Question Intel's future after Pat Gelsinger

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DrMrLordX

Lifer
Apr 27, 2000
22,368
12,175
136
Nope. IMO.
But no way it should be taken as a bible either.
This isn't anything ng like wtftech or MLID.

Kinda makes you wonder, has SemiAccurate become more-reliable over the years, or are WCCFTech and MLID just that much worse?

(admittedly, it looks like Charlie got a lot of stuff right or semi-right back when he was in his "Intel sucks!!!!!" phase)

Or who knows? Lip-Bu Tan becomes CEO,

Lip-Bu Tan probably doesn't even want the job.
 

fastandfurious6

Senior member
Jun 1, 2024
305
398
96
And then Pat made everything much worse

"The stock lost more than 60% under his tenure"


it really surprises me how boards and experts etc do not really take into account things like

- current market conditions
- decisions of past years

especially semi companies products are conceived like 5 years before release, going through tenuous and strenuous processes, EXPENSIVE, complex and time-consuming as frick

so whoever took over in 2021, the financial performance 2021 - 2023 is literally 60-80% the result of past ceo/board decisions

literally

if they continued with some MBA psycho instead of Pat, Intel would be absolutely sunken by now
 
Jul 27, 2020
22,298
15,554
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if they continued with some MBA psycho instead of Pat, Intel would be absolutely sunken by now
MTL-S was abandoned due to unknown "issues" probably related to tiles latency. Then Meteor Lake itself wasn't that great and didn't claim the absolute performance crown against AMD's offerings. Knowing these things, why why why would Pat make the decision to let Arrow Lake continue on its lame trajectory? It's like he didn't care about Intel's core products and just kept obsessing over foundry. Maybe he thought the respective division heads would be held responsible for the products. Wasn't it his responsibility to have meetings with them after MTL-S and mobile MTL to try to figure out what went wrong and how to fix it as soon as possible? The bad cache latencies on Arrow Lake, that's an engineering problem and he being an engineer, should have prevented that from happening.

Defending Pat with excuses doesn't make sense to me. He was the top dog. He was responsible for everything. If he thought someone couldn't meet the expectations of the company, he should have replaced those people with more competent ones. All he cared instead was trying to make headlines with statements of questionable veracity. He did not take a hands-on approach to being a CEO. He did not care about the bad publicity from Raptor Lake degradation issues. Had he deigned to care about his customers and showed even a little concern at the sudden rise of people complaining about LGA1700 platform instability in late Dec 2023 to March 2024, maybe the whole fiasco could have been avoided.
 
Reactions: Tlh97 and Win2012R2

dttprofessor

Member
Jun 16, 2022
139
40
71
MTL-S was abandoned due to unknown "issues" probably related to tiles latency. Then Meteor Lake itself wasn't that great and didn't claim the absolute performance crown against AMD's offerings. Knowing these things, why why why would Pat make the decision to let Arrow Lake continue on its lame trajectory? It's like he didn't care about Intel's core products and just kept obsessing over foundry. Maybe he thought the respective division heads would be held responsible for the products. Wasn't it his responsibility to have meetings with them after MTL-S and mobile MTL to try to figure out what went wrong and how to fix it as soon as possible? The bad cache latencies on Arrow Lake, that's an engineering problem and he being an engineer, should have prevented that from happening.

Defending Pat with excuses doesn't make sense to me. He was the top dog. He was responsible for everything. If he thought someone couldn't meet the expectations of the company, he should have replaced those people with more competent ones. All he cared instead was trying to make headlines with statements of questionable veracity. He did not take a hands-on approach to being a CEO. He did not care about the bad publicity from Raptor Lake degradation issues. Had he deigned to care about his customers and showed even a little concern at the sudden rise of people complaining about LGA1700 platform instability in late Dec 2023 to March 2024, maybe the whole fiasco could have been avoided.
Still lose to 9xxx3d in game,and waste 1b or more.
 

Josh128

Senior member
Oct 14, 2022
612
1,001
106
𝐼𝑎𝑛 𝐶𝑢𝑡𝑟𝑒𝑠𝑠 reports without citing any sources:

"Intel test chip yield on 18A is 99%. 🤷‍♂️"

View attachment 112777

The plot thickens.
This is probably a sarcastic post. Look at the size of those dies, lol. They are like 1mmx1mm. Yield will be drastically better vs a 10mmx10mm die, obviously.
 
Last edited:

fastandfurious6

Senior member
Jun 1, 2024
305
398
96
why why why would Pat make the decision to let Arrow Lake continue on its lame trajectory? It's like he didn't care about Intel's core products and just kept obsessing over foundry.

> The previous generation Meteor Lake used the Intel 4 process on its compute tile with Arrow Lake originally planning to move to Intel's 20A node. In September 2024, Intel announced the cancellation of its 20A node so it could shift its focus to the development of 18A instead

bait and switch, feigning prowess because of pressure quarter after quarter

he had to constantly show something, to sell the promise of a great tomorrow

that change was somewhere between pre-planned and contingency plans

he had to devise something

and that promise was somehow effective and scary, "wow intel has something to show and aims for node leadership"

...until it wasn't, he couldn't delay results forever
 
Reactions: Tlh97 and KompuKare
Jul 27, 2020
22,298
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> The previous generation Meteor Lake used the Intel 4 process on its compute tile with Arrow Lake originally planning to move to Intel's 20A node. In September 2024, Intel announced the cancellation of its 20A node so it could shift its focus to the development of 18A instead
Good rest of the post but need to point out that Arrow Lake issues are not related to process AFAICT. N3B is more advanced than anything AMD is using.
 
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fastandfurious6

Senior member
Jun 1, 2024
305
398
96
time pressure - my guess is Intel didn't have anything else on the way and couldn't delay to switch to a new arch so they did Arrow on N3B, and probably was the plan all along
 
Jul 27, 2020
22,298
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Nah, it was probably Gelsinger that killed it. If any one person was responsible.
There's that renowned Intel arrogance again. He thought they could outsmart Nvidia with dedicated AI accelerators. Sigh. This is kinda like Larrabee all over again.
 

Markfw

Moderator Emeritus, Elite Member
May 16, 2002
26,677
15,731
136
There's that renowned Intel arrogance again. He thought they could outsmart Nvidia with dedicated AI accelerators. Sigh. This is kinda like Larrabee all over again.
You should see the ads here in the states right now. They are trying to make you believe that your Intel powered device (most likely laptop as they show it) can do your job for you.
 
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