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0 pointsosnium1238mo ago0 comments

Is it because the employees themselves are so incompetent that no one wants to take this burden on. Besides, TSMC is expanding in Arizona and Samsung is expanding in Texas.

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UncleOxidant8mo ago

> Is it because the employees themselves are so incompetent that no one wants to take this burden on.

I don't buy this. I think the primary problem was mismanagement especially in the 2008 to 2020 timeframe. Too many bean counter CEOs during that period who did not understand the need to constantly invest in SOTA fabs.

throwaway20378mo ago

    > Too many bean counter CEOs during that period who did not understand the need to constantly invest in SOTA fabs.

I am not here to defend Intel, but I don't think this is the correct interpretation of events. Basically, Intel failed in their fab process R&D to keep up with TSMC and Samsung, and that is not lack of effort or money. Since their fab process R&D was going so poorly, Intel slowed down their fab construction rate. This makes good business sense to me. The truth appears to be that Intel fab process got beat fair and square by TSMC and Samsung.

chneu8mo ago

Eh yes and no.

Intel absolutely flubbed some nodes and bad employee execution was a part of it.

But management has consistently tried to tell customers what they want/need. Intel has a history of developing products with no customer base or pulling out of markets too early. Neither of those are the responsibility of low level employees. That's higher management.

One of the big concerns about the GPU division is "Will Intel keep going long enough for this to matter or will they pull out the second there's an issue?"

mensetmanusman8mo ago

It’s business and policy. This business is winner take all due to economy’s of scale.

Ergo policy should have been that X percent of chips be made on US shores. Wups

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