this post was submitted on 01 Jul 2025
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[–] Buffalox@lemmy.world 4 points 9 hours ago* (last edited 9 hours ago)

Safroadu Yeboah-Amankwah, Intel's Chief Strategy Officer will be leaving the company as of today,

I thought the S was for scientific, because technology wise Intel has not been doing well for a long time.
But the S is strategy, and although he was only there for 5 years, Intel sure needs new strategies, because the old ones from when Intel was a near monopoly hasn't worked for more than a decade now, and apparently Safroadu hasn't been able to turn it around.

Time will tell if Lip-Bu Tan's new strategy of trying to build a leaner Intel will work in the long term,

Problem is that recent decisions after Gelsinger don't show much promise, like just making a goal of higher profit margins is not the right kind of goal to set, when your products are not ready for it. There is no vision, and therefore no real goals.

Time is running out for Intel, because TSMC is powering even further ahead, Samsung is still in the game and does not have financial problems, and China is lurking in the shadows. I do not believe being fourth in production in 5-10 years will be a money making position.

X86 is the only thing that is still a money maker for Intel, but desktop use is declining fast, and AMD continues to take server marketshare, and Arm could very likely threaten X86 way more in the future, as Amazon, Microsoft, Facebook and other major server players, take control of their own hardware with Arm. And Microsoft is experimenting with Arm for windows to potentially transition laptops first and desktops later, like Apple did.

So in short, righting up the giant tanker in the storm like Intel is in, is far from an easy task, they are caught between a rock and a hard place. Hopefully for them, they can get smarter people than me to manage the task, but as it looks, the people they have on it, are not smart enough.