How to save the Private "Intel"

Pat's plan failed, it is pretty clear, he could not get a good exodus from the TSMC foxes or SAMSUNG. May be some anecdotic things, but no long list of customers... So, this boat has sailed. Intel is now making 0% of leading-edge transistors, and few pourcentage of low grade transistors. (Even with the USA government pushing with national security stick under the negotiation tables)

Now, #Why this is like time. You can you explain this like the shortcoming of the tech, but I think it is not the point.

Looking at the cellphone market failure, I was leading the charge in the performance front, in few years, we got all the performance and efficiency obstacles out of the way, Atom was capable technically to start making devices competitive with ARM and what ever was made back then at TSMC or Samsung. But ... Still no market share and no traction. It was not a technical issue. It was because it was Intel trying to get in, and in the entire industry, it is known that if you let intel in, they will ask you time, but they will take your watch. The reputation of Inte is what costed intel not to get into the cellphone business, and only this.

Now, I am sure this is what is happening again, Intel and its fabs, why would you ever let the intel people do the most principal action of making a chip ... The industry, and the top executive have 20 to 30 years of saying no to any of this with Intel inside ...

Intel has a reputation of monopolistic behavior, very often has misbehave, so, nobody will put their destiny into Pat's hand, he is actually one of the biggest representatives of the old intel way ... The spiritual son of what the industry has seen as a bully for 30 years.

How do we fix this?

Intel needs to start making money with what it has in hand, so, moving the 10 and 14nm fabs, and anything packaging to a consortium of North American and European companies who want to use those fabs, with a control system of governance of the scheduling of that fabs that is NOT intel based. Anybody starting using those lower end fabs gets to be able to learn the operation of them, and Intel cash the profite, out of its assets, without having to have its customers fearing the Intel Bully.

Then, Intel makes its CPUs and whatever at TSMC, while working at catching up on process technology ... and try to restart the fab R&D the way it was before, with a CEO expert in material science, and a CTO in charge of the PC division, and another CTO in charge of the server side.

Intel would be inspired by selling few licenses of x86-64 to close its dept, and get the PC some needed competition. (Yes, AMD is not in position to refuse, if I remember well)

So, it is necessary to cut the fab-ing of intel into Top process, and process that can be used for lower nodes, and give the American industry a more certain control over their fabrications, the Intel name is not a friendly name to become fabs, customers don't want to be part of that.

Time to get the right board to execute that plan. I 'll take a seat to help if needed.

Intel is a ghost of itself, but Intel does not seem to understand that they are not an F18 or F35 anymore, they had turn themselves into a Boeing, a too heavy administration with too many not so good bolts ... and some missing one.

This is a plan that will get customers onboard, not before of the pretty saleman eyes, but because they can get relevance by joining this consortium of American Fabing.

Francois, the Best or nothing.