Bill Gates has radiographed Intel. And his diagnosis is overwhelmingly accurate

Intel’s health is worrying. We have talked about the problems he faces This company with some depth during the last six months, but to delimit its context it is important that we remember that on August 1 he announced A very aggressive cost reduction plan which seeks to increase the efficiency of your business model and competitiveness. Its purpose is to reduce your expenses in More than 10,000 million dollars during 2025.

To achieve this in essence, two fronts are attacking: 15% of its workforce has been undone, and, in addition, it has significantly reduced its investment in research and development, marketing and general administration. Presumably most of these cuts was executed before 2024 ended, so, on paper, for 2025 Intel’s maximum austerity strategy It will consolidate definitively.

Bill Gates analyzes why Intel is in such a committed situation

For users it is very bad news that Intel is going through such a delicate moment. It would also be to the same extent as AMD, NVIDIA or Apple, among other companies, cross a similar crisis. It is evident that what interests us consumers is that these companies compete with each other, and so that they can do so, they are necessary to be in the best state possible. Bill Gates also believes it. Your statements a The Associated Press They have no waste.

“I am stunned because Intel has lost his way. Gordon Moore always kept it at the forefront, and now they are lagging behind in terms of chip design, and also to the manufacture of integrated circuits. And both aspects require a great capital investment. artificial intelligence (AI), and Your manufacturing capabilities They do not even use the standards that companies such as NVIDIA or Qualcomm consider simple. I think Pat Gelsinger was very brave when he said: ‘I will not fix the chips design; I will fix the manufacture ‘. I expected, for its good and for the good of the country, that it was successful “, Bill Gates has confessed.

PAT GELSINGER Abandon Intel on December 1. Although it is already completely disconnected from the company that has led for almost four years, the possibility of separating the chips manufacturing subsidiary from the rest of the company remains above the table. However, like We explain to you At the end of November, if you finally decide to do so, you will not have complete freedom. And he will not have it because he has contracted obligations with the US government as a result of the reception of the 7,860 million dollars given by the Department of Commerce as a subsidy, and also of the 3.5 billion dollars which will receive from the Department of Defense to make chips for military applications.

Intel’s commitment to the US administration directly involves the splitting of its semiconductor manufacturing division in the form of an independent subsidiary. The US government has asked Intel that Keep the property of at least 50.1% Intel Foundry if this business unit finally got to separate and acquire the form of a new private legal entity. And, despite everything that has happened in the company in recent months, as I mentioned a few lines above, this possibility is still on the table.

Intel it is crucial to increase its competitiveness, and the splitting of chips factories could help you get it. Dave Zinsner, the company’s financial director, has declared That a possible formal separation of the manufacturing and development of products is a matter that is completely open and that will have to decide the next leader of Intel. He will decide if he goes ahead with Gelsinger’s plan, or if, on the contrary, he turns around. Right now it is difficult to anticipate what will happen, but whatever happens, as Bill Gates argues, it is desirable to be in good shape.

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More information | The Associated Press

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