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Intel Honesty


The best way to both save Intel and have leading edge manufacturing in the U.S. is to split the company, and for the U.S. government to pick up the bill via purchase guarantees.

That, by extension, meant that Intel set the pace of innovation for all of technology, not just by making the processors for the PC — and, in an underrated wave of disruption in the early part of this century, the cloud — but also by defining the expectations of every software engineer in the entire world. This chart actually understates the problem, because it only includes x86 processors; in fact, those capabilities that have allowed the hyperscalers to take advantage of AMD’s increasingly superior total cost of ownership have also been devoted to building ARM-based server chips. Intel CEO Pat Gelsinger said at the Fortune Brainstorm Tech summit in California on Wednesday that the United States government should support a sustainable semiconductor supply chain in the U.S., in part because “Taiwan is not a stable place”…

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Intel Honesty

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