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Remember when Intel was touting 7nm for 2021?

Yeah, that slide is from May last year. Looks like their 7nm odyssey will last about as long as their 10nm trip.

Also interesting from the investor's report were 2 more things:

1. The fact that the Client Computing Group, so the chips that end up in consumer products like Laptops, desktops or for own rig builds, dropped by 3% from the last quarter and was only 7% higher than last year, indicating that AMD is stealing more and more market share here.
2. The fact that their Gross margin dropped to 53.3% whereas since late 2009 it was always between 60 and 70% or just outside those lines. Bob Swan says that this is apparently due to bad timing (Tiger Lake production being mostly in that quarter but no sales yet), but I don't really buy that. We'll see next quarter if it jumps back up to 60% or not...

My take: Intel has divested so much into other ventures and away from CPU in the last 10 years (thanks again, Krzanich!) that they lost their focus and drive in their core market, and are now scrambling to get back on track. But I have little hope before Granite Rapids in 2023 that Intel would get really competitive again in Desktop/Server and possibly even longer in mobile.

Chazore said:

hinch said:

Intel going in for a bad time. Weird how the roles have reversed in a few years.

I think this has been a long time coming. Intel's been needing a swift, hard kick up the ass for years now. They've sat idle for far too long and allowed for security flaws within their chips over the years, so now is the time they get the smackdown.

They can thank previous CEO Krzanich for that.

He dried up research and cranked up the prices in search for more money, believing AMD and IBM could never catch up anyway. He pretty much ruined everything Intel was good at - and made millions from it, since he's not being held accountable for his utter failure. And Bob Swan seems to follow in his footsteps so far.