security. At least someone was focused on it.
To make matters ever more insulting for Intel, Apple's recent CPU's, since the A9, use a victim cache to segment snoopable data. These CPU's, the A9 and A10, are not vulnerable to Meltdown for this reason. Lastly, it's presumed A11 accounted for pipeline prefetch security during its design phase since it doesn't have a victim cache and is also not susceptible to Meltdown.
So everyone is sacrificing performance for security. Except Intel. And all along we wondered why they had the faster shit. Well, because they cheated. And now they can pay for it. Billions.
Sorry, bzt meltdown doesn't matetr that mcuh, ebcause it is easy to pahc in SW and apparently it is sufficently easy to fix in sillicon that it is apparently goig to be fixed this year. (https://www.techpowerup.com/240960/intel-processor... Note: It is unclear if it will be present in only new CPUs or if they will make new stepping of currently shipping chips too.
Anyway, AMD got lucky, nothing more. Their changes were unlikely informed by security. (Otherwise they wouldn't be hit by both Specters)
You may have just skipped writing that massive post and say, "I am AMD fanboy, and they are going to rule the world and no facts nor reality is going to be in the way",d without wasting time on such large BS post...
Emmm in my knowledge ARM A75 is affected by Meltdown. All new expensive phones of this year will have a 845 inside with Meltdown bugged A75 cores. Don't troll too much :), expecially because we have not confirmations about Apple, apperently all A serie modern cpus are affected by both Meltdown and Spectre, there are many Lawsuites against Apple for this ....but after all is only a phone core so it is irrelevant.
Unfortunately Meltdown is a common Nightmare for all iPhones and iPads around the world. All Apple cores are afflicted, and your post is full of idiocy.
They should have dump intel. Intel is hard to work with they want to monopoly companies at everything. Tried so hard at gpu, tablet , mobile and fail. This company need to be investigated bt the government because they are not Honest and no trust for they have done!
If you read the article you linked too, Apple actually points out it’s a software level patch that covers all devices regardless of their vulnerability. Some Apple systems are vulnerable, like those Intel mac’s and some variants of Apple ARM SoC’s but the A9 and A10 are inherently immune to meltdown, just like various other ARM CPU’s. It depends on the design and the age, because until a few years ago, or in AMD’s case, a decade, it wasn’t considered a security risc to have speculative execution. My post is still entirely relevant, and to call me an AMD fanboy is ridiculous, my last AMD product, a Radeon R380, was one of the biggest pieces of shit I’ve ever owned. And like most people, I haven’t had an AMD computer since they became kind of s joke for performance and efficiency around 2008 when nehalem hit it out of the park.
But that doesn’t mean I’ll disregard AMD’s intelligent design choices. Like most people (obviously) I wasn’t thinking about hardware level security flaws because I had blind faith Intel of all people wouldn’t ignore such risks.
"Meltdown ONLY AFFECTS INTEL CPU's. They are the only server chips affected. ARM, AMD, whatever, all excluded."
Please stop spreading lies - this is not INTEL only - in fact NVidia has made patches related to it. It has also been reported on ARM and believe AMD also.
Why do people do this BS - because underdogs hate the one that are successful and using this BS to attempt to influence other to buy underdogs like AMD.
This issue is planned to be fixed this year and also be document in AMD and ARM processors also by the following link
It appears that AMD and ARM have software related fixes that are at expense of performance - but I don't believe because of nature of this that software related fix can fix everything - especial by technical nature of this issue - 3rd party software could have issue - but Intel is working on In-Silicon fix - which sounds like me micro-code update
I think the only people that care about this are people that hate Intel.
For one thing this is not even on subject of this article - so it appears most people in this world does not have same opinion as INTEL haters
Meltdown does not affect AMD period. This is a known now as far as the rest. Yes it does affect ARM but not all of them. Intel is the only one where it affects all of their current processors. AMD is only vulnerable to spectre variants 1 and 2. Intel is vulnerable to all 3. So does it affect all processors yes, but not to the same extent. And as for AMD fanboys well they have a point in this issue AMD in this case is the least vulnerable as far as we know and from what we know so. Not to mention Intel is the most vulnerable at this point.
Part of the mitigations for these speculative execution attacks are updates to compilers. This is why you see nVidia, AMD, etc. issuing software patches (i.e. minimally they'll have re-compiled their binaries). AMD x86 CPUs are unaffected by Meltdown.
Stop being a fanboy. Intel's primary response to this is to spread FUD.
Also, your little link amounts to speculation by someone out of their depth. You only have to follow the source to see as much; there's not a mention of AMD or ARM on the topic.
Why are you spreading this fake news with bullshit links HStewart? Stop it. Do your research. AMDs prefetch architecture is immune to meltdown, like many (but not all) ARM designs, because the cache is exclusive to the instructions. This prevents some efficiency in prefetch performance where speculative execution can occur and is a hallmark of intels architecture going back to first gen Core (Nehalem) and even some Atom CPU’s. This is mostly an Intel only problem. And that isn’t because AMD is a fraction of the market. It’s becsuse it doesn’t affect them.
Just stop it already. You are sounding like Trumps press secretary.
If getting the government involved this - they would also have to look at other Chip manufactures and the OS. As for Intel and patches - they are no worst than anybody else - just they have more market and notice more.
Intel should have a successful year this year - with Raju on board and new graphics chips coming down plus like 10nm systems with longer battery life and higher performance.
If Government should be involved with anything in computer industry ( which I believe they should stay out completely ) is Qualcomm and there patient grabbing to try to have a real monopoly in telecommunications market.
One thing people are total forgetting, is how does this damaging code get on system. That is real problem - with this information out - it can actually cause such issues later. Maybe that was intentions of people that leak it - but they have shot AMD and ARM vendors also.
It doesn’t affect AMD chips. It isn’t an OS problem. It doesn’t patch OS’s. Updates will be issued through OS updates because meltdown can be patched by updating compilers and Spectre can be patched with microcode, easier done through an OS firmware injection during boot than through a bios update that will be hard to get vendors to issue for EOL hardware.
Stop it with the lies. AMD is not affected. The majority of ARM is not affected, including some Apple SoC’s. And stop linking to the same bullshit site that’s biting into all the Intel FUD.
Yep, Intel will have very good year in 2018 if They release meltdown fixed prosessors Q4 in this year. Every company will buy new prosessors to replase old ones... So very good play From Intel to sell non fixed prosessors now and fixed later because it increases demand. Not very fair towards customers maybe, but I am guite sure that 2018 is Intel best year of alltimes. If the fix does not come 2018 then 2019 is their best year, but then 2018 may be somewhat not so good.
I love that Intel is sitting here trying so hard to diversify after spending so long doing the exact opposite. They used to BE a diverse semiconductor company before they dumped everything to focus on processors to the exclusion of all else. Oh well, I guess a couple decades as "just" the biggest processor manufacturer on Earth was a fair trade.
True but at the end of the day they did chose the best option, all that diversity was costing money so by cutting them down Intel increased profits and now that CPUs are "has been" they can start shopping for talent and even up and coming companies, with the massive stock pile of money they got from all those years of being a CPU company it shouldn't be too difficult to stay relevant and their fabs can be tuned to build other microchips.
The Meltdown and Spectre are too recent of an event to make an Impact. We should know in Q1 2018.
Another point worth discussing, AMD is selling as many EPYC as they could, Ryzen is also selling well or sold out. Which means, the PC market isn't really shrinking, it is actually stabilizing. And as long as Tablet aren't actually replacing PC, ( Which it isn't yet ), PC is safe for now, with Gaming fueling its possible future growth. And for the DC market, despite AMD selling lots, Intel still finds huge area for growth, as if there are no limit.
