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Comment by mydriasis | Hacker News Reader

I'm not on the up-and-up with Intel. I know they're building a fab in Ohio... generally, does anyone know what their next moves are meant to be? I'm curious to hear about their business plan -- I know they've been lagging some other producers in recent years.

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"Catch up to TSMC at 1.8nm" is the dream. So fabbing other customers' stuff.

On the product side, Intel seems to be doubling down on GPUs, in spite of troubling rumors about Arc gen 2.

Of course the question is what will be on time and what will be delayed. Previous delays obliterated the product lineups Intel meticulously planned before.

Yes, "5 nodes in 4 years" is the rallying cry of the company right now.

Hasn't this been the case for years? "Okay, we didn't get this node, but the next one or the one after that is totally ours"

Apparently 18A is ahead of schedule.

If its not, that would be very dire, given the rumors that 20A is behind. Intel can only cancel and delay for so long.

Any links to said "troubling rumors about Arc Gen 2"?

The Moore’s Law Is Dead YT channel claims the GPU as been delayed and "cut back" to a more modest size... But on second thought, I regret making that claim, as MLID is a unreliable source. For instance, they previously claimed Arc was canceled, and die size revisions don't really happen this close to release.

This is the last credible rumor I know of: https://videocardz.com/newz/intel-next-gen-arc-battlemage-gp...

Nevertheless Intel did officially modify and delay Falcon Shores (their big server GPU) to 2025, which worrying.

https://www.anandtech.com/show/18756/intel-scraps-rialto-bri...

Their plan might boil down to distributing subsidies as dividends to shareholders.

Considering Intel recently cut their annual payout from $1.46 per share to $0.50 per share, while simultaneously building 3 new fabs and expanding 3 others, I somehow doubt it.

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