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Regardless of what Chinese leaders do or don't want, it's surely no accident that the highly globalised, interdependent model of the semiconductor industry has been so successful. And that state ownership has never worked. The US hasn't been able to permanently and wholly own the business. I...
An excellent question.
I'd read somewhere that a lot went on training. And in another place that one or more of the big companies did a 6 hourly internet scrape. Which tends to imply that training runs on a 6 hour cycle. But I really don't pay close attention, so could be getting some details...
Here's an idea. If you're going to post something you know is from Chinese state media (or indeed anyone posts anything from any censored media), why not add a short label/disclaimer so we know. Most of us probably have little idea what these source of these Chinese media posts you reference is...
In general (I made no comment about China which I haven't visited), corruption is not a quick or easy thing to fix as it's often tied to social and historical norms. And, in general, less corrupt societies and countries are richer and more innovative than more corrupt ones.
"These investments are delivering results" seems a bit of a stretch this early in the program. At this stage, surely they're still measuring inputs and saying that spending/investment is on track and being responsibly managed. I'm assuming here that "results" means chips shipping in volume. But...
That is perhaps the key point from what I thought was an excellent video. Essentially that Intel didn't build trust and create lasting win-win relationships. So that when market infelctions and troubles did eventually come there wasn't a lot of goodwill and loyalty to fall back on.
This is all...
When an article starts out with stuff like "The driving force behind the diverging narratives was artificial intelligence." you know it's in with a shout. It's all about the narratives these days.
Doesn't reading this sort of thing remind you of the story about people getting share tips from...
The whole article seems to be built on sand with little actual understanding of monopoly law and practice. The hazards of using undefined terms ...
Having an effective monopoly is not in itself a crime in most countries. It is the abuse of that power or illegal activity in creating it that is...
Any activity where actual problem solving (rather thean just talking about it) and cost and time to market are paramount. Which includes activities like ours (electronics, software) which aren't highly regulated and often aren't considered to be professions. The more cut-throat/competitive parts...
Totally agree. Intel has more than enough on its plate already without having to bail out the US's supposed national security concerns. That's asking too much of even a strong and stable company. Just let Intel be Intel and get its act back together.
Those are all easily fixable problems and simply a question of will. Like "rare" earths, there are plenty of potential sources for these materials outisde China. It's just another Western unforced error.
Can't agree. Not saying some fool might not pay 10x revenues, but that's almost certainly a PE ratio of well over 50 for a fairly mature business. By any sensible historical standards, an industry wide price:sales of 10 for semis is off the chart and only made sense for periods or specific...
I was thinking about this and how Intel's lost its way. Perhaps it's the case that the Grove culture could only work in an environment of robust, first rate people who could take the confrontational approach and thrive on it. But at some point, the supply of such people must run out (most people...
No it isn't. If I want reports on market conditions, I'll go to someone independent (or closer to being so). There are plenty of people doing this who I can trust more than an Intel co-CEO.
And spreading FUD/slinging mud isn't a good look. It's probably been part of the Intel culture, but this...
He really does seem to think he's an expert on semis, doesn't he ? It slowly unravels as he tries to describe the details, but he just keeps digging himself a deeper hole.
Useful analysis.
But this argument that Intel can run its foundry at cost has never convinced me.
Yes it theoretically could. But it wouldn't count as success in my book.
Let's suppose it could do this and is competing against AMD (using TSMC). Assume AMD can buy its packaged chips from TSMC...
This reminds me of the German strategy in WWI in choosing to fight a war on two fronts (and ending up in the same situation in WWII). Except in Intel's case, there are probably more than two fronts now.
I certainly don't accept that as a given. Surely only if they have at least cost and technology parity with TSMC. Which must be increasingly difficult to achieve as Intel's chip volume relative to TSMC drops.
Consider the car (auto) industry. When this started, huge car plants like Ford Rouge...
Hold on - this doesn't seem self-consistent. If Intel competition forces TSMC to cut its prices, then that surely is a large dent in TSMC's business.
But that would require Intel having tech leadership AND cost leadership AND the appetite to initiate a price war against TSMC. If the first two...
