Ouchie. Intel does have a PR/Marketing problem – its was about to push very hard on FPGA in CPUs to compete with GPUs plus 3D XPoint as a high value DRAM replacement. Now it has to defend it mistakes, spend time and resources and paying the technical debt incurred over the last decade.
Intel’s position in the Enterprise remains strong (but sales are flat) but the MSDCs are where the business is growing is a different market. It possible that AWS could purchase an ARM license and start making their own CPUs. Unlikely but possible. They make their own network adapters to their own silicon design today.
Intel Corp said on Friday shareholders and customers had filed 32 class action lawsuits against the company in connection with recently-disclosed security flaws in its microchips
- I suspect that Intel is providing substantial financial support to its actual customers (not consumers but HPE, Dell, Cisco, Google, AWS etc to fix this problem.
- US-based lawsuits won’t help consumers much and doubtful it will have any impact on Intel bottom line.
- Intel’s response to this challenging issue has been weak. Faulty patches, poor communication, CEO selling shares. People might start to consider ARM & AMD CPUs as Intel has lost its edge
Intel hit with 32 lawsuits over security flaws : https://www.reuters.com/article/us-cyber-intel-lawsuit/intel-hit-with-32-lawsuits-over-security-flaws-idUSKCN1G01KX