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

newsroom.intel.com

181–190 of 274 posts

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

#181

The biggest problem with Lip Bu Tan is he has given up on competing with Nvidia. What's the point of being Intel CEO if you give up? He should resign.

Can they win?

Some of their cards were beginning to become competitive for the price in the consumer market, they were getting there imo, just afraid to sync the insane amount of money needed for R&D to get them to the next level to actually compete with Nvidia in the enterprise space.

Intel is just bending over for shareholders instead of doing actual engineering. A big reason the previous CEO got yeeted.

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

#182
tl dr without all bullshit: "False claims are circulating about my past roles. I’ve always acted to the highest legal and ethical standards, and I lead Intel the same way. The Board supports our work. This year, we’ll launch high-volume manufacturing on the most advanced U.S. semiconductor process—thanks to you. Stay focused. Our mission is clear, our impact critical."

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

#183
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.

As a Malaysian Chinese my ties to the CCP is that I have heard of them

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

#184
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?

[deleted]

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

#185

Earlier quoted context omitted.

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.

You got this wrong. He's de-prioritizing 18a in order to leapfrog to 14a.

Going forward, our investment in Intel 14A will be based on confirmed customer commitments. There are no more blank checks. Every investment must make economic sense. We will build what our customers need, when they need it, and earn their trust through consistent execution.

https://newsroom.intel.com/corporate/lip-bu-tan-steps-in-the...

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

#187

Well that was a whole lot of words that conveyed basically no information. A sort of corporate communications-whitewashed version of the My Cousin Vinny "Everything that guy just said is bullshit. Thank you."

I think the unsaid words were most important: no, I'm not gonna resign because some out of touch conman thinks I should.

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

#188
post #164

Earlier quoted context omitted.

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…

"in the x86 space", otherwise you would have to acknowledge that M4 far outpaces any intel iGPU.

If we're comparing incompatible platforms, then the Apple M4 Max's iGPU is weaker than the Playstation 5 Pro's AMD iGPU in everything except for memory capacity.

Intel has a competitive iGPU in the low-power mobile space. Their iGPUs in general are also pretty solid for general desktop use. But even in the x86 space, AMD has better-performing iGPU options than anything Intel has ever offered.

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

#189

This guy might be the last CEO of Intel.

Intel has 75% of the desktop/server chip market. They'll survive.

Intel has only about half of the server market at this point, and that's with their products priced so low they're nearly selling them at cost.

The margins on their desktop products are also way down, their current desktop product isn't popular due to performance regressions in a number of areas relative to the previous generation (and not being competitive with AMD in general), and their previous generation products continue to suffer reliability problems.

And all this, while they're lighting billions of dollars on fire investing in building a foundry that has yet to attract a single significant customer.

Intel's not in a good spot right now.

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

#190

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…

Tim's just getting ahead of project 2025's "What we do in the shadows" purge. I mean, the Bible says he...

Sad but not implausible

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