Thread regarding Intel Corp. layoffs

TSMC founder Morris Chang said he doubts Intel CEO Pat Gelsinger can restore Intel to its former glory

Did TSMC poke a sleeping giant, or is he right?
https://twitter.com/dnystedt/status/1467814598271455232

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Post ID: @OP+1eaf7jSh

13 replies (most recent on top)

@3ecv+1eaf7jSh You think the folks in LTD working on 10nm or 7nm weren’t motivated and mobilized

There was no shortage of money or wafers or people working hard, ask around there was no more talented and well paid group of VP, fellows, Senior Principle and Principles and naive RCGs slaving away 7 days a week for years and all of them couldn’t make 10nm come in on time, nor 7nm. Like a design guy can say viola and fix it, nope a FUBAR it will all be exposed like I told you all years ago it was, it is inevitable, no Avengers here and Pat is no Captain America / Marvel, this ain’t fantasy and Intel is in dreamland

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Post ID: @4mpj+1eaf7jSh

What are you expecting from competitor's CEO to say? I truly believe that Pat is the one that will mobilize engineers to make intel the best employeer!

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Post ID: @3ecv+1eaf7jSh

@2eka+1eaf7jSh its coz of Murthy's bad decision making Intel went with tsmc. Pat is just taking on the reigns from where Murthy left after disrupting everything.

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Post ID: @3neq+1eaf7jSh

So are we expecting Pat to stay 5 years then retire RIP

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Post ID: @3csh+1eaf7jSh

that is why I'm selling $INTC. Either buy Qualcomm or AMD or something else other than Intel

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Post ID: @3hqv+1eaf7jSh

Intel as a company is old, tired, and boring. Just a shell of its former self.

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Post ID: @3odv+1eaf7jSh

Morris Chang is just too arrogant. He lost his humbleness, which is what made them finally got ahead.

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Post ID: @2xvh+1eaf7jSh

There's no Viagra like solution that can bring Intel back to where it once was in it's hey days.

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Post ID: @2zpp+1eaf7jSh

@2yte+1eaf7jSh LOL, darn right Intel is in a lot of hurt, those fabs will be empty shells like 42 was as we know PTD track record these days.

If Pat was confident why wouldn’t he keep 3nm in-house instead of give revenue and profits to TSMC, the reason is PTD will fail! Scale and recouping investment in RD is all about that yet he will spin out the first products and give starts and revenue to his competitors as he knows the reality

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Post ID: @2eka+1eaf7jSh

Morris Chang is so wrong.
Pat has decided to spin off MobileEye so that Intel can build fabs.
This is the right choice. Right guys?

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Post ID: @2yte+1eaf7jSh

in other words,
smoke 'em if ya got 'em boys
you may not get another chance

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Post ID: @1agz+1eaf7jSh

Let’s be serious the changes needed to happen almost ten years ago when the rise of the ARMy started. These companies called Apple, Nvidia, AMD, Qualcomm and a dozen others use TSMC and Samsung to run volumes at such scale that they both can out invest and out scale Intel even with billions in factory subsidies from government, Intel has no chance. The government buys but a few million chips and not even leading edge. The said companies buy a billion and drawf anything Intel can do.

Intel is behind on technology and scale and learning rate, they got no chance. It is laughable that ASML will give Intel the next generation tool first over their biggest other two customers, nor that Intel has any clue to the secrets to running them that Samsung and TSMC have leaned running millions of wafers to Intel's punny volumes.

Morris just says what everyone in the industry already knows. Only if Samsung and TSMC and the trillion dollar companies working with them all fail will Intel have a chance, that ain’t happening. Intel squandered it all with staring at 90nm with PSO, BK and Bob and now Pats narrative all but assures the end.

The funny thing Pat is one of the few leaders that could redirect as he had credibility to lead a pivot at Intel and instead he drove it into a quicksand trap that their is no escape.

Total FUBAR, the end is indeed a certainty

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Post ID: @1dax+1eaf7jSh

It’s more like a dying giant. Poke all you want, nothing big is gonna happen.

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Post ID: @fgx+1eaf7jSh

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