Intel's Fall from Grace
cacm.acm.org
Intel's Fall from Grace
1–10 of 36 posts
Re: Intel's Fall from Grace
#2"Every Thursday I do a 24 hour prayer and fasting day . This week I'd invite you to join me in praying and fasting for the 100K Intel employees as they navigate this difficult period. Intel and its team is of seminal importance to the future of the industry and US".
https://x.com/PGelsinger/status/1865783256551133472?t=So3tqq...
Former CEO seems to think that the problems are spiritual
Re: Intel's Fall from Grace
#3"Every Thursday I do a 24 hour prayer and fasting day . This week I'd invite you to join me in praying and fasting for the 100K Intel employees as they navigate this difficult period. Intel and its team is of seminal importance to the future of the industry and US". https://x.com/PGelsinger/status/1865783256551133472?t=So3tqq... Former CEO seems to think that the problems are spiritual
This has to be a parody account.
Re: Intel's Fall from Grace
#4"Every Thursday I do a 24 hour prayer and fasting day . This week I'd invite you to join me in praying and fasting for the 100K Intel employees as they navigate this difficult period. Intel and its team is of seminal importance to the future of the industry and US". https://x.com/PGelsinger/status/1865783256551133472?t=So3tqq... Former CEO seems to think that the problems are spiritual
This has to be a parody account.
He’s followed by @IntelBusiness, Elon Musk, Venture Beat, and many other notables.
I doubt it’s a parody.
Re: Intel's Fall from Grace
#5"Every Thursday I do a 24 hour prayer and fasting day . This week I'd invite you to join me in praying and fasting for the 100K Intel employees as they navigate this difficult period. Intel and its team is of seminal importance to the future of the industry and US". https://x.com/PGelsinger/status/1865783256551133472?t=So3tqq... Former CEO seems to think that the problems are spiritual
Often when worldly things fail, people turn to spirituality for guidance.
I don't think the former CEO thinks that is a spiritual problem, I think he just feels like there is nothing else that he could do.
Re: Intel's Fall from Grace
#6Intel's board needs to go. They're not in a bad position, they were the first to take delivery of a high NA EUV lithography machine, their most recent products are really good, and they're seen as a cornerstone of the USA's semiconductor strategy should larger scale war break out (almost a certainty at this point).
If they stay the course they'll be in an amazing position. Especially if China makes a move on Taiwan...
Re: Intel's Fall from Grace
#7Intel's board needs to go. They're not in a bad position, they were the first to take delivery of a high NA EUV lithography machine, their most recent products are really good, and they're seen as a cornerstone of the USA's semiconductor strategy should larger scale war break out (almost a certainty at this point). If they stay the course they'll be in an amazing position. Especially if China makes a move on Taiwan..…
It's possible to turn it around sure, but in practice can they? Every story I've read about Intel indicates they don't pay well. How will they attract talent?
I had a glimmer of hope when Keller joined, but he noped out not long after, concluding that leadership were idiots and telling the board as much, then resigning shortly later.
Whether he was right or not is for the reader to speculate, but he's not exactly known as an unstable hothead, nor unintelligent, so one can at least speculate some real problems existed.
It's hard to completely shake up and revamp an organization so large and entrenched, but it's exactly what they need.
Re: Intel's Fall from Grace
#8Intel's board needs to go. They're not in a bad position, they were the first to take delivery of a high NA EUV lithography machine, their most recent products are really good, and they're seen as a cornerstone of the USA's semiconductor strategy should larger scale war break out (almost a certainty at this point). If they stay the course they'll be in an amazing position. Especially if China makes a move on Taiwan..…
It's possible to turn it around sure, but in practice can they? Every story I've read about Intel indicates they don't pay well. How will they attract talent? I had a glimmer of hope when Keller joined, but he noped out not long after, concluding that leadership were idiots and telling the board as much, then resigning shortly later. Whether he was right or not is for the reader to speculate, but he's not exactly kno…
I think if they can deliver 18a in 2025 and it is comparable to the competition they are going to be in a much better position. Intel dominated because their fabs were better. At some point they got complacent and stopped investing. Pat changed that and hopefully it continues. If Intel wants to succeed it has to have a comparable product at a comparable price to TSMC. There is more demand for leading edge chips than supply. Plenty of market share to go around if Intel can figure it out.
Re: Intel's Fall from Grace
#9Earlier quoted context omitted.
It's possible to turn it around sure, but in practice can they? Every story I've read about Intel indicates they don't pay well. How will they attract talent? I had a glimmer of hope when Keller joined, but he noped out not long after, concluding that leadership were idiots and telling the board as much, then resigning shortly later. Whether he was right or not is for the reader to speculate, but he's not exactly kno…
I think if they can deliver 18a in 2025 and it is comparable to the competition they are going to be in a much better position. Intel dominated because their fabs were better. At some point they got complacent and stopped investing. Pat changed that and hopefully it continues. If Intel wants to succeed it has to have a comparable product at a comparable price to TSMC. There is more demand for leading edge chips than…
I think you're right, but
> if they can deliver 18a in 2025
What on earth makes you believe this is a possibility given their last 10 years?
For Intel's sake, I hope I eat crow. But fool me once, shame on you...
Re: Intel's Fall from Grace
#10Earlier quoted context omitted.
It's possible to turn it around sure, but in practice can they? Every story I've read about Intel indicates they don't pay well. How will they attract talent? I had a glimmer of hope when Keller joined, but he noped out not long after, concluding that leadership were idiots and telling the board as much, then resigning shortly later. Whether he was right or not is for the reader to speculate, but he's not exactly kno…
I think if they can deliver 18a in 2025 and it is comparable to the competition they are going to be in a much better position. Intel dominated because their fabs were better. At some point they got complacent and stopped investing. Pat changed that and hopefully it continues. If Intel wants to succeed it has to have a comparable product at a comparable price to TSMC. There is more demand for leading edge chips than…
>Intel dominated because their fabs were better. At some point they got complacent and stopped investing. Pat changed that and hopefully it continues.
I thought the board wanted to split the company in two, while Pat wanted to invest in the fabs. Now that he's gone, doesn't that mean the board will find someone who agrees with them about spinning off the fab business?