[Tech Power Up] Intel Abandons In‑House Glass Substrate R&D, Leans on External Suppliers
Posted by U3011@reddit | hardware | View on Reddit | 11 comments
Healthy-Doughnut4939@reddit
Glass substrates along with silicon photonics are the future of advanced packaging.
Intel canceling glass substrates is not great long term.
But if cutting glass substrates means that more funding can be allocated to CPU or GPU design then cutting it is a great idea.
AMD is rapidly eating away at Intel's server and client desktop market share and they need to really pull out the stops in R and D money to beat back the AMD tsunami.
Intel's lack of funding in it's product division has also allowed AMD to make inroads with laptop OEM's. Dell making business AMD laptops is a huge win for them and it probably scares Intel.
RCA invested too much into future looking technologies and it wrecked the company, focusing on the near term isn't a bad idea.
Asgard033@reddit
Yeah Intel touched on that and couple other things in a video they put out last year
https://www.youtube.com/watch?v=_T-mh72VRIY
scytheavatar@reddit
TSMC abandoned glass substrate too for a while and had to be forced by Nvidia and others into reinvesting in it. It seems to me that glass substrate still has a way to go before it is feasible.
Quatro_Leches@reddit
Intel adopting the strategy of canceling everything but at the same time saying that thing is somehow coming
BlueGoliath@reddit
Outsourcing is pretty typical. Intel is kind of the weird one here.
Blueberryburntpie@reddit
They already announced the outsourcing of their entire marketing to a consulting firm.
Strazdas1@reddit
That too is typical. although the firm they chose is basically outsourcing everything ton Indians.
Creative-Expert8086@reddit
adopted since gelsinger
RandomFatAmerican420@reddit
As an Intel investor this was sort of IMO one of the reasons I owned the stock.
Samsung has tons of experience with glass due to its other products.
Intel had the fact going for it that it has been R&Ding glass substrates for longer than the rest.
I had hoped that years, possibly decades of research would give it a leg up going into the 2030s.
At this point there really isn’t much of a “story” to coax yourself into owning Intel besides “an earthquake may hit TAIWAN or China may invade Taiwan”.
Everything they had, to try to tell yourself this may work out one day is slowly vanishing quarter by quarter. There are too many headwinds, and competitors to count. And the amount of ways this can work out can be counted on one finger… “some other company they are competing with goes tits up”.
imaginary_num6er@reddit
Intel "abandoning" seems to be a consistent theme these days
Exist50@reddit
Should probably post the ComputerBase link vs the techpowerup one, at least since the original tweets aren't allowed.
https://www.computerbase.de/news/wirtschaft/weitere-umbauten-intel-soll-den-alleingang-bei-glassubstrat-beenden.93357/