intel執行長基辛格被逼退休！為何由IC霸主跌至滅亡邊緣？無法適應新時代成主因？《蕭若元：蕭氏新聞台》2024-12-04

[@Cateagle]

Intel 想追台積電做代工係大錯, 應該專注自己CPU和伺服器呢啲主要產品設計同演化, 再之後就係發展GPU以外晶片或跟量子相關硬件. 而工廠就可能要縮減規模, 但都未至於要完全變賣. 不過, 既然Donald Trump承諾會救Intel, 咁就有可能Trump政府會叫台積電要做美國生意, 就要同Intel做技術轉移唔定, 等Intel至少可以完善地造7-5納米. 從而令Intel製造技術追貼同業, 即使未及台積電. 又或者, 要台積電好平幫Intel代工, 其他同業都無Intel咁平, 幫Intel追產品同業績, 但就最終都長貧難顧.

[@hghyh8212]

世上沒有如果,如果INTEL高層當年肯聴從林本堅的建議,世上再無ASML

[@cch4433]

Fully agreed about G. Their internal staff know little about their own product.

[@jackietang9688]

牙膏廠 抵死 次次都係俾AMD追上先出肯出勁U

[@KTT940]

INTEL 一支獨大20多年 每年出新款 進步慢 完全垃圾

[@cwhung5492]

台積電剛退休的是劉德音，不是魏哲家

[@kachunho9591]

Intel Core Ultra 2xx K 效能太差 完全不達到我嘅預期 現在已經計劃 AMD Yes！ CPU = 7800X3D （ 33xx 港幣） 因為 AMD 香港代理食水深（ 9800X3D 香港售價 48xx 港幣）

[@daisywong4317]

波音等執笠啦，今年搭三次dreamliner ，一次困在機內五個鐘修理吾成要cancel住酒店，安排第二日要𨍭乘其他航空公司轉機返香港，一次要急降其他城市等九個鐘修理，一次臨時溫哥華cancel，直航變轉機，安排其他航空公司日本𨍭機返香港。 三次都係technical problem，燃油標表示不正常下降。又冇得賠償。

[@oraclebox]

波音點會執，波音係壟斷企業，訂單多到做唔切

[@chrissitou6497]

信蕭生，入少少intel先🤭

[@rayso]

蘋果會唔會都係咁

[@karenng6699]

謝謝蕭生分享👍👍👍👍👍👍

[@david-rp8pr]

想起當年輝煌嘅王安電腦😅😅 同波音一樣，搵商家佬嚟管理，重商輕技術，死硬

[@michaello1636]

波音的状况好得多。订单排到7年之后。新股已发，工会罢工暂时已解决，FAA审查也有进展。长远来讲787全炭纤维机身依然最先进，拿787技术重做737即可。

[@charlieabc36]

INTEL自己老本行都出問題 點會唔死 由上年開始CPU 13 14代被發現有近25%係出問題 但死唔認 將個波推比主機板生產廠 終於到今年夏天先認 係微代碼寫得差、生產出現品質問題 最近推出最新一代CPU 被人測試到效能竟然差過上一代 再對比AMD的同階CPU 竟然輸一倍效能 INTEL已經係死硬 但因為係晶片行業又係美資企業 美國政府一定會出手救佢 另外13 14代CPU品質災情影響範圍大 係紐約已經最少有幾千人進行集體訴訟

[@kp1130]

有係Intel做过的人讲係果道做野好舒服又高薪

[@swale3458]

主要問題係製程落後於台積電太多，在相同製程下 x86 同 ARM 不分高下，而係高生產力 OS 層面上更有優勢。

[@laimeitse2163]

在英國點買？

[@YSC430]

elonM 買唔買呀😂

[@欧锋-f2b]

大陆在这个时机可不可以出手注资？

[@neutronbaryon4059]

spin fab末必成功,間fab 又冇街容,又負債, node upgrade 又末知之數,投資又大.搵鬼買

[@johnng261]

VMWare is pronounced like VM wear, not VM Wire. x86 is pronunced as X 86, not chi 86. All the previous Intel CEOs since Paul Otellini lack innovation, and the ability to invest in technology and sectors that are profitable. It would be difficult for any new CEO to pick up such a mess.

[@luikarl8120]

同波音殊途同歸！

[@techksz617]

如果CANON，NIKON當年肯全力做半導體設備，世上一樣唔會有ASML之類啦哈哈哈美國想打壓都無計添啦哈哈哈哈8,90,2000年代半導體日本霸晒全球咁濟哈哈哈哈哈

[@kelvinchow3663]

It is not the case for Japanese Semi-conductor Industry. If you traced the matter, the collapse of Japanese Semiconductor industry was due to US decision as Japan was banned to export chips to outsiders (except US) in 1980s and thus Japan had to focus on memory storage RAM (i.e. what NEC Samsung did) US protect the market and thus let Intel to take the chance to develop general microprocessor. ASML technology is also based on US technology and thus has limitation in exporting. That is fair. Japan has already done the best in her settings.

[@raymondchan9077]

Intel 的失敗始於自大。Apple 造iPhone 之前要求intel 供咗晶片，Intel拒絕了Apple 的要求。於是Apple 開始自己設計，然後益了Samsung 和台積電！

[@owlypublishing]

所有做錯的政策就好似我以前做間公司的執行長決策. 終於, 間公司吊鹽水啦!

[@KingKoin88]

Intel Pentium dun dun dun…炖冬菇

[@StewartKristina-z4g]

你做得非常好！ 只是一个简单的题外话问题： 我的OKX钱包里有USDT，并且我有恢复短语. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). 将它们转移到Binance的最佳方法是什么？

[@siriusinkheart]

Aren't robots perfect for these kinds of jobs? They are precise, reliable, and tireless. With the latest AI technology, they can also operate with minimal supervision.

[@kelvinchow3663]

Intel has a problem in her business model. She kept acquiring companies and trying to do many activities. However almost none of them preform better after the acquisition. It is because of her culture problem. And thus she just acquired and resold them in the market or let them died. She had just wasted so much money. She's never be hamble to deal with the new area. If she had come down and understood the uniquess of those business well, the result would be totally different

[@沈兆康]

一雞死一雞鳴，世事恆常

[@wongec7336]

Lulu都好似係咁死左，當時董事會唔肯買提供材料比佢哋既公司，搞到依家乜品牌都去買，lulu 乜優優都冇晒

[@jinhonhuo2251]

有X86架构系手永远死唔到！

[@totohayashigo]

現在米國搵錢的 IDM 公司都是 software + hardware … 不是講 OS !!! Intel 的問題是 IDM 沒有 software tools/engine 跟上！AMD 是用收購的方式補上！基辛格有 VMware 經驗和資源應該可以救到 intel !!! 可惜頂唔過 intel 神主牌！至於 intel foundry 的救命草～就是AI ! 點解 Tesla 可以在米國搞到「製造業」！？停止 R&D 只有死路一條！問題 intel 神主牌和董事會～都冇 software & OS 的人可以話事！

[@neutronbaryon4059]

唔係true Linux 同c++ compiler optimization

[@callmebackfriday2]

Biggest mistake is he still trust off-source India team that they can beat TSMC. He is a dreamer - Dream the impossible dream because Off source team has been burning money by over promise and under delivery all these years.

[@tankahyau3517]

Another American techno giant is falling….. jist like Kodak, Xerox , Motorola etc….

[@techksz617]

嘥氣哈哈 台積電大陸人創既哈哈哈哈 中芯國際台灣人創既哈哈哈哈