The bad news we see:
- AMD gaining market share in both servers and workstations
- Google, Apple, and others successfully developing custom chips that serve their needs better than general-purpose Intel processors
- Ongoing manufacturing woes as we continue to lag behind TSMC
- The Chips bailout bill is in jeopardy
- Intel stock is down significantly
- A recession/stagflation period is either approaching or has arrived
- No game-changing successes seen in new markets (mobile, drones, etc.)
So do we have any leapfrogging technologies in development ala Intel core back in the late 2000s? How about the tech we didn’t jettison to sk hynix? Or at least a curtailing of the annual promotion of ~50 managers to VP for no justified reason?
It’s July 4 and I’m an Intel retiree that’s seeing a lot of darkness out there, so I’m looking for some good newsletter .