Monday, July 27th 2020
Intel Makes Changes to Technology Organization
Today, Intel CEO Bob Swan announced changes to the company's technology organization and executive team to accelerate product leadership and improve focus and accountability in process technology execution. Effective immediately, the Technology, Systems Architecture and Client Group (TSCG) will be separated into the following teams, whose leaders will report directly to the CEO:
Technology Development, led by Dr. Ann Kelleher. An accomplished Intel leader, Kelleher has been head of Intel manufacturing, where she ensured continuous operations through the COVID-19 pandemic while increasing supply capacity to meet customer needs and accelerating the ramp of Intel's 10 nm process. She will now lead Intel technology development focusing on 7 nm and 5 nm processes. Dr. Mike Mayberry, who has been leading Technology Development, will consult and assist in the transition until his planned retirement at the end of the year. Mayberry has a 36-year track record of innovation at Intel, during which he has made key contributions in technology development and as the leader of Intel Labs.
Manufacturing and Operations, led by Keyvan Esfarjani. Esfarjani most recently led manufacturing for Intel's Non-Volatile Memory Solutions Group (NSG), in which role he set the vision and strategy for Intel's memory manufacturing and led a rapid expansion of capacity. He will now lead global manufacturing operations and continue Kelleher's work driving product ramp and the build-out of new fab capacity.
Design Engineering, led in the interim by Josh Walden while Intel conducts an accelerated global search to identify a permanent world-class leader. Walden is a proven leader in technology manufacturing and platform engineering. Most recently, he has been leading the Intel Product Assurance and Security Group (IPAS), which will continue to report to him.
Architecture, Software and Graphics will continue to be led by Raja Koduri. Koduri has responsibility for driving the development of Intel's architecture and software strategy, and dedicated graphics product portfolio. Under his leadership, we will continue to invest in our software capability as a strategic asset and further build-out software engineering with cloud, platform, solutions and services expertise.
Supply Chain will continue to be led by Dr. Randhir Thakur. Thakur will report directly to the CEO as chief supply chain officer, recognizing the ever-growing importance of this role and our relationships with key players in the ecosystem. Thakur and his team are charged with ensuring supply chain is a competitive advantage for Intel.
As a result of these changes, Murthy Renduchintala will leave Intel on Aug. 3, 2020.
"I look forward to working directly with these talented and experienced technology leaders, each of whom is committed to driving Intel forward during this period of critical execution," said Swan. "I also want to thank Murthy for his leadership in helping Intel transform our technology platform. We have the most diverse portfolio of leadership products in our history and, as a result of our six pillars of innovation and disaggregation strategy, much more flexibility in how we build, package and deliver those products for our customers."
Technology Development, led by Dr. Ann Kelleher. An accomplished Intel leader, Kelleher has been head of Intel manufacturing, where she ensured continuous operations through the COVID-19 pandemic while increasing supply capacity to meet customer needs and accelerating the ramp of Intel's 10 nm process. She will now lead Intel technology development focusing on 7 nm and 5 nm processes. Dr. Mike Mayberry, who has been leading Technology Development, will consult and assist in the transition until his planned retirement at the end of the year. Mayberry has a 36-year track record of innovation at Intel, during which he has made key contributions in technology development and as the leader of Intel Labs.
Manufacturing and Operations, led by Keyvan Esfarjani. Esfarjani most recently led manufacturing for Intel's Non-Volatile Memory Solutions Group (NSG), in which role he set the vision and strategy for Intel's memory manufacturing and led a rapid expansion of capacity. He will now lead global manufacturing operations and continue Kelleher's work driving product ramp and the build-out of new fab capacity.
Design Engineering, led in the interim by Josh Walden while Intel conducts an accelerated global search to identify a permanent world-class leader. Walden is a proven leader in technology manufacturing and platform engineering. Most recently, he has been leading the Intel Product Assurance and Security Group (IPAS), which will continue to report to him.
Architecture, Software and Graphics will continue to be led by Raja Koduri. Koduri has responsibility for driving the development of Intel's architecture and software strategy, and dedicated graphics product portfolio. Under his leadership, we will continue to invest in our software capability as a strategic asset and further build-out software engineering with cloud, platform, solutions and services expertise.
Supply Chain will continue to be led by Dr. Randhir Thakur. Thakur will report directly to the CEO as chief supply chain officer, recognizing the ever-growing importance of this role and our relationships with key players in the ecosystem. Thakur and his team are charged with ensuring supply chain is a competitive advantage for Intel.
As a result of these changes, Murthy Renduchintala will leave Intel on Aug. 3, 2020.
"I look forward to working directly with these talented and experienced technology leaders, each of whom is committed to driving Intel forward during this period of critical execution," said Swan. "I also want to thank Murthy for his leadership in helping Intel transform our technology platform. We have the most diverse portfolio of leadership products in our history and, as a result of our six pillars of innovation and disaggregation strategy, much more flexibility in how we build, package and deliver those products for our customers."
24 Comments on Intel Makes Changes to Technology Organization
Now, with the x86 margins slimming and a significant fumble on advancements in process nodes they have very little to fall back on.
Intel remains an impressive company but they lost their much-needed scrappy attitude long ago and I suspect will never recover.
Either way, moving deck chairs on the Titanic are just about the least important thing Intel could be doing, IMO. I have no real, comprehensive solutions for how to resolve Intel's current problems, since they reach back decades.
You could go to a story generator and fill it full of Swan's key words, rearrange the results fill in some names and basically get the same thing.
(Yes, pun intended)
And suddenly we have TSMC leaping years ahead of Intel.
If Intel cedes 40%-ish market share to AMD, it isn't clear if having own fabs will be sustainable.
On the other front, the gap between R&D investment is gargantuan. AMD is a lean organization, compared to Intel, to be competitive in fabless vs fabless mode, Intel needs major restructuring.