Marco Mezger’s Post

💡 𝐈𝐬 𝐌𝐨𝐨𝐫𝐞'𝐬 𝐋𝐚𝐰 𝐅𝐚𝐝𝐢𝐧𝐠? 𝐓𝐡𝐞 𝐬𝐡𝐢𝐟𝐭 𝐢𝐧 𝐭𝐡𝐞 𝐜𝐡𝐢𝐩 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 For decades, Moore's Law—doubling chip performance every two years—defined the industry. But with the rise of GPUs and AI, we're seeing its limits. 💻 While Intel thrived in the CPU era, companies like Qualcomm and NVIDIA have raced ahead in this new world of specialized processing for AI and machine learning. ⚡A Qualcomm-Intel deal could signal the shift from CPU dominance to an era where chip innovation matters more than transistor count. #MooresLaw #Qualcomm #Intel #GPUs #Innovation #AI https://lnkd.in/dj6sUjMw

Intel's CEO was asked to leave. I think this step is too little, too late. Intel's is a story of complacency and arrogance. It's a story of a giant corporation not caring enough about innovation. Traits that could have been replaced with motivated hunger and creativity. Imagine being the global leader in perhaps the most important business category of the modern ages - IT & Consumer Electronics - and refusing to innovate. Now imagine being challenged by a smaller company with a promising product portfolio and doing practically nothing about it. And finally, imagine the same smaller company eventually equal you in terms of product innovation and quality at a lower price, and still doing nothing about it. AMD and Nvidia did not dethrone Intel. Intel dethroned itself.

https://lnkd.in/grsiC3Qy Samsung Foundry Faces Yield Struggles and Client Losses, External Push for Spinoff and U.S. Listing. Samsung, like Intel, has been struggling to attract tech giants like Nvidia and Apple due to its low yields in 3nm. Samsung Securities has come up with some bold ideas, which begins with spinning off its foundry division. #samsungelectronics #ai #technology #innovation #business #Semiconductorindustry #electronics #semiconductor #supplychain #computerchips #semiconductors #chips #chipmaker #foundry credit: trendforce

The Semiconductor industry is highly cyclical, spanning four (+/-) years with a sharp short downturn and a long upturn. The cycle is created by the long period before your investment increases capacity. The right time to invest is when you have the least money, and capacity tends to come online when you least need it. This is impacting a critical component in the AI GPU supply chain. High-bandwidth memory (HMB) is challenging to produce and requires twice the die area of regular DRAM per bit. SK Hynix and Samsung are now looking into capacity constraints as they allocate capacity away from regular DRAM. Perfect hindsight logic says they have underinvested and are now playing catchup. We understand that investing while you have blood-red financials is challenging, but that is the game's name in Memory. It is not for the faint at heart. Could this situation have been predicted earlier? A dive into the supply chain can generate early insights that can guide semiconductor strategy. #Samsung #Micron #SkHynix #Nvidia #AMD https://lnkd.in/dA3Uy-xM

TSMC receives more than $11 billion in grants and loans from the Chips Act to expand its Arizona Fabs. This money is for leading edge logic chips (2nm etc) for the likes of AMD, Apple, and others. Also to support staffing and training of local talent which is not trivial. Overall, very good for supply chain resiliency. Seems to be a hedge for whether Intel can meet its commitments and manufacture a larger swath of leading-edge chips. I believe we need both. And of course, the demand will grow, and diversification of supply will be critical in the AI era. #Semiconductors #ChipsAct #TSMC #Intel

🙌 Why is Intel Face a Down Fall in Semiconductor sector? According to #Intel's latest financial results, the company is facing serious difficulties in the #semiconductor sector. Intel's recent earnings show a net loss of $1.6 billion, in stark contrast to previous years' earnings. The reasons for the decline in performance are multi-factorial, one is the intensification of competition from competitors such as #AMD and #Nvidia, which has led to a decline in Intel's market share. On the other hand, the production delay industry hindered the company's timely release of new products. In addition, the global recession has reduced the demand for consumer #electronics and data #SMIC designs, which also has a certain impact on Intel's lower revenue. #Intel #SMIC #AMD #Nvidia #Semiconductor

https://lnkd.in/grfkbNRY After all the mess Intel had with manufacturing after 14 nm it's pretty amazing that the company actually seems to be executing its five nodes in four years strategy on time and looks to be on track to ramp 18A by the end of the year. On top of this Intel will be the first foundry to offer backside power delivery (called PowerVia in Intel lingo). I don't think that Intel will be able to overtake TSMC as the number one logic foundry, but it sure looks like they will be able to become the second largest logic foundry and bypass Samsung within a not too distant future, even without counting Intel's internal business (which if included automatically brings them to nr 2 straight away). #intel #foundry #ifs #semiconductors

Intel Investors: Should the ASIC Spin-off be Reconsidered? Hyperscalers are signaling a burning need for ASICs, just as Intel plans to spin off its programmable chip business. Could this be a missed opportunity? Potential Downsides: Loss of growth market: Intel could miss out on significant revenue in a sector with strong demand. Slow execution: Lengthy spin-off timelines might lead to Intel entering the market after peak enthusiasm has cooled. Altera acquisition in question: Raises concerns about long-term investment strategy. Benefits of Keeping the Business Leverage demand: Capitalize on hyperscalers' expressed ASIC needs for revenue gains. Competitive advantage: Differentiate Intel in the AI infrastructure landscape. What are your thoughts on the timing of Intel's spin-off? Disclaimer: I am an investor with trading and long-term investments in Intel. #intel #asic #programmablechips #aiinfrastructure https://lnkd.in/eEsuZrB8

🌟 Exciting News Alert! 🌟 🚀 Intel to Invest Heavily in IC Manufacturing Capacity! 🚀 🔍 Key Highlights: - **Intel's Ambitious Plans**: Intel is gearing up to make substantial investments in increasing its IC manufacturing capacity.    - **Ramping Up Competition**: This move intensifies the competition among major players like Intel, Samsung, and TSMC in the semiconductor industry.    - **Strategic Partnerships**: Intel aims to forge strategic partnerships with foundries to bolster its manufacturing capabilities. - **Global Implications**: The investment will not only impact Intel's position but also influence the global semiconductor landscape. - **Technological Advancements**: This development underscores the importance of technological advancements in meeting the growing demand for semiconductors. 🤔 What are your thoughts on Intel's strategic move? How do you think this will shape the future of the semiconductor industry? Let's discuss in the comments below! 👇 #SemiconductorIndustry #Intel #Technology #Innovation #ManufacturingCapacity #Competition #FutureOfWork 📢 Join our VLSI Connect News channel on Telegram: https://lnkd.in/gk4gyWvt 📰 Stay updated with VLSI Connect News on LinkedIn: https://lnkd.in/g5aYa3Cp 🔗 Explore more on our website: https://vlsiconnect.com/ 🎧 Listen to our Daily news on Spotify: https://lnkd.in/gUGv4GhP https://lnkd.in/gE9dwCW7