I am curious whether previous Intel divestiture Marvell (market cap $30 billion and growing fast) will someday pass Intel (market cap $200 billion and standing still). AMD (market cap $110 billion) is closing in fast and NVidia (market cap $330 billion and still growing) has already put Intel well behind it.
Former customer Apple is now capitalized at $2.2 trillion, a full 11x of what Intel is.
For those still in the know, what’s the plan to turn things around and avoid wave of layoffs?
@2yhe+18Mf2ACn LOL the "leaks" are intentional. Desperate advertising of upcoming junk.
More to come?
Yes. For at least another three years. Since you all leak everything, AMD knows exactly what NOT to do. I’m looking forward to you all leaking the 2024 roadmaps. Maybe Intel will be stuck in 7nm while AMD will proceed onto 3nm. Anyone want to wager what Intel will leak next?
By the way, how confident are your customers after that huge leak happened with the schematics and source codes?
Can't fix the underlying architectural problem. The BUS....the original 8088 design flaw cobbles the performance and will continue to do so. ARM will smoke it. AMD already does. Can't catch NVIDIA.
Add on FPGA isn't going to get it. The heady days of pounding sand into dollars is over. Can't mine money at the beach anymore.
Based on that Susquehanna call it seems there's no plan beyond hiring an actual CEO, buying some wafers from TSMC's foundries and praying that 7nm w/ EUV magically fixes all the yield, cost and performance problems that Intel neglected because it had a giant moat with unhappy customers to leech off of until they finally had enough with M1/ARM windows/etc.
Intel got complacent and unfocused under BK with garbage like drone shows and diversity initiatives while TSMC was delivering the future.
TJ Rodgers got it right, whoever takes over needs to deliver best in class compute across client and server workloads - not double down on what ruined the company in 2014/2015.