Question Intel's future after Pat Gelsinger

[igor_kavinski]

Wonderful post about Pat: https://forums.anandtech.com/thread...foundry-intel-2020-2025.2579857/post-41474525

 

[coercitiv]

It is true that it's not the Board's fault the fab workers screwed up 10 nm that badly.

After all, it's the workers who decided on stock buybacks instead of aggressive R&D and a transition towards making IFS friendly for external customers. Look back, Intel was on a fail trajectory even when their balance sheet was looking fine. You can blame it on the workers when they fail once. Intel fails every damn time on new nodes, that's 101% a top management issue.

At least Lip Bu Tan finally said it, they're no longer a leader looking for a quick comeback:

“We have to be humble”​

 

[coercitiv]

Wonderful post about Pat:

That's what happens when you think God reads Twitter but never opens the foundry sales brocheures.

 

[igor_kavinski]

So I have to ask myself: why would I, the consumer, gamble with Intel products for the next 10 years?

Because they gonna be dirt cheap, yo!

 

[jpiniero]

After all, it's the workers who decided on stock buybacks instead of aggressive R&D

10 nm was properly funded. Where the money wasted on the buybacks would be really helpful would be like now... but I am beginning to think it would just be delaying the inevitable.

 

[511]

forget about 14A. I want to see how well 18A is in PTL. Can it clock as high as N3P or even surpass it and is it as efficient as N3P? If it is, it will give external customers confidence to go with Intel next.

Yeah it can beat N3P in PPA

You would think that LBT, inheriting a lemon from Gelsinger, where Intel has no external customer (therefore too much capacity) and too many people, that he would take all these extra employees and have them port every piece of silicon to Intel nodes (and then lay them off).

But my guess, this is not happening, money will be spent on TSMC silicon, and Intel fabs will be half empty.

Nope not happening their roadmap for 3-4 years is fixed on 18A any changes means cancellation of stuff.

BTW, at least Intel is considering closing down the outdated fab in Israel and slow down the bleeding there...

https://twitter.com/x/status/1942837153408639234

It's Intel 7 I would rather have them kill their Europe expansion except Ireland should just say we don't have money and won't do it get out of the stuff and I think everything non US is cancelled anyway.

 

[511]

10 nm was properly funded. Where the money wasted on the buybacks would be really helpful would be like now... but I am beginning to think it would just be delaying the inevitable.

It wasn't funded well why do you think it so long ? neither was 7nm funded until pat took over

 

[igor_kavinski]

neither was 7nm funded until pat took over

You know what Pat did?



He poured the whole jug over the fabs.

And you know what the rest of Intel got?

 

[igor_kavinski]

Page 19 - Discussion - Ryzen 9000X3D series review thread

Page 19 - Seeking answers? Join the AnandTech community: where nearly half-a-million members share solutions and discuss the latest tech.

forums.anandtech.com

Yeah, Intel's gonna need to price cut even more.

Danger, Will Robinson!

Time for Intel to release that 12P Bart Simpson CPU ASAP

 

[DavidC1]

It wasn't funded well why do you think it so long ? neither was 7nm funded until pat took over

It wasn't really funding but stretching themselves thin on quad patterning while trying to achieve class leading 2.7x density over 14nm, keeping Intel's performance advantage, Foveros, and EMIB. They admitted that themselves.

They struggled on getting 22nm out, and then got 6+ months delayed on 14nm because Kraznich wanted 2.7x density. Then what did they do on 10nm? Triple down.

Wonderful post about Pat: https://forums.anandtech.com/thread...foundry-intel-2020-2025.2579857/post-41474525

I liked Gelsinger, so it's a disappointment. I think your analysis of him is often very flawed.

 

[igor_kavinski]

I think your analysis of him is often very flawed.

That's me being generous. What Pat needs is a good spanking.

 

[DavidC1]

That's me being generous. What Pat needs is a good spanking.

And I'm being generous saying your analysis is flawed. I think it's just emotional and often without logic.

 

[igor_kavinski]

I think it's just emotional and often without logic.

What Pat did would evoke an emotional response from Spock too.

 

[511]

It wasn't really funding but stretching themselves thin on quad patterning while trying to achieve class leading 2.7x density over 14nm, keeping Intel's performance advantage, Foveros, and EMIB. They admitted that themselves.

oh yeah that was true as well also lets not forget their selection of Cobalt as a material

They struggled on getting 22nm out, and then got 6+ months delayed on 14nm because Kraznich wanted 2.7x density. Then what did they do on 10nm? Triple down.

i don't remember the 22nm struggle cause i have not found anything pointing to it but 14nm was 6 month+ also 22nm was First HVM FINFET so i am gonna cut some slack there.

I liked Gelsinger, so it's a disappointment. I think your analysis of him is often very flawed.

Yup he was fine

 

[Io Magnesso]

It wasn't really funding but stretching themselves thin on quad patterning while trying to achieve class leading 2.7x density over 14nm, keeping Intel's performance advantage, Foveros, and EMIB. They admitted that themselves.

They struggled on getting 22nm out, and then got 6+ months delayed on 14nm because Kraznich wanted 2.7x density. Then what did they do on 10nm? Triple down.

I liked Gelsinger, so it's a disappointment. I think your analysis of him is often very flawed.

