Who?
10 replies (most recent on top)
Let's look at the things the BOD needs:
1 - Well known outside of Intel
2 - Familiar with Intel already
3 - Fills a diversity box
I see only one person to fill the position: Will I Am
Intel is in a trap of its own making. To switch major product designs to TSMC design tools and process is a 3-5 year effort. Until that switch happens, it cannot abandon TMG. IT means Intel has to run a parallel design effort for a long time, as older existing products go through steppings and tweaks, while keeping TMG alive in case the second design team cannot make things work with TSMC tools.
One of the posts is right - TMG doesnt have a lot of market value with its tools and process, and hasn't proved it can be a viable foundry. This really means that Intel turns into a fabless semi company. which has to make the board choke.
This is why Swan is still in charge to keep the ship afloat and sailing toward the icebergs. Maybe the thing to do is create a fabless company with Intel architecture IP to design on TSMC. That would make INTC crash, since it's essentially a vote of no confidence in TMG.
BTW, Harvard Business School could never understand this.
OK, let's say that TMG-split is the plan - BK, SA gone, MR not CEO, BS in charge for now, all point to TMG split as plausible. Given @8cnk observations, I think the hold up is that, while this would be a complicated transaction, there may not be enough Street money to support the TMG side. Anyone who digs into the thing realizes how arcane TMG's design environment has always been, as illustrated by the sheer lack of external ICF customers. And Intel can't afford to spin them off now while they are short on capacity.
This is a tricky problem. It's an HBS case study, for sure. It is also futile to predict the outcome, but it makes for a fun, ongoing reality show!
If TMG is split out it will end like GF and fall off even further behind TSMC, simply not competitive without the x86 margins propping their inefficient methodology, Humpty Dumpty has fallen and no CEO can put it back togather and why no CEO, time for the split up
There's a big change coming, and the obvious thing is to split TMG/TD and the product groups into separate companies, as AMD did with Global Foundries. That means two CEOs. Nothing else explains why it has taken the BOD so long to replace BK.
If it was Murthy or any other internal candidate, it would have been announced already. Something more interesting will happen, I believe.
It ain’t Murthy, he had already been told.
Ofcourse Moorthy
My pet cat robot
Jen, the exec admin from the 3rd floor