• supersquirrel@lemmy.ca
    link
    fedilink
    English
    arrow-up
    53
    ·
    7 hours ago

    A factory accident in Israel has shut production long enough to dent server chip shipments, while soaring memory prices are squeezing PC demand. The 28.6% drop erased about $140 billion in value and triggered a wave of downgrades. The stock is still up sharply for 2026, but has now given back about half its value since its June peak.

    • Neverclear@lemmy.dbzer0.com
      link
      fedilink
      English
      arrow-up
      8
      ·
      2 hours ago

      I love the idea that the deregulation installed by the slopper barons might also lead to their own uninstallation.

  • massive_bereavement@fedia.io
    link
    fedilink
    arrow-up
    136
    ·
    12 hours ago

    I always thought that Intel was what kept AMD in place being a cool producer of linux-friendly components, so I pretty much dread the day AMD gets to be free from the shackles of competition.

    • boonhet@lemmy.zip
      link
      fedilink
      English
      arrow-up
      17
      ·
      7 hours ago

      Sorry, but AMD stopped pretending to be giving any fucks about the little guy. Lisa has been visiting those Trump AI dinner events. AMD is all in on producing AI hardware first and consumer hardware second.

      • ILikeBoobies@lemmy.ca
        link
        fedilink
        English
        arrow-up
        37
        ·
        12 hours ago

        Pretty far off but China has some nice manufacturers…or they would if AI didn’t exist.

        • Big Baby Thor@sopuli.xyz
          link
          fedilink
          English
          arrow-up
          36
          ·
          11 hours ago

          This is generally the problem with ISAs.

          ARM has had decades in the oven, x86 has had almost half a century, while RISC-V manufacturing and ISA development has been generally available only a couple of years.

          The fact is if there isn’t a big push by some major vendor - or some nation state, then chances are it’ll develop slower than the previously mentioned ISAs.

          From design, to testing, to prefab, to packaging, it’s all combined just a single step of the journey to improving yield and performance.

          ARM is unfortunately the current trajectory, with Qualcomm, Apple and now NVIDIA leading the charge - which doesn’t bode well, simply because you won’t know what the hell the firmware do.

          We could truly use some market disruption in this space and RISC-V, being an open ISA, would be the safest bet for digital sovereignty and user autonomy - but apparently those things are only important on paper.

          • wonderingwanderer@sopuli.xyz
            link
            fedilink
            English
            arrow-up
            2
            ·
            6 hours ago

            Can we make our own RISC-V chips like using FPGAs or something? Or would that be infinitely less robust than anything purpose-built by industry?

            Chinese manufacturers seem to offer plenty of options for RISC-V MCUs and raspberrypi knockoffs, but they seem to be always sold out or they don’t ship to my country

            • Natanael@infosec.pub
              link
              fedilink
              English
              arrow-up
              3
              ·
              2 hours ago

              The ESP32 series have already switched to RISC-V for most models and many other microcontrollers has too. There’s not a lot in the laptop/desktop territory but with enough incentives it’s gonna happen

              • wonderingwanderer@sopuli.xyz
                link
                fedilink
                English
                arrow-up
                1
                ·
                44 seconds ago

                Maybe if we all buy RISC-V microprocessors then somebody somewhere will see a little blip in market demand and have the genius idea of producing more full 64-bit RISC-V chips

            • SparroHawc@lemmy.zip
              link
              fedilink
              English
              arrow-up
              4
              ·
              6 hours ago

              FPGAs are going to be way more expensive. It’s possible, but the cost-to-performance ratio would be abysmal.

              • wonderingwanderer@sopuli.xyz
                link
                fedilink
                English
                arrow-up
                1
                ·
                6 hours ago

                I see. They’re a little cheaper if you solder them yourself though. Of course soldering 128 leads is no small project and requires some precision. But it’s way cheaper than buying pre-soldered breakout boards.

    • Greg Clarke@lemmy.ca
      link
      fedilink
      English
      arrow-up
      84
      ·
      11 hours ago

      Intel stock is up over 200% over the last 2 years (even with this 29% drop) so it’s way too early to say it’s popped.

      • ramble81@lemmy.zip
        link
        fedilink
        English
        arrow-up
        19
        ·
        7 hours ago

        The fun thing about percentages though: you can have a 10,000% gain, but a 100% drop is an instant wipeout. So a 29% drop can still be more significant than what the value was two years ago.

        • Greg Clarke@lemmy.ca
          link
          fedilink
          English
          arrow-up
          3
          ·
          6 hours ago

          I agree that Intel is overvalued. My point is that you need to zoom out to get a better picture. And a stock that’s up 200% over 2 years is doing really well. It’s funny because your point about percentages was reflected this morning, Intel has slid another 6% so now it’s only up 175% over the past 2 years.

      • r00ty@kbin.life
        link
        fedilink
        arrow-up
        10
        arrow-down
        1
        ·
        10 hours ago

        Yeah it came right down to <$20 at one point. I bought a fair bit in 2025 when it first did, and sold most of it at $100. So you know, I’d not mind if it came back down again to repeat the exercise. Although when I got it 2 years ago, I thought “Not even Trump would let Intel fail” and to be fair, he did authorise a cash boost.

        I am not completely sure that would be true again. I’d probably still take the punt at $20 again though.

        This is a weird one though, because they’ve not even been the biggest name behind AI by anyone’s estimation. Why they took the biggest hit goes beyond AI I think.

        • ElChinchilla@lemmy.world
          link
          fedilink
          English
          arrow-up
          5
          ·
          8 hours ago

          I was in at 24-28 and sold at 58-62, definitely okay with a round 2 attempt if it gets back into the mid 20s.

          Randomly another stock ive played the yoyo with is Boeing - BA

          • r00ty@kbin.life
            link
            fedilink
            arrow-up
            4
            ·
            7 hours ago

            Yeah, I mean ultimately if I knew the future I could have sold it all at $140 or so. But you don’t really ever know what is happening tomorrow. So ultimately, if you made some return, it’s always good.

    • Elting@piefed.social
      link
      fedilink
      English
      arrow-up
      10
      ·
      11 hours ago

      Wait a couple more hours for the trading to open back up and watch what happens to the other tech stocks, they’re either gonna bounce or the floor is gonna fall out of under them.

      • r00ty@kbin.life
        link
        fedilink
        arrow-up
        2
        ·
        10 hours ago

        They’re already up in OOH trading. Not a guarantee they will go back up when US trading opens proper. But, it’s usually a good indication.

        • Elting@piefed.social
          link
          fedilink
          English
          arrow-up
          10
          ·
          10 hours ago

          What’s the saying, that the market can ignore reality longer than you can remain solvent, or something to that effect.

          • r00ty@kbin.life
            link
            fedilink
            arrow-up
            2
            ·
            10 hours ago

            Well it’s certainly rarely based on any logic I can ascertain, that’s for sure.

            • Elting@piefed.social
              link
              fedilink
              English
              arrow-up
              2
              ·
              10 hours ago

              It’s really just a gauge of how good the investors are feeling, a real market crash would involve way more than a sell off.

    • [object Object]@lemmy.ca
      link
      fedilink
      English
      arrow-up
      8
      ·
      11 hours ago

      I just invested a lot of money and reallocated my entire portfolio, so probably.

      (Not in Intel, not in us stocks)