If you look at who is manufacturing silicon, the numbers look even worse for Intel. All of these competitors are using TSMC fabs. AMD, Apple, Qualcomm, etc.
TSMC is the real 500lb gorilla in the room.
It’s gonna suck so hard for the whole world when they get invaded :(
Biden just finalized the Arizona TSMC plant.
If that gets invaded, I think semiconductors are the least of our problems.
But the Arizona plant wouldn’t be allowed to manufacture the most cutting edge chips.
How/why is that blocked?
Would it still be if China invades Taiwan?
Pray they don’t, but I’m almost certain they will now that the US is appointing complete morons to every portion of the US government. The US won’t really be able to help until this rot gets cleaned out. China has four years before we can really help Taiwan again. (Or at least give them air superiority)
And Intel. Intel has been using TSMC fabs for a while.
They used to get a 40% discount, too, but that stopped recently when Pat Gelsinger said people should stop buying from TSMC because there’s a good chance they’ll be invaded.
TSMC’s CEO didn’t like that, and said “ok, no more 40% discount for you. Effective immediately.” (TL;DR’d, obviously).
Even some of Intel’s Arrow Lake/Lunar Lake chips are being fabbed at TSMC.
I feel like they are dropping the ball in the GPU space though, both on desktop and in servers.
They’renot really leveraging it. They killed the steam deck line of “small core count, GPU heavy APUs” which is why Valve hasn’t updated it and competitors seem so power hungry. They all but killed server APUs, making them mega expensive and HPC only. They’re finally coming out with a M-Pro like consumer APU, but it took until 2025, and pricing will probably be a joke just like their Radeon Pro GPUs…
And I don’t even wanna get into the AI space. They get like 99% there and then go “nah, we don’t really care about this market, let Nvidia have their monopoly and screw everyone over.” It makes me want to pull my hair out.
The fact they pulled ROCM support for older cards boggles the mind.
It wouldn’t be possible to dethrone nvidia in AI anyway, at least not alone.
My thought process:
Desktop: I need cost for performance…
Server: fps for the Jellyfin, transcodes for the transcode god
Transcodes worked vastly better with QuickSync last time I bought a machine.
Does the AMD transcoded work as well these days?
I’ve been using my AMD 5600G’s iGPU to do hardware decode and encode in Jellyfin and it works pretty well. Only downside is that it doesn’t support AV1, but it works well with H264 and H265.
Sad but true. Intel’s performance was poor over the last year. Shuddering thinking about my Mac with Intel CPU, there must be burn victims from this thing. Still, less competition is never a good thing.
Why does desktops lag behind servers which is at 50%??
Note: I’m not from the US, so in a lot of cases going to a manufacturer’s website and purchasing computers is not an option. Resellers are still the ones in charge here.
I work IT and when it time for a hardware refresh the reseller we are in contact with said they don’t stock AMD as there’s no demand. Which in a way creates a chicken and egg problem. I asked them if it would be possible to get laptops with AMD chips and the reseller said yes but we have to wait. So we bought 4 Intel machines for the meantime and placed a custom order for ones with AMD chips. The ThinkPads we are buying are significantly cheaper if they come with AMD chips, I was honestly a bit baffled there was no demand. Regardless, we are happy with the purchase and so are the users who claim the computers are relatively cooler than their Intel 8th gen predecessors. It just goes to show that for the most part, enterprise makes a huge chunk of the desktop market share nowadays (as younger generations tend to simply not use a computer and do everything on their phone) and that market just isn’t ready for the transition yet. They’ve been going strong with Intel for about 30-40 years. Weening of that tit is gonna take some time.
Thank you, that was enlightening
Not entirely sure but afaik their EPYC cpus are good.
Businesses make decisions based on money. People make decisions based on vibes.
Amazing what happens when your primary competitor spends 18 months stepping on every rake they can find.
And, then, having run out of rakes, they then deeply invest in a rake factory so they can keep right on stepping on them.
This’ll probably be a lot more interesting a year from now, given that the product lines for the next ~9 months or so are out and uh, well…
18 months? Lol.
Intel has been stagnating since the 4th gen Core uarch in 2014 with little competition. They knew they were top dog and they sat on their hands until their hands went numb. There’s a reason “14nm++++++++++” was a running joke. This is a decade of monopolistic market behavior finally coming home to roost.
EDIT: Sorry, the article isn’t about GPU rather it’s about the CPU market where AMD is projected to overtake Intel in the far future.
When the AI Crash wipes out nVidia’s demand in the server market they’re not gonna have any loyal customers in the desktop market right as the tech boom comes to places formerly reliant on only smartphones. Then they’re gonna be like surprised_pikachu.jpg
Still not ready to trust AMD/ATI again. I used them exclusively right up until they bought ATI and then decided fuck open source and the drivers for Linux tanked.
I hear all the issues folks have had with Intel/NVIDIA but I have yet to experience any of them. From where I’m sitting they are still working great. And their open source has not been perfect but its consistent. Instead of going from being golden to fuck you Linux folks overnight.
I just built a computer for a friend and she decided to get an AMD when I told her it was about the same performance but used half as much electricity.
This is a person who knows nothing about computers. Intel is losing their “household name” status in a big way judging by that.
People like long battery life and computers that don’t cook your crotch.
What are the chances they were building a laptop?
Wait you don’t straddle your desktop tower?