Is it really over for Intel®?

[kimsix]

stock price back down once everyone realised Pat was the man pushed out by greedy short term investors

engineers always lose to big mouth mba

 

[xiaofan]

stock price back down once everyone realised Pat was the man pushed out by greedy short term investors

engineers always lose to big mouth mba

Not so sure if others can do better than Pat or not but I do not think he has done a very good job either.

https://www.reuters.com/business/intel-ceo-pat-gelsinger-retire-2024-12-02/

"At the end of the day, you need leading-edge products, innovation, and execution, none of which we saw during Pat Gelsinger's reign," said Hans Mosesmann, an analyst at Rosenblatt Securities.

 

[xiaofan]

Who do you think should intel hire?

To hire one who can successfully divest Intel Foundry.

Ironically we may need an MBA here and not an engineer...

Just my personal opinion, I am an engineer myself.

 

[Encrypted11]

Who do you think should intel hire?

I think Rory Read.

He hasn't stumbled in his stints from ibm, lenovo, amd, dell emc merger, wears many hats, understands emerging markets well incl including China and India, his team seem to have good diversity without the DEI or BLM hires.

He is a good MBA , with a good following former corlicks around tech, COO than just business acumen type of hire.

But Intel is hard to fix with Wall Street pressure. Maybe privatization and putting revenue back into the business than pumping stock price and dividends. Like Huawei.

 

[Phen8210]

stock price back down once everyone realised Pat was the man pushed out by greedy short term investors

engineers always lose to big mouth mba

True.. well trust is very important. Intel has always been know to be highly diplomat, forming strong partnerships with other companies, but all these crap is happening with pat previously running off his mouth and kaypo nvidia.

Lisa Su is overhyped, she's just at the right place right time, but less execution issues relative to the competition. If the fab guy didn't run Intel and Pat/Mooly or those Haifa design leads running the group, there would be no breather.

I don't agree because If she was merely lucky due to good timing, she wouldn't have produced results for 10 years in AMD.

To hire one who can successfully divest Intel Foundry.

Ironically we may need an MBA here and not an engineer...

Just my personal opinion, I am an engineer myself.

I'm sure you heard of what Hanneke Faber was trying to do with Logitech with the idea of selling mouse with subscription, it resulted in severe backlash and reputational damage.

For a company to succeed in the modern era, it requires both business and technical skillset. The CEOs of the top 5 highest market cap all started with at least a BSc, and from there they build their business knowledge. This is usually the path because business skills have a lower barrier to entry than technical knowledge.

The difference between a regular engineer and a higher-level engineer is that the higher-level engineer needs to know more than just technology, they must also understand business and relevant laws.

 

[Outramkia]

Can take Sanjay mehrotra

 

[elmariachi]

If Glenn Hinton actually leaves Intel after Pat leaves, I think Intel is done.

 

[ragnarok95]

Intel should run by HWC members.

 

[kimsix]

Not so sure if others can do better than Pat or not but I do not think he has done a very good job either.

https://www.reuters.com/business/intel-ceo-pat-gelsinger-retire-2024-12-02/

"At the end of the day, you need leading-edge products, innovation, and execution, none of which we saw during Pat Gelsinger's reign," said Hans Mosesmann, an analyst at Rosenblatt Securities.

True.. well trust is very important. Intel has always been know to be highly diplomat, forming strong partnerships with other companies, but all these crap is happening with pat previously running off his mouth and kaypo nvidia.

Every engineers love Pat the old hat! Sadly the next ceo will step in and claim Pat good work unless they siao to drop all of it after all the begging and slashing Pat did to trim the sai his lousy predecessors left him with fats and fake talents

One thing I’ve always admired about Pat is how much he embraced community. He didn’t just sit in the C-suite—he showed up. Whether it was mixing it up with developers at events, keynoting at conferences, or guesting on podcasts, Pat always made time to connect. He understood that the heart of innovation is people, and he wasn’t afraid to roll up his sleeves and be part of the conversation. That kind of presence is rare, and it’s part of what made him such an inspiring leader.

And then, as if that wasn’t enough, Pat came back to Intel in 2021, ready to take on one of the biggest challenges of his career—during a global pandemic, no less. Supply chain disruptions were wreaking havoc across the world, and the semiconductor industry was at the center of it all. Pat didn’t flinch. With bold moves like the IDM 2.0 strategy, he led Intel through this storm, working tirelessly to rebuild the company’s manufacturing leadership and shore up the supply chain at a time when the entire world was relying on technology more than ever. That’s the kind of leader Pat is: unshaken in the face of adversity and always focused on the bigger picture. Through it all, Pat’s leadership has been about more than just results. He’s a mentor, a role model, and a genuinely good human. Whether you worked with him directly or admired him from afar, you couldn’t help but be inspired by his humility, his faith, and his drive to make a real difference.

