With the Lunar lake launch, Clearwater forest, foundry business, do you think these can turn around intel”s fate?
15 replies (most recent on top)
It's hard to say if Intel will ever be back at the top. The market has changed, consumers have changed as well. There's more options, users are more educated nowadays and do research their options when buying a new product. There's tons of comparison tools out there that will help them determine which product works best for their user case and their budget.
Intel will have to come up with solid designs, and embrace AI, to be able to compete in this market. Also, the foundry requires a streamline process for their new customers that will take some time to be figured out. Efficiency takes time, but it is possible if the right leaders are driving the effort.
Comeback?
Intel will be extremely lucky to just tread water.
It’s impossible to recover in a high capex business. The low cost producer wins those games and you only win that if you have economy of scale.
It’s a chicken and egg problem and Intel let the chicken die with idi0tic management. The same clowns are still in charge by the way.
Once a high-tech company lost its lead, there is no come back. Look at Motorola, Nokia, Blackberry etc.
Possible but not certain and if it did indeed comeback i would not expect the company to be intact. But could take 5 to 10 years. Which will be too late mostly.
Result of accomplished id--ts playing amateur politicians. What a joke!!
At least 5 years... bare minimum... if ever... they are so far behind in the game... they kept making the same legacy technology like riding that cash cow without invest in the future. Intel needs a huge cultural shift. Throw out all the children and hire some adults. Managers needed to be paid on org performance not team size or time. The company is crippled in corporate politics. The reorgs are destroying functional teams and being gutted for head counts to worthless VP's to pad salary and protect their people in the coming layoff. Management needs a serious flattening.
INTC is likely toast. It is sad… once a giant, now chopped to its knees…
here's a prediction. pat will say 'we see stregth in H2' after another crime scene earnings report, :)
No one this company is waiting its death knell most employees dont give two f$cks anymore
not a single product in the pipeline is competitive .
they're all DOA .
cant even blame it on manufacturing tech , as they all manufactured in tsmc anyways .
x86 is dying slowly , market share will shrink more and more .
intel is the new kodak or nokia .
intel "culture" not suited for todays pace and tech advancement .
the only way for intel to survive (as it is) is if china will invade taiwan lol.
zyn - i admire your optimism, but intel is broke. where will the money come from to operate until 2030? when you are grovelling to governments and private equity its because you are broke. private equity are the loan sharks of the business world. no chance of a recovery.
Lunar Lake will have tough fight ahead of it with not only AMD against it but also Qualcomm, so will likely bring even less revenue than ADL/RPL-U.
Clearwater Forest is a niche product, and already massively delayed from initial plans.
Foundry is losing massive amounts of money, and there's nothing to indicate it will change anything soon.
The only scenario in which Intel recovers is very unlikely combination of:
- consistent execution in foundry business for several years, overtaking TSMC in process technology AND
- unexpected huge surge in chip demand.
If it doesn't happen company will be acquired either as a whole or in parts before 2030.
for any come back you need an army of motivated employees to execute plans. do you expect a demoralized underpaid employees to turn around this company?
So many comebacks and turnarounds have been predicted, I think Intel has done a full 360.