Intel CEO Pick Supportive of “Tri-Gate Inside” Strategy
By Tony Clark, 2-Dooz Inc. – May 16, 2013 (Original Publication Date)
Brian Krzanich assumes the role of CEO, succeeding Paul Otellini, at Intel’s annual stockholders’ meeting today. The choice of Krzanich is noteworthy in that it puts in place a leader at the helm who is capable of driving what I’ve come to call the “Tri-Gate Inside” strategy.
“Intel Puts ARM On Notice,” “Is Tri-Gate The New Intel-Inside?,” and “Tri-Gate: The New Intel-Inside Part 2” explore the implications of Tri-Gate becoming the new Intel-Inside. The main take-away from the articles is that a more broadly defined Tri-Gate Inside everything strategy has the potential to cause even more disruption than the x86 PC architecture. Tri-Gate has the potential to become the de facto industry standard transistor technology, especially since it is at least a process generation ahead of the competition.
In his previous role as chief operating officer, Krzanich had broad responsibilities at Intel, which included leading the Technology & Manufacturing Group and the Custom Foundry business. By going with Krzanich, I believe Intel is signaling that it is serious about more fully leveraging its chip manufacturing core competencies; it is signaling that it is serious about pursuing the Tri-Gate Inside strategy. In my opinion this bodes well for Intel’s future prospects regarding mobile computing and the cloud.
Those are my thoughts. And, as always, I invite and look forward to learning what you think.