Omer Cheema(@Omercheema):Israel production issue is not Intel's fault. It's bad luck. But, not having enough substrates is absolutely their fault. Head of supply chain deserves getting fired. And messing up PC/Server mix is their fault too. That would require heads of two divisions. These people are paid millions to do their job right. They can't just come in front of investors and make lame excuses.

Omer Cheema

@Omercheema

Semicon expert. Ex AMD, Ex Samsung. Now at Renesas. PhD Paris Tech. MBA from INSEAD. Opinions my own.

参加 May 2024

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Omer Cheema@Omercheema

2026.10.30 04:31

Israel production issue is not Intel's fault. It's bad luck. But, not having enough substrates is absolutely their fault. Head of supply chain deserves getting fired. And messing up PC/Server mix is their fault too. That would require heads of two divisions. These people are paid millions to do their job right. They can't just come in front of investors and make lame excuses.

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