Intel Custom Foundry’s 10nm meltdown is crushing a $20+B market cap tech giant

>the customer in question can not survive

this kills the crab

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[tinfoilhat]The apple custom chips?[/tinfoilhat]

leddit was saying it's either Nokia or Ericsson.

This article seems really slanted and rather vague, and it seems like that site has published an article about Intel's 10nm process once every few months for over a year. Regardless, I'll bite:

possible companies:
>Hitachi: Market cap ~39B, have their own fabs but primarily for power semiconductors. Have a long history in VLSI, though, and could hypothetically have been making a push into the memory market given the fuckery going on in that industry right now
>Xilinx: Market cap ~17B, which is low but whatever. One of the original fabless chip suppliers, and one of the most important names in FPGAs
>Hewlett-Packard Enterprise: Market cap ~22B. Timeline of the HP split lines up with the notion of HPE making some kind of deep-dive risk. Big into SaaS and has involvement in solid-state memory.
>WD: Market cap 23B. HDD company in an SSD world, taking risks to get ahead sounds like something they might need to do

Both 25-30B companies, both telecom chipmakers. Certainly both viable

>Ericsson
- is bigger than Cisco, they are also sitting ontop Mobile Phone Patent Mountain, which should keep their arses safely padded for some while to come..

>Nokia
- however - Mkt cap $27b (from $250b in 2000), 'decades old', tradition name firm people be sad to see go, does a lot of work with Intel and known to be collabarating with them on new 5G chips - 'a market which is about to be shook up, and they would be left with zero product'. Yup, this all looks like deathmatch Win - RIP (Finally..) Them poor FInns.

..oh and the final nail - Pajeet as CEO? check.
so bye, then, Nokia.

It’s Apple who will be switching to their own in-house ARM processors. They recently said they won’t be using Intel in the future, and they already require Store developers to submit their programs in LLVM bitcode so any architectural change will be transparent as possible.

>intel buys flopped company
>get patents
all as planned

Fuck this unloading my NOK stock

>xilinx
>WD
HAHAHA

qualcomm?

Was it Altera? Is that why they sold their company to Intel? Altera was one of the major customers of Intel Foundry because TSMC was favoring competitor Xilinx (Xilinx's order size was multiple times what Altera was bringing in, so there was no reason for TSMC to offer the latest gen lith to Altera when the capacity is constrained with just a few top companies' orders).

Based on the clues and Intel's announced foundry customer list, it's Microchip (Microchip/Atmel/Microsemi).

>Intel has not announced this company as a Custom Foundry client..
RTFA Sherlock.

I'm just gonna list some companies that I hate and hope that they have 20Billion market cap

Adobe
Corsair
NZXT
Hardware Canucks
Intel
Sony
Nvidia
CD Projekt Red (Nvidia GimpWorks fuccbois)

Out of those companies, only Intel and Nvidia make any chips, and Nvidia only contracts out manufacturing to TSMC and Samsung. Do you even know what semiconductor foundry service is?

...

WD is an SSD company, they own Sandisk.
HPE doesn't need anything fabbed
Hitachi fabs themselves and sell billions in tools.

Huawei? They make their own mobile chips (Kirin 950 etc) via their HiSilicon company

Huawei is worth way more than $20B.

>inb4 some shitty IoT company

Fuck, it's Nokia then. Probably a sleazy move by Intel to buy their patents like says

LG Electronics / General Electric

>This is mainly due to a major industry transition that is going on now

???
What transition?

Probably 5G. The completely fucked customer is likely a telecom chip manufacturer.

AMD taking over after Intel's processors was found out to have 15 hardware security vulnerabilities and Intel told chinese companies about Meltdown exploit before US government

Brian is gonna get put in a CIA blacksite in Poland

It's LG, Nokia or NZXT

>Yup, let's purposely fuck our entire manufacturing process up just to buy one tech company on the cheap
I don't even like Intel but come the fuck on

Why would Nokia sell themselves to the company that destroyed them

Nokia is owned by Microsoft no?

Apple it's way, waaaay higher than 20B market cap, they also don't shy from TSMC and Samsung fabs and could easily get away with using an older node

Probably HP's laptop division, or some other company's. Don't see how any other sector would care about 10nm.

OVH? They recommended Intel servers and said that AMD Epyc was trash even after Meltdown exploit for Intel processors were found

I wouldn't mind if they go bankrupt (remember, they also watercooled their hard drives and had a leak because they are a despicable company).

Fuck them. I will spit on their ashes

>Without a product line for a major industry transition, they can not survive and will be acquired or simply die.

(and that's a good thing)

>You are living in the twilight years of the x86 meme

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SA says it's a company that has an agreement with Intel to use their 10nm *process*, not 10nm x86 CPUs.

So it looks like Intel just cancelled their 5G modem development "Sunny Peak"

get fucked Intel. Gonna spit on your grave

Fuck off.

Another clueless dumbfuck.

Looking like LG. They were Intel's first 10nm foundry client with some ARM design. I bet Intel couldn't get the design to work considering they couldn't even shit out a 2 core mobile CPU with working iGPU at 10nm this year. RIP LG.

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it's funny how intels 10nm is still slower than the current one they're using

Will the Korean Govt bail them out or let Samsung buy them out if LG get in trouble?

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lol yeah samsung buys LG never. it would be propped up by govt to maintain some sense of competition.

