Leadership.
TSMC has competent leaders like Morris Chang and Mark Liu.
Intel had lost it's way after Andy Grove gave up the helm. Pat Gelsinger grew up under Gordon and Grove and the old guard is back.
TSMC has competent leaders like Morris Chang and Mark Liu.
Intel had lost it's way after Andy Grove gave up the helm. Pat Gelsinger grew up under Gordon and Grove and the old guard is back.
Intel is institutionally paranoid, and Grove is part of that fault. The old guard, even in engineering, is retiring/dying and have not groomed successors because that could have threatened their political position.
Can Gelsinger really fix this? I suspect probably not.