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Charlie Demerjian of SemiAccurate thinks this will be the killing blow for Intel in the long run. https://www.semiaccurate.com/2025/09/08/intel-reshuffles-seni
by TheAmazingRace 1y ago
Charlie Demerjian of SemiAccurate thinks this will be the killing blow for Intel in the long run.
https://www.semiaccurate.com/2025/09/08/intel-reshuffles-senior-management/ https://www.semiaccurate.com/2025/09/08/intel-reshuffles-sen...
Personally, I am worried Intel is approaching the point of no return in terms of a recovery plan.
What is going to happen to those multi billion dollar investments Intel made in ASML EUV machines?
- ksec 1y agoCharlie has been Anti Intel for nearly two decades?
- pointyfence 1y agoCharlie was pretty big on Gelsinger. And he is big on Holthaus. Perhaps this says more about Charlie than Intel.
- TheAmazingRace 1y agoI'm not sure I understand. Is the suggestion that Charlie is wrong here?
- pointyfence 1y agoOne CEO is gone mainly because he thought that he could home run his way back to prominence with a "Fabs to Nowhere" strategy which has crippled the company's finances. One "Product CEO" had a material chunk of her responsibilities re-allocated to Tan after he came on board with him frequently saying that their product roadmap has been subpar.
- TheAmazingRace 1y agoThank you kindly for clarifying! I get it now.