Ping!...................
Broadcom is where companies go to die...
They were too slow in moving chip design and manufacturing into new and different markets, even though the working uses for chips was exploding in all directions. They rested on their laurels for two long. Too bad. They were a great company, once. Although:
I had a friend working for Intel some years back. During that period I got to reading a blog site for current and former Intel eployees. The raft of former employees complaining about how they were required to train H1B employees for their same jobs, after which they were let go, was in the hundreds. From what I read it was happening all the time.
My friend was sort of immune to that sort of thing, in his finance management position. It happened mostly in the real techie positions.
It wasn’t AI that doomed Intel.
It was decades of a limited engineering roadmap.
The only way to get a promotion at Intel was to become a manager or leave->come back.
The company became top heavy with managers managing managers.
Also Intel use to have a stupendous Tech Marketing group that took a careful look at the competition.
That all ended around 2001.
So what doe this mean to us grunts? Trust that the Taiwanese will save Intel’s bacon (will we save Taiwan’s if China gets real?), or rely on AMD who’s had huge quality swings over the years?
Be nice if there were more than two major players here. Same can be said for our political parties.
Pre-Gelsinger Desi management brought Intel down.