Chipzilla unlikely to catch up in semiconductor fabrication

Stefan Mileschin · 15th July 2021, 07:36

Economic academics agree Intel squandered its lead trying to impress shareholders

A couple of economic academics have penned a rather interesting paper claiming that Intel will not catch up to TSMC and SEC in semiconductor fabrication.

William Lazonick and Matt Hopkins, writing at Institute for New Economic Thinking have been looking at the numbers to work out why Intel fell behind TSMC and SEC in semiconductor fabrication.

Their theory is that Intel is engaged in two types of competition, one with companies like TSMC and SEC in cutting-edge fabrication technology and the other within Intel itself between innovation and financialisation.

The Asian companies have governance structures that vaccinate them from an economic virus known as "maximising shareholder value" (MSV). Intel caught the virus over two decades ago. As we shall see, with the sudden appointment of Gelsinger as CEO this past winter, Intel sent out a weak signal that it recognizes that it is sicker than a dog and needs to quarantine.

https://fudzilla.com/news/pc-hardwar...or-fabrication

15th July 2021, 07:36	#1
Stefan Mileschin [M] Reviewer Join Date: May 2010 Location: Romania Posts: 148,802	Chipzilla unlikely to catch up in semiconductor fabrication Economic academics agree Intel squandered its lead trying to impress shareholders A couple of economic academics have penned a rather interesting paper claiming that Intel will not catch up to TSMC and SEC in semiconductor fabrication. William Lazonick and Matt Hopkins, writing at Institute for New Economic Thinking have been looking at the numbers to work out why Intel fell behind TSMC and SEC in semiconductor fabrication. Their theory is that Intel is engaged in two types of competition, one with companies like TSMC and SEC in cutting-edge fabrication technology and the other within Intel itself between innovation and financialisation. The Asian companies have governance structures that vaccinate them from an economic virus known as "maximising shareholder value" (MSV). Intel caught the virus over two decades ago. As we shall see, with the sudden appointment of Gelsinger as CEO this past winter, Intel sent out a weak signal that it recognizes that it is sicker than a dog and needs to quarantine. https://fudzilla.com/news/pc-hardwar...or-fabrication

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