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One of the biggest challenges of new $INTC CEO will be how to deal with the lost leadership in foundries
10 years ago Intel commanded the market with superior products
That dramatically changed, $TSM with an amazing progress, even accounting for transistors, became the leader
10 years ago Intel commanded the market with superior products
That dramatically changed, $TSM with an amazing progress, even accounting for transistors, became the leader
This means customers now have an incentive to move away from $INTC
Get a better product and/or cost
$AAPL moved to $TSM with their design with the M1 for Mac
Others will probably follow especially if the gap widens
$AMD can be even more competitive
https://hothardware.com/news/apple-hogging-tsmc-5nm-fab-capacity-2021-iphone-mac-production
Get a better product and/or cost
$AAPL moved to $TSM with their design with the M1 for Mac
Others will probably follow especially if the gap widens
$AMD can be even more competitive
https://hothardware.com/news/apple-hogging-tsmc-5nm-fab-capacity-2021-iphone-mac-production
ARK is making a compelling case that with $INTC frozen in time and having lost the lead there is room for a big transformation especially in the server industry
see report "The Re-Invention of the Data Center" p13 onwards
https://ark-invest.com/big-ideas-2021/
see report "The Re-Invention of the Data Center" p13 onwards
https://ark-invest.com/big-ideas-2021/
In 2011 the plan was clear, $INTC was to lead the way
But that 2015 timeline became 2020, with $TSM leapfrogging the previous technological leader
@PGelsinger has an opportunity to now understand how this got derailed and what needs to happen to regain it
https://download.intel.com/newsroom/kits/research/2011/pdfs/22nm_Discussion.pdf
But that 2015 timeline became 2020, with $TSM leapfrogging the previous technological leader
@PGelsinger has an opportunity to now understand how this got derailed and what needs to happen to regain it
https://download.intel.com/newsroom/kits/research/2011/pdfs/22nm_Discussion.pdf
My guess
1 $INTC to start buying within the next 2 years $TSM chips to match best products in the market -avoid $ B in Capex and be competitive
2 keep the foundries to manage cost (on nodes at least 1 generation behind $TSM) to keep margins
3 spinoff when 2 doesn't deliver margin
1 $INTC to start buying within the next 2 years $TSM chips to match best products in the market -avoid $ B in Capex and be competitive
2 keep the foundries to manage cost (on nodes at least 1 generation behind $TSM) to keep margins
3 spinoff when 2 doesn't deliver margin
