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They missed the boat on 2 biggest growth areas: ARM (mobile) & GPU (gaming, crypto, AI), and screwed up x86 (AMD made some better chips / Apple walked away). S

• karmakaze 4y ago
  Their development model was 'tick / tock'[0] with the tick being smaller processes, increased frequency, lower-power. All of those are largely outsourced (or outsourceable) to a fab. The tock step was introduction of new microarchitectures. Intel has been historically hit or miss with this, the default is to take what they did and do more of it rather than come up with entirely new and sound designs. I would say for large established companies the greatest factor in these kinds of differences is how high the engineering culture goes up the reporting chain. [0] https://en.wikipedia.org/wiki/Tick%E2%80%93tock_model https://en.wikipedia.org/wiki/Tick%E2%80%93tock_model
  • steveBK123 4y ago
    Yeah that was their well known dev model for many decades. However they seem to have missed a number of tick cycles as of late, so their efficiency gap to ARM got worse and worse.
• dehrmann 4y ago
  > AMD made some better chips / Apple walked away This means Intel didn't lose Apple just because of execution because Apple could have trivially gone to AMD.
• Clamchop 4y ago
  As a casual observer, Intel seems to have commitment issues. It's not like they haven't made or are not making attempts in some of these markets but they can seem half-hearted even when those ventures aren't mothballed or sold off outright.