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14nm was delayed, 10nm was massively delayed, 7nm is delayed again. That's a fairly long run of underperformance. Sure, they sit on enough money that they can
by the8472 6y ago
14nm was delayed, 10nm was massively delayed, 7nm is delayed again. That's a fairly long run of underperformance.
Sure, they sit on enough money that they can recover if they do it right. But there currently aren't any signals that they're getting things right.
- bgorman 6y agoLots of executivees have been fired and Intel has a new CEO. That is certainly a sign that things will... be different.
- totalZero 6y agoTrue, but on the other hand....CEOs don't design the chips.
- totalZero 6y agoDelays aren't necessarily underperformance. Let me offer an example. If Boeing had delayed the rollout of the MAX 8, or even simply reduced the production rate, it may have been able to identify and rectify the MCAS failure mode, thus preventing suspension of the MAX aircraft. In retrospect, they could have delivered more aircraft prior to the pandemic and avoided many of the order cancellations that it brought. Sometimes, it's better to go slowly and get things right than to forge ahead at full steam. We won't know if these 7nm delays are good or bad for Intel, until 7nm actually rolls out.
- the8472 6y agoIt is an underperformance relative to their previously published roadmaps. There may be other reasons than just mismanagement for those delays, but they're still delays.