Looks like in chips, AMD better.
Looks like we do not have AI to compete to Nvidia
Looks like in fabric, tmsc bear us badly.
Looks like in GPU's we are not leading.
Is there any single market that we dominate?
Are we f-c*Ed?
We seem to be 5 to 10 years behind competitors and that assume we flawlessly execute which seems impossible.
IFS. 18A ahead of schedule and lot of customer interest. Good words from Nvidia CEO as well.
@4zpl+1mWVSjh9 Hilarious
In the last 10y I have seen countless PowerPoints on "how we will win", but not once did I see a "how we won" presentation
Paranoia and politics
Fake it til you make it
According to SR, Xeon is leading in accelerators
Intel bloviating about packaging leadership is a sad joke. TSMC is already selling better solutions to actual customers and Intel is just making PowerPoint slides.
Semiconductor packaging
This is a good question to ask during the next all-hands, or better yet, the next shareholder meeting.
Third world corruption.
Lowest stock price.....
Leading in attrition and workplace violence
Wow. So sad for u guys. U guys lead the nellies.
Intel leads in:
Delivering 18A ahead of schedule. Jensen Huang also had positive comment on Intel 18A test chip recently. More customers will come to Intel.
Politics
D&I
PowerPoint slides. We have the best templates and presentations, where we've always turned the corner and winning is two years away!
Self promotion +1 I can’t count the number of times I heard architect instrumental game changer and “influential”
Yes Intel leads in dysfunctional and self promoting leadership
None of that matters since Intel has an order of magnitude lead in incompetent DEI hires and managers.
Intel leads in number of Indians in management.
In mobile Apple wipes Intel provides a can of whoop @ss
In X86 sever AMD provides a can of whoop @ss
In graphics AMD and Nvidia provides a can of whoop @ss
In silicon logic technology and manufacturing TSMC provides a can of whoop @ss
In design ecosystem and IP TSMC provides a can of whoop @ss
The only place Intel is competitive marginally is x86 client / mobile and only thru past scale and installed base. This is like GM, inferior really in everything but still got business.
Pat and the BoD seems to forget that ten years ago AMD, Nvidia, Apple and TSMC all had lagging designs and not direct competitors. Now they drawf Intel in capability, scale, technology, business and most of all money and superior leadership.
Total FUBAR and realty distortion at Intel
Free fruits and coffee in the canteen.