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Sanjay Jha is being considered for Intel CEO

Daniel Nenni

Admin
Staff member
At the Chiplet Summit this week Intel was all the hallway buzz. Another rumor from the conference from someone who would not necessarily know:

I know Sanjay from Qualcomm, Motorola and GlobalFoundries and really like him. He was highly regarded at QCOM, did the mobility split and sale to Google while at Motorola and did the IBM manufacturing deal at GF where IBM literally paid GF to take IBM manufacturing assets. He did not, however, do the pivot away from 7nm at GF like ChatGPT says. That was Tom Caufield. Sanjay is definitely a visionary. He would not be my top pick for Intel CEO but he is better than the ones I have seen in the media being considered. Intel needs to cut costs and I'm not sure Sanjay is the right person for that role. And of course he has a PhD as would be the Intel tradition of their best CEOs.

ChatGPT:

Sanjay Jha is a prominent figure in the technology and telecommunications industries. Here’s a summary of his career and contributions:

Early Life and Education:​

  • Born in Bhagalpur, Bihar, India, Sanjay Jha pursued engineering and later moved to the United States for higher education.
  • Bachelor’s Degree: Electrical Engineering from the University of Liverpool, UK.
  • Doctorate (Ph.D.): Electronics Engineering from the University of Strathclyde, Scotland.

Career Highlights:​

  1. QUALCOMM (1994–2008):
    • Jha spent over a decade at Qualcomm, holding various engineering and executive roles.
    • He became COO (Chief Operating Officer) of Qualcomm in 2006.
    • He was instrumental in driving the development of CDMA and other wireless technologies.
  2. MOTOROLA MOBILITY (2008–2011):
    • Appointed as Co-CEO of Motorola, Inc. and later became the CEO of the newly created Motorola Mobility when Motorola split into two companies in 2011.
    • Played a key role in restructuring Motorola Mobility and leading its Android smartphone business.
    • Oversaw the sale of Motorola Mobility to Google in 2011 for $12.5 billion.
  3. GLOBALFOUNDRIES (2014–2018):
    • Became the CEO of GlobalFoundries, a leading semiconductor manufacturer.
    • Under his leadership, GlobalFoundries expanded its foundry operations and focused on advanced semiconductor manufacturing processes.
  4. Post-GlobalFoundries:
    • Since stepping down from GlobalFoundries, Jha has been involved in various advisory and board roles.
    • He remains an influential figure in the semiconductor and tech industry.

Legacy:​

Sanjay Jha is known for his leadership in turning around struggling companies and his deep expertise in semiconductors and mobile technology. He is also recognized for his strategic foresight in aligning businesses with emerging market trends, such as the rapid adoption of smartphones and advanced semiconductors.
 
His legacy seems to be selling, selling, and selling. This sounds very familar

He bought IBM Semiconductor which was the deal of the century. Sanjay is definitely a born salesman though but Intel needs to sell stuff. Sanjay is also foundry experienced. Not my first choice but he is better than what Intel currently has.
 
The IBM deal was huge, but in all he was a disaster at GlobalFoundries surrounded by his personal sea of incompetent sycophants. Not that GF was easy, but the last thing Intel needs is a new set of incompetents in top leadership positions.
 
At the Chiplet Summit this week Intel was all the hallway buzz. Another rumor from the conference from someone who would not necessarily know:

I know Sanjay from Qualcomm, Motorola and GlobalFoundries and really like him. He was highly regarded at QCOM, did the mobility split and sale to Google while at Motorola and did the IBM manufacturing deal at GF where IBM literally paid GF to take IBM manufacturing assets. He did not, however, do the pivot away from 7nm at GF like ChatGPT says. That was Tom Caufield. Sanjay is definitely a visionary. He would not be my top pick for Intel CEO but he is better than the ones I have seen in the media being considered. Intel needs to cut costs and I'm not sure Sanjay is the right person for that role. And of course he has a PhD as would be the Intel tradition of their best CEOs.

