Arthur Hanson
Well-known member
Is Gelsinger the right man to lead Intel?
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Do Intel's latest chips really beat Nvidia's?, Is Gelsinger the right leader for Intel?
- Thread starter Arthur Hanson
- Start date
tooLongInEDA
Moderator
That really should be "person" Arthur - you're momentarily forgotten the Intel diversity stuff !
Two immediate thoughts:
1) Can anyone at this point ?
2) Name me someone who could do any better
It may just be he has the impossible job right now.
Everyone he's up against has a far more focused business without all the historical baggage and conflicting internal groups. That's so much easier to manage (at least in the times when you're doing well). Imagine how difficult it must be to retain key people when vast fortunes are on offer at direct competitors who are all doing far better, while the Intel stock price is essentially stuck.
And most of his competitors don't have to spend a lot of time dealing with the US government.
Then has has to tell his internal foundry group that a) they're making collosal losses and far worse than TSMC, b) there's a lot of restructuring and cost cutting to be done and c) they're still perhaps the most critical part of Intel's future success. It takes a certain sort of person to thrive in this type of turnaround environment. Does Intel have enough of them ?
Meanwhile, CCG (CPUs) and DCAI (data centre & AI) have both been the historic stars and may get less attention. And they've just got the hang of using more standard design flows with TSMC. Presumably they've gone through a fair amount of pain to do that and are going through the "lessons learned" from the first product tapeouts. Perhaps they've built up quite a lot of trust and discovered that they prefer working with TSMC. They're probably about to get orders to switch back to Intel fabs and write off all the potential benefits of using TSMC.
He's probably got the toughest job in the industry right now.
I'm not a great fan, but you have to admire his guts in taking on this job.
Two immediate thoughts:
1) Can anyone at this point ?
2) Name me someone who could do any better
It may just be he has the impossible job right now.
Everyone he's up against has a far more focused business without all the historical baggage and conflicting internal groups. That's so much easier to manage (at least in the times when you're doing well). Imagine how difficult it must be to retain key people when vast fortunes are on offer at direct competitors who are all doing far better, while the Intel stock price is essentially stuck.
And most of his competitors don't have to spend a lot of time dealing with the US government.
Then has has to tell his internal foundry group that a) they're making collosal losses and far worse than TSMC, b) there's a lot of restructuring and cost cutting to be done and c) they're still perhaps the most critical part of Intel's future success. It takes a certain sort of person to thrive in this type of turnaround environment. Does Intel have enough of them ?
Meanwhile, CCG (CPUs) and DCAI (data centre & AI) have both been the historic stars and may get less attention. And they've just got the hang of using more standard design flows with TSMC. Presumably they've gone through a fair amount of pain to do that and are going through the "lessons learned" from the first product tapeouts. Perhaps they've built up quite a lot of trust and discovered that they prefer working with TSMC. They're probably about to get orders to switch back to Intel fabs and write off all the potential benefits of using TSMC.
He's probably got the toughest job in the industry right now.
I'm not a great fan, but you have to admire his guts in taking on this job.
Intel is Bringing AI Everywhere - Semiwiki
On April 8 and 9 Intel held its Intel Vision event in Phoenix Arizona. This is Intel’s premier event for business and technology executive leaders to come together and learn about the latest industry trends and solutions in advancements from client, to edge, to data center and cloud. The theme...
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MKWVentures
Moderator
Intel fell behind in technology in late 2010s and Chose to outsource to TSMC to save money and have leading tech. Then Pat decided to go big on foundry and new technologies and commit 5-7 new fabs and compete with TSMC and work with the government. That was 100% Pat's choice. Intel was not planning to do that when he arrived. And Intel fab cost effectiveness has always been a problem as the CFO has mentioned. So if that goes well, Pat deserves all the credit. If not, it was all his decision....
If Intel releases Products on time, no excuses, as committed and gets some material DC AI GPU revenue all will be well. We will know all answers in next 6-18 months.be patient