I actually read the full Intel article from Canard since I speak French. Here's the most important points:
- They say Intel's in the most precarious time ever in its existence.
- Employees blame Krzanich as the main cause, he's impatient and eager and keeps changing/canceling projects before they get anywhere.
- Many employees/engineers got fired in recent times and they say Krzanich treats engineers (replacing them) like supermarket cashiers, many new hires are inexperienced and not getting trained well enough. The mood in the company is at an all-time low and many employees are in fear for their jobs.
- Murphy Renduchintala is said to actually be a glimmer of hope in the whole mess as since he's been brought on he's been able to focus R&D properly and actually has technical background and makes decisions that engineers are able to get behind on. Some say they're hoping he'll replace Krzanich as CEO once they hope he'll get the boot from the board.
- 10nm is suffering all kinds of problems, both technical as well as management problems. The first samples that got in apparently were extremely disappointing in performance, not to talk about yields.
- Kaby-Lake as well as Cannon-Lake were supposedly late designs just to save face and management was just hoping AMD wouldn't compete. Cannon-Lake is said to bring almost no architectural improvements.
- 10nm will sample in late 2017 but production won't happen till 2018.
- Intel has nothing concrete till 2019.
- Long-term, Intel is said to be very worried about x86 as ARM is gaining ever more. If they can't keep Apple happy in the Macbooks that would be the first sign of the decline of x86.
- Because of the above, they say that they have one CPU project which can do hybrid x86/ARM execution and they say they'll have the first prototype wafers with this within the next few months.
- There's an Intel CPU AMD GPU MCM in the works.
They state the sources on all of this were off-the record interviews with both current and ex-employees.