Eh, he was handed a company in a bad strategic place and he did not fix it.
Lisa Su was in a similar position when she took over AMD, but she managed it. While I don’t want to put too much emphasis on the CEO alone, AMD’s turnaround is quite remarkable. They very easily could have collapsed at one point.
He was handed a company in a horrible strategic place and he did the right things to fix it. Reinvest in process technology mainly.
Those investments do not bear fruit overnight. They take years.
Whoever replaces him could basically be a stuffed suit and will probably have some success if only from his investments starting to pay off. It’s too bad he didn’t get a few more quarters to see it happen.
Nah, they’re stuck. The most recent 2xx series Intel chips are actually on a better TSMC fab than what AMD’s 9000 series chips are using, but you wouldn’t know it from almost any benchmark available. Their architecture is just bad, and a fab improvement can’t even save it.
All they need to do is hold out and survive until China invades Taiwan and the chip foundry game will change overnight. I bet they’ll even get free access to TSMC patents just to try to get the west back into the chip lead. They won’t be allowed to fail at that point.
Though I don’t see the consumer semiconductor industry thriving after that.
China’s too smart to ‘invade’ Taiwan. There will be no tanks and helicopters invading. China / CCP may be assholes but they are also fucking smart.
Look at Hong Kong. There were no tanks or helicopters. Just steadily increasing political control. More or less the entirety of HK protested for weeks/months. It did fuck all.
That will be what happens with Taiwan. It won’t be an invasion. It will be a gradual slide.
Right now, USA officially supports the ‘One China’ policy to appease China even though we want Taiwan to be independent. It’s let us keep huge trade with China (which the Chinese also want/need) while we depend (and NEED) Taiwan for a lot of tech manufacturing especially computer chips.
Thing is, China has no desire to be dependent on us. They want us dependent on them for manufacturing, but don’t want to need that business. That’s why China is doing aggressive R&D on pretty much every high tech area they depend on the West for, trying to ensure that everything China needs can be made in China from Chinese tech. To do that they need to be able to design and manufacture the latest computer chips, which they currently can’t. But they’re pouring billions into figuring it out.
If China takes over Taiwan, either openly or covertly, they get TSMC. And that gives them all the chipmaking tech they need.
Don’t expect tanks. Expect state sponsored industrial espionage at TSMC and their own suppliers. Then expect Chinese chipmakers to flood the market with top-line or near-top-line hardware at low prices, which US won’t embargo and thus we’ll get even more dependent on China.
I agree and my comment had obviously no nuance. I’m still dealing with VMware fallout in my professional life which is on Broadcom but still, this dude had control of another huge sinking ship previously…
Damn, this guy is utterly fantastic at ruining huge tech firms.
Eh, he was handed a company in a bad strategic place and he did not fix it.
Lisa Su was in a similar position when she took over AMD, but she managed it. While I don’t want to put too much emphasis on the CEO alone, AMD’s turnaround is quite remarkable. They very easily could have collapsed at one point.
He was handed a company in a horrible strategic place and he did the right things to fix it. Reinvest in process technology mainly. Those investments do not bear fruit overnight. They take years. Whoever replaces him could basically be a stuffed suit and will probably have some success if only from his investments starting to pay off. It’s too bad he didn’t get a few more quarters to see it happen.
Nah, they’re stuck. The most recent 2xx series Intel chips are actually on a better TSMC fab than what AMD’s 9000 series chips are using, but you wouldn’t know it from almost any benchmark available. Their architecture is just bad, and a fab improvement can’t even save it.
All they need to do is hold out and survive until China invades Taiwan and the chip foundry game will change overnight. I bet they’ll even get free access to TSMC patents just to try to get the west back into the chip lead. They won’t be allowed to fail at that point.
Though I don’t see the consumer semiconductor industry thriving after that.
China will never invade Taiwan. Taiwan has backchannel protection deal with the US and China knows it.
That depends on Trump giving a shit about protecting anyone. I wouldn’t be surprised at any outcome.
Trump hates China so he would do it just to show that he’s opposing it.
Trump isn’t given enough ego bait from China to not rally against them to feed his base. If he can spin it as “the beat deal” he will do it.
China’s too smart to ‘invade’ Taiwan. There will be no tanks and helicopters invading. China / CCP may be assholes but they are also fucking smart.
Look at Hong Kong. There were no tanks or helicopters. Just steadily increasing political control. More or less the entirety of HK protested for weeks/months. It did fuck all.
That will be what happens with Taiwan. It won’t be an invasion. It will be a gradual slide.
Right now, USA officially supports the ‘One China’ policy to appease China even though we want Taiwan to be independent. It’s let us keep huge trade with China (which the Chinese also want/need) while we depend (and NEED) Taiwan for a lot of tech manufacturing especially computer chips.
Thing is, China has no desire to be dependent on us. They want us dependent on them for manufacturing, but don’t want to need that business. That’s why China is doing aggressive R&D on pretty much every high tech area they depend on the West for, trying to ensure that everything China needs can be made in China from Chinese tech. To do that they need to be able to design and manufacture the latest computer chips, which they currently can’t. But they’re pouring billions into figuring it out.
If China takes over Taiwan, either openly or covertly, they get TSMC. And that gives them all the chipmaking tech they need.
Don’t expect tanks. Expect state sponsored industrial espionage at TSMC and their own suppliers. Then expect Chinese chipmakers to flood the market with top-line or near-top-line hardware at low prices, which US won’t embargo and thus we’ll get even more dependent on China.
I agree and my comment had obviously no nuance. I’m still dealing with VMware fallout in my professional life which is on Broadcom but still, this dude had control of another huge sinking ship previously…
Yea, he was CEO of VMware from 2012 to early 2021. All the issues VMware has now came from broadcom buying them which happened well after he left.