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Hold on - isn't this the same Pat Gelsinger who was telling us how great Intel's technology was for the past few years ? If Intel's already as good as TSMC and on course to repass it (as Pat repeatedly claimed), what does it matter whether TSMC's R&D is in Taiwan or the US ? Pat's whole strategy...
I really don't believe you can position yourself as weak on trust and succeed in foundry (or indeed most semi business segments). And I'm certain that Lip-Bu Tan doesn't see things that way. It's essential - not a nice to have feature.
If Intel's going to do foundry, it needs to seriously...
This is certainly going to be very interesting. Whether Intel can absorb the cultural and behavioural changes Lip-Bu is talking about (and has always followed) can't be certain. It's a whole new type of leadership for Intel and Intel will likely feel like a quite different company if he can pull...
It should be based on what TSMC shareholders think it's worth - if indeed they decide it's worth doing. Of course, there's some political mess in anything like this. But certainly not for any of us to decide.
I thought Intel wanted to sell off at least part of Altera. And has sold part of...
Wow. So all the growth came from nVidia plus the 3 big DRAM companies. Nothing between Samsung's 62% growth and Qualcomm's 11%.
I don't think I've ever seen such a concentrated and uneven distribution of growth. Gut instinct says this is very unstable.
Looks like you meant 4 there (the list of failing CEOs) and not 3. And a straight flush too.
But is it really that simple - all good CEOs until Otellini and all poor from his time on ? It certainly appears statistically unlikely.
I'm coming round to the view that what's happened to Intel is...
Agree. But, it's much worse this time because the AI chips will depreciate much faster than the dark fibre installed in the late 1990s and only used much later. Any excess AI capacity installed today might never be used.
[Apologies - hadn't read to the end and have replicated hist78's comment]
Seems a bit of a stretch to claim that Intel is "racing to find its next CEO". Pat went at Thanksgiving. Nearly 2 months ago now. Let's be optimistic and assume Intel were thinking ahead here and started the search at least 1 month before firing Pat - that's at least 3 months and counting. Quite...
It's astonishing that something this small and unsubstantiated can apparently not only move the needle, but shift it by nearly 10%. Presumably there must be other sources of information to justify the Intel stock move. There's got to be some level of information checking, assessment and actual...
This is very interesting data.
If we assume that these measurements are taken under similar conditions, similar driving styles, etc and all the accidents are equally severe (and that self-driving doesn't just filter out the higher count, lower risk ones), this is very impressive.
But what...
Portugal, Switzerland, Austria, Czechia, Poland, Estonia will also be delighted.
And isn't Greenland supposed to be blue these days ? Denmark's Tier 1, but Greenland's Tier 2 ?!
All looks a bit "bag of a fag packet"/Friday afternoon job.
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...