"Another point worth discussing, AMD is selling as many EPYC as they could, Ryzen is also selling well or sold out. Which means, the PC market isn't really shrinking, it is actually stabilizing. And as long as Tablet aren't actually replacing PC, ( Which it isn't yet ), PC is safe for now, with Gaming fueling its possible future growth."
PC Market is actually involving in more Mobile areas and less on desktop. Tablets are small part of Mobile Laptop market but are grown. Most Ryzen sales come from desktops with build of game machines and people purchase chips on Amazon and Newegg and those numbers are not good numbers to based the market.
PC Market is not really shrinking, but desktop PC Market is shrinking.
For AMD a small growth would be consider a big - but in Intel terms that growth is nothing.
Meltdown and Spectre - also effects AMD and ARM - but I don't believe most people care.
This company is a joke. This quarter doesnt reflect what is coming next. Intel already mention fallout that mean more things falling apart. No big companies want to have one company monopoly the whole data center in the world. Amd already stealing pc pie from intel othwrwise their pc sales should be much higher than reported. Their research and development is lower i wonder how they would compete.
Could change since their server class and workstation CPU’s EPYC and Threadripper aren’t affected by Meltdown, outperform Intel for the price, and use less power.
Probably explains why vendors can’t keep them in stock since they’ve been released.
Yep... Intel is a $17B, 63% margin "joke" in Q4. Pretty funny joke, dude. A joke for... what? 30 years now?? Are you even that old yet? The stock market resoundingly disagreed with you today, too.
You're right about the data center comment. Google, Microsoft, Facebook etc. are in the data business so they don't care what hardware they use, as long as it meets a price/performance figure. I'm typing this on an ARM mobile platform while my x86 tablet sits unused most of the time. Intel has the inertia of x86 support to keep it in business but the future looks increasingly heterogenous with multiple hardware platforms performing more specialized tasks.
The most interesting thing to me is that it basically didn't cost Intel any money at all to offer us 4 cores instead of 2, and 6 instead of 4.
Their margins are so important, they didn't offer a huge easy increase in speed for years. I've had no sense for a few years that my money given to Intel has any effect whatsoever on their future product improvements.
Compare with how you feel when you buy a Tesla etc. or support a company that is striving to make better versions of what you love (Nintendo for example).
It's the marketing "geniuses" that run Intel now. They're the ones who can segment white sandwich bread into a million categories just because they can. Intel was so scared of cannibalizing their own sales (is self-cannibalism a thing?) that they let their tech go out in dribbles. It was only when AMD showed them Ryzen that they jumped off their behinds. Having a monopoly isn't a good thing in the long run.
this is still the only major semiconductor and tech stock that didnt double in the last 3 years. what's up with that? even MS doubled. Nvidia alone is 12 times their 2014 valuations, and AMD went from $2-$17
Intel has stated they will have Spectere and Meltdown mitigated in hardware on there new 10nm chips so I assume that means Ice Lake. What I find a bit Ironic is this may actually help them sell more chips in 2018. Go figure if it works like that.
Until we see the real performance impact of patching their architecture in extremis. At such a stage of their process, the monetary impact is going to be huge, especially in a 12 months time frame.
Behind all their PR damage control, what is happening with variants, nothing good can came out of it for them.
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Ahnilated - Thursday, January 25, 2018 - link
There is no way that Intel won't take a hit for the Meltdown and Spectre. They are doing such a horrible job with the patches and trying to cover up the truth about how bad every chip is. I can't imagine that the government isn't going to look into this hard core.jjj - Thursday, January 25, 2018 - link
There are 2 notable things here but you miss them both. A huge increase in server ASP sequentially and a large drop in PC margins.If the server ASP increase is a one time only thing or due to pricing for the new gen, hard to say but it would be risky to push ASPs up when competition is intensifying.
The PC margins could be the larger die or 10nm ramp or both. Hard to tell with Intel as honesty is not their strong point.
