Strategic Focus on the Microcontroller (MCU) Market as a Path to Recovery

[LETNI321]

Hello, esteemed forum participants!

I want to discuss a possible strategic direction for Intel that could help the company better navigate the market and strengthen its positions. In my opinion, Intel will make a huge mistake if it continues the fight for the CPU market in both the server segment and gaming. The AI direction is also controlled by financially strong corporations. Starting a fight there means losing and wasting resources, the remnants of trust from both buyers and investors.

The only possibly correct decision at the moment is to take control of a market niche where there would be almost no competition. This is microcontrollers (MCU). Intel has enormous experience in development and production fabs. Since microcontrollers do not require advanced process technologies, Intel's fabs could easily produce microcontrollers on a process node that would be inaccessible to other potential competitors. And since microcontrollers are needed everywhere, and their price depending on the lineup can vary, Intel could well restore its financial condition.

Perhaps Intel could produce MCU microcontrollers in a chiplet way, placing several MCU microcontrollers connected by a common bus. Maybe this is not new, but the market is waiting for such solutions. Possibly also hybrid microcontrollers with FPGA, where GPIO were configured precisely by FPGA gates. This would give enormous flexibility in configuration. There is little or none of this on the market at all.

Special emphasis should be placed on the fact that new microcontrollers are needed with the development of robotics — more powerful than those available today. And knowing that Intel can develop software for Linux distributions, tools for their programming, such microcontrollers would find their buyer both in the domestic market and in the external one.

What do you think? Should Intel bet on MCU? Does anyone have experience with similar chips in robotics? Let's discuss — perhaps our ideas will help the company navigate!

[_AK6DN_]

This forum is for technical issues having to deal with Altera FPGA hardware and software.

Not Intel business direction.

As Intel has divested much of their stake in Altera anything Intel related here is not so relevant anymore.