that I used to work in a company that was a leader, and that now I work in a company that has no competitive products. I still can’t believe what leadership has done to Intel. What miracle needs to happen for this to become the company it used to be once again? Do you think things have gone too far or can they be fixed?
8 replies (most recent on top)
Intel has been consistently circling the drain since at least 8 years ago, ever since the Big Klown came to power. Don't think they've hit bottom yet.
@2lhp: Not much is keeping me here. I'm looking for another opportunity.
OP: what keeps you in “a company that has no competitive products”?
Yes and Both Micrsoft and Google got great CEO real smart good humans
The world is darker and good
Intel is unwilling to offer a better salary because this will cost them to burn more money. Building fab and not having advanced tech can go downhill very fast so they literally trying to play safely on money.
Intel has no competitive advantage, gone are the Wintel days. Microsoft got a visionary leader, intel got a boot li---r.
3rd rate technology company and manufacture.
2nd rate x86 product, only reason they buy Intel is because AMD can’t get enough capacity from Foundry.
Lagging design behind almost everyone
And delusioned leaders
Just check Samsung latest news
3nm GAA process will be Introduced in H1 2022
- 2nd generation 3nm in 2023
- 2nm GAA process in 2025
Intel's advantage will fade soon.
Intel had two major competitive advantages.
1) x86 lock-in with windows
2) fab leadership (a consequence of #1)
Windows become a monopoly compute platform that required x86 to run. As volumes increased, Intel was able to pour those dollars into fab R&D to operate at a scale that none could match.
When Apple released the first smartphone, it was to beginning of the end for Intel. A classic disruption straight out of Christensen’s innovators dilemma. Over many years, the iPhone, and later, android phones, exponentially increased in volume and importance as THE number one compute platform. Many of the functions of a PC were subsumed by the smartphone and the smartphone enabled countless new kinds of applications not possible on a PC. Furthermore, these applications held a much wider appeal vs. PCs which meant the volumes exceeded PC volumes by a factor of 10.
This increase in volume allowed TSMC to pour those smartphone dollars into R&D to catch up with and exceed Intel’s technology. A side effect of this is that these innovations were open to anyone and the dollars that were invested had returns that accrued not just to smartphone makers, but to others in the PC space such as AMD and Nvidia or anyone willing to pay for TSMC wafers. The smartphone chips also became so good that they are also now eating into the PC space with servers soon to follow.
Intel is in a negative spiral that only this Hail Mary government bailout has a chance of solving. Intel is capital constrained and cannot keep up with TSMCs pace of investment, so they need govt help. Ok that is one problem solved - however they also need the people to execute on the plan. Here’s where I see difficulties. It’s hard to attract talent to a has-been company. Many good people have left and don’t want to return. Good chip people have many many more options these days. I just don’t see how Intel can get back on track with a lack of top tier talent.
I suppose they could start to offer crazy salaries to attract people, but the d-mb fsk managers don’t realize the grave danger and still think it’s 1999.