Samus - Friday, January 26, 2018 - link
There is two notable things here but you miss them both.Meltdown ONLY AFFECTS INTEL CPU's. They are the only server chips affected. ARM, AMD, whatever, all excluded.
AMD has already successfully issued a Spectre variant 1 patch. Like Intel, the ever-rare variant 2 patch will be out of testing and successfully in due time. However, once again, AMD CPU's are NOT AFFECTED by variant 3. Intel once again takes the sole ass-pounding for that one.
The fact that AMD decided to make the caches exclusive since bulldozer preventing the pipeline snoop issue that meltdown relies on makes me think they were actually FOCUSED ON SECURITY at the expense of performance. Further evidence to this is they had years, a decade even, to copy this through Jaguar and finally Zen, and didn't. Zen takes so many ideas from Intel's Core microarchitecture, yet 'forgets' to borrow the one thing that makes every Core dating back to Nehalem inherently insecure, for what? Security. At least someone was focused on it.
To make matters ever more insulting for Intel, Apple's recent CPU's, since the A9, use a victim cache to segment snoopable data. These CPU's, the A9 and A10, are not vulnerable to Meltdown for this reason. Lastly, it's presumed A11 accounted for pipeline prefetch security during its design phase since it doesn't have a victim cache and is also not susceptible to Meltdown.
So everyone is sacrificing performance for security. Except Intel. And all along we wondered why they had the faster shit. Well, because they cheated. And now they can pay for it. Billions.
Klimax - Friday, January 26, 2018 - link
Sorry, bzt meltdown doesn't matetr that mcuh, ebcause it is easy to pahc in SW and apparently it is sufficently easy to fix in sillicon that it is apparently goig to be fixed this year.(https://www.techpowerup.com/240960/intel-processor...
Note: It is unclear if it will be present in only new CPUs or if they will make new stepping of currently shipping chips too.
Anyway, AMD got lucky, nothing more. Their changes were unlikely informed by security. (Otherwise they wouldn't be hit by both Specters)
You may have just skipped writing that massive post and say, "I am AMD fanboy, and they are going to rule the world and no facts nor reality is going to be in the way",d without wasting time on such large BS post...
Gondalf - Friday, January 26, 2018 - link
Emmm in my knowledge ARM A75 is affected by Meltdown. All new expensive phones of this year will have a 845 inside with Meltdown bugged A75 cores.Don't troll too much :), expecially because we have not confirmations about Apple, apperently all A serie modern cpus are affected by both Meltdown and Spectre, there are many Lawsuites against Apple for this ....but after all is only a phone core so it is irrelevant.
Gondalf - Friday, January 26, 2018 - link
I was wrong, there is the confirmation for Applehttps://support.apple.com/en-us/HT208394
Unfortunately Meltdown is a common Nightmare for all iPhones and iPads around the world. All Apple cores are afflicted, and your post is full of idiocy.
Tkan215 - Friday, January 26, 2018 - link
They should have dump intel. Intel is hard to work with they want to monopoly companies at everything. Tried so hard at gpu, tablet , mobile and fail. This company need to be investigated bt the government because they are not Honest and no trust for they have done!HStewart - Friday, January 26, 2018 - link
"They should have dump intel. Intel is hard to work with they want to monopoly companies at everything"This is news to me that Apple Cores uses Intel Processor especially when what was replied was about iPhones and iPads
Samus - Saturday, January 27, 2018 - link
If you read the article you linked too, Apple actually points out it’s a software level patch that covers all devices regardless of their vulnerability. Some Apple systems are vulnerable, like those Intel mac’s and some variants of Apple ARM SoC’s but the A9 and A10 are inherently immune to meltdown, just like various other ARM CPU’s. It depends on the design and the age, because until a few years ago, or in AMD’s case, a decade, it wasn’t considered a security risc to have speculative execution. My post is still entirely relevant, and to call me an AMD fanboy is ridiculous, my last AMD product, a Radeon R380, was one of the biggest pieces of shit I’ve ever owned. And like most people, I haven’t had an AMD computer since they became kind of s joke for performance and efficiency around 2008 when nehalem hit it out of the park.But that doesn’t mean I’ll disregard AMD’s intelligent design choices. Like most people (obviously) I wasn’t thinking about hardware level security flaws because I had blind faith Intel of all people wouldn’t ignore such risks.
