Intel CEO Pat Gelsinger! (CNET's FULL Interview)

[@MarsorryIckuatuna]

This is the interview I needed to hear to get some confidence back in Intel. Very well spoken - the future looks good. All the best to him and the team!

[@Stocksforexoptions]

you sounded very optimistic here lol

[@nakoz982]

This guy is passionate , a passion for what you do is the best stimulant to the success I believe in Pat I believe in Intel.

[@Bobby.Kristensen]

No doubt! Their plan seems really solid and semiconductor demand will no doubt increase a lot for the coming decades.

[@Stocksforexoptions]

@@Bobby.Kristensen what about now? Still believe in Pat?

[@cctan2420]

As an ex Intellier when Andy Grove was still CEO, I am finally excited for Intel again. I was disheartened the last decade seeing where this iconic company was heading. With Pat back on board, I am very optimistic that Intel will get back its mojo. All the best to you, Pat !!!

[@hanrinch]

Paul otellini did the good job too

[@azraeldumas4026]

@@hanrinch missed the boat on mobile and iphones though

[@hanrinch]

@@azraeldumas4026 that wasn’t a major miss, most of arm processor are underpowered these day even they have fab advantage. If you discard apple’s m1 the most powerful arm is qualcomm’s cortex x2 and it merely just reached skylake’s ipc and we are talking about a new processor in 2022 and based on 5nm fab process and it is just catching up an architecture that was based on 14nm 7 years ago. focusing on mobile market was intel’s primary approach and that was the reason why they failed so bad during Brian Krzanich’s era. So called best for business turn out to be a huge mass. I actually glad to see them back on track with golden cove that is at least 50% more ipc over arm’s best offer while still in 10nm.

[@azraeldumas4026]

@@hanrinch thanks for the great insights! But isn't not providing chips for iphones early on a huge miss? This allowed for apple to partner with tsmc and provide the volume and business to fuel tsmc to process node leadership, something that should have belonged to intel had they cooperated with apple. Also, not sure we should discard M1 in the discussion.

[@hanrinch]

@@azraeldumas4026 paul otellini did tried to convince apple to use bonnell processor(1st gen atom) and Steve jobs did shows interest on bonnell after seeing the prototype in 2006 but quickly turned table on intel as the price was non negotiable and the meeting quickly dismissed with disappointment. Intel insisted they want to keep the processor production in house while steve jobs is more ambitious that wanted x86 license for themselves. If paul otellini really fell to it intel would not be existing today, imagine if m1 is fully x86 compatible then intel will have no answer to it. Even golden cove will stand no chance. It was arm that save intel’s life.

[@acemav]

This road sounds familiar. Like Apple back then when it was losing relevancy. Look at where they are now. Won't be surprised with all the metaverse and self driving narrative, Intel will innovate tremendously with an engineer with a history in Intel.

[@Stocksforexoptions]

Hello there, still an Intel guy?

[@jonasmanuel]

This was a great interview. Great and at times hard questions from the interviewer and Pat did not try avoid any of them

[@Stocksforexoptions]

maybe he should have lol

[@fkfms5945]

Go Pat & Intel 💪. Outsourcing critical manufacturing is never ever a good idea.

[@Stocksforexoptions]

hello he listened and went lol

[@TheFishingNomad]

I like this guy. Makes me feel even better about my investment in INTC.

[@Stocksforexoptions]

still a shareholder??

[@TheFishingNomad]

@Stocksforexoptions Yes. I still like this guy.

[@Stocksforexoptions]

@@TheFishingNomad Worst performance ever, what exactly did you and still like about him?

[@ArpanMukhopadhyay93]

coool! I am an AMD guy mostly, but I love all companies tech. I love Pat!! I want Intel to be back!

[@Stocksforexoptions]

still wanting?

[@fturla___156]

What I like about the latest Intel work ethic in top management is that they aren't trying or pushing their marketing and financing arms to do the leg work for making the company more money. That attitude is representative of management and businesses that are mature and no longer have innovation in the basics of industrial improvements to the business. We saw that aspect in the last decade with Intel and that dropped their reputation and made them lose their spot as the top dog. Hopefully Intel actually does some real work in the field and stops slacking off.

