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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...
Agreed. While memory is a commodity, everything TSMC produces for its customers is a differentiated (non commodity) product and almost none of it is second sourced or could economically be. I guess that's obvious, but it never really struck me before that this is a sort of fundamental...
Is that actually an option ? Do the economises of scale still work for that ?
Does Intel have the internal demand to cover the development and basline fab costs of the newest processes ? Their one reliable business line - x86 - is a relatively mature market and a decreasingly important one in...
I like your way of looking at this and think that definitely applies to a foundry business (and likely even more so to EDA tools).
But surely the chip (device) business too ?
When you consider some of the products Intel's been selling these surely have a large services and support element. I...
The one thing that Pat definitely screwed up recently was the financial forecasting. Repeated huge misses vs forecasts without any warning. May not have been Pat's fault directly, but he let it happen. Hard to see how Zinsner wasn't equally responsible here though.
Maybe it's all about...
That's the impression I'd always had. But not from the two recent pieces about Pat, which veer towards being strongly pro-Pat, not anti-today's Intel and only anti the Intel board (which seems fair comment to me).
There's some quite interesting commentary over on SemiAccurate which is rather sympathetic to Pat Gelsinger (I can't get all the detail - not a subscriber). I'm not sure if Charlie is universally admired here, but I found his take on this interesting and possibly more insightful than most of the...
All true. And I expect there will be useful progress in these areas. A lot depends on the availability and motivation of engineers and companies to do this sort of work and whether they get sufficient economic reward from doing so. Remember that the auto business today is based on a one-off sale...