 

[Phen8210]

Every engineers love Pat the old hat! Sadly the next ceo will step in and claim Pat good work unless they siao to drop all of it after all the begging and slashing Pat did to trim the sai his lousy predecessors left him with fats and fake talents

One thing I’ve always admired about Pat is how much he embraced community. He didn’t just sit in the C-suite—he showed up. Whether it was mixing it up with developers at events, keynoting at conferences, or guesting on podcasts, Pat always made time to connect. He understood that the heart of innovation is people, and he wasn’t afraid to roll up his sleeves and be part of the conversation. That kind of presence is rare, and it’s part of what made him such an inspiring leader.

And then, as if that wasn’t enough, Pat came back to Intel in 2021, ready to take on one of the biggest challenges of his career—during a global pandemic, no less. Supply chain disruptions were wreaking havoc across the world, and the semiconductor industry was at the center of it all. Pat didn’t flinch. With bold moves like the IDM 2.0 strategy, he led Intel through this storm, working tirelessly to rebuild the company’s manufacturing leadership and shore up the supply chain at a time when the entire world was relying on technology more than ever. That’s the kind of leader Pat is: unshaken in the face of adversity and always focused on the bigger picture. Through it all, Pat’s leadership has been about more than just results. He’s a mentor, a role model, and a genuinely good human. Whether you worked with him directly or admired him from afar, you couldn’t help but be inspired by his humility, his faith, and his drive to make a real difference.

chatgpt sure loves pat

 

[xiaofan]

chatgpt sure loves pat

Not so sure why you mention ChatGPT.

But indeed @kimsix should have mentioned the source of the article. I can find the source here by using Google.
https://www.linkedin.com/news/story/intels-ceo-steps-down-6253316/
https://www.linkedin.com/feed/update/urn:li:activity:7269511016869179392/

 

[Phen8210]

Not so sure why you mention ChatGPT.

But indeed @kimsix should have mentioned the source of the article. I can find the source here by using Google.
https://www.linkedin.com/news/story/intels-ceo-steps-down-6253316/
https://www.linkedin.com/feed/update/urn:li:activity:7269511016869179392/

Having a source doesn't prove anything.

Has it not crossed your mind that the source could be AI generated?

The excessive use of —, how the sentence structure formed, and how the way paragraphs starts is unnatural.. I thought it was pretty obvious..

If you want you can go and use checker. Btw, I thought you are engineer suppose to have strong critical thinking skill one lol. What is your role as an engineer?

 

[xiaofan]

Having a source doesn't prove anything.

Has it not crossed your mind that the source could be AI generated?

The excessive use of —, how the sentence structure formed, and how the way paragraphs starts is unnatural.. I thought it was pretty obvious..

If you want you can go and use checker. Btw, I thought you are engineer suppose to have strong critical thinking skill one lol. What is your role as an engineer?

Good point about using AI Checker.

Haha, interestingly you question my role -- I am a very experienced electronics design engineer (Hardware Engineer). I guess it will take a long time for AI to be able to replace the job of a hardware design engineer.

In my spare time I am involved in quite some open source projects (nothing related to day job) in the role of technical support and testing (cannot code). In general, AI generated codes are banned in these open source projects due to copyright concerns.
https://github.com/mcuee

 

[watzup_ken]

If Glenn Hinton actually leaves Intel after Pat leaves, I think Intel is done.

In my opinion, Pat’s departure is probably the last straw for Intel. The problem is that Intel has been helmed by too many different CEOs over the past decade. Shareholders just wants to see immediate results, but change takes time to set in. Again, there were too many missteps from past leadership that needs to be corrected. So if you keep changing leaders which leads to significant change in directions, it’s not going to go well. Pat may not have made all the right decisions, but who can say they never make mistakes?

To me, Pat’s biggest mistake to me is probably to triple down their foundry business. Intel’s foundry business will not fail because US will not let it go down. But it is a high cost business that needs significant investment not just at the start, but for R&D and running costs. If Intel’s foundry is as sought after like TSMC, then it’s not a problem. But from what I can tell, the quality and demand for their foundry don’t look good, so much so that Intel is not using their own fab.