HStewart - Friday, January 26, 2018 - link
"Meltdown ONLY AFFECTS INTEL CPU's. They are the only server chips affected. ARM, AMD, whatever, all excluded."Please stop spreading lies - this is not INTEL only - in fact NVidia has made patches related to it. It has also been reported on ARM and believe AMD also.
Why do people do this BS - because underdogs hate the one that are successful and using this BS to attempt to influence other to buy underdogs like AMD.
This issue is planned to be fixed this year and also be document in AMD and ARM processors also by the following link
https://www.techpowerup.com/240960/intel-processor...
It appears that AMD and ARM have software related fixes that are at expense of performance - but I don't believe because of nature of this that software related fix can fix everything - especial by technical nature of this issue - 3rd party software could have issue - but Intel is working on In-Silicon fix - which sounds like me micro-code update
I think the only people that care about this are people that hate Intel.
For one thing this is not even on subject of this article - so it appears most people in this world does not have same opinion as INTEL haters
caqde - Friday, January 26, 2018 - link
Meltdown does not affect AMD period. This is a known now as far as the rest. Yes it does affect ARM but not all of them. Intel is the only one where it affects all of their current processors. AMD is only vulnerable to spectre variants 1 and 2. Intel is vulnerable to all 3. So does it affect all processors yes, but not to the same extent. And as for AMD fanboys well they have a point in this issue AMD in this case is the least vulnerable as far as we know and from what we know so. Not to mention Intel is the most vulnerable at this point.https://www.amd.com/en/corporate/speculative-execu...
https://www.techarp.com/guides/complete-meltdown-s...
franzeal - Friday, January 26, 2018 - link
Part of the mitigations for these speculative execution attacks are updates to compilers. This is why you see nVidia, AMD, etc. issuing software patches (i.e. minimally they'll have re-compiled their binaries). AMD x86 CPUs are unaffected by Meltdown.Stop being a fanboy. Intel's primary response to this is to spread FUD.
franzeal - Friday, January 26, 2018 - link
Also, your little link amounts to speculation by someone out of their depth. You only have to follow the source to see as much; there's not a mention of AMD or ARM on the topic.Samus - Saturday, January 27, 2018 - link
Why are you spreading this fake news with bullshit links HStewart? Stop it. Do your research. AMDs prefetch architecture is immune to meltdown, like many (but not all) ARM designs, because the cache is exclusive to the instructions. This prevents some efficiency in prefetch performance where speculative execution can occur and is a hallmark of intels architecture going back to first gen Core (Nehalem) and even some Atom CPU’s. This is mostly an Intel only problem. And that isn’t because AMD is a fraction of the market. It’s becsuse it doesn’t affect them.Just stop it already. You are sounding like Trumps press secretary.
Tkan215 - Friday, January 26, 2018 - link
Next quarter or two will show.HStewart - Friday, January 26, 2018 - link
This sounds more of issue on OS and not just Intel in trouble with it - it also effects AMD and ARM chips also.For more detail information about issue and how it was found - the following technical website has more accurate information
https://spectrum.ieee.org/tech-talk/semiconductors...
If getting the government involved this - they would also have to look at other Chip manufactures and the OS. As for Intel and patches - they are no worst than anybody else - just they have more market and notice more.
Intel should have a successful year this year - with Raju on board and new graphics chips coming down plus like 10nm systems with longer battery life and higher performance.
If Government should be involved with anything in computer industry ( which I believe they should stay out completely ) is Qualcomm and there patient grabbing to try to have a real monopoly in telecommunications market.
