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A message from Intel CEO Lip-Bu Tan to all company employees

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Re: A message from Intel CEO Lip-Bu Tan to all company employees

#121

Post by tzs »

bgwalter wrote: post #13
rco8786 wrote: post #8

Earlier quoted context omitted.

I don’t recall a sitting President publicly calling for the CEO of either of those companies to resign. Please let’s not sanewash what is happening right now.

President Obama: https://www.politico.com/story/2009/03/gm-ceo-resigns-at-oba... Sen. Warren: https://www.pbs.org/newshour/economy/embroiled-scandal-wells...

I'd hardly call the GM situation comparable. In that case GM was asking the government for $16.6 billion (on top of $9.4 billion they had received under Bush).

Asking a company that wants a nearly $17 billion bailout to make some changes is not at all unreasonable or unusual.

As far as I know Intel is not asking the government for anything special, so having the government commenting on their internal organization is unusual.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#122

Post by crinkly »

scarface_74 wrote: post #39
emchammer wrote: post #20

Earlier quoted context omitted.

Thank god Apple has been putting their eggs in their home-woven ARM basket. Now I just wish that they had a CEO who was above golden-trophy ass-kissing.

I hate everything that Cook is doing to kiss up to Trump and he did something similar during the first administration by letting Trump brag about final assembly of low selling Mac Pros was happening in the US. But this is the country that the US wants (said as a born and bred US citizen) these are the results of it. Every CEO is kissing Trumps ass because that’s the only way you get ahead in the US now. The media, th…

I think Tim is only kissing ass because the desk trinket is cheap and the investment will take time to materialise, probably after this presidency. And Apple will be around longer than trump will be alive.

I’m sure it’s killing him as much as us.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#123

Post by os2warpman »

soganess wrote: post #94
DiabloD3 wrote: post #11

This guy might be the last CEO of Intel.

I don't really understand this. Intel was (and arguably still is) too large relative to its current technical capabilities. Yet even in this current “bad chips” era, Intel is only, at worst, about 10% behind in gaming performance (largely due to cache disparity) and is on par or better in most other workloads. From the K10 era until Zen 3, AMD processors were objectively worse (sometimes comically so) and AMD still m…

> Yet even in this current “bad chips” era, Intel is only, at worst, about 10% behind in gaming performance (largely due to cache disparity)

Gaming is irrelevant.

For AMD, gaming (both console and PC combined) is less revenue than embedded-- things like those routers you can get off of aliexpress and Synology NASes.

Enterprise, cloud, and AI are the only things that matter, and even enterprise is falling off.

Back in 2020 with the second wave of AMD EPYC Rome, after I had gotten a couple of R7525s in hand and put them through their paces I started saying that you are professionally negligent if you, as a technology professional, recommend an Intel solution unless you have some very specific use cases (AVX512/Optane-optimized options). In 2022 everyone started agreeing with me.

Now you are professionally negligent if you recommend Intel at all.

Enterprise cares about speed, cloud cares about clients per socket, and AI cares about bandwidth. Intel is not competitive in any of those.

Even in the consumer space, for running bullshit workloads like Copilot on a laptop the difference is negligible. Intel is ahead, by about 10%-- at ONE HUNDRED AND SIXTY WATTS (if the OEM even allows it) while you trade that 10% for 75W on AMD.

No human being on earth cares that the scan to identify if there's a cute dog in the photo they just saved to disk takes .255 or .277 seconds. They do care about battery life.

And gaming isn't just irrelevant due to revenue, once you look at margins you start realizing that AMD could never again spend a single cent on marketing X3D chips to gamers and instead redirect that money to target other sectors and they would probably be better off for it.

Look at Nvidia. Gaming went from their cash crop to burdensome baggage in just a couple of years. Gaming went to less than 9% of revenue from like, 80%. They don't care about people buying an RTX card and having to deal with OEMs and distributors and retailers and marketing and RMAs and driver patches at whatever piss-poor margin it is due to everyone taking their cut when enterprise clients are putting in POs directly to them for tens of thousands of Data Center cards at a time at high margins-- and they didn't have to spend barely anything on marketing.

