News for hackers. Stuff that matters.
Re:US tech stocks see sharp falls over AI cost fears by darquomiahw on Friday October 30, 2026 @01:23PM (#50307156)
ARC GPUs are manufactured using TSMC and not Intel foundry. And they require memory which Intel doesn't manufacture.
Re:US tech stocks see sharp falls over AI cost fears by SecretDreams on Friday October 30, 2026 @01:32PM (#50307301)
> which Intel doesn't manufacture.

Doesn't manufacture anymore*.

This company has been run so far into the ground over the last 15 years. Such a fall from grace, with so many decisions that just seem to never be correct.

Re:US tech stocks see sharp falls over AI cost fears by philipkglass on Friday October 30, 2026 @01:35PM (#50307348)
15 years? Intel hasn't manufactured RAM since 1985: https://timeline.intel.com/1985/farewell-to-dram
Re:US tech stocks see sharp falls over AI cost fears by SecretDreams on Friday October 30, 2026 @01:39PM (#50307419)
The 15 year comment was moreso a reflection of how they've been running, broadly.

Intel pioneered dram, but that was a long time ago, agreed.

Their more recent exit from 3d xpoint was very unfortunate in timing, though. I think that could have been a very cool technology to use in the current age.

Re:US tech stocks see sharp falls over AI cost fears by tadfisher on Friday October 30, 2026 @01:54PM (#50307659)
It would be a terrible idea for Intel to return to DRAM. Just like it was a terrible idea to enter the flash market. They are commodity technologies subject to massive supply and demand shocks. Intel made the most money by leading the process node race and shipping the best silicon for servers, and they lost their way through short-sighted financialization games, long bets on losing technology like 3D XPoint, and forcing out their best engineering talent.
Re:US tech stocks see sharp falls over AI cost fears by SecretDreams on Friday October 30, 2026 @02:12PM (#50307941)
I think some of this is true and some of this is secondary to their bad choices.

If they hadn't fucked up their process and gotten complacent from the absolute lack of competition in the space, they'd be fine today. And, if they were fine today, they'd have had money to continue to support more money-losing/commodity endeavours that could have had good payoffs as long as the fraction of their expenses weren't meaningful to the business (e.g. mobileye, altera, 3dxpoint, Intel arc).

The main issue is they squandered the golden goose and then all other endeavours that were worth doing but riskier also suffered.

It was just a lot of bad management and bean counters going unchecked for a very long time. Their board is equally at fault for signing off on the destruction of the business for so long.

Re:US tech stocks see sharp falls over AI cost fears by kube-system on Friday October 30, 2026 @01:36PM (#50307364)
Intel stopped making DRAM in 1985.