Jha will have his work cut out for him at GloFo, not let the ex Moto semiconductor types with questionable track record continue, but rebuild his top management with strong technical achievers & managers
Can a CEO ever be an "engineer's CEO," like an artist has "an artists' artist" or an engineer has an "engineers' engineer"? i was impressed with how Jha was portrayed in the Forbes article. having read engineers' complaints for years about management not getting it. But I don't suppose any business leader gets a big vote of confidence from engineers. It's a big generalization but am I wrong?
It's natural fo rengineers to be at odds with management given what is epected of them and the lack of a voice that is often encountered....it's not much of a generalization, the CEEO is the face of management, he or she steers the comapny in its stated direction, so much of that dislike for management is going to be centered on the CEO...
The problem is that the CEO is in the public spotlight. He has to perform for the shareholders. The engineers just want to create and have fun. If the CEO is good, he will give the engineers the direction needed and get out of the way. If he is not good, he will try to engineer the solution. His job is not to engineer anymore but to provide the support needed for the engineers. It sounds like Sanjay may be good at this based on the article. I'm not sure if Motorola really benefited from his leadership. I do know that he benefited from Motorola being aquired by Google.
Morris Chang of TSMC is an Engineer and does not hide it. To go up against TSMC, GloFo would need someone of at least Dr. Chang's caliber. Jha too has a PhD in Engr. ( EE ) and did show good analytical abilities and what one may call Techno - Macho while at QCOMM. What is the alternative ? To bring in another non-Techie like Otellini at Intel and try to avoid making tough decisions for 5 years because you lack the basics ? The semiconductor industry, thank heavens, is still driven by science & engr, so MBAs, Economists or English majors playing Technical Analysts need not apply.
GloFo needs 3 things: more customers, more capacity and a new DNA.
The chart we showed on anysilicon site, can demonstrate how far are GloFo and UMC from TSMC. Sanjay will bring a new set of contacts: Qualcomm, Moto/Google, but this is not enought. GloFo needs also Apple.
Capacity is also an issue. GloFo cannot grow without bringing more wafer capacity which ATIC has now agreed to an investment of 10B$ to the fab.
Last but not least, GloFo was created by a merger of several fabs, organizations and cultures. To ensure all this work together a new leader has be in place. And Sanjay has the right backgound and the spirit to create that and drive GloFo to the top.
I wish him good luck but this type of company always make great guys seem simple. When a bright man hits a terrible business model, the latter always wins. Let us hope Sanjay is lucky this time around.