Intel current management is just bad


-Losing billions on fabs just to outsource latest client CPU (Lunar Lake) chips to be made in TSMC N3B and be the 2nd N3 TSMC customer just behind apple.

https://videocardz.com/newz/intel-core-ultra-200v-lunar-lake-enters-production-at-tsmc

Hoping its competitors like AMD,NVDA to use intel fabs despite outsourcing its own AI gaudi and GPU chips to be made in TSMC.

https://www.digitimes.com/news/a20240410VL201/ai-chips+components-data-center-intel-server-ipc-cloud-computing-iot-tsmc.html

-Having 131000 employees which is nearly same as TSMC+NVDA+AMD combined and not having any advantage against any one of them (Nvda,Amd each has around 20k-30k employees,Tsmc 76k)

https://jobs.intel.com/en/locations

-Plan to build a new 25Bn fab in Dec,23 (20km from gaza btw) 2 months after the war started in Israel just to cancel it 6 months later.

https://www.theregister.com/AMP/2024/06/10/intel_israeli_fab/

Also the endless delays in other fabs…


Comments

Leave a Reply

Your email address will not be published. Required fields are marked *