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WEBINAR: Can Intel Reclaim Its Crown in the Semiconductor World?

Daniel Nenni

Daniel Nenni

Admin
Staff member
We have discussed this quite a bit, it will be interesting to see what Tech Insights has to say:

Bold Strategies, Leadership Shifts, and the Future of Semiconductors​


May 7, 2025 11am ET, 1 hour Online Event


Join David MacQueen and James Sanders as they explore Intel’s bold strategies to regain dominance in the semiconductor industry. With increasing competition from AMD and TSMC, Intel faces significant challenges in its bid to reclaim leadership. This webinar will provide expert insights into the market forces shaping Intel’s comeback, its manufacturing roadmap, and the impact on the future of computing. Attendees will leave with a clear understanding of Intel’s trajectory and what it means for the broader tech landscape.

Don’t Miss Out – Register Now!​

May 7, 2025 - 11:00 AM EST
May 8, 2025 - 10:00 AM JST/KST

What You’ll Discover:​

  • Inside Lip-Bu Tan’s Vision: How Intel’s New CEO Plans to Rewrite the Playbook - Hear analysis of Intel’s new leadership under Lip-Bu Tan and what it means for innovation, business strategy, and market positioning. Learn how his past successes could influence Intel’s future and what key changes the industry should expect. Attendees will gain a strategic understanding of how leadership shifts can redefine a company’s trajectory.

  • Intel Foundry vs. TSMC: Can Intel Disrupt the Foundry Market? - Discover what it takes to compete with TSMC, the world’s leading foundry, and whether Intel is a true challenger. Our experts will break down Intel’s progress in manufacturing, partnerships, and geopolitical positioning, helping attendees grasp the evolving dynamics of the semiconductor supply chain and what it means for businesses and investors.

  • Back in the AI Game? How Might Intel Re-enter the AI Accelerator Market? - Having cancelled its next generation AI accelerator, what are Intel’s options to re-enter this market? What other AI assets does Intel have that it can leverage? Attendees will leave with an understanding of Intel’s AI initiatives and the options the new CEO might pursue to get the company back at the forefront of AI innovation.

  • The Hidden Edge: Intel’s Secret Innovations That Could Change the Game - Hear our speakers discuss Intel’s lesser-known technologies, from advanced packaging innovations to cutting-edge R&D in quantum computing and photonics. Attendees will gain a deeper appreciation for the unseen forces driving semiconductor advancements and how these developments could shape the next wave of computing breakthroughs.
Can Intel Reclaim Its Crown in the Semiconductor World?



Featured Speakers:​

David MacQueen

David MacQueen
Senior Director, TechInsights
David has over 20 years of experience in semiconductor-related industries and has an inherent ability to contextualize data that helps clients understand the big picture.

James Sanders

James Sanders
Senior Analyst, TechInsights
James is a Senior Analyst at TechInsights with over 5 years of experience as an industry analyst, and 7 years of experience as a technology journalist.
 
Intel has the core infrastructure and technologists to possible return to lead in silicon chip manufacturing and package.

As to whether that makes business sense and can be funded with enough silicon to match the scale of TSMC is another question.

Much more than culture is needed, a real strategy and exciting to it!
 
I don't think Intel will ever reclaim it's crown. If they play their cards right, they can be a profitable fabless company. I like Lip-Bu Tan much better than PG... but he's still got the wrong strategy trying to somehow make Intel a competitor to TSMC.
 
count said:
I don't think Intel will ever reclaim it's crown. If they play their cards right, they can be a profitable fabless company. I like Lip-Bu Tan much better than PG... but he's still got the wrong strategy trying to somehow make Intel a competitor to TSMC.
Click to expand...

It will be interesting to hear another take on this from outsiders. I think leadership is critical in the semiconductor industry and Intel has not had good leadership for some time. Intel may not reclaim it's glory days of industry domination but I do see Intel continuing to play an important role in the semiconductor Industry, absolutely. I really hope the Intel Foundry business is ramping up with 18A. The Intel Foundry event is tomorrow so we shall see where they are headed.
 
Daniel Nenni said:
It will be interesting to hear another take on this from outsiders. I think leadership is critical in the semiconductor industry and Intel has not had good leadership for some time. Intel may not reclaim it's glory days of industry domination but I do see Intel continuing to play an important role in the semiconductor Industry, absolutely. I really hope the Intel Foundry business is ramping up with 18A. The Intel Foundry event is tomorrow so we shall see where they are headed.
Click to expand...
I think Pat G was a good leader with the wrong strategy who believed he could will Intel back to greatness. Lip-Bu Tan is a little better in some ways, but at the end of the day, if your strategy is wrong you can't win.

I think IDM is a broken strategy at this point and I honestly can't believe leader after leader after leader at Intel have continued down this road after failing so many times. Changing the person at the top is not going to fix things if the underlying strategy doesn't change. Having fewer levels of management isn't going to fix things if the strategy is wrong. This is more fundamental.
 
count said:
I think Pat G was a good leader with the wrong strategy who believed he could will Intel back to greatness. Lip-Bu Tan is a little better in some ways, but at the end of the day, if your strategy is wrong you can't win.

I think IDM is a broken strategy at this point and I honestly can't believe leader after leader after leader at Intel have continued down this road after failing so many times. Changing the person at the top is not going to fix things if the underlying strategy doesn't change. Having fewer levels of management isn't going to fix things if the strategy is wrong. This is more fundamental.
Click to expand...

Pat G. was overly optimistic to a fault. You can bet Lip-Bu will not be doing push-ups on the stage. Personally, I think the IDM 2.0 strategy is fine but Intel was too bloated to make it work. Tomorrow is going to be a busy day.
 
