The PowerVia does sound cool and 18A is allegedly a big step for Intel.
That being said I don’t trust Lip-Bu Tan to deliver. It sounds like he is more focused on “leverging AI to improve costs in marketing” than delivering new semiconductors.
I could be wrong though.
That being said I don’t trust Lip-Bu Tan to deliver.
The thing I struggle with about this is understanding how much impact a single person actually has on this stuff, especially since all the fab stuff has been in motion for so long already (2021 called). He’s fired / is firing a bunch more people than his predecessor, but beyond that I basically don’t even really know what medium-term effect he has on a
130,000-120,000-110,000-100,000-90,000-strong company vs Gelsinger.While it’s true that in an industry like semiconductors multi-year end to end product cycles make it difficult to make radical changes. I am still not convinced Lip-Bu Tan will be a positive force since he seems to emphasizing generic business communication polemics.
One example would his statement about only working on projects that offer 50% gross margins. That’s great and all, but a company in Intel’s position and with competition like TSMC is going to find that challenging.
To be fair, I doubt AI could much worse than Intel’s current marketing division.
Although I have seen little marketing bs by Intel recently, maybe they stepped up their game by not doing anything
