B00t licking the US government crowing about needing billions to cover his stock buybacks and incompetence all the while pursuing a totally broken strategy. He likes to blame his predecessors, but let’s be serious he is part of the leadership incompetence. The seeds of intel’s failure to miss mobile and religious IDM and x86 all happened on his watch a decade and more ago when he was here. He was CTO and part of that he should have been to seen the pivot or prepared the company for it which he obviously failed miserable as he was passed over multiple times for the top job and only when nobody else would take the job did he come back.
In the red corner you have TSMC, Apple, AMD, Nvidia, Arm, Xilinx, Qualcomm, Cadence, Mentor, Synopsis all working togather!
“ I recently spent time in Silicon Valley asking U.S. chip designers what is the secret of TSMC’s sauce that China cannot replicate.
Their short answer: trust.
TSMC is a semiconductor foundry, meaning it builds the chips that lots of different companies design — particularly Apple, Qualcomm, Nvidia, AMD and even Intel. Over the years, TSMC has built an amazing ecosystem of trusted partners that share their intellectual property with TSMC to build their proprietary chips. At the same time, leading tool companies — like America’s Applied Materials and the Netherlands’ ASML — are happy to sell their best chip-making tools to TSMC. This ensures that the company is always on the cutting edge of the material science and lithography that go into building and etching the base of every semiconductor.
And since it is the main supplier of chips for Apple products, TSMC is constantly being pushed to go beyond the frontiers of innovation to accommodate Apple’s nonstop and short product cycles for new phones and iPads. It forces the whole TSMC ecosystem to get better and better, faster and faster. So TSMC’s costs keep going down, the value of its ecosystem keeps going up and the number of people who can join and benefit from it keeps getting wider and wider.
“TSMC always acted like a start-up — it was driven — and it was always synthesizing the best of everyone,” explained Steve Blank, a semiconductor innovator, who runs a course at Stanford on the geopolitics of advanced technologies. Intel, America’s premier chip maker, kind of lost its way, making everything by itself and for itself, added Blank. “So it did not have customers pushing it, because Intel was its own customer, and as a result it became complacent.”
Intel total FUBAR!
Thanks to @1tkq+1doRyXl8