Intel Abandons In‑House Glass Substrate R&D, Leans on External Suppliers

[dyonoctis]

Of course! That's the Intel way of doings things – Throw enough money at a problem, in noble hope it somehow sorts itself out.
Since what's a more profound and efficient way to burn through mountains of cash for naught, than to sell at cost or even at a loss, only to try at least maintaining their market-share? Yet it's still not working and their market-share is still steadily declining – Their Batlle Royale tilting at Windmills.

The funny thing is, Intel has done this from day 1!
As soon as anything Ryzen was launched, Intel immediately started to hand out huge rebates to fight AMD, the same sneaky and backhanded way Intel has always done and never really stopped. Intel even bragged about it before OEMs and ODMs at some event in Far East, that they could count on being seriously and richly compensated for sticking with Intel, as alwaysRemember that slide from back then? Informed ones knew it from the get-go, that Intel was bribing outlets and OEMs to explicitly not use anything AMD.
TechSpot.com – Intel is using heavy discounts on Xeon CPUs to stop AMD from eating its server lunch (September 2021)
ServeTheHome.com – Intel is Serving Major Xeon Discounts to Combat AMD EPYC (September 2018)

Ehh I wouldn't call those discounts bribery. Any CEO who would have persisted with selling their product at a much higher price when the competition is heating up would have been fired by the board. (Pat still got fired by the board, but that would have happened even faster.) Intel still lost a significant amount of market share in the server space, still had to fire, a lot of people, and sell off parts of the company.

AMD also responded in kind to those rebate:

AMD Starts Aggressive Partner Program With Volume Incentive Rebates

AMD wants its VAR partners to sell more commercial systems.

www.tomshardware.com

AMD Brings ‘Aggressive’ CPU Rebates To VARs With New Partner Program: Exclusive | CRN

AMD is bringing "aggressive" CPU rebates to value-added resellers in its new partner program, CRN has exclusively learned.

www.crn.com

AMD’s new invite-only partner program for commercial systems sellers includes volume incentive rebates that two top partners described as ‘aggressive.’ ‘Intel’s program is strong, but these guys have taken a bigger, aggressive investment to help us grow our business and reward us for that growth,’ one partner says.[...] AMD is offering rebates in the program on a per-CPU basis, and partners make more money if they are in the program’s Elite and Executive tiers, which are determined by the partner’s annual sales of systems that use AMD processors. The rebates, which also have training requirements, scale up for processors higher in the stack, too, particularly those with higher core counts.

[...]Rob Schaeffer, president and COO at Orange, Calif.-based CBT, No. 232 on CRN’s 2021 Solution Provider 500 list, told CRN that AMD’s volume rebates for CPUs are “much higher” than what his company receives from Intel. He said while rebates aren’t the biggest factor that determines preference between AMD and Intel, it helps the conversation.

I find it amusing that AMD is still perceived as a lost, naive puppy, despite having a strong portfolio and being very aggressive in business strategy and building customer loyalty. And in the end, the customers win. They get Epyc CPUs for cheaper because both companies decided to enter a price war (and one of them did it while still making a benefit, while the other is still bleeding money )

 

[Rover4444]

The way Intel is going I hope they stop giving them subsidies, they really should stop giving those period. If Intel can't manage without them it should be allowed to die or shrink.

Intel's allergic to die shrinks, didn't you know the upcoming Ultra 3s are on 14nm++++++++++++++?