Thread regarding Intel Corp. layoffs

TMG co-leader Ak was part of the deception that was not upfront with Intel on 10nm delay, and should be fired. instead of demoting her to run FSM why not give the role to a new fab manager?

@XotGrmE-kdx You would have done well at IBM or Motorola . Intel crushed the world with relentless node advancement.

Not TSMC and Samsung must provide the same to their customers. Seems intel is the only one singing the slow down tune. You think maybe they blew the 14 and FUBAR of 10 made them change their tune, what if they had scaled a bit less and were less adventurous with some features and delivered 10 on time ?

Now they are late and wasted billions, TSMC and Samsung are ahead and have scale and customer base demanded new node cadence. They have to deliver and will deliver and AMD gets to ride that base as does Huawei, Nvidia, Qualcomm and ever other competitor, this time intel is behind

Market is growing TAM so even a lower MSS can translate into absolute revenue growth. As nodes get harder to implement the time gap becomes less important. For example if a node is each 2 years the leadership matter s. If a node is 8 years. Being 1 or 2 years delayed is much less impactful. Some customers are willing to wait 1 year to trade off against premium price for immediate density. In other words what becomes important is the architecture itself. X86 is still a major moat. If ine day open source can replace and has backward compatibility with x86 then intel will lose second moat.

@XotGrmE-sur If they fall in MS as you describe they won’t be close to scale neeeded to support process and how could they compete with AMD who leverage Foundry scale ?

Intel has two moats. X86 and process lead. Now one of them is down. X86 is still valuable and only amd can use it. Future process nodes will be harder to implement for everyone. New fabs cost 18B each. In the future intel will compete on architecture as the two moats come down. However intel will still be a large player. Not 90% mss but perhaps 50 or 60.

You really don’t have it right TSMC 7nm compares with Intel 10nm, Intel 7nm is comparable to TSMC 5nm

When intel introduced 22nm and 14 they lead TSMC and Samsung. If Intel 10nm 1274 kept to launch four years ago and if it kept schedule would have beaten TSMC and Samsung 7nm. Intel execution in Hillsboro failed and squandered the lead and two products were trapped behind LTD FUBAR.

Now TSMC does have about a year lead and scale as they have shipped likely more that half a billion chips before Intel. They have large scale and as OP noted pools everyone’s volume.

Intel TMG model made sense and was a competitor advantage a decade ago, tick tock and two year cycle crushed everyone, but when management mismanages and isn’t transparent as was the case the last few years its unrecoverable FUBAR and the last person to be able to lead a recovery is BS and Murthy.

Very hard to fathom how after making two terrible choices for CEO the board after 7months made another one that will result in total collapse or a gutting of Intel manufacturing permanently.

You also missed that AMD which has x86 has process superiority as does everyone that designs at Samsung or TSMC, that isn’t something intel has faced in almost 20 years and at least than they had more scale.

Intel is finished