Re:US Intel
by jandrese on Tuesday August 26, 2025 @11:30AM
(#45027955)
The problem is when importance is not reflected in the quarterly profit margin.
[ Parent
| on HN ]
Re:US Intel
by Workaccount2 on Tuesday August 26, 2025 @02:00PM
(#45030076)
The true place where the government should steer the ship of the market.
Chips are one of those things where being the best is simultaneously very important and not at all important. Making a 10% better chip gets you the entire market. But it makes practically no difference if your cellphone or laptop or server or whatever has a 10% worse chip.
> Making a 10% better chip gets you the entire market
Gets you the entire datacenter market maybe. End user (PCs, cellphones etc) stuff is much more concerned about perf/$ (up front cost) than perf/watt (long term cost), and the embedded market (electronics, appliances etc) mostly care about 'good enough' as cheaply as possible - performance isn't a concern at all for many use cases.
And the corporate market mostly cares about (perceived) reliability/liability concerns over everything else - see how hard it's been for AMD cpus to penetrate despite being measurably better in every category compared to Intel at various points in time.