It's really simple - either Intel is shipping products on 18A (Panther Lake and Clearwater Forest) by Q1 of next year or they are not, and their entire future hinges on this.
I'm not an expert in the silicon business, but I'm pretty sure the lead time is long enough that an incoming CEO has little impact on whether or not they are shipping a new architecture in less than 12 months.
Intel's valuation might hinge on it, but evaluating the CEOs success or not... that doesn't strike me as a great idea.
Totally agree. Even the 3.5 years in the role that Pat Gelsinger got was insufficient to see his strategies come to fruition. At this point it's baked and there's not much anyone can do. My point isn't to assign credit/blame, it's simply to point out that Intel will not survive in its current form if they are not shipping 18A products by this time next year.
Agree you can’t evaluate entirely on ship date, but you can evaluate on how well the company handles either the last year of development or pivoting and adapting if it’s late. It’s challenging times at Intel, lots of opportunity for a CEO to show great leadership either in success or adversity.
Agreed, and to the sibling comment who ponders if the new CEO is too late to influence this... He may be. But he needs to decide if he thinks it can be solved, and if not immediately push the fab business out. Even if it gets pushed out to bankruptcy or sold for $1.
I own some Intel stock so I sure hope it works, but they need to take urgent action if it's not...
