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First: the world has changed a ton since the book came out. So it is not clear how successful Andy would be. Andy was great at driving leading, successful, companies to dominate and grow and he always knew what intel is not good at.
But the challenges that are relevant:
1) Intel assumed Intel...
this is a great report from our friends at Yole. Super detailed as always.
I do think that by 2030 A LOT of things will change. The amount of announcements based on PR bluster ("200 Jillion dollars"), getting government support, avoiding tariffs, and unrealistic demand are overwhelming. I hope...
Intel will have a CMO... review the Intel task force.... managing the consultant ... who reviewed the assessment .... of the outsourced marketing. :ROFLMAO: :LOL: :ROFLMAO: :LOL:
Sorry, that was the pre LBT Intel.
Historically, "marketing" at Intel has many very different areas.
Technical marketing (and Field application engineers) and strategic marketing are part of Business unit and would be difficult to outsource.
Branding, advertising marketing, campaigns is more tied to sales.
this organization...
this is a great graph. the reason for this is simple: TSMC is a great company and executes. Successful companies use TSMC.
how many Tapeouts does Samsung N2 have? (we already know Intel's 18A TO number).
Perhaps we should wait to see what happens when 18A is actually running before we assume the cost.... we are foresee-ing some "unforeseen costs associated with 18A" that will be reported by Intel in Q1 2026. Also the outs/tool may or may not be on track for 18A.
there is no 12 revenue yet (Intel has shown the 12 plan). 16 revenue is minimal at this point (intel reports out external revenue, we have model to break components of external)
I am there was a tapeout on 16. There are Lots of plans... but we need to track tapeouts like we do for TSMC.
Yes. Intel made a lot of announcements about customers. Intel has been nice enough to keep all those public statements on their website.
Has Intel taped out a 3rd party product yet? It is now 4 years since Intel announced being a foundry and announcing customers.
Once Intel wins with new products and stops floundering, the morale will improve.
But the new leadership added today is going to add a lot of stress for a few months. The new sheriff in town has no plans to bring back the 90s. that is a good thing.... but change is painful.
There are going to be some highly energized arguments coming soon
"you don't understand how it works here"
and "what about the multi site program manager pre-meeting for the platform steering committee???"
Surgery is often helpful and life saving.... but that first month after the operation...
<5% of Intel CHIPS (or die) are made in Intel 3 in 2025. please just count the chips sold. its really not even that close.
Most Arrow lake is not the renamed Meteor Lake, Intel doesnt sell any clearwater forest or Diamond rapids in 2025.... SF and GR volume is quite low. panther lake is paper...
Arrow lake does not run on INtel 3, it runs on tsmc 3. Intel sells 10x+ more client processors than datacenter.
GR+SF+CF+DR is less than 10M processors in 2025
Panther lake launch is in 2026
Most Intel silicon is Intel 7 or older to this day.
18A is not really a replacement for Intel 3. Intel makes <%5 of its processors on Intel 3. Intel chose TSMC 3 for its "3nm" products. No external company is using Intel 3 or 4. Even employees at Intel Foundry compare Intel 7 wafer price and cost vs Intel 18A to look at financial and performance...
Pat had lots of voluntary retirement and all groups were open to this.... there are people who took the package and had a job at a new company the next day. This is not the case with LBT. groups need to decide which job and who to eliminate so that the correct changes are made for Intel. This...
you are probably correct. .... if only some previous CEO had decided to not invest in Fab technology and instead sign agreements with TSMC. :ROFLMAO: :LOL:
