| ▲ | recursivedoubts 4 days ago |
| this is the logical conclusion of outsourcing: we kept giving away the low end electronics and now we can't compete on the high end w/o government subsidy the supply chain moved to asia and the just so stories about ricardian free trade + an inflated stock market made everyone believe, while the ultra-rich got ultra-ultra-rich and now we sit down to our banquet of consequences |
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| ▲ | x0x0 4 days ago | parent | next [-] |
| From my pov, it looks more like intel shit the bed repeatedly. Missed on: mobile, custom chips in the data center, graphics cards, ai, and building out fab services they can sell. Meanwhile, they took at least 5 years off of making their chips faster, and we're treated to the absurdity that the m-series chips are as performant in single core as anything Intel can build on a power budget 1/10th of Intel's. I'm not sure what that has to do with outsourcing? It looks more like a comprehensive lack of execution. |
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| ▲ | marsten 4 days ago | parent | next [-] | | Intel should have spun out their fab in 2009-2010 when the signs were clear: Mobile was taking off, AMD spun out their fab, Intel had missed the boat on mobile CPUs, and Apple had acquired PA Semi and was investing heavily in custom silicon. High-end fab is a volume game and that was the time frame when Intel was still process competitive and could have competed for Apple's business (and Nvidia's, ...). But that would never happen as a division of Intel, nobody wants to send their designs to a competitor. | | |
| ▲ | rafaelmn 4 days ago | parent | next [-] | | Thats such a rear view mirror take. I am not in this industry but it was obvious Intel had a manufacturing advantage back then and this let them be the dominant player in this space for decades. High margins and they were the only game in town for the x86 in most key markets (AMD was just a cover for antitrust cases). Even 10 years ago Intel was a blue chip stock, saying they should have cannibalized their lead to go into a lower margin market for volume would have gotten you kicked off any executive role. Imagine being in a boardroom in 2010: - You're printing money with 60%+ gross margins
- You have a 2-3 year process lead over everyone
- Your R&D budget dwarfs competitors because of your integrated model
- PC sales are still growing and servers are booming with cloud build-outs
- Also you are betting that Apple is going all in on your foundry to drive the volume and R&D
And someone proposes: "Let's split the company, cut our margins for a bet against our design team in mobile volume, and start manufacturing chips for companies that might become our competitors." | |
| ▲ | x0x0 4 days ago | parent | prev [-] | | You're probably right; either that or beat Qualcomm/Samsung at providing the non-Apple chips. As rafaelmn points out, 2010 may be premature, but by 2015, they should have understood. How they fiddled and watched Apple take the phones that make a profit; Samsung/Qualcomm provide chips to the rest; and all the hyperscalers make their own arm chips in the data center while doing nothing. Absolutely nothing. Is beyond comprehension. Meanwhile, (I think Asianometry?) pointed out that Intel's headcount was recently as large as AMD, nVidia, and TSMC combined. |
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| ▲ | kevin_thibedeau 4 days ago | parent | prev | next [-] | | Intel was (is?) the largest sponsor of EE H-1Bs. Most such people coming from two countries where it's practically impossible to win the green card lottery. The upshot of that is a massive brain drain when these people have to leave. | |
| ▲ | recursivedoubts 4 days ago | parent | prev [-] | | Yeah if you are only gonna look at one tree it's gonna look like it's a bad tree. |
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| ▲ | lisbbb 4 days ago | parent | prev [-] |
| Now do H1Bs and offshoring. |
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| ▲ | booleandilemma 4 days ago | parent [-] | | [flagged] | | |
| ▲ | ViktorRay 4 days ago | parent [-] | | Your comment actually is racist though. You have no idea if those Indians are here on a visa, greencard, or have American citizenship. You just see brown people, some of whom may or may not have accents, and are angry they’re making “six figure salaries” while people you define as Americans (I wonder how your Americans look like) are “struggling to put food on the table.” I am not one of these people who spend their lives on Twitter or Bluesky or whatever calling everything under the sun racist. But your comment here is actual racism. | | |
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