Intel made a profound change public in last week’s Q4/2020 analyst call but no one seemed to notice. SemiAccurate thinks this is fair enough because if you don’t understand the nuance of the statement, you won’t think much of it.
I’ll bet you are thinking that we are about to tell you something about 7nm now, barring that outsourcing is likely next on your list. Although this touches both of those areas, it isn’t either one. It is about how Intel has done their work for the past 50 or so years, and how it has fundamentally changed in the last year or two.
This change has been in place for a few quarters now and from the sound of things, it wasn’t implemented without severe push back internally coupled to a lot of cultural fights. That said SemiAccurate thinks that it was unquestionably the right thing to do and will make Intel much more competitive in the coming years.
So what did Intel disclose in that call, and why was it important? Was the turmoil worth it in the end? (Spoiler: Yes).
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Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
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