Intel needs a Satya Nadella. Every time you think CEOs are overpaid, think about what he did to Microsoft (bad CEOs should not be CEOs regardless of their compensation).
Over the last 10 years, Intel lost mobile (never seriously competed, probably NIH from the old guard not wanting to embrace ARM SoCs), gave up on modems (bad management probably, they were into wireless tech early), could not compete in the GPU space, lost their performance prime to AMD, lost fab edge to TSMC, lost laptop processors to Apple and maybe cloud to Graviton and co.
Would have lost AI too but they bought Habana so the jury’s out on that one.
That’s gross mismanagement from a company with no excuses. They need a Satya with a fresh look on what the company is actually adept at. Regroup and attack.
To be fair, Intel enjoyed high highs and AMD low lows. It took them a while but now we actually have competition it turns out Intel are not so good after all. Funnily enough they moved beyond the Quad Core just as AMD started offering something decent.
My next processor won't be an Intel, especially with all the speculative execution crap that went on (and yes, I know it affected AMD too).
Intel's business practices are shitty, and quite frankly, they need to be torn down a few pegs and bleed a little, either they die out or they come back stronger.
Over the last 10 years, Intel lost mobile (never seriously competed, probably NIH from the old guard not wanting to embrace ARM SoCs), gave up on modems (bad management probably, they were into wireless tech early), could not compete in the GPU space, lost their performance prime to AMD, lost fab edge to TSMC, lost laptop processors to Apple and maybe cloud to Graviton and co. Would have lost AI too but they bought Habana so the jury’s out on that one.
That’s gross mismanagement from a company with no excuses. They need a Satya with a fresh look on what the company is actually adept at. Regroup and attack.