https://semiwiki.com/semiconductor-services/semiconductor-advisors/297427-foundry-fantasy-deja-vu-or-idm-2/
Execute bit is a bunch of senior manager changes will improve execution? Now they only need to fix 10nm, change 7nm to EUV and reinvigorate and get on track 5nm. Oh BTW the need to work faster and do more and get Foundry to work when they failed before, right LOL
being cash rich certainly better than debt ridden
well, Intel always made investment and cash to swing biz to their favor
i don't why this has to change
whether it fall down later, who cares? the exec will proof their KPIs and get fat payout
same happened to BK BS MR, they met their KPIs and earn higher bonus than the earlier leaders
being cash rich isnt hard for AMD now. You guys know it right? Dont say Intel is cash rich they will fall harder very fast
Intel still cash rich
show them the cash to do biz
I think it still works out for foundry
100% joke, doubling down on the worst design and architecture teams on the industry while fantasizing about beating TSMC at customer service.