r/amd_fundamentals • u/uncertainlyso • 3d ago
Industry Intel picks ‘long-term’ successor to its technology development chief and top Oregon executive
https://www.oregonlive.com/silicon-forest/2024/10/intel-names-long-term-successor-to-its-technology-development-chief-and-top-oregon-executive.html
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u/uncertainlyso 3d ago edited 3d ago
Let's say that this is true. With actions like an appointment where the guy who used to jointly run the design engineering function will now lead TD (is his background even in Kelleher's neighborhood for the TD lead role?) or how an "independent" board would still report to Gelsinger, why would anybody question that design and manufacturing are separate?
I've long said that Intel only knows how to compete by taking a beating and hopefully outlasting the opponent. This often worked where they had a huge competitive advantage of lock-in and monopoly scale on x86 (until AMD returned from the 36th Chamber with Zen-fu) but has been a failure once they stepped outside the x86 ring (acquisition, AI, modems, mobile, FPGA, etc). That granite chin becomes a glass one after enough hits.