[HN Gopher] Intel used to dominate the U.S. chip industry, now s...
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       Intel used to dominate the U.S. chip industry, now struggling to
       stay relevant
        
       Author : pasttense01
       Score  : 17 points
       Date   : 2024-04-27 18:28 UTC (4 hours ago)
        
 (HTM) web link (www.cnbc.com)
 (TXT) w3m dump (www.cnbc.com)
        
       | anthk wrote:
       | So was IBM on computers; then, new interesting computers
       | happened, such as the ones from DEC with ITS and WAITS, the whole
       | AI and network/multimedia with them instead of the crappy batch
       | job based computing with punchcards... I can't wait for a libre,
       | RISCV alternative to Intel/AMD shaking up the grounds of the
       | propietary computing.
        
       | Rinzler89 wrote:
       | "struggling to stay relevant" is an exaggerated editorialized
       | title.
       | 
       | Sure, they're not _" Numero Uno"_ anymore, but they're very far
       | away from being irelevant.
       | 
       | If they can get a solid third place in the GPU space behind
       | Nvidia and AMD, and a second place in the AI space behind Nvidia,
       | and stay in third place in semiconductor manufacturing behind
       | TSMC and Samsung, that's still a huge accomplishment considering
       | how high the barriers to entry in these spaces are, especially
       | for a single company.
        
         | wtallis wrote:
         | Third place for discrete GPUs is unlikely to be profitable.
         | Third place in semiconductor manufacturing means having to
         | outsource production of a significant part of the product line
         | to stay competitive. Over timescales of several years, these
         | markets are too close to winner-take-all for third place to be
         | a sustainable position. Just look at how much Intel had to fuck
         | up in order to give others the opportunity to move into first
         | or second place in markets that had been entirely Intel's to
         | lose.
        
       | xadhominemx wrote:
       | Intel still has 80% share in PCs and 70% share in server CPUs.
       | The stock is struggling because their costs are high and
       | competition with AMD has squeezed margins.
        
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       (page generated 2024-04-27 23:01 UTC)