Re:Intel Ponte Vecchio GPU Will Be Made on TSMC 6nm Process,...
by klelatti on Tuesday July 28, 2020 @06:36PM
(#23981419)
This sounds awful. I can't think what it does for morale when they spend $900m on Moovit. Certainly doesn't imply management focus on the most important issues. At least investors understand - the questions on the earnings call were basically all about 7nm.
Jensen taking over would certainly be interesting!
Re:Intel Ponte Vecchio GPU Will Be Made on TSMC 6nm Process,...
by paulmd on Tuesday July 28, 2020 @06:44PM
(#23981479)
They spend $x billion on whatever acquisition of the week and they take away the quarterly ice cream social and the free fruit out of the caf. That’s a specific complaint I heard, yeah. And that’s Bob Swan's doing.
The old adage about "when they take away the free soda it's time to start looking for the exits" rings as true as ever. It's fine if you don't ever offer it in the first place but when the CFO is suddenly checking the phone booths for leftover change, there are bigger problems.
It's certainly possible that EUV fixes everything and 7nm is a relatively smooth node, maybe this is just the one oops and it's all smooth sailing from here, but I don't think anyone really believes that. Everyone is worried it's going to be 10nm all over again where the schedule slides 4 years in 4 years, 6 months at a time.
Everything I've heard from Intel engineers is that they have a culture problem. It's a high-stress, low-empowerment environment with overbearing, micromanaging bosses and over the last ten years as AMD faded out the beancounters overtook the engineers and started making decisions that hurt the product. The middle managers and beancounters are in control and mostly concerned with (respectively) cover-your-ass and rent extraction than engineering the next generation of a great product. A quote from someone else was that he guessed they needed to cut away "the top 3 layers" to get the rot.
Unfortunately, rototilling the staff to cut away the rot will probably produce even more delays in the short term. Institutional knowledge gets lost, people start to look for other job opportunities, etc. Intel is in deep shit.
I don't even know what the short-term fix would be. The designs are tied to the process, the process is fucked because the approaches they're using are fucked and don't work, and they aren't going to repeal the laws of physics in the next 2 years. I guess you produce it even if it's not what the profit you normally expect, just to try and maintain marketshare?
Middle term they need to find a Jensen Huang or a Lisa Su. An engineer-CEO who understands the tech intimately and the tradeoffs being made, and where the market is going.
Comedy option, merge with NVIDIA, and make Jensen the CEO. AMD wanted to do it back in the day, AMD's board just couldn't find their way to "yes", which was a massive mistake (bulldozer probably would not have happened under Huang), led them to acquire ATI at a hugely overvalued price, and the resulting financial troubles caused them to lose their fabs. His work culture is also pretty toxic but they actually get shit done like few other companies. I'm really only half joking, but it'll never happen.