The very last thing, after figuring out absolutely everything else, that Intel should care about is what their chips are benchmarking at in the latest video game.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#124

Post by snapetom »

tlogan wrote: post #90
everfrustrated wrote: post #58

Earlier quoted context omitted.

If true, questions should also be raised about the Board who must have signed off on any conflicts of interest.

> If true … I don’t know about his investments, but one fact is clear: he was CEO of Cadence Design Systems, which has just pleaded guilty to federal charges for exporting technology to China. That alone should make him ineligible to lead a company with major government contracts. If he resigns (and he will), the board should go with him.

The Board is a disgrace. For all his fault, Gelsinger had Intel at least on a path back, yes, it's going to take a lot of money because the past two decades have been missed opportunities.

And not only did the Board not do their proper due diligence on Tan, but just let him toss Gelsinger's plan out? Shareholders should sue every one of them.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#125

Post by jaian »

gjvc wrote: post #51

who buys intel instead of AMD at this point?

I do. AMD has done me dirty many times in the past so I will continue buying Intel for the foreseeable future. The only thing that matters to me is single core performance and when you compare Intel and AMD in that regard they are similarly priced anyway.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#126

Post by togetheragainor »

gibbitz wrote: post #21
jjcm wrote: post #5

It's honestly wild that a sitting US president is calling out specific company CEOs. The fact that it was done in a tweet-esque post is even more concerning. I'd expect that something like this would have been accompanied by a proper investigation and writeup stating the administration's perspective on why, but instead it's just "he's highly CONFLICTED". I don't debate his history at Cadence Design is concerning from…

Meh, Trump wants someone as loyal and willing to spy on us as he thinks this guy was for China. I love how the right detests regulation but is okay with arbitrarily monkeying directly in the management of a company like this with no rules around it. No company is safe under this guy.

It can be very difficult for some people to separate their personal feelings about Trump from whether he’s on the right side of an issue.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#127

Post by dluan »

acheong08 wrote: post #117
dlyco wrote: post #78

First, you need to know the emotional bond between Chinese Malaysians and the Chinese Communist Party, before you can say his actions are not suspicious.

That is just factually incorrect. Most Chinese Malaysians are either Cantonese or Hokkien, with closer ties to Taiwan and Hong Kong than the mainland. A lot of the older folk don't even speak Mandarin. Keep in mind the CCP wasn't even in power when most migrated here.

literally it doesnt matter you'll always be Chinese to them.

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#129

Post by travem »

sashank_1509 wrote: post #115

So now being a bad CEO who is not of European ethnicity, will have the sitting president insinuate you not so subtly for treason. Wild. A cursory Wikipedia search confirms Tan was born in Malaysia, has lived in US for 40+ years in California, and is a practicing Christian.

The context in the related AP article shows that they were CEO of Cadence during the time when that company violated export control rules by selling certain technology to Chinese organizations linked to the Chinese military.

> According to the U.S. Department of Justice, Cadence, in July, agreed to plead guilty to resolve charges that it violated export controls rules to sell hardware and software to China’s National University of Defense Technology, which is linked to the Chinese military. Tan was the CEO of Cadence when the company violated the rules between 2015 and 2021.

https://apnews.com/article/intel-trump-cotton-yeary-tan-2061...

Re: A message from Intel CEO Lip-Bu Tan to all company employees

#130

Post by jordanb »

hedgehog wrote: post #107
dangus wrote: post #93

Earlier quoted context omitted.

If I was an Intel shareholder I would be livid. Can you imagine the look you'd get if it was 1998 and you told me that AMD would have over twice the market capitalization of Intel in the next few decades? In 1998 Intel was 50x larger by market cap than AMD. It is a company that has been catastrophically mismanaged.

Livid about the problem or livid that they're talking about axing the first CEO in decades that might have a shot at fixing the problems?

Fixing how? His first major act is to fire 20% of employees, refocus on old technology (smt) and deprioritize next gen (14a) process development. This is tantamount to surrendering as a leading foundry.
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