Friday, February 7th 2025

Rumor: Ex-GlobalFoundries Chief Caulfield May Be Intel's Next CEO
A change in leadership at GlobalFoundries could affect Intel's ongoing CEO hunt as Tim Breen will become GlobalFoundries' new CEO on April 28, 2025, while current CEO Thomas Caulfield will move to Executive Chairman. This switch has got people in the industry talking about whether Caulfield might play a role at Intel or its foundry operations in the future. Caulfield has done well at GlobalFoundries since 2018, he helped the company make money in 2019 by shifting away from making the newest chips to focus on making special semiconductors. This success happened without counting money from selling facilities to ON Semiconductor and Vanguard International Semiconductor.
However, some industry experts point out a possible weak spot in Caulfield's background. While he knows a lot about materials science and engineering, he doesn't have much experience designing integrated circuits, according to BITS&CHIPS. The timing matters a lot for Intel, which has some big tech goals coming up like their new Panther Lake processor set to come out in late 2025 and will use Intel's 18A process node. Both the 18A and 14A nodes need to succeed for Intel's manufacturing future to be strong. Bloomberg reported that Intel is currently focusing on external candidates for its CEO position, among the people under consideration are Marvel's CEO Matt Murphy and Lip-Bow Tan, former Cadence CEO and also a former member of Intel's board.
Sources:
TrendForce, BITS&CHIPS
However, some industry experts point out a possible weak spot in Caulfield's background. While he knows a lot about materials science and engineering, he doesn't have much experience designing integrated circuits, according to BITS&CHIPS. The timing matters a lot for Intel, which has some big tech goals coming up like their new Panther Lake processor set to come out in late 2025 and will use Intel's 18A process node. Both the 18A and 14A nodes need to succeed for Intel's manufacturing future to be strong. Bloomberg reported that Intel is currently focusing on external candidates for its CEO position, among the people under consideration are Marvel's CEO Matt Murphy and Lip-Bow Tan, former Cadence CEO and also a former member of Intel's board.
53 Comments on Rumor: Ex-GlobalFoundries Chief Caulfield May Be Intel's Next CEO
I guess I didn't realise he was still at Intel, but Mooly Eden was a really interesting guy at trade shows, events and round tables, he was a really good presenter and he got shoved in a corner 2015 and hasn't really been seen in public since. There was reports of him leaving, but his LinkedIn says otherwise. It's the kind of person they should bring out in public again, as he knew his shit.
Yes, they publicly claim to have Xyz fabbed internally, until the very last moment the SKU gets suddenly shifted over to TSMC again… Isn't that always so convenient?!
You don't need to apologise here, as being tricked into thinking exactly what you thought it would represent, was fully intentional all the way anyway.
Plot-twist: They already know very well in advance, what they publicly claim won't happen anyway – They often don't even have the mere intention to do so at any point in time!
Since them claiming to fab internally and only possibly as a last resort would outsource, you can bet that they know already by the time of making such claim, that their own node once again won't be ready in time and that they will outsource anyway – Them pulling that stunt is just for saving face (and especially their stock!), to protect their stock options!
Though, as you might have noticed: Intel has always been publicly stating/claiming one thing, while secretly doing the polar opposite – That's their status quo since years.
They claimed publicly, that their 10nm™ was about to ramp up by the end up 2015 – Yet knew internally perfectly well, that the process' condition wouldn't support such.
They claimed then by 2016, that ramp-up is imminent – Internally they knew absolutely, that their 10nm's state would surely not remotely be fit for any actual manufacturing.
They still claimed publicly the same for 2017 and promised actual products – Despite internally the state of the process was still FUBAR anyway, and they knew that.
They kept claiming through-out 2018 that any 10nm-products were just about to come – Internally they knew still better, that none of such was possible by any means.
They did the same on 7nm again, publicly – Yet somehow the new node was suddenly 6 months behind internal goals and actual 12 delayed, and they knew that in advance…
They also always were quick to publicly deny any rumours on anything outsourcing, later on the rumours more often than not became true regardless.
I hope you get the gist here…
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Anyhow, I guess you're more than capable of understanding, that—take for instance their disastrous yields of their 10nm™ by 2017—Intel just had to and in fact knew unquestionably for real already by 2015, that their yields were nothing but so ut-ter-ly abysmal and really non-existing, that none whatsoever kind of mass-manufacturing was anything but viable and thus completely out of question for the foreseeable future, right? Right.
The thing is, that said fact of given incapability to bring anything 10nm anytime soon—if it would have been known by others outside of Intel itself by then—was also plain to understand for everyone else even remotely understanding anything semiconductor-manufacturing, right? And for sure it was able to project especially for Intel itself, that nothing manufacturing was coming along anytime soon.