Oops -- corrected...
Can Intel recover even part of their past dominance?
- Thread starter Arthur Hanson
- Start date
Xebec
Well-known member
Looking back at how Intel lost it's dominance, it's almost as if someone came from the future to sabotage the company:
- 2005, Intel's Board rejects Otellini's pitch to buy Nvidia for $20B
~ 2006, right before ARM and Mobility takes off, Intel divests it' StrongARM/Xscale effort. (AMD made a similar mistake that led to Qualcomm's Adreno)
~ 2007, Otellini nopes the iPhone
~ 2011, Intel's GPU efforts may have been doomed, but they exited entirely at this point with Larrabee and no replacement, just as GPUs really took off
~ 2013, Intel hires a CEO that reinforces the most complacent behavior possible - not taking AMD or TSMC seriously
~ 2018-2019, Bob Swan hedges bets with TSMC N3; combined with the strategic shift with "5 Nodes 4 Years", Bob's (then Pat's) actions ensure that Intel internal nodes will get even more expensive over the next 5 years then they would have been otherwise
~ 2022, Intel fully drops Optane, just as AI demand starts and could probably use this technology as 'higher capaicty / lower cost DRAM-like' memory
~ 2022, Intel fully fumbles the ARC Alchemist launch (Raja..) , damanging their future ability to respond to GPU demand
(Dates are from memory and may be off)
Too early to call LBT's efforts - they look good so far, but the 14A "may not be developed" disclosure in the financials signals that Intel may be ready to give up on node development. Not a sign of confidence for future potential fab customers..
- 2005, Intel's Board rejects Otellini's pitch to buy Nvidia for $20B
~ 2006, right before ARM and Mobility takes off, Intel divests it' StrongARM/Xscale effort. (AMD made a similar mistake that led to Qualcomm's Adreno)
~ 2007, Otellini nopes the iPhone
~ 2011, Intel's GPU efforts may have been doomed, but they exited entirely at this point with Larrabee and no replacement, just as GPUs really took off
~ 2013, Intel hires a CEO that reinforces the most complacent behavior possible - not taking AMD or TSMC seriously
~ 2018-2019, Bob Swan hedges bets with TSMC N3; combined with the strategic shift with "5 Nodes 4 Years", Bob's (then Pat's) actions ensure that Intel internal nodes will get even more expensive over the next 5 years then they would have been otherwise
~ 2022, Intel fully drops Optane, just as AI demand starts and could probably use this technology as 'higher capaicty / lower cost DRAM-like' memory
~ 2022, Intel fully fumbles the ARC Alchemist launch (Raja..) , damanging their future ability to respond to GPU demand
(Dates are from memory and may be off)
Too early to call LBT's efforts - they look good so far, but the 14A "may not be developed" disclosure in the financials signals that Intel may be ready to give up on node development. Not a sign of confidence for future potential fab customers..