After all, the target performance was too high forcibly... 10nm...
If it could be realized early, the rivals would be despairing…
You agree, you are still intelligent

 

[Io Magnesso]

LBT aimed to be honest, but...
Actually, it was just whining

 

[Io Magnesso]

LBT aimed to be honest, but...
Actually, it was just whining

Or rather, did LBT actually say such a thing?
Did the media just make up from his words, "I have to be humble"?

 

[igor_kavinski]

Or rather, did LBT actually say such a thing?
Did the media just make up from his words, "I have to be humble"?

Intel’s CEO: ‘We are not in the top 10’ of leading chip companies

"I think is too late for us" to catch up with Nvidia's position in AI, said Lip-Bu Tan. But he said Intel has other opportunities in the field.

www.oregonlive.com

“We have to be humble,” Tan said, exhorting staff to listen to customers and respond to their needs. The Oregonian/OregonLive reviewed a recording of his comments.

Lip-Bu Tan: Remaking Our Company for the Future

A message from Lip-Bu Tan, who has been named Intel CEO, to company employees.

newsroom.intel.com

I’m humbled and honored to be your next CEO.

I subscribe to a simple philosophy: Stay humble. Work hard. Delight our customers. When you anchor yourself in those three core beliefs, good things happen. This has been true in every job I’ve ever had, and it’s the way I will approach the work ahead as your CEO.

Even if he fails, he has won me over with that message to his employees. No grandiose claims.

"We are in deep crap, we need to find ways out of it, the only way to do so is to work together, we will get out of it if it's the last thing I help Intel in doing. The path to success is littered with lots of stumbles along the way and we will learn from them to improve our chances of winning".

This guy deserves the job.

 

[Io Magnesso]

Intel’s CEO: ‘We are not in the top 10’ of leading chip companies

"I think is too late for us" to catch up with Nvidia's position in AI, said Lip-Bu Tan. But he said Intel has other opportunities in the field.

www.oregonlive.com

Lip-Bu Tan: Remaking Our Company for the Future

A message from Lip-Bu Tan, who has been named Intel CEO, to company employees.

newsroom.intel.com

Even if he fails, he has won me over with that message to his employees. No grandiose claims.

"We are in deep crap, we need to find ways out of it, the only way to do so is to work together, we will get out of it if it's the last thing I help Intel in doing. The path to success is littered with lots of stumbles along the way and we will learn from them to improve our chances of success".

This guy deserves the job.

No, I already know he said, "I have to be humble."
My English is a little wrong I'm sorry
However, an article in an Oregon magazine
It may be that he wrote something that was not said based on his statement.
It's good to be humble, but remarks that give up are different

 

[Io Magnesso]

“We have to be humble,” Tan said, exhorting staff to listen to customers and respond to their needs. The Oregonian/OregonLive reviewed a recording of his comments.
Did he really say that? Only one information magazine proves that it is not proven.

 

[Io Magnesso]

At least Intel is still in the top 10 semiconductor companies
Or rather, it must have been the 4th of the top 5 of last year's semiconductor company sales rankings.

 

[Thunder 57]

Intel’s CEO: ‘We are not in the top 10’ of leading chip companies

"I think is too late for us" to catch up with Nvidia's position in AI, said Lip-Bu Tan. But he said Intel has other opportunities in the field.

www.oregonlive.com

Lip-Bu Tan: Remaking Our Company for the Future

A message from Lip-Bu Tan, who has been named Intel CEO, to company employees.

newsroom.intel.com

Even if he fails, he has won me over with that message to his employees. No grandiose claims.

"We are in deep crap, we need to find ways out of it, the only way to do so is to work together, we will get out of it if it's the last thing I help Intel in doing. The path to success is littered with lots of stumbles along the way and we will learn from them to improve our chances of winning".

This guy deserves the job.

Wait, you like a CEO with an honest quote rather than one boasting how the competition is in the rearview mirror and will stay there? I don't know how I feel about him yet. The layoffs are bad but perhaps necessary. What is his plan for the fabs? Not looking good IMHO. I know you are not a fan of Pat but he was dealt a pretty bad hand. But if 18A is in as bad a shape as it sounds he didn't exactly do Intel any favors.

 

[DAPUNISHER]

After all, it's the workers who decided on stock buybacks instead of aggressive R&D and a transition towards making IFS friendly for external customers. Look back, Intel was on a fail trajectory even when their balance sheet was looking fine. You can blame it on the workers when they fail once. Intel fails every damn time on new nodes, that's 101% a top management issue.

At least Lip Bu Tan finally said it, they're no longer a leader looking for a quick comeback:

“We have to be humble”​

"Customers are giving Intel failing grades, Tan said"

That speaks volumes. It's why Dell finally started doing real biz with AMD.

 

[Thunder 57]

"Customers are giving Intel failing grades, Tan said"

That speaks volumes. It's why Dell finally started doing real biz with AMD.

Not sure what the qualifications are for "real biz", but it seems like most forgot Dell dabbled in Athlon 64 and in particular Opteron back in the day. That said they dropped them like a bad habit when Intel regained the lead.

 

[DAPUNISHER]

Not sure what the qualifications are for "real biz",

"AMD Ryzen AI PRO processors are now powering Dell's new commercial PC lineup. This marks the first time that Dell is offering a full portfolio of commercial PCs, including notebooks, desktops, and workstations, based entirely on Ryzen processors. "

Intel has always incentivized, and when needed, strongarmed partners to remain exclusive. If not in actuality, certainly in the practical sense.