Bloomberg Technology
Intel Needs ‘Customer Wins:’ Creative Strategies’ Bajarin
Creative Strategies CEO Ben Bajarin says it was inevitable that the US government would want to take a stake in Intel to support domestic chip production and national security. Bajarin joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes…
@panama-canada
August 15, 2025 at 3:44 pm
I’m surprised Intel still exists
@Diamond_Hanz
August 15, 2025 at 5:28 pm
Buy the dip. If Taiwan’s government and the Chinese government funds their founderies, time to level the playground. Let’s go!
@leonardoruiz5994
August 15, 2025 at 6:03 pm
I dont think the issue with Intel is the technology, they are capable of making leading edge chips, the real issue is the cost and for the investment to be viable they need to secure new costumers in a business that is new for them
@phiayang5952
August 15, 2025 at 8:32 pm
Agreed, Taiwan funded tsmc, US gov will do the same, same as what happen to MP.
@jamesl2590
August 16, 2025 at 1:30 am
Lol. It’s always technology dude. Their production yield is too low. Yield is the % of the chips produced from wafer are fully functional. TSMC is popular because it is able to get a high end chip yield on “Large-scale” production. No customers, in the right mind, will contract Intel to manufacture its chips for their products if its yield is too low. They risk having product quality issues and supply chain problems, such that costs becomes prohibitive. All the chip buyers are dying to diversify their chip sources, instead of being fully reliant on TSMC. If Intel can get its production right, customers will be knocking on its door without Intel asking.
Note that making a few high end chips in the lab environment is very very different from “large-scale” production. Most, even China, can do that in the lab, but none can match TSMC’s large scale production yield.
@z97482
August 16, 2025 at 9:45 am
Their yields are too low to be competitive with current pricing. That doesn’t mean it’s not a viable process but tsmc’s cut-throat pricing makes them not viable. A subsidy or tariff on chip imports would immediately make them viable… I’m not implying this should happen but it’s important to understand
@frank54908
August 15, 2025 at 11:32 pm
Sell intel
@lflyr6287
August 16, 2025 at 3:29 pm
Why not invest in Shintel :
-Shintel 12-th, 13-th and 14-th gen, those are 2 CPU-s under 1 CPU die (e-cores from laptop and p-cores from desktop designs) have a 100 % self-melting mortality rate between 2-8 months from the i5 12400/13400/14400 and up which was proven in 2024 from a 2 year long deep dive research
– Shintel doesn’t know how to design and manufacture a CPU architecture without hardware security holes because they rely on OS Kernel to create a side SW CPU to take certain load of their back so that they can cheat in IPC performance
– Shintel CPU-s use nuclear amounts of PWR
– Shintel CPU-s produce LAVA like temperatures since the coffee lake refresh i7 9700K already
– Shintel CPU-s cannot be cooler by any kind of air coolers since the coffee lake refresh i7 9700K already
– Shintel has been using anti-competitive shady corruptive bribing tactics against AMD for the past 30 years now
– Shintel has been constantly applying anti-consumer tactics since the year 2000
– Shintel has lower single-core performance than AMD
– Shintel has lower multi-core performance than AMD
– Shintel has lower IPC performance than AMD
– Shintel has countless hardware security holes compared to AMD that has none
– Shintel has the highest core count number of 28 on a single CPU package under single CPU die (Xeon W-3275M), while AMD has 192 cores/384 threads on Zen5c Epyc cpu monsters
– Shintel ratio of performance, core count and PWR consumption compared to AMD of literally in the opposite direction of efficiency