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Backside power delivery should help portables and maybe get some of these crazy desktop numbers down. If all goes as planned Intel looks to have a 2 year jump o

Backside power delivery should help portables and maybe get some of these crazy desktop numbers down. If all goes as planned Intel looks to have a 2 year jump on TSMC based on current timetables. But I'm worried about them adding nanosheet transistors around the same time. They got into problems before being too ambitious and having a stalled roadmap for a very long time.

marricks 3y ago
> adding nanosheet transistors This is may be to there benefit, as it gives them another 5 years to say “oh we’ll be ahead soon” without actually releasing anything.
genmud 3y ago
Assuming they deliver on a timetable they say they will, which intel has had a well established track record of not doing. With intel, over the last 5-10 years I don't believe anything they say until there are chips in peoples hands at a volume that is meaningful.
- georgeburdell 3y ago
  Gelsinger (re)introduced OKRs a couple of years ago. Everyone's being held accountable for their promises at all levels now. It's probably caused them to stop dreaming so much and get more conservative but predictable.
  - PedroBatista 3y ago
    I don't think Intel's problem for the last +10 years has been dreaming too much. It's more to do with a deeply dysfunctional and arrogant organization from top to bottom due to many factors, one of them being having the market "cornered" for the previous ~10 years.
  - davedx 3y ago
    Nothing about Intel right now is conservative. They're spending astronomical amounts of money on R&D and capex. They're "all-in" on multiple strategic directions.
- icelancer 3y ago
  Here's to hoping a real engineer (Gelsinger) at the helm will make the difference.
  - bee_rider 3y ago
    It is hard to nail down exactly when things started going poorly for Intel, but they definitely weren’t going well under Krzanich (engineering background) and I have trouble blaming Swan given the dysfunctional company he inherited. If Gelsinger pulls it all together, IMO Swam deserves some credit for laying a good foundation. Intel has put out some interesting chips in the last couple years. Anyway, their dominant years set a pretty high bar, I don’t think we’ll see that again (I guess the aliens decided to start spreading around the technology they send).
    - icelancer 3y ago
      I personally don't think that Swan and Krzanich did incredibly stupid things; I think it's just very hard to run a billion dollar corporation. A few mistakes, a few unlucky breaks, and a few bad decisions - yes, they made some - can really turn your fortunes bad fast. Having run a small business myself (two, actually), you realize how much a role luck, fortune, and randomness plays in your success and failure. That said, if there's a person built for this job, Gelsinger is him. Life's better when this industry has competition.
    - ksec 3y ago
      >IMO Swam deserves some credit for laying a good foundation. Absolutely. Yes. I was surprised how well he did during his time as CEO. Considering he is a Finance and MBA Guy.

marricks 3y ago

> adding nanosheet transistors This is may be to there benefit, as it gives them another 5 years to say “oh we’ll be ahead soon” without actually releasing anything.

genmud 3y ago

Assuming they deliver on a timetable they say they will, which intel has had a well established track record of not doing. With intel, over the last 5-10 years I don't believe anything they say until there are chips in peoples hands at a volume that is meaningful.

georgeburdell 3y ago
Gelsinger (re)introduced OKRs a couple of years ago. Everyone's being held accountable for their promises at all levels now. It's probably caused them to stop dreaming so much and get more conservative but predictable.
- PedroBatista 3y ago
  I don't think Intel's problem for the last +10 years has been dreaming too much. It's more to do with a deeply dysfunctional and arrogant organization from top to bottom due to many factors, one of them being having the market "cornered" for the previous ~10 years.
- davedx 3y ago
  Nothing about Intel right now is conservative. They're spending astronomical amounts of money on R&D and capex. They're "all-in" on multiple strategic directions.
icelancer 3y ago
Here's to hoping a real engineer (Gelsinger) at the helm will make the difference.
- bee_rider 3y ago
  It is hard to nail down exactly when things started going poorly for Intel, but they definitely weren’t going well under Krzanich (engineering background) and I have trouble blaming Swan given the dysfunctional company he inherited. If Gelsinger pulls it all together, IMO Swam deserves some credit for laying a good foundation. Intel has put out some interesting chips in the last couple years. Anyway, their dominant years set a pretty high bar, I don’t think we’ll see that again (I guess the aliens decided to start spreading around the technology they send).
  - icelancer 3y ago
    I personally don't think that Swan and Krzanich did incredibly stupid things; I think it's just very hard to run a billion dollar corporation. A few mistakes, a few unlucky breaks, and a few bad decisions - yes, they made some - can really turn your fortunes bad fast. Having run a small business myself (two, actually), you realize how much a role luck, fortune, and randomness plays in your success and failure. That said, if there's a person built for this job, Gelsinger is him. Life's better when this industry has competition.
  - ksec 3y ago
    >IMO Swam deserves some credit for laying a good foundation. Absolutely. Yes. I was surprised how well he did during his time as CEO. Considering he is a Finance and MBA Guy.