Let’s be honest 10nm and 7nm blew up the product and design team best laid out schedules and plans and took them from leadership to last. Sapphire Rapids is proof again of this broken model and IDM execution marriage.
Like a new CEO who says five nodes on four years will change the rot in TD or Fab manufacturing. Those two organizations are way behind TSMC, Samsung, Hynix, GF, UMC.
All the talk won’t build the IP ecosystem nor scale and cost needed to bring the volume of customers to Intel3 it Intel18A.
Competition isn’t like the past. It ain’t your dads AMD anymore. Nvidia isn’t like the days when Intel competed against zylog.
Apple, AMD, Nvidia, Qualcomm, heard of these companies? They aid Intels lunch the past few years and are why Foundry-Fabless is the model. Intel missed that board a decade ago!
The only strategy that works is pawn off the Fans to DoD and focus Intel on design and embrace making it at Foundry. TD and manufacturing have no chance against Samsung or TSMC.
False hope is the future with bigger disappointments and layoffs.
Unless Biden and Xi talks results in a blockade. But with China opening you know that ain’t happening so Intel’s goose is cooked!