Electronics & Semiconductor Manufacturing Industry (7 Viewers)

[shade2]

Intel,once a household name is now facing it's KODAK moment.

View attachment 42907

In the 2010s AMD was in the gutter and these guys were sitting pretty.

Mobile chip merchants and designers were nowhere since smartphones hadn't taken off.

Nvidia was still in the business of selling GPU primarily for gayming.

How the turn tables

 

[ArjunMK1A]

In the 2010s AMD was in the gutter and these guys were sitting pretty.

Mobile chip merchants and designers were nowhere since smartphones hadn't taken off.

Nvidia was still in the business of selling GPU primarily for gayming.

How the turn tables

Rise of AMD Ryzen also pushed Intel to do catch up. Ends up in poor Processors Gen.

 

[liberalredditor]

if intel wants to survive, it needs to sell off its fab business or just detach the main core series from intel production line for a time frame till the intel fabs catch up.
maintaining and building own techniques to make chips, its costly.

 

[SKC]

if intel wants to survive, it needs to sell off its fab business or just detach the main core series from intel production line for a time frame till the intel fabs catch up.
maintaining and building own techniques to make chips, its costly.

Intel faced significant delays with their 10nm node development which was supposed to release around 2015–2016, but the node only became operational in 2019. This impacted their subsequent nodes like 8nm and below. They are not finally gaining momentum, with their new Ultra series showing promising results and helping them get back on track.

Meanwhile, AMD had their own challenges. They spin-offed their fabrication business into GlobalFoundries (GF) but they had a contract with GF, requiring it to use 80% of GF’s capacity for any new process. This severely limited AMD’s innovation and their then latest series, Bulldozer series failed royally. Things changed with their new CEO Lisa Su. She renegotiated with GF and partnered with TSMC for advanced process nodes. This led to development of the Ryzen architecture which changed AMD's fortunes.​

 

[liberalredditor]

Intel faced significant delays with its 10nm node development which was supposed to release around 2015–2016, but the node only became operational in 2019. This impacted their subsequent nodes like 8nm and below. They are not finally gaining momentum, with their new Ultra series showing promising results and helping them get back on track.

Meanwhile, AMD had their own challenges. They spin-offed their fabrication business into GlobalFoundries (GF) but they had a contract with GF, requiring it to use 80% of GF’s capacity for any new process. This severely limited AMD’s innovation and their then latest series, Bulldozer series failed royally. Things changed with their new CEO Lisa Su. She renegotiated with GF and partnered with TSMC for advanced process nodes. This led to development of the Ryzen architecture which changed AMD's fortunes.​

but amd lost all its market presence in gpu market which lead to monopoly of nvidia and its sky high pricing. still amd decided to give some competition with high vram in lesser price, but its top of the line gpu couldnt compete with nvidias top of the line gpu, but for performance per dollar, radeon was a winner

 

[concard]

Intel faced significant delays with its 10nm node development which was supposed to release around 2015–2016, but the node only became operational in 2019. This impacted their subsequent nodes like 8nm and below. They are not finally gaining momentum, with their new Ultra series showing promising results and helping them get back on track.

Meanwhile, AMD had their own challenges. They spin-offed their fabrication business into GlobalFoundries (GF) but they had a contract with GF, requiring it to use 80% of GF’s capacity for any new process. This severely limited AMD’s innovation and their then latest series, Bulldozer series failed royally. Things changed with their new CEO Lisa Su. She renegotiated with GF and partnered with TSMC for advanced process nodes. This led to development of the Ryzen architecture which changed AMD's fortunes.​

This is due to fault of Intel. They didn't bet on EUV Lithography. They didn't think it was worth the investment which needs to be made for their fabs in US. Upgrading to EUV is no joke, it requires different manufacturing process and tolerances. Intel having achieved near monopoly in PC market by crushing AMD through unethical kickbacks given to OEMs thought customers will STFU and buy their products. That was until AMD which was near bankruptcy in 2014 rebounded and came in new avatar in the form of Ryzen chips which made a huge difference in the PC market.

Intel Reportedly Won't Deploy EUV Lithography Until 2021

Intel will reportedly delay its introduction of EUV until 2021, while TSMC and Samsung hope to have the tech online by 2019.

www.extremetech.com

In 2015 they still wanted to milk 14nm process as much as they can.

Intel at ISSCC 2015: Reaping the Benefits of 14nm and Going Beyond 10nm

www.anandtech.com

Now they are literally buying up all the new NA-EUV machines to keep up with the competition.

