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As someone who left Intel last year for one of its customers in the Valley, I have to say I'm sad that the future looks pretty dark for them. In the exit inter
by georgeburdell 8y ago
As someone who left Intel last year for one of its customers in the Valley, I have to say I'm sad that the future looks pretty dark for them. In the exit interview, I said I might come back if the CEO and my department head left (they both did), but I didn't know the company was such a mess.
That said, Intel is viewed from the outside as sort of an old monopolistic monolith, but a lot of that profit gets plowed into a bunch of truly innovative semiconductor R&D going on that I do not believe is being replicated by competitors. 3D XPoint is probably the most visible example. AMD, TSMC, Samsung, etc. I doubt will pick up the torch.
- pdimitar 8y agoSo where do you feel their competitive advantage lies right now, by the way? You make it sound both like they do struggle lately but they have stuff lined up that cannot be competed with. Slightly confusing for me, could you elaborate?
- georgeburdell 8y agoWell the two are not mutually exclusive. I worked there for close to 5 years on a few different silicon-related projects that I characterize as unique in the market and not a single one has even made it into an announced product. These were not small endeavors, so either the development times for silicon are extremely long or Intel cannot execute on its ideas. Regarding the former possibility, I heard from people who were around since the beginning that 3D XPoint was in development for a decade before it was announced in 2015.
- pdimitar 8y agoOh, I agree, but what you describe seem to be latent / possible-in-the-future breakthroughs. Until they see the light of day they are irrelevant IMO.