this post was submitted on 23 Jun 2025
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[–] Alphane_Moon@lemmy.world 6 points 1 week ago (3 children)

The PowerVia does sound cool and 18A is allegedly a big step for Intel.

That being said I don't trust Lip-Bu Tan to deliver. It sounds like he is more focused on "leverging AI to improve costs in marketing" than delivering new semiconductors.

I could be wrong though.

[–] MHLoppy@fedia.io 2 points 1 week ago (1 children)

That being said I don't trust Lip-Bu Tan to deliver.

The thing I struggle with about this is understanding how much impact a single person actually has on this stuff, especially since all the fab stuff has been in motion for so long already (2021 called). He's fired / is firing a bunch more people than his predecessor, but beyond that I basically don't even really know what medium-term effect he has on a ~~130,000-~~ ~~120,000-~~ ~~110,000-~~ ~~100,000-~~ 90,000-strong company vs Gelsinger.

[–] Alphane_Moon@lemmy.world 2 points 1 week ago

While it's true that in an industry like semiconductors multi-year end to end product cycles make it difficult to make radical changes. I am still not convinced Lip-Bu Tan will be a positive force since he seems to emphasizing generic business communication polemics.

One example would his statement about only working on projects that offer 50% gross margins. That's great and all, but a company in Intel's position and with competition like TSMC is going to find that challenging.

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