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Intel's next CEO could be Lip-Bu Tan, a former member of the board who reportedly clashed with Gelsinger about strategy (www.tomshardware.com)

submitted 3 weeks ago by [email protected] to c/[email protected]

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[–] [email protected] 1 points 2 weeks ago* (last edited 2 weeks ago)

I want that to be true, but judging from their financials, their big problem send to be just massive costs. They have more revenue than AMD despite their technical challenges, but they spend way way more to get it.

Part of it is not having a lot of fab customers yet having their own fabs, part of it is a whole bunch of Intel projects you've never heard of that will never amount to anything, but still cost lots of money. Part of it is essentially bribing vendors to favor Intel products even as amd makes more sense in a lot of those products.

Better engineering would certainly help, but they are just bleeding money all over the place largely owing to bad business bets.