[@kosnowman]

I am watching this interview with M1 Air, but this guy is not an accountant, a craftsman mindset of building better product rather than cutting cost. I think Intel is in a good hands

[@Stocksforexoptions]

lol

[@BrianKehm]

Great to see this and other insight from Pat. I've invested in INTC and might be doubling down soon.

[@Stocksforexoptions]

double down now :D

[@emmanueloluga9770]

Pat does sort of has the same vibe as Noyce in some instances. Great move by Intel to finally see the light.

[@Stocksforexoptions]

what light? lol

[@ytdlgandalf]

By being so self critical for Intel's last 10 years it's almost unamerican. I expected politically correct, oil-snaky remarks. This bodes well for intel

[@long_fellow]

Was this interview filmed in the 1990s? What's with the quality. Perhaps its fitting with what Intel has been doing over the past two decades... just stuck in the past...

[@mahkhi7154]

He's Gordon Moore's Son. Doing the Same thing. A Charade.

[@cartman19892]

I got kind of similar vibes from him that I got 2014 from lisa su at amd. I bought stocks for 10k which grow to basicly 200k. Since the intel stock are very cheap I going to buy for 25k

[@Stocksforexoptions]

lol how did that go??

[@JorgeRamos-xw6dy]

I wish Intel the best. Their success is USA's success

[@neilcameron434]

Go Pat! 30% of my pension savings depend on you. No pressure!

[@g33zer]

decent investment considering how much cash profit intel generates every qtr but you are dangerously under diversified my dude

[@leonardoruiz5994]

I believe you will feel satisfied with your investment in a couple of years. This new Intel is not based on speculation like a lot of tech companies now days. AI, Mobileye, Ribbon feet, Foveros, quantum computers, GPU and fabs (being the only company in the hemisphere able to fabricate edge leading chips).With 25 plus billions of R&D per year I firmly believe that with good management Intel is going surpass the trillion dollar valuation.

[@TheFishingNomad]

@@leonardoruiz5994 What's your time estimate on the $1T?

[@DavidYordan777]

@@TheFishingNomad i thought about 10-15 years

[@leonardoruiz5994]

@@TheFishingNomad 10 to 15 years that is not true!!!!! Sure nobody can see the future and generally the more specific the prediction the less accurate it is going to be, but just look at AMD Their stock went from 19 dollars at the begging of January 2019 to 50 in July 2020 to 158 today. Let alone Tesla or NVIDIA. I think that sapphire rapids and ARC gpus are going to change the tide, but meteor lake is going to be the game changer. Who knows how is going to look the next with such inflation upon us, but is very likely that if everything goes as expected with the the aforementioned by the end of the next year Intel stock will be greater that 100 dollars per share

[@marshabonforte6963]

Pat is inspiring, and he makes a great brand ambassador

[@harv6871]

Intel became dull becuz finance guy was incharge of technology but it feels like intel is in right hands again 👍 this interview makes me wanna buy more INTC at these extreme low prices

[@oleg45678]

It really feels that Pat is pre-recorded and the "interviewer" is there just for the show.

[@intelee6747]

2:58

[@alphagator3373]

its just cutted but he answers the interviewers questions with sentences he wouldnt say in a speech

[@beeliu888]

I just hit puberty folks

[@j121212100]

It could be argued wall street created your problem with stock buy backs and quite a healthy dividend. If you dropped the dividend and invested it into R&D and fabs I, would still buy the stock.

[@alalfred3474]

I own INTL for close to 30 years and it is not a good investment. It has squandered its chip leadership position. TSMC is two generations ahead of Intel on the latest chip produced. Galsinger wants to get Intel back but also wants to use your and my money to subsidize Intel while disadvantaging TSMC. As a share holder, I appreciate what he is proposing, but erecting government policy to protect losers is not a sound and wise use of national resources, especially in technology area. Both TSMC and Samsung are investing billions of dollars in Arizona and Texas to build chip production plants using technology more advanced than Intel’s. We should have policies betting on multiple horses as long as they are willing to invest in USA.

