I read the title and all I could think of was Michael Scott, “I declare bankruptcy!” Hoping to will reality to your need.
More seriously, isn’t this signaling that all experimental R&D is out? Nothing but incremental progress can deliver anything but an approximation of profit margin.
The falling margin is a consequence of falling competitiveness. I don’t think you’ll arrest that by decreeing high margin only going forward. But sure give it a go and see I guess.
This likely means they’ll kill their GPUs? Don’t think those are particularly profitable
Sounds about right, it looked like they were a loss leader trying to get a foot into the space. They have been vaguely successful in getting a small toe in the door of GPU's, but not enough to justify the costs.
Profitable != margins. GPU folks can at least make a case that GPUs can be high margin (points at nvidia stock and shrugs). Some businesses where all competitors are selling at low margins that isn’t possible.
GPUs seem like a space ripe for investment, but this kind of management decree might make follow-up impossible. Do what neither AMD or NVIDIA will: sell me a card with oodles of RAM. Could operate at speeds two generations removed from current top tier and it will still sell.
The professional versions should be very profitable. That said, I am hesitant to think that they can sell very many of the professional ones if they don’t sell consumer ones so that software support is there. Maybe they will get the software support in part from iGPUs, but it is possible to design software that only works on iGPUs if discrete versions are not readily available.
> After years of innovation and community collaboration, we’re ending support for Clear Linux OS. Effective immediately, Intel will no longer provide security patches, updates, or maintenance for Clear Linux OS, and the Clear Linux OS GitHub repository will be archived in read-only mode.. Intel remains deeply invested in the Linux ecosystem, actively supporting and contributing to various open-source projects and Linux distributions to enable and optimize for Intel hardware.
Clear Linux has delivered many great out-of-the-box performance optimizations for Linux systems and shown what can be done for packaging with profile guided optimizations / link-time optimizations, various kernel tweaks, and other innovations over the years. At least the likes of CachyOS have picked up some of these optimizations. Intel engineers are also working with other major Linux distributions on enhancing their Linux distribution performance too.
This article doesn't seem to actually report anything. It is obvious that no company can arbitrarily choose its own profit margins or they wouldn't stop at 50%. So basically all we have here is the Intel CEO says he wants Intel to be profitable and they're going to prioritise products they think are more profitable than others. I hope this isn't news.
The only thing I can spot in the article that wouldn't come up in a psychic's cold read is speculation that there might be a 20% layoff coming hidden towards the end. I'd suggest reading this sort of article is a waste of attention better spent elsewhere.
Companies can choose their gross margins! Just take the cost of manufacturing, double it, and call that your price. You now have 50% gross margins.
But you can't choose your total profit. Maybe almost nobody buys at this crazy price you've set. Now your margins don't seem so clever...
They surely can, this is how we usually end up with layoffs affecting people that were doing their jobs as best as they could.
MBA influenced shareholders set random profit margins, when the fiscal year comes to an end and the targets weren't met, a selected random set of employees gets punished due to missing the desired margins.
Yep, I already went through this %@#££! a couple of times, and seen also happen to others.
>Lip-Bu Tan is "laser-focused" on getting Intel back to maximizing shareholder value
I am guessing this is the board's decision again.
Zen 6c is about to come out for server. That is 256 Core per socket. I haven't followed Intel's roadmap for a long time, mostly due to it be very confusing and not exciting. But I am not even aware of any grand plans with TSMC. Which means they are betting their foundry to deliver, both on cost, capacity, and performance.
But AMD needs to work harder. I have been saying this for so many years it is tiring. They need to further increase market shares in every single market, Servers especially hyperscalers, PC, Laptop, OEMS players. I have given them benefits of doubt for so many years Zen 6 generation will be the last of it. I am not even mentioning GPU.
Literally anything a public company does is a board decision. That's how boards work. They say what to do, and if the CEO disagrees, the board votes to dismiss them and put someone in the position who can follow instructions.
That's not true, have you never heard of CEOs packing the boards? Also, boards are in charge of a tiny % of all decisions, so it's the opposite of your "literally"
One huge factor in Apple’s historic turnaround with SJ’s return to the company: the bailout funders fired the board and brought in SJ’s hand picked board to rubber stamp his decisions.
The Tesla board is a similarly mindless rubber stamp operation, for better or worse.
My google fu is failing me but this sounds a bit like Marissa Mayer’s no more small ideas at Yahoo memo. Also if I was a competitor this would let me know just how hard I would have to compete for Intel to give up.
Readit News
More seriously, isn’t this signaling that all experimental R&D is out? Nothing but incremental progress can deliver anything but an approximation of profit margin.
This likely means they’ll kill their GPUs? Don’t think those are particularly profitable
> After years of innovation and community collaboration, we’re ending support for Clear Linux OS. Effective immediately, Intel will no longer provide security patches, updates, or maintenance for Clear Linux OS, and the Clear Linux OS GitHub repository will be archived in read-only mode.. Intel remains deeply invested in the Linux ecosystem, actively supporting and contributing to various open-source projects and Linux distributions to enable and optimize for Intel hardware.
5 million downloads of the Docker image, https://hub.docker.com/_/clearlinux/
It was a reference distro for performance optimizations, which will hopefully find their way into upstream projects and mainstream distros, https://www.phoronix.com/news/Intel-Ends-Clear-Linux
The only thing I can spot in the article that wouldn't come up in a psychic's cold read is speculation that there might be a 20% layoff coming hidden towards the end. I'd suggest reading this sort of article is a waste of attention better spent elsewhere.
MBA influenced shareholders set random profit margins, when the fiscal year comes to an end and the targets weren't met, a selected random set of employees gets punished due to missing the desired margins.
Yep, I already went through this %@#££! a couple of times, and seen also happen to others.
I am guessing this is the board's decision again.
Zen 6c is about to come out for server. That is 256 Core per socket. I haven't followed Intel's roadmap for a long time, mostly due to it be very confusing and not exciting. But I am not even aware of any grand plans with TSMC. Which means they are betting their foundry to deliver, both on cost, capacity, and performance.
But AMD needs to work harder. I have been saying this for so many years it is tiring. They need to further increase market shares in every single market, Servers especially hyperscalers, PC, Laptop, OEMS players. I have given them benefits of doubt for so many years Zen 6 generation will be the last of it. I am not even mentioning GPU.
The Tesla board is a similarly mindless rubber stamp operation, for better or worse.