Intel CEO Pat Gelsinger on Q4 Forecast

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  • Опубликовано: 1 дек 2024

Комментарии • 50

  • @agoogleuser6813
    @agoogleuser6813 19 дней назад +5

    Pat: Dead Inside 💫

  • @Michael-ul7kv
    @Michael-ul7kv 21 день назад +4

    Pat took over a company that was iterating at a glacial pace. Hopefully it starts to turn around for them next year.

  • @TheJoMoVO
    @TheJoMoVO 21 день назад +9

    It's sad to see what has happened to Intel. It reminds me very much of HP before it split in two. The issue with Intel is deeper than Pat G. and they will not change until someone who really knows what they are doing takes the reigns of Intel.

  • @123koby
    @123koby 17 дней назад +1

    We need intc $45+

  • @WorkLearn-z4c
    @WorkLearn-z4c 6 дней назад +1

    We need more nodes, Pat!

  • @thomasbrandon8029
    @thomasbrandon8029 21 день назад +8

    I have faith in Intel and Pat, it's going to be a rough road to get there but the mission of bringing highend chip manufacturing back to the USA is too important to pass up. Pat is making some tough choices but I think his long term strategy is going to be a winning one. The amount of power required cloud computing + AI is going to really add up. It's at the point data centers are going nuclear to meet power demands.

  • @daborahgermanstavolkmunte
    @daborahgermanstavolkmunte 20 дней назад +1

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      @OdessaYeva 20 дней назад

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      @OdessaYeva 20 дней назад

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    • @daborahgermanstavolkmunte
      @daborahgermanstavolkmunte 20 дней назад

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  • @Human-k4r7s
    @Human-k4r7s 21 день назад +10

    Yes he worked very hard to lay off 15000 people and putting free coffee

  • @webjoeking
    @webjoeking 19 дней назад +1

    Pat is a phenomenal leader, but you can only fight a war with the troops you have now. It will take time and a strong vision to turn this turd of complacency around. I’m not sure Pat can do this, but I certainly hope he can.

    • @MrSpiritmonger
      @MrSpiritmonger 4 часа назад

      this comment aged well. Phenomenal leaders don't get pushed out with early retirement. His strategy didn't work, 18A is clearly a blunder.

  • @PaulLembo
    @PaulLembo 21 день назад +13

    Intel is a buy at this price.

    • @AthleticHobo-br4qh
      @AthleticHobo-br4qh 20 дней назад +4

      But AMD is carving into their server marketshare, Intel are having to slowly winding down their GPU project. TSMC is able to offer clients wafers for over 60% cheaper than Intel.
      TSMCs 3d stacking and CoWoS technology are allowing AMD to make consumer cpus with 3d stacked memory that crush Intels new cpus. They face lawsuits for potentially hundreds of thousands of defective cpus.
      If Intel can't compete with TSMC head to head in pricing and yield (and how can they when wages are significantly lower in Taiwan), all this will become lost capital and monstrous debt, that will weigh down their chip design business.

    • @tringuyen7519
      @tringuyen7519 20 дней назад

      @@AthleticHobo-br4qhIntel is using 100% TSMC for Lunar Lake, Arrow Lake, & Gaudi 3 GPU. Intel process is inherently less efficient & cost more than TSMC.

    • @John.Philip.Tan876
      @John.Philip.Tan876 20 дней назад

      ​@@tringuyen7519 EXACTLY! Finally someone with sense!
      They even cancelled 20A citing 18A was more worth it, but insiders know otherwise
      1) It takes investment making that node work on time and they don't have enough Capital now
      2) There wasn't enough demand for it from customers
      3) By the time it was projected to come out, TSMC's latest 3nm nodes would be better and cheaper

    • @MrSpiritmonger
      @MrSpiritmonger 10 дней назад +1

      Bag holders logic

  • @BolusTube
    @BolusTube 20 дней назад +5

    Positive developments since last earnings:
    - Intel 18A node should start mass production 1H 2025 (TSMC's 2nm first serious competitor).
    - Amazon signed up for Intel 18A for their custom AI silicon (along with 2 other clients not named yet).
    - Will receive $8.5b CHIPS act money before the end of the year.
    - Will save around $10b from all the cost cutting measure.

    • @tringuyen7519
      @tringuyen7519 20 дней назад

      Don’t expect that $8.5 billion in the next 6 weeks! Congress doesn’t want to give $ to a company that just laid off 17,500 employees.

    • @shermc4587
      @shermc4587 20 дней назад

      Intel is truly the smartest guy in the room. Why didn’t TSMC/Samsung think about this strategy? Skip all the node development and go for the 18A directly. Better yet Intel should skip 18A and go for 0.00008A next.😊

    • @thetheoryguy5544
      @thetheoryguy5544 20 дней назад

      @@tringuyen7519 With current congress no but with Trump in officer yes they will. Trump wants US companies to flourish and are products to be produced domestically. You'd be a fool to think the government would not help the biggest US chip fab flourish.

    • @MrSpiritmonger
      @MrSpiritmonger 10 дней назад

      18A is a flop according to Broadcom tests, low yields. Pat has always over promised and under delivered.

    • @BolusTube
      @BolusTube 10 дней назад +1

      @@MrSpiritmonger nah that's from sketchy article, Amazon fully switching to Intel 18A announced Q4 earnings

  • @Deuces888
    @Deuces888 16 дней назад

    When companies focus more on their quarterly statements than quality. Hate when companies have yearly releases. Apparently its too little time

  • @TurboGerbil420
    @TurboGerbil420 18 дней назад

    191 billion dollar company, Intel should buy back all the 13th and 14th gen cpus from their customers and build a desk out of them for this guy.

  • @Media-h4p
    @Media-h4p 20 дней назад

    Intel Arrow Lake with "TSMC Inside": 4 "tightly butted" tiles (1 3nm, 1 5nm, and 2 6nm, all TSMC) plus a "large" base tile under them.
    AMD Ryzen: 2 or 3 tiles.
    For cost, the simpler, the better!

  • @MrSpiritmonger
    @MrSpiritmonger 4 часа назад

    "Retired" or Fired?

  • @sflxn
    @sflxn 18 дней назад +1

    Gelsinger is a practiced liar. They already pissed of tsmc. Now, nvda and amd about to bring on arm processors for PCs.

  • @ps3301
    @ps3301 21 день назад +4

    Intel has no future.

    • @thetheoryguy5544
      @thetheoryguy5544 20 дней назад +3

      Will be visiting this comment back in a few years to audit its validity.

    • @CArihanthSS
      @CArihanthSS 15 дней назад

      ok let's see.

  • @Samng271
    @Samng271 20 дней назад +2

    Intel should sell itself to Elon Musk. He maybe can infuse some efficiency to Intel again.

    • @jointy
      @jointy 20 дней назад +1

      5 nodes in 4 years. How much more energy you need?

  • @bestof467
    @bestof467 20 дней назад

    CEO Pat: Listen up everyone. From now on there will be no more free 🫗water in the break rooms!

    • @sri23125
      @sri23125 20 дней назад

      And paid parking