Intel TSMC Update!

Intel TSMC Update!
by Daniel Nenni on 10-23-2020 at 10:00 am

Intel Bob Swan TSMC SemiWiki 1

Based on the Intel investor call yesterday here are some interesting comments Bob Swan made related to Intel outsourcing manufacturing and 7nm progress. Let’s start with the prepared statement:

Bob Swan: Over the last couple of years, we have been focused on three critical priorities; improving our execution to strengthen … Read More


Three Things You Have Wrong About Intel!

Three Things You Have Wrong About Intel!
by Daniel Nenni on 10-09-2020 at 10:00 am

Three Things You Have Wrong About Intel

First let me tell you that I have nothing but respect for Intel. I grew up with them in Silicon Valley and have experienced firsthand their brilliance and the many contributions they have made to the semiconductor industry. In fact, I can easily say the semiconductor ecosystem would not be what it is today without Intel.

But no company… Read More


Bob Swan says Intel 7nm equals TSMC 5nm!

Bob Swan says Intel 7nm equals TSMC 5nm!
by Daniel Nenni on 12-09-2019 at 6:00 am

Bob Swan is really starting to grow on me. Admittedly, I am generally not a fan of CFOs taking CEO roles at semiconductor companies but thus far Bob is doing a great job. This comes from my outside-looking-in observations and from the people I know inside Intel, absolutely.

Bob did a fireside chat with Credit Suisse at their 23rd annual… Read More


Intel CEO Update Q4 2019

Intel CEO Update Q4 2019
by Daniel Nenni on 11-04-2019 at 6:00 am

Bob Swan started as interim CEO in June of 2018 and took the full-time CEO job in January of 2019. I was a vocal critic of the previous CEO Brian Krzanich (BK) and really felt he was not fit to serve. As it turns out I was right. It is not just the CEO himself, but also the people that he surrounds himself with. BK surrounded himself with the… Read More


The 50th Year of Intel, What Happened in 2018

The 50th Year of Intel, What Happened in 2018
by Daniel Payne on 01-30-2019 at 12:00 pm

2018 was the 50th year for Intel in the semiconductor business, and their Q4 2018 conference call just happened last week, so I’ll get you all caught up on what they talked about. Bob Swan is the CFO and interim CEO, as the company continues to search for a new CEO after Brian K. was ousted for misconduct. Here’s a quick financial… Read More