Charlie Demerjian of Semiaccurate had published yet another damning article on Intel’s server CPU woes, here.
A lot of details are behind his paywall. However, it is clear that just by the title alone, “Intel significantly delays Its entire server roadmap”, things are going to get massively worse despite Intel’s continued denial. Meanwhile, AMD’s roadmap is crystal clear, with TSMC rapidly moving onto 5 nm and even 3 nm processes.
Dell is suffering big revenue shortfall due to Intel’s chip shortage. This article covered an interview with Dell’s CFO Tom Sweet, saying how Dell will be looking into using more AMD’s chips. By this time, it should be obvious Dell has no other choice.
This article from MarketWatch talked about how Intel is using a huge stock buyback to prop up its earnings per share, up from $7 B to $27 B. Intel is spending more on buybacks than R&D, even though Intel is suffering from problems with 10 nm and 7 nm processes. This financial fix cannot go on forever. Debt is increasing, even if it is cheap. It is quite accurate to call Intel a plodding dinosaur at this point.
This PCWorld article is a very good summary of how AMD overtook Intel in CPU performance.
Researchers had uncovered yet another Intel CPU security hole, called Plundervolt, here. When it rains, it pours!