Intel Has a Big Problem
Intel is a hot mess even without these security disasters.Just look at their product release lifecycle: In years past, they'd get maybe one extra product release off each new arch (tick/tock); for example, Sandy Bridge bore Ivy Bridge and Haswell bore Broadwell.Skylake has born SIX new product lines; Goldmont, Goldmont Plus, Kaby Lake, Kaby Lake Refresh, Coffee Lake, and the upcoming Cannonlake. Their failed 10nm shrink has forced product delays; remember, Cannonlake (the 10nm shrink of Skylake) was supposed to be released in 2016, and its not even out yet. Just at CES this week they said they've shipped mobile Cannonlake CPUs.They have zero presence in mobile. Their best efforts involve competent Y-series processors. Then Apple comes around and, seemingly without even trying, destroys them [1] with a product that's more thermally efficient and, in some ways, more powerful than Intel's best mobile processors, not just their thermally efficient ones.They have little presence in HPC/AI, where Nvidia is slaughtering everyone and its not even close.Its completely inevitable they're going to lose Apple as a customer for consumer products; its just a matter of time. AMD is gaining traction with Zen, and they're moving in the direction enterprise cloud provider want (lots of cores, not much $$). How much longer can Intel keep holding on? Do they have an ace they've been hiding? Will people even trust their ace after Meltdown?[1] https://9to5mac.com/2017/06/14/ipad-pro-versus-macbook-pro-s...