I may be wrong, bust just sharing my thoughts about this news.

 

[Encrypted11]

Intel should run by HWC members.

Chairman of the board: Rag Shu shu
...
...
...

I don't agree because If she was merely lucky due to good timing, she wouldn't have produced results for 10 years in AMD.

You know the original roadmap was pushed back 2 years+ since Icelake with the fab issues on cutting edge node?
2016 - Skylake
2017 - Cannon Lake / Palm Cove
2018 - Ice Lake / Sunny Cove (10nm, Intel 7) Mid 2017 tapeout.

Techinsights commented not too long ago based on SEM shots of the transistors, the Huawei 7nm 9000S had better parametric yield than i5 Sunny Cove SEM with several samples after production ramp.

 

[Phen8210]

You know the original roadmap was pushed back 2 years+ since Icelake with the fab issues on cutting edge node?
2016 - Skylake
2017 - Cannon Lake / Palm Cove
2018 - Ice Lake / Sunny Cove (10nm, Intel 7) Mid 2017 tapeout.

Techinsights commented not too long ago based on SEM shots of the transistors, the Huawei 7nm 9000S had better parametric yield than i5 Sunny Cove SEM with several samples after production ramp.

It’s easy to point fingers and call someone "lucky" and undermine their efforts when they succeed, but it takes strategic foresight and planning to even make a comeback for a company that was struggling to even survive, and this comeback is already one for the records.

Intel had far greater opportunities during AMD dark times but failed to adapt or execute.

6 years ago your excuses for intel would be somewhat significant. However, using such an outdated excuse in almost 2025 to discredit AMD success is both insignificant and unconvincing.

First Ryzen came out in 2014, we are already nearing 2025. It's not like AMD just slept for 10 year, they worked bloody hard for 10 years. How else can would you beat a rival company with an entire nation backing them?

 

[watzup_ken]

It’s easy to point fingers and call someone "lucky" and undermine their efforts when they succeed, but it takes strategic foresight and planning to even make a comeback for a company that was struggling to even survive, and this comeback is already one for the records.

Intel had far greater opportunities during AMD dark times but failed to adapt or execute.

6 years ago your excuses for intel would be somewhat significant. However, using such an outdated excuse in almost 2025 to discredit AMD success is both insignificant and unconvincing.

First Ryzen came out in 2014, we are already nearing 2025. It's not like AMD just slept for 10 year, they worked bloody hard for 10 years. How else can would you beat a rival company with an entire nation backing them?

I feel AMD's revival boils down to 2 key things they did back then,

1. Losing dead weight - Dropping and decoupling from Global Foundries helps give them the option to better and more cutting edge node. This is one of the key to stopping the "bleeding" so that AMD can consolidate their resources for chip designing

2. Aggressive hardware push - Back when AMD released Ryzen 1, retail consumers never got a very reasonably priced 6 or 8 cores processor. Intel had always deliberately capped us at 4 cores, and don't even offer Hyper Threading. So with AMD's aggressive hardware and pricing, and greatly contributed by Intel's ignorance, it helped Ryzen became a success even though the first gen chips was pretty rough when it came out.

Intel is doing the second part now, but they can't decouple from their foundry business, more so now after taking government funding. Unless there is a miracle that their foundry becomes an instant hit overnight, this bleeding will not stop.

 

[ragnarok95]

Vote for me. I will bring back HT. I will P core + HT, E core + HT, then i will HT everything again.

 

[stanlawj]

https://www.notebookcheck.net/Intel-18A-node-yields-reportedly-at-a-dismal-10.927700.0.html

Intel 18A node yields reportedly at a dismal 10%​

 

[xiaofan]

https://www.notebookcheck.net/Intel-18A-node-yields-reportedly-at-a-dismal-10.927700.0.html

Intel 18A node yields reportedly at a dismal 10%​

To early to tell how good or how bad Intel 18A will be.

Even the above article mentioned the following.

and even some Arm reference designs. These projects alone should be enough to keep Intel Foundry afloat for the immediate future, but there's no telling what will happen after that. Intel may, once again, look at TSMC's N2 node for its Nova Lake CPUs instead of its in-house 14A.

That being said, personally I think Intel should indeed split and Intel Product will still be a good company with good future. Intel Foundry will still be able to stay afloat with the help of the US Government but I tend to think it will difficult to be able to compete with TSMC or even Samsung any time soon.