[@Cromius771]

Al Afred Intel's ticker symbol is INTC not sure what you own but INTL isn't Intel

[@alalfred3474]

@@Cromius771 You are right, it is INTC. Unfortunately, I still have 1,000 shares. Should have traded them for Apple (AAPL).

[@Orkistan7]

My main disagreement with Pat Gelsinger is that free enterprise should not expect government support. There is no such thing as government support. It is essentially taxpayer money. Why would we as taxpayers give a private company $50 billion? We already buy your products. Use your own capital

[@BullyTecg]

govt support? That means in India, BJP support?

[@kanbala4473]

Intel is way behind on advanced packagings tsmc won apple business from Samsung because their CoWoS and InFO and TSV on advanced package Other than tsmc, leaders are ASE , spil. nepes and Amkor, Intel simply not one of the front runner The only hope is to see how they roll out PowerVIA, if this works then they will have some power and efficiency lead on technology Again, when Intel announced 10nm, they were still the leader, but simply never delivered while they see competitor roll out 10,7,5,4nm

[@FLOODOFSINS]

The pay package didn't hurt either

[@cherinarite5430]

Why inject taxpayers to a private company?

[@noahcriss3436]

The Qualcomm doesn’t know how the foundry looks like but they can surpass intel on the market cap. What are you talking about? I mean, the business decides who is the winner and you still thinks manufacturing is the only critical strength

[@leonardoruiz5994]

Well Qualcomm does not have foundries and only Intel is able to fabricate leading edge chips in this hemisphere. Intel is investing more than 20 billions in R&D per year. They know a lot of the business and have being investing in new process like FOveros and Ribbon Feet for years.this are thins something Qualcomm or NVIDIA or AMD lack

[@noahcriss3436]

@@leonardoruiz5994 I would doubt in current world a all in one company can still stand out. While Samsung and TSMC focuses on leading the manufacturing, owning foundry probably is a cash drain instead of cash cow

[@teemuvesala9575]

@@noahcriss3436 Wrong, owning your own foundry makes you stand out now. TSMC and Samsung's success is actually largely down to ASML's EUV machines and because previous Intel CEO's were dumb enough to not order those ASML EUV machines which are critical for making 7nm and below chips. Intel is still ahead of TSMC in several fronts, but they literally can't really challenge TSMC until they can get access to those ASML EUV machines. TSMC has been buying basically all of them for years.

[@andrephillips7764]

Wow this ceo threw the old ceo under the bus big time wow

[@grantguy8933]

They spelt on the wheel for too long.

[@tyoong719]

Where is Intel's mega fab in East Asia?

[@dheophe]

When he said 3D chip, AMD already have one (V-Cache) that will launch early next year.

[@musabbir1]

Correct. But he is talking about Intel making it themselves and not buying it from TSMC/Samsung in the long run. If they are successful, even AMD might use Intel foundry service.

[@DavidYordan777]

@@musabbir1 did you ever think how much intel will spend for R&D to compete with TSMC, when TSMC spend about 100 billion for R&D. It's a big money to R&D, when moore's law become more complex, it's become very expensive too.

[@musabbir1]

@@DavidYordan777 you are right. There aren't many companies in the world that can spend such amounts of money. Fortunately if any company can compete, it is Intel. They are still very profitable and have tonnes of cash. This pandemic shortage also means all the 10/12/14 nm chips that Intel makes will also sell at high prices. Intel doesn't need to beat tsmc's volume. They need to catch up to the node.

[@alalfred3474]

@@musabbir1 AMD and Nvidia are eating Intel’s lunch in server and high end CPU market using TSMC’s technology. Even Intel is joining them by contracting TSMC to produce future CPU’s using TSMC’s 3 nm technology. Intel’s margin is going to erode. This is a sad story how American ceded leadership to Asian suppliers, not due to government subsidies entirely but INTEL’s inability to develop and deliver advances.

