For everyone who thinks Moore's Law is dead. Intel slammed.

    The Chip Insider®
    November 13, 2020 — Strategy and Tactics: For everyone who thinks Moore's Law is dead. Intel slammed. WildPhotons: The question is: where can you appropriately influence the conversation?
    G. Dan Hutcheson G. Dan Hutcheson
    Summaries:
    For everyone who thinks Moore's Law is dead: Look at this update to the famous chart showing growth in components-per-chip. Clearly, Moore's Law is still alive and well. Everything is current and updated through 2020. What's beyond is what we know companies are working on. Note how NAND is leaving everything else in the dust. As for the industry as a whole, demand for more transistors continues to be highly correlated to cost-per-transistor.

    What's Happening and What's the Meaning: Intel's pummeling by the media is a great example of the maxim if you don't control the conversation, your competitors will control the narrative (see Maxims below). There is a lot to unpack, but its relevance goes far beyond Intel. One can argue if Intel should be fabbed or fabless. One can also argue if filling leadership positions with so many outsiders from the fabless/foundry world weakened its understanding of how to leverage the IDM model. What is hard to argue is that the years-long marketing narrative competitors have spun led to an article that was biased with content that was either factually wrong or used facts taken out of context to fit a preconceived theme. It's a demonstration of why a company can't assume the world — and the media in particular — really understands it. This is what strategic marketing is for.

    Singles Day: Alibaba's sales for the Chinese holiday hit $75B on 11/11, up 26% from 2019

    Maxims Reloaded: Never send a press release or hold a summit to do a marketing campaign's job. Bad news is good news∗ applied to the media. Play the media... Don't be played by it. Power projection must be a fundamental part of your company's strategy.

    For everyone who thinks Moore's Law is dead. Intel slammed.


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