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klelatti

Dylan Patel comes to essentially the same conclusions (and this is a better post I think):

https://semianalysis.com/2024/12/09/intel-on-the-brink-of-de...

The problem is there are two distinct objectives:

1. Maximise shareholder value

2. Maintain and extend Intel's (close to) leading-edge fab capability.

These are not necessarily consistent!

The Intel Board (bad as it is) is trying to deliver 1. and probably now doesn't care about 2. That's not what the US needs, so some sort of government intervention is inevitable if 2. is to be achieved.

And I'm not convinced that PG's IDM 2.0 strategy would have delivered either.

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> Dylan Patel comes to essentially the same conclusions (and this is a better post I think): https://semianalysis.com/2024/12/09/intel-on-the-brink-of-de...

Thanks, good reading. Sharp retrospective and analysis, hopeful blueprint for the future:

"""

Intel Foundry won’t be laden with Intel’s lagging product team, Mobileye, or Altera. Intel Foundry will have one clear function, and it’s vital to national security and the future of America and the West.

Who should lead the charge here? Maybe a “Chip Czar” charged with restoring American logic prowess. We know someone with a great CV who has just become freed up for new opportunities…

"""

Looks like the Next administration is more interested in rewarding billionaire donators with government positions regardless of if they are actually qualified for those positions! So look for even worse things to happen at those Technology Companies as the MBA types managing/running them only look for extracting from the Tech Companies the money and all other things be damned! (Que that Simpsons Schoolhouse Rock Parody of how a Bill Passes Congress and gets signed into law)

So How are all of you enjoying this new Guided Age of Technology Trusts and that new age that started in earnest beginning with the 1980 election and is really coming into its own with the election of 2024! Say hello to the Robber Barron Cabinet come Jan 20th 2024, and maybe 2029 will be a year not to dissimilar from the one that occurred one century before!

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