Give me quick rundown on ARM

are they closer to AMD than Intel in terms of being a good guy company? Will ARM become the new Intel and bribe computer manufacturers to ditch AMD-based products like Intel did some years ago?

Arm isnt a company brah its an architecture like x86.

its actually both

ARM holdings is a company but not a manufacturer, theyre irrelevant by themselves.

Thinking through this now - can you imagine the trade shows?
>So, [intel product rep] how many foundry clients do you have at 10nm?
>Just one right now - LG
>Oh ok - What have they been saying about the process from your perspective?
>pokemonface.tiff

>AMD buys intel
Dubs and it happens

They're not talking about Intel.

F

>This is mainly due to a major industry transition that is going on now

So something to do with 5G. The other transitions like DDR5/GDDR6/PCIe4/2.5-5-10Gps Ethernet/802.11** don't matter that much.

Samsung IS the government...
They're also more than 40% of Korea's GDP.

It was already determined to be Nokia.
The /v/ posters can't understand that though.

Inb4 AMD

And nothing of value was lost.

It's not Nokia. We have statements directly from Intel which indicate LG is actually the one who got their hand stuck in the 10nm cookie jar.

>Altera
is a FPGA compagy . it's basically a Empty Chips where connection can be made with Programming like a mess network of possible connection and logic that can be done by the user. Therefore you can test and implement any logic you want and optimise it for specific task also.

This but unironically.

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>"World class mobile platform"
>5G

>Apple
>foundational technology giant
pick one

Wowsers it's like the second apple comes up everyone magically is unable to remember that AMD exists and could be a drop in replacement for Intel. The x86 platform is incredibly flexible to the extent that Apple could potentially get away without even modifying the operating system, much less all the fantastic application binaries we use today. OSX may just boot right up on Ryzen when it's updated bootloader image is properly blessed by the apple fags.

They'll have to modify the OS - see: Hackintosh on AMD
However, the modifications are like 2 hours work and due to licensing, the code written for Hackintosh on AMD could be directly pilfered by Apple.

There is work to be done for it, but it's essentially a rounding error in cost.

It will only fuck LG mobile not their TV's etc though right?

How is LG related to an upcoming generational change in tech industry? Also their market cap is way bigger than 20+.

Not to mention LG's batteries are going to be in the 2019 Leaf and other electric cars

>This is mainly due to a major industry transition that is going on now
it could be related to the AV1 codec, a lot of big players gonna use it, and they're gonna need efficient hardware encoders and decoders

Ok, thanks for clarifying my buddy

will AMD have a chance to compete against ARM archtitecture or is ARM being hyped like Elizabeth Holmes and Theranos by mainstream media?

It's actually LG that's bankrupt because they were investing in this and it's put them in the back line on fabbing 7nm elsewhere.

I'm pretty sure it's LG. Market cap of 17billion. Their stock is also down to where it was 4 years ago and falling.
>Also their market cap is way bigger than 20+.
It's not. markets.businessinsider.com/stocks/lg_electronics-stock

Think about the transitions: there's a 5G transition. There's a mixed storage transition.

Also I suspect they would be looking for power efficiencies at 10nm. So mobile devices (client side) is more likely.

If ARM ends up being better than x86-64, AMD could just make ARM chips... The PSP inside Ryzen is ARM already.

My bet is on HP

AMD already has a high performance high clocking ARM core, K12.

>Build first serious gaming computer in 2003
>Athlon XP unlocked, 9700 Pro
>Played UT2004 all day and hurt many feelings with it
>Fast forward to today
>1950x / R9 290x
>AMD is fucking steamrolling Intel right now
>Intel BTFO by AMD pajeets exploiting Meltdown and Spectre vulnerabilities
>10nm is a pipe dream
>2990x Threadripper about to BTFO i9 with no recovery

I would have never expected Intel to fall from grace this hard but it's almost like AMD planned this all along and after what Intel did to them over the years during the Wintel days I don't blame them.

Intel's GPU is going to be their Hail Mary, I'm calling it. Raja has unlimited resources to finish his Magnum Opus and it will drop and give Nvidilol a serious run for their money. Bet

LG Parent has a fuckload of other stuff going on tho, LG Chem has a cap of $25b. Not that Intel prob never fucked them some as well mind, something odd with theri stock when $17B cap and assts of $40B, cant be bothered checking debt. But doubt they rely on Intel to that extent, or that parent would not bail them out.

Absolutely devilish

Reminder that the Jew fears the Samurai

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And two smoking barrels?

>8 billion ARM CPUs
>13 million x86 server CPUs

Gee it's almost as if one server can serve many mobile phones. Gee it's almost as if that's not a fair comparison.

That's the best worst explanation of FPGA I've ever seen.

For now. If they get import banned from all NATO countries that'll sting.

kys pajeet

AMD makes ARM chips. I love my Opteron A1100 homeserver.
>SATA, GigE, USB3, 4c/4t, 8GB DDR3 ECC
>35W total system draw under load

>the company that licenses the technology to everybody is irrelevant

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RIP Intel.
Finally switch to AMD.

>(((licensing)))
irrelevant

Is that a SoftIron 1000 thingy?

It's specifically LG Electronics which is facing bankruptcy.

Now, to be fair, it's almost sure that they won't be filing bankruptcy. But the numbers are there to support that they could/should do so.

DELID DIS