ChatGPT:

Sanjay Jha is a prominent figure in the technology and telecommunications industries. Here’s a summary of his career and contributions:

Early Life and Education:​

  • Born in Bhagalpur, Bihar, India, Sanjay Jha pursued engineering and later moved to the United States for higher education.
  • Bachelor’s Degree: Electrical Engineering from the University of Liverpool, UK.
  • Doctorate (Ph.D.): Electronics Engineering from the University of Strathclyde, Scotland.

Career Highlights:​

  1. QUALCOMM (1994–2008):
    • Jha spent over a decade at Qualcomm, holding various engineering and executive roles.
    • He became COO (Chief Operating Officer) of Qualcomm in 2006.
    • He was instrumental in driving the development of CDMA and other wireless technologies.
  2. MOTOROLA MOBILITY (2008–2011):
    • Appointed as Co-CEO of Motorola, Inc. and later became the CEO of the newly created Motorola Mobility when Motorola split into two companies in 2011.
    • Played a key role in restructuring Motorola Mobility and leading its Android smartphone business.
    • Oversaw the sale of Motorola Mobility to Google in 2011 for $12.5 billion.
  3. GLOBALFOUNDRIES (2014–2018):
    • Became the CEO of GlobalFoundries, a leading semiconductor manufacturer.
    • Under his leadership, GlobalFoundries expanded its foundry operations and focused on advanced semiconductor manufacturing processes.
  4. Post-GlobalFoundries:
    • Since stepping down from GlobalFoundries, Jha has been involved in various advisory and board roles.
    • He remains an influential figure in the semiconductor and tech industry.

Legacy:​

Sanjay Jha is known for his leadership in turning around struggling companies and his deep expertise in semiconductors and mobile technology. He is also recognized for his strategic foresight in aligning businesses with emerging market trends, such as the rapid adoption of smartphones and advanced semiconductors.

To generate more revenue and brand recognition, Intel's board of directors could start a reality show: 'Who Will Be the Next Intel CEO!?'

They could have US regional, Europe, and Asia pre-competition shows, with the final game held in Silicon Valley. They could even invite Trump, Biden, Elon Musk, Jeff Bezos, Mark Zuckerberg, and Morris Chang to be the guest judges.

Sorry, I'm in a Friday daydreaming session.
 
The IBM deal was huge, but in all he was a disaster at GlobalFoundries surrounded by his personal sea of incompetent sycophants. Not that GF was easy, but the last thing Intel needs is a new set of incompetents in top leadership positions.

GF had a similar problem as Intel, expectations were set much too high. I spent a lot of time with them on ecosystem stuff in the early days. GF came out of the gate writing some VERY big checks and everybody wanted that oil money. Unfortunately, customers did not come and the ecosystem moved on. Sound familiar? It is the foundry way.

Doug Grose was the first CEO and he definitely had a stacked executive deck of yes men. Ajit Manocha took over after 2 years and stayed for 3 more. To me that was the GF downfall. Sanjay came in for two years, did the IBM deal, budgets were cut then Tom Caulfield took over. Tom is a great guy and I feel he has done a good job with what he has had to work with. I just do not see how GF is going to grow, especially with all of the mature node fab builds in China and TSMC building out 28nm in Japan and Dresden.

If GF does a deal with Intel that would be interesting I just do not see how it will work. Trump is the wild card since he is VERY friendly with the UAE (Abu Dhabi owns GF). That has got to be good for GF.

Abu Dhabi’s MGX Helps Bankroll Trump’s $100 Billion AI Plan
 
GF had a similar problem as Intel, expectations were set much too high. I spent a lot of time with them on ecosystem stuff in the early days. GF came out of the gate writing some VERY big checks and everybody wanted that oil money. Unfortunately, customers did not come and the ecosystem moved on. Sound familiar? It is the foundry way.
Foundry (and most contract manufacturing) is a get rich slow deal. the whale might come someday but that is after a lot of minnows.
 
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