Recent #Intel news in the semiconductor industry
➀ Intel has approached Samsung to explore a 'foundry alliance';
➁ As TSMC's dominance in the foundry industry grows, Intel and Samsung are seen as potential challengers;
➂ A high-ranking Intel official recently requested a meeting with Samsung's top management to discuss comprehensive collaboration in the foundry sector.
➀ The background of Intel OCSP: The server market is highly competitive with significant pressure on small and medium-sized brands, and profits of large manufacturers are thin.
➁ The初衷 and goals of Intel OCSP: To help small manufacturers reduce development pressure and deepen the Intel server ecosystem.
➂ The scope and objectives of Intel OCSP: To define open standards for server components like cases, power supplies, motherboards, etc., to build a healthy server component ecosystem in China.
➀ Intel and AMD have formed the 'x86 Advisory Group' to counter Arm.
➁ Cloud firms like AWS are developing their own Arm processors, lowering costs and increasing flexibility.
➂ Intel and AMD have responded with high-core-count processors, but cloud firms are continuing to develop their own Arm processors.
➀ The article reveals the internal details of the failure of Intel's Itanium processor;
➁ It discusses how Intel's insistence on releasing x64 versions of Itanium CPUs could have led to victory in the x86-64 domain over AMD;
➂ The article highlights the importance of backward compatibility in the PC market and how Itanium's pure 64-bit architecture hindered its market performance;
➃ It describes the role of former Intel Chief x86 Architect, Robert Colwell, in the development of the Pentium 4 CPU and the challenges he faced with Intel's management.
➀ Intel is facing accusations of product vulnerabilities and security breaches, with China's Cybersecurity Association suggesting a cybersecurity review of its products sold in China.
➁ Intel's revenue has been declining, with a significant portion coming from the Chinese market.
➂ The company has been struggling with the competition in the CPU market and the lack of growth in new markets like AI chips.
➃ Intel's manufacturing technology has fallen behind, leading to increased costs and decreased performance compared to competitors like TSMC.
➄ Intel's market value has halved, and the company is facing challenges in new business expansion.