Intel is considered to be behind compared to other chipmakers right now (they are still world class). That doesn’t mean that they can’t change the outlook of the company for the better. This should be a wake-up call to improve automation, and adapt some of the discipline and efficiency that foreign chipmakers have demonstrated. This wild-wild-west/fight for stock culture is not working.
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@1ypw+18a7qPj9 Others seems to have solved variation, is both an engineer and management failure, they all should be fired
We are still generating a bunch of cash from operations, but the debt we carry to fund the big acquisitions is a drag on our operations. We need the big bets to payoff, we basically bet the farm on autonomous driving and IoT and a few other smallest bets. One of those needs to hit big or else we are done!
when we the research scientists predicted what'd stop intel's technology scaling in 2012/13 and pointed out the variation problem, that result just got ignored by the entire management chain. if you think automation can solve everything and bring back efficiency, you simply don't understand how a transistor works like 99.9% of managers. position not being challenged? it's just one or two quarters away from everyone knowing intel can't make better products than anyone else.
@1cfl+18a7qPj9 how is the stock market valuing this leader, with a valuation of what they think their future look like, that is how.
Enron, IBM, Kodak and others looked really good till they imploded.
For all the doomsday posts, Intel is actually still doing pretty well. The recent IC Insights report still has Intel as #1 semiconductor supplier by revenue in 2020, and more than 50% bigger than TSMC, 5x bigger than NVIDIA, 7x bigger than AMD and Apple. It is true that there are all sorts of problems but likely it will be many years before Intel's position is really challenged.
The downfall of Intel started with BK and MR. Just like Motorola and Nokia, once they lost the lead there is no come back.
world class at what? hiring your cousin from next village?
lol they had a decade squandered...no comeback
I've been wondering if Intel hasn't finally achieved 'critical negative mass'. Back in the 1980's I worked for Kodak, then watched it implode after I left. The unthinkable can happen with these titans of the past; truly hope I am wrong.
lol what makes you think the petty empire rulers at intel are interested in anything other than milking their political positions to the end?
You obviously know nothing about intel.