One of the objectives of IDM 2.0 is to pivot to a different business model that neutralize potential threats. It transforms the threats to opportunities.
https://www.hpcwire.com/off-the-wire/intel-launches-1b-fund-to-build-a-foundry-innovation-ecosystem/
AMD wouldn’t be where it is if not for three things 1) dump the fab, 2) execute, 3) Intel sc--w up. Let’s be honest even doing 1) and 2) of three didn’t happen and 10nm and 7nm weren’t screwed up by LTD they’d be stuck at 10% MS and still minimal server.
Tesla is a complete rethink of the car
Apple changed the music as well as phone. It you talk about their computer line it isn’t anything special.
Intel is trying to get back to glory days with what isn’t competitive nor worked for them! There is no pivot, no new angle, just promise of execution. Sadly their competitors are all already brighter, ahead and executing flawlessly. Intel doesn’t have any competitive advantage above them. Thus either war or failure is the only way Intel gets back into the game, easy enough to understand ?
@1oml+1fbUZQej There are plenty of counter examples against the size logic. Apple, AMD, or Tesla at one point of their history was about to go bankrupt. Luckily, the underlying trends (mobile, cloud computing, and electrification) propelled them forward.
Intel does not need to achieve A+ to do well. It needs to do what it promised to do to capture the coming trends. Taking investments is the first step. Also it did waste the Covid crisis completely. The government realised over-depending on Taiwan is risky.
IDM 2.0 is about returning Intel to leadership in process and leveraging that internally for TTM and PPAC technology advantage in server and client and other thrusts based on x86.
Foundry effort is a too late realization by Intel that the x86 volume and revenues can no longer effectively compete against the volume, scale and multi trillion companies leveraging the current Foundry ecosystem with far larger business to feed the development.
Intel is further hampered both as IDM and Foundry by not have technology leadership, capacity-scale, nor breadth to compete with the existing big foundry’s.
Five years ago at least Intel could claim technology leadership but now they are at least two if not four years and a generation if not two generations behind with nothing but the fact AMD doesn’t have enough capacity to get business l.
Very few companies need or have a business that leverages leading edge nodes, nothing like going to Intel and getting swallowed up by them. Who’d you go to a venture capital and a superior manufacture who won’t compete or Intel, LOL
Pretty fu€Led up but hey a billion goes a long ways against the Trillion dollar companies.