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Hold on a moment. I thought you'd said how impressed you were with Intel's technology progress only a few days ago. But today Ann Kelleher's "not delivering" and is a "lame duck". I know we're living in the crazy, volatile world of Intel news and leaks, but I'm having trouble reconciling these...
Is anyone else wondering exactly what this particular discussion is doing on SemiWiki now ?
We seem to have reached a personal opinion:technical content/relevance ratio of >>> 1.0 and it seems to be meandering off into irrelevance.
Wasn't BK a fab guy ? That's about as far from AI and cloud computing as you can get. Would you pick a 36 year Intel lifer to run a software startup ?
However, a quick scan of Crerence's most recent financial statement shows they're losing a lot of money and may need to get costs under control...
You say it must be the IDM model. But if it's been recurring for 10-20 years, couldn't it equally well be culture (or both) ?
Without any real personal experience of Intel, I can only "characterise" from external observations. One of my strongest impressions is that it grew up with a very...
Perhaps it's just nuance, but do we really think that the CEO needs to be a "deep expert" in both design and manufacturing ? Doesn't feel quite right to me. I'd rather say he/she needs to have some instinctive grasp and feel (and some experience) for both disciplines - to know in advance what...
The report claims:
"Samsung has been expanding into logic chip designing and contract chip manufacturing to lower its reliance on bread-and-butter memory chips."
Is that actually true over the past 2-3 years ? It's obviously what they'd like to happen, but ... . I haven't checked the numbers...
More likely it gets very crowded at the bottom. And the value chain likely isn't static - as more competitors enter at the base and in the middle, the value concentrates at the top and new, higher value activities are added at the top of the chain.
That's certainly all true about the potential for missteps. But there's quite a large AND function in this. For TSMC to lose leadership requires:
( significant misstep OR miss significant new technology ) AND competitor who doesn't AND competitor who has the resources and other attributes to...
Thinking a bit more about the nature of over-investment in AI (I'm assuming there is - just my opinion). This doesn't matter quite so much if what you end up with is an asset of lasting value, as was the case with all the dark fibre after the 2000 tech bubble. In the AI case however I suspect...
Yes, if we follow that article. And apply a little common sense to what's happening today (collosal investments with only marginal returns so far; massive increase in energy consumption from AI data centres - in part due to non-market pricing of services today; too many players crowding an...
You misunderstood.
I never said this was a deliberate US government policy in the sense that they stopped and though it through in advance or even necessarily desired this outcome). But that's irrelevant. It became their de facto policy when they sat back and let it all happen.
Which all...
Perhaps it's the other way round ? Intel positioning itself as a corporate actor on the geopolitical stage because it recognises itself as a company in decline and sees this as a way - perhaps the only way - to stem the decline.
Am I alone in finding the US government's position on this...
Somewhere in all this, we need to remember that Intel is partly trapped in its heritage of being an outright tech leader and dominating markets. I cannot imagine that they really have the belief and desire to set up a relatively low margin trailing edge foundry business in which they are a #2...
That's not how the auto industry works. Hasn't been since WWII.
Mercedes-Benz sells 3 cars in China for every 1 in Germany and more in the US than in Germany.
I'm really not sure where your argument is heading here ...
When I use the word engineer, it's usually for those doing the hands-on stuff. Historically, that usually excludes managers. But these days I think we see more first level managers also doing a lot of hands on technical work (a good thing in my view).
I've erred too and over-simplified. Not all...
The Theory X and Y analogy is interesting ... but (and we're going way off topic here) this is the first time I've ever heard the Soviet/Russian military approach described as more flexible and allowing more unit level decision making than the Allies. Are you quite sure you got this the right...
It is "business 101" that some industries consolidate like this. Especially in very complex and technical areas demanding a large capital spend. Look at the commercial aircraft industry (Boeing, Airbus) or large jet aero engines (GE, Rolls-Royce).
There are no "excess profits" here. There are...
Mad. Though there are no doubt Wall Street types pushing for a deal involving Intel (any deal for these guys). And an active market for such rumours these days. Only makes sense for the bankers and lawyers taking their cut.
Antitrust: if nVidia were't allowed to buy ARM (a critical industry...
No one will be self sufficient now. Not the US. Not China. The supply chains and technologies are just too complex to completely rebuild from scratch. But people keep claiming this is possible.
I'd been hoping to find that as I'd seen it reported elsewhere but never found the source.
I take it "reduce" = stop using (no longer needed) and sell or lease. And "exit" = continue using, so sell and leaseback. Given the headcount reduction is around 15%, the majority would seem to be sale...
