Hi All
Intel has been mired in controversy lately due to stability issues arising in the 13th and 14th gen processors. Intel has identified the main cause of the issue but has offered no patch until a future date (likely mid August). In the meantime, this issue continues to affect these CPUs, causing irreversible damage. This, alongside a general retreat in tech stocks, has pummeled Intel back to near its lowest point this year. This has become a rather widespread and well-known issue causing a reputation hit to Intel's business. Intel may also end up having to recall some processors, or offer extended warranty/replacement periods. However, if we are forward looking, we will also see that Raptor lake and Raptor lake-refresh will become legacy nodes in a couple of months, with Intel moving onto an entirely different fabrication process and design. So at the very least, this issue will most likely not be present on future Intel products. In my opinion, this is a product of Intel's desperate attempt to gain even-footing in its competition with AMD where AMD had the more advanced technology. In order to compensate for process node deficit and squeeze out a bit more performance, Intel unfortunately went too far and the product became ultimately defective.
Thankfully, early leaks suggest that Intel's new products are much more sensibly-designed, with lower power limits and far more efficient. Early leaks of Ultra 7/9 Lunar Lake chips suggest that Intel has gained the upper hand in performance-per-watt as well as potentially iGPU performance over AMD. This is a significant milestone as for many years AMD was the clear top-dog in these aspects. Curiously Intel's Lunar Lake chips top out at 8 Cores 8 Threads, quite the drop from the previous maximum of 24 Cores and 32 Threads, however the far better performance-per-watt could be utilised in subsequent iterations in higher-TDP designs, rounding out a winning portfolio against AMD, many years in the making.
It is ever more important to be patient in these downturns, and despite the issues with 13th and 14th gen processors, I believe Intel's future is bright. The only remaining question I have howewver, is that most of Lunar and Arrow lake is rumoured to be manufactured on TSMC nodes, rather than Intel's own 3nm and 18A processes. We shall have to wait until Intel's innovation day in September to ascertain how Intel plans to vertically integrate its foundry and produce these chips in-house. At the moment I feel that it's a capacity issue for a new node not yet mature, hopefully it's nothing more sinister. There's no cause for any alarm as of now.
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Not investment advice. The author may have financial interests in the mentioned instruments.
Thanks for the update Geofflee. A quick question; I've been a copier for several years; pre covid. I see that a lot of your results in the recent years have been good, but am wondering why my copy is still in the red? Any insight would help. Or is it a platform glitch?... Show More
Intel seems to be a tough sell at the moment. $NVDA (NVIDIA Corporation) is stealing everybody the show. But we'll have to see how their results look like at the end of the month π€π... Show More
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