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| ▲ | throwaway_45 7 hours ago | parent | next [-] | | Also Intel decided to not improve for a long time. They were just happy collecting rent and protecting margin. Only the paranoid survive. Intel used to be a memory company and they pivoted cause Andy grove could see what was coming. | | |
| ▲ | toast0 5 hours ago | parent | next [-] | | Intel didn't decide not to improve. Their CPU R&D has a long pipeline and they made the wrong prediction on tech (10nm), which resulted in a decade long pipeline stall. They're just about through that now, we'll see if they've got their groove back in the next few generations. Before the 10nm issues, they were making consistent IPC improvement every generation, and although core counts were pretty stagnant for consumers, they would add a couple cores every generation on top Xeon skus. Maybe they could have done bigger changes with more time between, but it was nice being able to expect new server CPUs every 12-18 months that were meaningfully better. | | |
| ▲ | fc417fc802 an hour ago | parent [-] | | > they made the wrong prediction on tech (10nm), which resulted in a decade long pipeline stall I don't think their node problems were anywhere near that simple. You also left out the part where AMD moved to chiplets while intel stubbornly remained monolithic for quite a while. And a whole list of other missteps. |
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| ▲ | tester756 7 hours ago | parent | prev [-] | | Not really - 10nm node was too ambitious and failed cuz of that. | | |
| ▲ | Tuna-Fish 7 hours ago | parent [-] | | It wasn't just that. Intel could have survived a failed node, or a few of them. Certainly wouldn't be their first. Krzanich "optimized" the company for profit, by cutting out things he considered to be excess. Including a lot of their irreplaceable validation & verification talent, that AMD instantly snapped up. The lack of validation resources is directly responsible for the failures of many key Intel products during his tenure and later, because major bugs that could have been spotted earlier slipped through, and then resulted in horrible delays and even cancellations. He then spent the surplus of the company on 30 major acquisitions, of which only two were in any reasonable degree successful. There are CEOs who have destroyed more value than Krzanich, but not many. |
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| ▲ | close04 7 hours ago | parent | prev [-] | | AMD benefited greatly from Intel's self inflicted wound: laying on their laurels thinking the leverage they had with OEMs and inertia will carry them through the hard patch like it did in their P4 times. Intel stopped advancing in 2014-2015 for a long time. They flopped on the fabrication side, they stuck to the 2-4 core CPUs and charged an arm and a leg for anything with more than that. This gave AMD an opening with their cheap and yet still decently fast higher core count CPUs. | | |
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