Report: Intel Bought All of ASML's High-NA EUV Machines for 2024

Intel is looking to corner the market on high-NA lithography.

www.extremetech.com

 

[SKC]

This is due to fault of Intel. They didn't bet on EUV Lithography. They didn't think it was worth the investment which needs to be made for their fabs in US. Upgrading to EUV is no joke, it requires different manufacturing process and tolerances. Intel having achieved near monopoly in PC market by crushing AMD through unethical kickbacks given to OEMs thought customers will STFU and buy their products. That was until AMD which was near bankruptcy in 2014 rebounded and came in new avatar in the form of Ryzen chips which made a huge difference in the PC market.

Intel Reportedly Won't Deploy EUV Lithography Until 2021

Intel will reportedly delay its introduction of EUV until 2021, while TSMC and Samsung hope to have the tech online by 2019.

www.extremetech.com

In 2015 they still wanted to milk 14nm process as much as they can.

Intel at ISSCC 2015: Reaping the Benefits of 14nm and Going Beyond 10nm

www.anandtech.com

Now they are literally buying up all the new NA-EUV machines to keep up with the competition.

Report: Intel Bought All of ASML's High-NA EUV Machines for 2024

Intel is looking to corner the market on high-NA lithography.

www.extremetech.com

To their credit, Intel 14nm nodes were far superior to TSMC 12nm and few other smaller nodes of the time. Just because one node is smaller does not make them more efficient and powerful. But still at some point the smaller nodes will cross the per core performance and efficiency of bigger nodes and Intel needed to work on shrinking their nodes.

If AMD was bigger and had enough cash, then they would have also given credits to OEM to include their processors in their desktops and laptops.​

 

[SKC]

but amd lost all its market presence in gpu market which lead to monopoly of nvidia and its sky high pricing. still amd decided to give some competition with high vram in lesser price, but its top of the line gpu couldnt compete with nvidias top of the line gpu, but for performance per dollar, radeon was a winner

They lacked the financial resources to simultaneously invest in both cutting-edge GPU and CPU architectures. As a result, they focused on maximizing performance per dollar, budget consumers than competing at the high end.

They instead worked on system on chip designs - combining both into a single chip. This strategy prioritized efficiency and affordability over raw power, which helped them stay competitive despite limited resources.​

 

[liberalredditor]

while intel is lagging in processor race, it made a blunder. instead of heavily investing in its legacy space where it has experience, it invested in gpu to counter nvidia, which another legacy gpu maker amd couldnt. intel brought out arc series, first gen was cheap but shit. second gen somehow performed better per dollar as compared to radeon and geforce rtx. but then they are clearly losing the processor race. snapdragon has entered the desktop processor race with power efficient arm architecture to counter x86 intel amd duopoly.
intel already lost the apple macbooks to their inhouse silicon based on arm.

 

[shade2]

but amd lost all its market presence in gpu market which lead to monopoly of nvidia and its sky high pricing. still amd decided to give some competition with high vram in lesser price, but its top of the line gpu couldnt compete with nvidias top of the line gpu, but for performance per dollar, radeon was a winner

GPU me Nvidia is unbeatable

On Gayming side atleast AMD can compete

On AI GPU side it's gg since most machine learning software built on Nvidia CUDA.

 

[redpanda]

GPU me Nvidia is unbeatable

On Gayming side atleast AMD can compete

On AI GPU side it's gg since most machine learning software built on Nvidia CUDA.

AMD GPUs also lose against Nvdia in productivity applications like Photoshop, Premier Pro, Resolve, Blender, etc. Nvdia optimises their drivers quite well for such applications.

The only reason i built a Nvdia based desktop was precisely because of this.

 

[liberalredditor]

you saw the nvidia blackwell? that was something crazy. our proffs say that even amd would not reach that level in a decade.

 

[concard]

AMD GPUs also lose against Nvdia in productivity applications like Photoshop, Premier Pro, Resolve, Blender, etc. Nvdia optimises their drivers quite well for such applications.

As @shade2 said Nvidia chips are optimized for lot of applications or can be optimized using CUDA. Although I don't like propreitary software, I can't help but admire the brains behind CUDA. Without CUDA, Nvidia GPU's wouldn't be where they are today. Unfortunately AMD GPUs still uses OpenCL which does not do the job quiet as well as CUDA yet.

 

[SKC]

One good thing AMD did was securing processor deals with both Microsoft and Sony for their gaming consoles. Becoming the exclusive supplier of custom APUs for the Xbox and PlayStation platforms ensured a steady revenue stream which helped them remain afloat in their poor days.​

 

[concard]

One good thing AMD did was securing processor deals with both Microsoft and Sony for their gaming consoles. Becoming the exclusive supplier of custom APUs for the Xbox and PlayStation platforms ensured a steady revenue stream which helped them remain afloat in their poor days.​

And that along with Apple cutting off Nvidia in 2009 made AMD sole supplier of GPU's to Apple computers.