What Intel is doing is strange, to say the least. They easily let talented people go to the competition, and then they try to compete with them in areas where they can hardly be better than the competition. Isn't that a very strange strategy?
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CCP is just hot gas. Remember what happened to PLA in 1979 in Vietnam. I short war over Taiwan is actually a good thing. PLA will be destroyed, and good old says will be back.
@1kjc+1jjADRbU TSMC will be non functional if the CCP takes over, the tools and know how to make it will app evaporate.
No more Apple, Nvidia, Qualcomm, AMD as well as almost everything with chip will be stopped for a decade or more.
Looks like a economic Armageddon, LOL
If communist China invades Taiwan, the US will most likely destroy TSMC.
@fhq+1jjADRbU China isn’t Russia, the CCP has a billion + people to take care of and is teetering on implosion. They need too much from the West to Invade Taiwan.
Invasion will destroy both the China and the western world economies, MADE ( Mutually Assured Destruction Economies)
Xi and CCP has a legacy to think about and they believe the Middle Kingdom is superior, they have patience and time. I give them five years before they go.
Five years from now Intel will be maybe back to 70-80B while TSMC and Samsung both twice as big. Intel will be irrelevant about where GF is today. Make lots of noise but irrelevant.
Without strategy, execution is aimless.
Without execution, strategy is useless.
Intel is current useless and aimless under Pat.
The reality is Intel is behind on silicon manufacturing and at best on par on design and product.
Every product they make is replaceable.
It is why they didn’t have growing revenue and profits and why this next three quarter will see plummeting revenues, loss and the result big layoffs.
Pat and all the Intel employees can do far better at another company. This ships future is all but assured.
Barring outright invasion, blockades or destruction of Taiwan and So Korea Intel has no chance even with subsidies competing against TSMC/Samsung and AMD/Nvidia/Qualcomm/Amazon/Google/Microsoft/Tesla etc.
The problem front and center is wrong strategy,
So I hope you lambs all have the right strategy and don’t get fooled by Pats religious and fanatical ideas as strategy
@fhq Unfortunately, Intel fumbled the ball a few years back and is no longer the leader in Semi Fabs. They have a long way to go to get back to that position, and prodding Russian and China to war via 'sanctions' isn't necessarily going to help bring that about. In fact, it could likely make things worse.
Intel's strategy is to be the chip fab for the western world for the next 50 years. This is a geopolitical as well as an economic move. The world has been unipolar and centered on the US since the fall of the USSR. Now it is becoming bipolar again with China as the other center of world power. The fab expansion in the US and Europe, the literal buy in from the US and EU governments, military industrial complex, US automakes, smaller chip fabs and suppliers, etc. isn't just about Intel having the fastest chips or the newest nodes, although it is also that in the long run. It is about being the biggest and most important chip fab. It is about being an indispensible and save resource for the West and its allies. Intel is swinging the chip economy into its orbit.
Just this week the US kneecapped the Chinese semiconductor industry with further sanctions cutting them off from more western tech to design and build high end chips and notifying Chinese American dual citizens in the semiconductor industry in China that they can either come back to America or stay in China and work for the Chinese semiconductor industry but lose their US citizenship.The US will protect Taiwan by providing we-pons and training to defend it against China but I doubt we'd send troops. At some point China will either blockade or invade Taiwan to take back what it sees as its territory and to try and take control of TSMC. The moment China does either of those things the value, strategically and monetarily, of chip fabs outside of Taiwan will grow exponentially.
This isn't the quaint MHz or GHz wars. This is Great Power politics and global strategy securing Intel a position of influence for decades to come. This is what the world was like before December 26, 1991.
When there is fire in the kitchen, one goes to any length to put it out first. In a panic, you may end up trying to put out the fire using a very expensive tablecloth without thinking it through. Only after you put out the fire you start thinking and worrying about the aftermath, which of course is too late. In such cases, suffering is inevitable. Instead of firefighting, one needs to take the necessary precautions to prevent fire from starting in the first place in a timely fashion. Of course, this takes anticipation, planning skills and vision.
The fire at the moment is the rock bottom shareholder value. Everything else is the expensive tablecloth that will be used to put it out !
During my last few years at Intel it seemed like we were constantly being setup for failure. They’d put up unnecessary hurdles, make us do more with less and tell us to go faster.
I also watched several very talented colleagues get let go for no real reason other than maybe they made too much money.
Intel’s strategies are indeed strange (and self-defeating).
Are you saying "Go WOKE, Go BROKE" is not a sound strategy?? HOW DARE YOU !!
I predict additional "micro-aggression" and "sensitivity training" is in store for your development plan in the near future.