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  1. C

    Solid State Batteries to Change Everything, Changing the Semi Sector?

    The only real difference between a solid state battery and a non solid state battery is solid electrolyte. Everything else is already solid. So the question is what about solid electrolyte allows solid state batteries to have higher density? And the answer is that although there can be some...
  2. C

    Solid State Batteries to Change Everything, Changing the Semi Sector?

    I personally don’t believe solid state batteries will have a major impact. The reason is that conventional batteries are still improving at a rapid rate and there is long runway for continued cost reductions and performance improvements for conventional battery technology. Solid state is not...
  3. C

    Intel on the Brink of Death

    This is really the point I’ve been trying to make, that disruption is as much about business models as it is about technology change, and it’s much harder for a company to change its business model than it is to develop technology. Intel is still great at developing technology but the...
  4. C

    How Innovation Died at Intel

    I think the IBM2.0 comparison is better. Like IBM, I think Intel is still a very innovative company, but also like IBM, they are struggling to commercialize innovations. That's an execution issue. In my view, the failure to commercialize a lot of tech is because it's hard for a company like...
  5. C

    Media: Apple VP Johny Srouji has received an offer from Intel to lead the company

    Bringing in a fabless guy, my hope is that he does what needs to be done and splits the company.
  6. C

    Intel executives say a manufacturing spinoff is possible

    I am very critical of MBA style leadership at Intel, but in this case I think splitting the company is the right thing to do.
  7. C

    Race to the bottom?

    Semiconductor technology will continue to improve with diminishing returns, following the classic S curve. Right now we are on the upper side, of the S curve where things are slowing down. Eventually, some new computing paradigm will come along (quantum?) where initially it'll be worse than...
  8. C

    Race to the bottom?

    Eventually, as Moore's law slows down, the silicon based chip foundry business will become commoditized. That might be 5 years,10 years, or even 20 years from now. This is the nature of any business, they all go through a cycle of growth, maturity, stagnation, and decline. I think foundries...
  9. C

    Intel on the Brink of Death

    The problem is that what has worked for decades will not work in the future. The way I see this is through the framework of Clay Christensens disruption theory. This is a classic case. One of the key takeaways if you read the book is that what makes a technology disruptive is not the...
  10. C

    Intel on the Brink of Death

    Yet somehow AMD is doing well with even less scale, and GlobalFoundries doing ok as well. This is monopolist thinking, "If we aren't the biggest what is our advantage?" the answer is they will have to be scrappy like a start up and not just use their size as a bludgeon.
  11. C

    Intel on the Brink of Death

    Intel needs to split. Whether that means sell the design side or sell the foundry side is going to be a hard call. I think sell the design side is probably more viable because there are more potential buyers, but the buyer would need to make a 5-10 foundry commitment like AMD made to GloFlo.
  12. C

    Intel should have focused on AI rather than chip making, TSMC founder says

    Pretty much what I have been saying on this forum. I'd say it was mostly bad strategy, but not great execution either. But I don't know if it's even possible to execute well on a bad strategy.
  13. C

    Gelsinger “retires”

    I think Pat is a good leader, but I also think he came in with hubris and had the wrong strategy. I have always maintained that the only viable path forward for Intel is to split the foundry and design businesses, and Pat was committed to keeping them together. He did as good a job as could be...
  14. C

    Gelsinger “retires”

    Foundry, maybe. The fabless companies like Nvidia, AMD, MediaTek, will all continue to grow and innovate
  15. C

    Gelsinger “retires”

    Personally, I think it means China has a legit chance of catching up if Moores law is slowing down.
  16. C

    Gelsinger “retires”

    This is sort of my thinking as well. The "not moving fast enough in AI" explanation makes sense at the surface level, but does not explain the timing.
  17. C

    Gelsinger “retires”

    This is a pretty interesting take, and probably accurate. In logic, this is certainly what happened, and they probably expected something similar for AI.
  18. C

    Gelsinger “retires”

    If I was to guess, and be generous to Pat, I would guess that Pats vision for Intel will require significant and sustained capital investment over many years that the board does not have an appetite for. My guess is that high level of capital investment would be absolutely required if Intel is...
  19. C

    Gelsinger “retires”

    Hock Tan is the only person I think can turn Intel around.
  20. C

    Gelsinger “retires”

    I thought Pat was chosen by god to save Intel.
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