[@musabbir1]

@@alalfred3474 yep. American chip manufacturing has been slowing dying for the last 2 decades, first with AMD giving up and spinning out global foundries and now with intel failing to get to their next node. I am just hoping, now, with the new push and better leadership, Intel fights to get some of their tech innovation back. Intel will continue to lose market share to amd/Nvidia/apple/qcom/others but the market is still growing at a fast pace. They should still be able to keep a decent market share.

[@kazukinakamura1110]

The issue is the US workers cannot do this type of precision manufacturing unless it’s highly automated. I don’t mean wafers, I mean package assembly. So even if wafers are done in the US, you still have to shop to Asia for final assembly + test. And what about substrates? That’s a supply chain bottleneck right now.

[@g33zer]

smart investors are buying intel stock

[@DavidYordan777]

Intel is lack of execution. If you put big chunk of you investment you'll be screwed if intel still can't execute his plan.

[@teemuvesala9575]

@@DavidYordan777 You'll be far more screwed if you buy overpriced AMD stock now. When that thing crashes down, it will lose 50% very easily and very fast. Intel's new CEO is very capable and Intel stock is dirt cheap right now.

[@DavidYordan777]

@@teemuvesala9575 i dont see crash on amd stock price as a risk, but i see it as buying opportunity, for long term investor AMD still got head room to growth over 20% minimum average per year, because of what? Because Epyc CPU will eat intel server marketshare from now till turin generation in 2023-2024.

[@dlim5687]

I’ll believe it when i see it…

[@colayco]

He thinks he can restore Andy Grove’s ancient glory. Not gonna happen!

[@gstormcz]

Sounds like us tax payers should be cautious of their pockets. Private company mentioning national security is nice words, but decision made in past for production cost savings is irreversible. Whether it is covid or trade war, should call it real names. If its called national security, then its logically nothing with covid, but international trade war, then covid should be said to be fake. Doing strategical business lockdowns anywhere for any reason has too much to do with private decisions. On one side US complain about lack of good imported from PRC, on other side there is told both US import tax put on this and also traffic jam of container ships at ports. Doing worldwide business and trying make each country import independent, well, until we start print chips at home, every one of us is under shortage risk, lol.

[@RowanGontier]

Wish Intel would do more, and talk less.

[@DavidYordan777]

True, right now intel is lack of precise execution. I hope that pat not just giving investor false hope.

[@ksr2070]

Intel, Improve your igpu please ✌️

[@driesanalog4187]

He must do a better job. Or be replaced soon. With a AMD ceo kind of person.

[@8est8its89]

A few months into the job and you think he's going to turn Intel around? When fab and chip designs decisions are made years in advance?? Dream on!

[@musabbir1]

If you looked up the roadmap yourself, his plan will take 4-5 years if successful. No one is talking about overnight turnarounds.

[@tdmvortex]

intel.... for intelligent people

[@MSyafi-ld4iz]

Hello

[@tehmujin5330]

This guy works for CIA

[@Cromius771]

And who do you work for?

[@janklaas6885]

🇺🇳9:38

[@hondajacka2]

I will never buy another Intel chip. They are very arrogant company with inferior technology. Just good at marketing and PR. Will only buy Nvidia, Apple Silicon, and AMD.

[@DavidYordan777]

They are just big company and monopolistic strategy without true visionary leader. We'll see how pat gelsinger will do with intel.

[@richardc2803]

We buy products that might have Intel chips in them. Unless you build your own computers you are not buying Intel products. ironically, you are using Intel products.,,,,as you type on KZbin, Intel has dominant market share with data center servers that power the internet. Intel is investing in new fabs and announced an open source model for developers so developers and customers are not stuck with one vendor forcing them to use proprietary software. Intel makes its own processors vs the competition who rely heavily on TSMC or Samsung The smart money is on Intel. The stock price is low so I am buying more before it shoots to the moon