6 ms·

Err. shouldn't the real competitors be viewed as ARM and M1?

metalliqaz 6y ago
Both. Intel has really found itself in a pickle. After years of stagnation, it has serious competition from * AMD * NVIDIA+ARM * and now Apple Intel will have to hustle for 5 years at least to catch up.
- RocketSyntax 6y ago
  Unless the go all in on something like neuromorphic or quantum
xorx 6y ago
Exactly. It would be a bit of a gamble, as it may undercut their x86 lines, but as a hedge against the success of ARM/M[1,2,...], they may do themselves a favor to attempt a project to implement RISC-V. They don't have much to lose, as AMD is already killing their x86 lines anyway.
- phkahler 6y ago
  I've been hoping Intel or AMD would try RISC-V. If the ISA is inherently more efficient (not saying it is) they should be able to prove it by having already optimized so much core and cache hardware.
  - unanswered 6y ago
    And do what, shoot both x86 feet they're standing on? If they wanted to optimize technical/engineering success, it's absolutely the best move. But to optimize shareholder value or anything like it, it's impossible.
    - Daho0n 6y ago
      They already broke one foot and got shot in the other by AMD. Shareholders doesn't like bleeding feet either.
guicho271828 6y ago
Note that AMD has an abandoned K12 plan. They still have an ARM license AFAIU. And like what Fujitsu did to their SPARC to produce A64FX, swapping the frontend may make it possible to support an ARM instruction set without much modifications to the backend. So if they will, AMD would make an ARM chip
dehrmann 6y ago
ARM: maybe. Intel would be smart to make an ARM CPU. M1: probably not. Apple never really knew how to sell servers, and having a premium brand means they can't sell low-end laptops, so the market for something between a Chromebook, iPad mini, and low-end Macbook Air will still be x86 (maybe Intel, maybe AMD, whichever's cheapest) until ARM Windows is a thing. ARM in the datacenter should be Intel's main fear.
- makapuf 6y ago
  Or opportunity? Maybe they could be good at selling those.
hehehaha 6y ago
Well AMD should be worried about both Intel and Apple. Competition with deep pockets.
- Daho0n 6y ago
  If money was the way forward AMD wouldn't be kicking Intel's behind. It is more about the right people and the right culture. IMO Intel doesn't have either and haven't in quote a bit of years. Sure they have very good people but that is not worth much if they can't work in the culture they are in (which they clearly can't).

Both. Intel has really found itself in a pickle. After years of stagnation, it has serious competition from * AMD * NVIDIA+ARM * and now Apple Intel will have to hustle for 5 years at least to catch up.

RocketSyntax 6y ago
Unless the go all in on something like neuromorphic or quantum

xorx 6y ago

Exactly. It would be a bit of a gamble, as it may undercut their x86 lines, but as a hedge against the success of ARM/M[1,2,...], they may do themselves a favor to attempt a project to implement RISC-V. They don't have much to lose, as AMD is already killing their x86 lines anyway.

phkahler 6y ago
I've been hoping Intel or AMD would try RISC-V. If the ISA is inherently more efficient (not saying it is) they should be able to prove it by having already optimized so much core and cache hardware.
- unanswered 6y ago
  And do what, shoot both x86 feet they're standing on? If they wanted to optimize technical/engineering success, it's absolutely the best move. But to optimize shareholder value or anything like it, it's impossible.
  - Daho0n 6y ago
    They already broke one foot and got shot in the other by AMD. Shareholders doesn't like bleeding feet either.

guicho271828 6y ago

Note that AMD has an abandoned K12 plan. They still have an ARM license AFAIU. And like what Fujitsu did to their SPARC to produce A64FX, swapping the frontend may make it possible to support an ARM instruction set without much modifications to the backend. So if they will, AMD would make an ARM chip

dehrmann 6y ago

ARM: maybe. Intel would be smart to make an ARM CPU. M1: probably not. Apple never really knew how to sell servers, and having a premium brand means they can't sell low-end laptops, so the market for something between a Chromebook, iPad mini, and low-end Macbook Air will still be x86 (maybe Intel, maybe AMD, whichever's cheapest) until ARM Windows is a thing. ARM in the datacenter should be Intel's main fear.

makapuf 6y ago
Or opportunity? Maybe they could be good at selling those.

hehehaha 6y ago

Well AMD should be worried about both Intel and Apple. Competition with deep pockets.

Daho0n 6y ago
If money was the way forward AMD wouldn't be kicking Intel's behind. It is more about the right people and the right culture. IMO Intel doesn't have either and haven't in quote a bit of years. Sure they have very good people but that is not worth much if they can't work in the culture they are in (which they clearly can't).