Arthur Hanson
Well-known member
For the next few years, Intel will be behind Nvidia, AMD, and TSM. Just in acquiring the needed equipment, Intel will be behind TSM and Samsung in orders. Pat has some excellent ideas but has a very hard road to climb. AMD, Nvidia, TSM, Samsung, and others are not going to roll over or even slow down their pace and Intel is a large ship to change its culture and turn around. In fact, if anything, the competition is going to become faster and more intense. I would like to be able to listen in to the boardrooms of Intel's competitors. Not only does Intel have to change its culture, but its entire ecosystem in a world that has totally changed and Intel has never adapted to this changing world. I hope Intel does well, but they will have to go through revolutionary, not evolutionary changes to have any hope of assuming their past leadership role. Culture is much harder and slower to change than equipment and this will probably be the largest challenge Intel faces. The real winners either way in this game will be the customers. Any thoughts or comments on this solicited and appreciated.
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