Daniel Nenni said:
Pat G. was overly optimistic to a fault. You can bet Lip-Bu will not be doing push-ups on the stage. Personally, I think the IDM 2.0 strategy is fine but Intel was too bloated to make it work. Tomorrow is going to be a busy day.
Click to expand...
It's funny that we disagree on this, considering a came to the conclusion that the fabless model had completely shifted the semiconductor landscape after reading your book :)

I guess we will see in a few years if Intel's IDM strategy will work out under Lip-Bu Tan.
 
It's the ecosystem, and this area TSM wins hands down with a lead that is almost insurmountable. I haven't heard a word on who Intel will work with both as customers and suppliers, both of which are critical.
 
count said:
It's funny that we disagree on this, considering a came to the conclusion that the fabless model had completely shifted the semiconductor landscape after reading your book :)

I guess we will see in a few years if Intel's IDM strategy will work out under Lip-Bu Tan.
Click to expand...

IDM 2.0 might work. If Intel uses TSMC and focuses on the NOT TSMC foundry market I think it can work. I do know that Intel will continue to use TSMC N3, N2 and Intel 18A for design work. Intel 18A is ready to go, Intel 14A is ramping up, things look good. Pat G gets credit for that as well as 18A being a year late. Hopefully Lip-Bu can keep 14A on track since that will be the node to beat. HNA-EUV could be a great differentiator 🤞Today should be an exciting day.
 
I am surprised @Scotten Jones is not presenting. Intel's challenge is about cost effective foundry and whether they can compete. Fab Economics will determine this IMO.

Intel will not be the leader in most advanced products or process but they can be a major player by focusing on core strengths and not weaknesses.
 
Daniel Nenni said:
IDM 2.0 might work. If Intel uses TSMC and focuses on the NOT TSMC foundry market I think it can work. I do know that Intel will continue to use TSMC N3, N2 and Intel 18A for design work. Intel 18A is ready to go, Intel 14A is ramping up, things look good. Pat G gets credit for that as well as 18A being a year late. Hopefully Lip-Bu can keep 14A on track since that will be the node to beat. HNA-EUV could be a great differentiator 🤞Today should be an exciting day.
Click to expand...
Is there really a NOT TSMC market? I'm not convinced. Yes companies want to be able to second source, but it's a little like saying "AMD could be successful if they just focus on the not Intel Market", in the early 2000s when Intel had a large competitive advantage. It wasn't until AMD changed it's business model that it was able to turn around. Because at the end of the day customers will pick the supplier that can provide them the best performance at cost in the volumes they need with good support, and at best they will throw a bone to a second supplier to keep them from going bankrupt for no other reason other than trying to keep their primary supplier honest. But the second supplier will never be meaningfully successful.
 
count said:
Is there really a NOT TSMC market? I'm not convinced. Yes companies want to be able to second source, but it's a little like saying "AMD could be successful if they just focus on the not Intel Market", in the early 2000s when Intel had a large competitive advantage. It wasn't until AMD changed it's business model that it was able to turn around. Because at the end of the day customers will pick the supplier that can provide them the best performance at cost in the volumes they need with good support, and at best they will throw a bone to a second supplier to keep them from going bankrupt for no other reason other than trying to keep their primary supplier honest. But the second supplier will never be meaningfully successful.
Click to expand...

FWIW early 2000s AMD is a potentially different animal:

- AMD was fab capacity limited the entire time, never using other fabs. Though they did successfully increase their ASPs substantially due to better products.

- Intel was using it's monopoly power, illegal rebates, etc. to keep customers away from AMD

TSMC can do "legal" versions of the latter by the implication that if you use other leading edge fabs, you're no longer in "TSMCs preferred inner circle of partners". FOMO is legal.. though not as complete as pay offs of course.

The former though - Intel can defeat by building enough capacity for customers to be able to more quickly use Intel fab capacity.

The "not TSMC" market could also include "TSMC lacks capacity in a timely fashion".
 
With each new fab TSM builds, Intel falls farther and farther behind. All Intel can hope for is to focus on a specific area where they still sufficient resources and strength to compete. If Intel doesn't focus, soon they will have no area where they don't have significant and established competition.
 
MKWVentures said:
I am surprised @Scotten Jones is not presenting. Intel's challenge is about cost effective foundry and whether they can compete. Fab Economics will determine this IMO.

Intel will not be the leader in most advanced products or process but they can be a major player by focusing on core strengths and not weaknesses.
Click to expand...

Scott is vacationing with his family. Someone for Tech Insights will be here for sure.
 
Xebec said:
The "not TSMC" market could also include "TSMC lacks capacity in a timely fashion".
Click to expand...
If this is the "not TSMC" market, than whoever is "not TSMC" is guaranteed to go bankrupt. Not because TMSC never lacks capacity, but because by definition if you always have extra capacity, that means your business model requires you to run underutilized, and an underutilized fab is a money losing venture.
 
count said:
If this is the "not TSMC" market, than whoever is "not TSMC" is guaranteed to go bankrupt. Not because TMSC never lacks capacity, but because by definition if you always have extra capacity, that means your business model requires you to run underutilized, and an underutilized fab is a money losing venture.
Click to expand...

Like any manufacturing line - you lower pricing if your utilization starts dropping, or do other things to save money. If the margins are so low that 80% utilization breaks you then you should probably raise prices or just take your extra capital and put it in VTSAX. (i.e. if you can't beat the market, why bother staying in business).

AMD limited themselves critically twice by not having enough capacity (K7, K8).
 
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