I would add to your analysis by noting that Intel was actually an early visionary and significant investor in EUV lithography (investing $1 billion in ASML in 2012), yet ironically failed to implement this technology in their own manufacturing until after competitors like TSMC had already gained an advantage with it. This pattern eerily echoes Kodak's fate, where they invented digital photography but failed to pivot their business model quickly enough, ultimately watching others capitalize on the very innovation they helped create.
Nobody on Earth knows the intricates of Silicon Valley better than Richard Rumelt. I am looking forward to reading this Paper. A humble suggestion : Why not a comparative study on the´Magnates ´ ? I.e : Microsoft, Apple, Google, Nvidia, Amazon, TEsla, SpaceX. Sincerely Yours, Frederic D.
In my layman's terms, in the world of data-processing, Intel focused on the speed of processing and missed all the new opportunities opened with the emergence of (big) data as the core of the new applications (e.g., “AI”) of computer technology.
Thanks, Professor Rumelt!
I would add to your analysis by noting that Intel was actually an early visionary and significant investor in EUV lithography (investing $1 billion in ASML in 2012), yet ironically failed to implement this technology in their own manufacturing until after competitors like TSMC had already gained an advantage with it. This pattern eerily echoes Kodak's fate, where they invented digital photography but failed to pivot their business model quickly enough, ultimately watching others capitalize on the very innovation they helped create.
Right, they were early investors in EUV. Still, they did not see it coming online until the 2020s.
Nobody on Earth knows the intricates of Silicon Valley better than Richard Rumelt. I am looking forward to reading this Paper. A humble suggestion : Why not a comparative study on the´Magnates ´ ? I.e : Microsoft, Apple, Google, Nvidia, Amazon, TEsla, SpaceX. Sincerely Yours, Frederic D.
In my layman's terms, in the world of data-processing, Intel focused on the speed of processing and missed all the new opportunities opened with the emergence of (big) data as the core of the new applications (e.g., “AI”) of computer technology.