SEMICONDUCTOR ANALYTICS
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How Intel does it, coupling finance to the technology and manufacturing side of the story . . . with Andy Bryant

 Andy Bryant     Intel Corporation
  9956      Aug 19, 2010
While done just over 5 years before the 50th Anniversary of Moore's Law, many of this interview's insights into the semiconductor business model are timeless. Andy Bryant's insights here are a perfect pair to the interview that will follow it: to be released on the anniversary: April 19, 2015.

There’s an old saying of Gordon Moore’s “you’ll never save your way out of a downturn” that Intel follows fervently. Technology is like racing: if you carry more speed in the turns, you’ll exit into the straights going faster and carry that speed advantage down the straight. Saving is like braking through the turn, it just slows you down. Every technologist knows this. But financial people are often more cautious, causing companies to go just a little slower each lap until they ultimately fall behind. Intel always has been run by technologists. But that changed when Paul Otellini became CEO and now Andy Bryant is Executive Vice President of Technology, Manufacturing and Enterprise Services and Chief Administrative Officer.

I’m pleased to say that in this interview with Andy Bryant you’ll see he is as much a believer in investing in technology as any technologist. He is quite the student of Moore’s Law and what it means to Intel’s business strategy. We talk about the changes he envisions at TMG and how they will invest to power into what will be a new era of growth opportunities. He discusses why it’s important to move ahead with 32nm HiK Metal Gate, even in a recession. We talk about the changes Intel’s been making in its chip fabs to increase factory output, as well as how they do capacity planning and the cost of erring on the side of too much capacity versus too little.

Finally we conclude with a discussion on what’s going on in China and what Intel’s doing in China to address this dynamic market.
About weVISION: weVISION is a series of video interviews of visionaries by G Dan Hutcheson, his career spans more than thirty years, in which he became a well-known as a visionary for helping companies make businesses out of technology. This includes hundreds of successful programs involving product development, positioning, and launch in Semiconductor, Technology, Medicine, Energy, Business, High Tech, Environment, Electronics, healthcare and Business divisions.

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