We need better leadership and more forward thinking instead of sticking to the status quo, and we can be on the top again. I'm surprised at how many people point their hatred towards the company itself instead of where it truly belongs - to those who have led us to this point.
7 replies (most recent on top)
Pat is fanatical and delusional.
Intel is no longer the leader. It has no special angle or corner on technology. If anything Intel is behind on everything that is need for success in technology.
First behind on scale, TSMC build leading edge and leverages huge scale from Apple, Qualcomm, MediaTek, AMD and Nvidia among others. Thus they can be assured of huge demand to invest RD and manufacturing. Pat already admits he can’t do it as IDM alone.
Second behind on technology. There is no shortcut and without scale they will ever match TSMC process learning. Simple fact yield and process learning come from volume and Intel will never match what TSMC gets across Apple, Nvidia AMD and others. Intel running test chip shuttles and x86, yawn, same old way. While Intel was ahead probably sustainable with their x86 volume, from behind no way. It’s why Pat must have subsidies it says it all, not viable stand alone.
Foundry is needed that is laughable Intel has any chance. Intel was and still is terrible at Foundry. The long list of failures isn’t public but insiders all know about it. Stu has no real experience nor did Randhir. Buying Tower was a feeble attempt to try and get some real culture and leadership in Foundry but that acquisition won’t happen. Intel needed to merge with GF or UMC to really get what it needed. They have no chance in Foundry plain and simple. Especially now that we have a chip surplus and every foundry will and can and is offering capacity, what will Intels angel be on its inferior technology?
Be assured Pat will gone by 2025 and his legacy of failed strategy will be another HBR case study as is Intels failure to take Apple or pivot ten years ago when they could have.
Large companies mimic our overall culture, and all of the bloated ego that comes along with it. People don't truly care for one another anymore, and companies care even less. It's only money, and most folks are ashamed to be part of garbage companies, and fake it around garbage people.
A lot of people hate on Pat but he is definitely not status quo. I’m not sure we can pull it off, but I do think it’s the right strategy. And we have shed some of the worst management. I’m cautiously optimistic seeing the progress.
Complaining about the company is the same as complaining out its leaders. The corporation does not make any decisions, its leaders do.
So, when people are complaining about a corporation, they are complaining about its leaders.
“Those who led us to this point” are mostly gone. BK, BS, and MR. It’ll take years to undo the damage caused by the “save money to buy back shares” mindset.
OP has a good point. Too many here are deadset against Intel for one reason or another.
OP must be that snotty HR