HStewart - Friday, January 26, 2018 - link
One thing people are total forgetting, is how does this damaging code get on system. That is real problem - with this information out - it can actually cause such issues later. Maybe that was intentions of people that leak it - but they have shot AMD and ARM vendors also.Samus - Saturday, January 27, 2018 - link
It doesn’t affect AMD chips. It isn’t an OS problem. It doesn’t patch OS’s. Updates will be issued through OS updates because meltdown can be patched by updating compilers and Spectre can be patched with microcode, easier done through an OS firmware injection during boot than through a bios update that will be hard to get vendors to issue for EOL hardware.Stop it with the lies. AMD is not affected. The majority of ARM is not affected, including some Apple SoC’s. And stop linking to the same bullshit site that’s biting into all the Intel FUD.
haukionkannel - Saturday, January 27, 2018 - link
Yep, Intel will have very good year in 2018 if They release meltdown fixed prosessors Q4 in this year. Every company will buy new prosessors to replase old ones...So very good play From Intel to sell non fixed prosessors now and fixed later because it increases demand.
Not very fair towards customers maybe, but I am guite sure that 2018 is Intel best year of alltimes. If the fix does not come 2018 then 2019 is their best year, but then 2018 may be somewhat not so good.
StevoLincolnite - Saturday, January 27, 2018 - link
Or... Intel could capitalize on Meltdown and Spectre and thus could kick start a massive upgrade cycle. Although I doubt it.I am interested to see what people do though.
Personally I don't give a shit about either and happy to stick with my Sandy-Bridge-E which still handles everything effortlessly.
krumme - Friday, January 26, 2018 - link
Money machineLord of the Bored - Friday, January 26, 2018 - link
I love that Intel is sitting here trying so hard to diversify after spending so long doing the exact opposite. They used to BE a diverse semiconductor company before they dumped everything to focus on processors to the exclusion of all else.Oh well, I guess a couple decades as "just" the biggest processor manufacturer on Earth was a fair trade.
Klimax - Friday, January 26, 2018 - link
Interestingly, same process was seen with AMD in early 00s.Strunf - Friday, January 26, 2018 - link
True but at the end of the day they did chose the best option, all that diversity was costing money so by cutting them down Intel increased profits and now that CPUs are "has been" they can start shopping for talent and even up and coming companies, with the massive stock pile of money they got from all those years of being a CPU company it shouldn't be too difficult to stay relevant and their fabs can be tuned to build other microchips.boozed - Friday, January 26, 2018 - link
So... how much money did Intel make selling CPUs that don't contain massive security flaws?Klimax - Friday, January 26, 2018 - link
And how much AMD?WorldWithoutMadness - Friday, January 26, 2018 - link
**Grab tin foil hat**What if this is all planned tor the sake of surveillance?
They gain money from sales and on top of that being paid for this flaw
iwod - Friday, January 26, 2018 - link
The Meltdown and Spectre are too recent of an event to make an Impact. We should know in Q1 2018.Another point worth discussing, AMD is selling as many EPYC as they could, Ryzen is also selling well or sold out. Which means, the PC market isn't really shrinking, it is actually stabilizing. And as long as Tablet aren't actually replacing PC, ( Which it isn't yet ), PC is safe for now, with Gaming fueling its possible future growth.
And for the DC market, despite AMD selling lots, Intel still finds huge area for growth, as if there are no limit.
HStewart - Friday, January 26, 2018 - link
"Another point worth discussing, AMD is selling as many EPYC as they could, Ryzen is also selling well or sold out. Which means, the PC market isn't really shrinking, it is actually stabilizing. And as long as Tablet aren't actually replacing PC, ( Which it isn't yet ), PC is safe for now, with Gaming fueling its possible future growth."PC Market is actually involving in more Mobile areas and less on desktop. Tablets are small part of Mobile Laptop market but are grown. Most Ryzen sales come from desktops with build of game machines and people purchase chips on Amazon and Newegg and those numbers are not good numbers to based the market.
