5 months ago
This feels like Intel is preparing to break the company into Foundry business and non-foundry business.
Unless AMD did a major mistake and mis-step unfortunately I think this is all too little too late. Both Laptop APU and Server CPU market share are continuously being eaten up. Of All the product line I dont see anything that Intel earn money and sustain their Foundry business heavy CAPEX and R&D.
5 months ago
Charlie Demerjian of SemiAccurate thinks this will be the killing blow for Intel in the long run.
https://www.semiaccurate.com/2025/09/08/intel-reshuffles-sen...
Personally, I am worried Intel is approaching the point of no return in terms of a recovery plan.
What is going to happen to those multi billion dollar investments Intel made in ASML EUV machines?
5 months ago
Charlie has been Anti Intel for nearly two decades?
5 months ago
Charlie was pretty big on Gelsinger. And he is big on Holthaus.
Perhaps this says more about Charlie than Intel.
5 months ago
I'm not sure I understand. Is the suggestion that Charlie is wrong here?
5 months ago
One CEO is gone mainly because he thought that he could home run his way back to prominence with a "Fabs to Nowhere" strategy which has crippled the company's finances.
One "Product CEO" had a material chunk of her responsibilities re-allocated to Tan after he came on board with him frequently saying that their product roadmap has been subpar.
5 months ago
Thank you kindly for clarifying! I get it now.
5 months ago
Ah yes, there's a turf war going on(°). https://www.tomshardware.com/tech-industry/semiconductors/in...
...and guess what, the guy who responds to a crisis by breaking up the company!! is a former investment banker.
(°) I called it two weeks before the publishing date: https://news.ycombinator.com/item?id=44685585