Trump wants TSMC to take over Intel’s plants. That’s a terrible idea—here’s what needs to happen instead

[Artificer60]

I'm not following your line of reasoning. Chandrasekaran has no foundry experience whatsoever, either working for a foundry or being a user/customer of one, according to his Intel bio. For manufacturing, I'm not qualified to judge his experience. As for leading an IDM, I believe that the only reasonable org structure is as a conglomerate, where manufacturing and products are operated as two separate companies. IMO, there's no evidence that one CEO can be found who can be an effective ultimate decision-maker for both.

What old age does to your memory is a crime. That reference should have been to Kevin O'Buckley.

From his Bio on Intel's website: Prior to joining Intel, O’Buckley was senior vice president of Marvell’s Compute and Custom Solutions Engineering teams, developing advanced technology chips for infrastructure applications including artificial intelligence and machine learning, 5G wireless, and data center compute and networking. While at Marvell he also served as senior vice president and general manager of the company’s ASIC business, and he was a member of the board of directors at Marvell Government Solutions, developing semiconductor solutions for aerospace and defense customers.

And for all his flaws, I think Gelsinger was moving down the conglomerate route, or something similar, by setting up Intel Foundry with an independent board. In my mind the key is ensuring that Intel products are being built on Intel foundry processes for the next 5-10 years while Intel Foundry gets their legs under them. After that, if Intel Foundry can't land customers then the US has lost the ability to compete at the leading edge.

 

[blueone]

What old age does to your memory is a crime. That reference should have been to Kevin O'Buckley.

From his Bio on Intel's website: Prior to joining Intel, O’Buckley was senior vice president of Marvell’s Compute and Custom Solutions Engineering teams, developing advanced technology chips for infrastructure applications including artificial intelligence and machine learning, 5G wireless, and data center compute and networking. While at Marvell he also served as senior vice president and general manager of the company’s ASIC business, and he was a member of the board of directors at Marvell Government Solutions, developing semiconductor solutions for aerospace and defense customers.

Good point. I forgot about O'Buckley.

And for all his flaws, I think Gelsinger was moving down the conglomerate route, or something similar, by setting up Intel Foundry with an independent board. In my mind the key is ensuring that Intel products are being built on Intel foundry processes for the next 5-10 years while Intel Foundry gets their legs under them. After that, if Intel Foundry can't land customers then the US has lost the ability to compete at the leading edge.

Unfortunately, PG really wasn't managing like it was a conglomerate. He was thinking he was the one CEO who could do both, but the reality is that he wasn't any good at either one. (IMO)