PC Market is not really shrinking, but desktop PC Market is shrinking.
For AMD a small growth would be consider a big - but in Intel terms that growth is nothing.
Meltdown and Spectre - also effects AMD and ARM - but I don't believe most people care.
Samus - Saturday, January 27, 2018 - link
Nobody buys EPYC for the desktop dude. And AMD CPU’s are immune to meltdown. All of them. Server, workstation, desktop, or mobile.Tkan215 - Friday, January 26, 2018 - link
This company is a joke. This quarter doesnt reflect what is coming next. Intel already mention fallout that mean more things falling apart. No big companies want to have one company monopoly the whole data center in the world. Amd already stealing pc pie from intel othwrwise their pc sales should be much higher than reported. Their research and development is lower i wonder how they would compete.HStewart - Friday, January 26, 2018 - link
And AMD is has re-organization because of fallout from departure of Raju. AMD market is like a spec of sand to Intel.Samus - Saturday, January 27, 2018 - link
Could change since their server class and workstation CPU’s EPYC and Threadripper aren’t affected by Meltdown, outperform Intel for the price, and use less power.Probably explains why vendors can’t keep them in stock since they’ve been released.
woggs - Friday, January 26, 2018 - link
Yep... Intel is a $17B, 63% margin "joke" in Q4. Pretty funny joke, dude. A joke for... what? 30 years now?? Are you even that old yet? The stock market resoundingly disagreed with you today, too.serendip - Sunday, January 28, 2018 - link
You're right about the data center comment. Google, Microsoft, Facebook etc. are in the data business so they don't care what hardware they use, as long as it meets a price/performance figure. I'm typing this on an ARM mobile platform while my x86 tablet sits unused most of the time. Intel has the inertia of x86 support to keep it in business but the future looks increasingly heterogenous with multiple hardware platforms performing more specialized tasks.And all running Linux, of course ;)
Alistair - Friday, January 26, 2018 - link
The most interesting thing to me is that it basically didn't cost Intel any money at all to offer us 4 cores instead of 2, and 6 instead of 4.Their margins are so important, they didn't offer a huge easy increase in speed for years. I've had no sense for a few years that my money given to Intel has any effect whatsoever on their future product improvements.
Compare with how you feel when you buy a Tesla etc. or support a company that is striving to make better versions of what you love (Nintendo for example).
serendip - Sunday, January 28, 2018 - link
It's the marketing "geniuses" that run Intel now. They're the ones who can segment white sandwich bread into a million categories just because they can. Intel was so scared of cannibalizing their own sales (is self-cannibalism a thing?) that they let their tech go out in dribbles. It was only when AMD showed them Ryzen that they jumped off their behinds. Having a monopoly isn't a good thing in the long run.Hurr Durr - Sunday, January 28, 2018 - link
You're a bona fide retard if you buy a Tesla.Pork@III - Saturday, January 27, 2018 - link
delaying is demonstration of long sexual expiriencepoohbear - Saturday, January 27, 2018 - link
this is still the only major semiconductor and tech stock that didnt double in the last 3 years. what's up with that? even MS doubled. Nvidia alone is 12 times their 2014 valuations, and AMD went from $2-$17FreckledTrout - Sunday, January 28, 2018 - link
Intel has stated they will have Spectere and Meltdown mitigated in hardware on there new 10nm chips so I assume that means Ice Lake. What I find a bit Ironic is this may actually help them sell more chips in 2018. Go figure if it works like that.eva02langley - Monday, January 29, 2018 - link
Until we see the real performance impact of patching their architecture in extremis. At such a stage of their process, the monetary impact is going to be huge, especially in a 12 months time frame.Behind all their PR damage control, what is happening with variants, nothing good can came out of it for them.
We will know in one year.