… interesting… how will the sell-side analysts react to the numbers put up by the manufacturing side of the biz? All have been warned, but when it actually happens? Yikes…
Is everyone excited to move to the rust belt state of Ohio?
Has anyone really thought this through? The talent pool needed is going have to come from out of state/country & its not exactly a vacation destination. Cultural dynamics? Lack of local Infrastructure? Anything? Crickets...
Intel's fall & Gelsinger's master plan
https://www.techfund.one/p/intels-fall-and-gelsingers-master
Nvidia taking dollar share from CPUs
https://uk.finance.yahoo.com/news/q4-2024-nvidia-corp-earnings-123737865.html Jensen Huang General-purpose computing, as you know, is starting to run out of steam. And you can tell by the CSPs extending and many data centers, including our own... — read more
5N4Y more like 2N6Y
https://www.pcgamer.com/intel-plots-1nm-silicon-for-2027-but-are-the-wheels-coming-off-its-existing-roadmap/ Five new nodes in four years, except it's only two nodes and we won't be making anything with them in large volumes for six years, might... — read more
DCAI reorg
Brilliantly executed. I hope all the “interims” actually leave. Great job Justin in getting rid of the deadweight. Making someone “interim” is a good way to fire them without actually firing them
AMD tops $300B
https://finance.yahoo.com/news/amd-market-value-tops-300-185617795.html INTC - 25 years of dead money and counting.
Intel sees AI opportunity for standalone programmable chip unit
Artificial intelligence offers a growing and potentially lucrative opportunity for Intel's freshly standalone programmable chip unit, its CEO Sandra Rivera said. Intel's programmable chip unit began operating as a standalone business at the... — read more
Green badges
What’s the deal with all these green badges in the MFG group? What’s their role? There are green badges effectively hired to do BB jobs in some departments. Just curious what’s up.
Need more than lip service regulating AI
Intel is about to fu-k around and find out. https://www.forbes.com/sites/bernardmarr/2023/06/02/the-15-biggest-risks-of-artificial-intelligence/?sh=3893d6902706
Here’s the Deal
Build “Intel” chips to compete with TSMC - OR- Build Foundry Services that can compete with TSMC for your costumers. You cannot do both. Corporations will not use you as a fab knowing your chips will take priority and…you don’t have a... — read more
Mostly sadistic people come here
Over the weeks i have seen good posts get negative feedback and dismissed. Its easy to see why mostly sadistic people come here and try to spread more negative energy. These individuals should be found who can’t learn new technology or improve... — read more
Because this is a sound business strategy
Intel CEO admits 'I've bet the whole company on 18A' "I’ve bet the whole company on 18A." So, says Intel CEO Pat Gelsinger in the most deadpan, matter-of-fact manner imaginable. He's not glib. He's not joking. Everything rides on Intel's 18A process... — read more
Many are staying to milk the cow as much as possible
I know many who are just doing the bare minimum to stick around and milk the cow until the end
Nvidia acquire Intel?
In 2007 i think intel tried to acquire Nvidia, now intel feels like steal for Nvidia and own foundry + cpu + gpu
I worked at Intel during its good years and its bad years
I watched the culture deteriorate in real time. I still mourn the place it once was. It's unrecognizable today. The only reason why I stay is because I'm close enough to retirement that switching jobs now would be too much of a complication. I'll... — read more
How does it feel, design engineers, to be trapped with no skills to jump?
I used to think I was in that position in DDG and then SDG. Left back in 2020. I know how design engineers are feeling. You think you're too stupid to get a job anywhere else. Probably interviewed at Apple, Nvidia, AMD, Qualcomm, Microsoft... — read more
Interview with Pat Gelsinger during the IF event
https://youtu.be/0PrmrMQ9gJU?si=uoT98UmKr_Pr3AXW
RTO
https://arstechnica.com/science/2024/02/rto-doesnt-improve-company-value-but-does-make-employees-miserable-study/ Some MBA-having, BMW-driving, suspender-wearing a--hole at Intel read that and said, “Hey! If we do RTO we can save on severance! Oh... — read more
Intel CEO Confirms TSMC’s Process Nodes To Power Next-Gen CPUs: N3 For Arrow Lake & N3B For Lunar Lake
Wait a min, if Intel Foundry is so good then why use TSMC? Oh yeah, you want actual products, not look at pretty PowerPoint slides and listen to Hot Air BS at presentations and conferences. MSFT fell for it, feeling kinda sad for them... — read more
Cringe overload
How can anyone take Intel seriously after this https://youtu.be/-w1BZTgUOIA?si=1Fo4JmEBsx3AufHj
Layoff in Mar?
or just rumor?
Look out TSMC
Intel has a “brand” now. Behold… Intel Foundry Disclaimer: Actual chips are still missing.
Congrats on NVDA for achieving revenue that Intel had 3 years ago!
This is a really big deal for NVDA. Good game.
SoftBank’s 100 bn semiconductor investment
As above , new investment to go head to head with Nvidia on AI chips and computing ….. meanwhile PG continues to have nostalgic dreams of being number 1 and dominant in chip design and manufacturing…. can he not see the market has changed utterly... — read more
It figures
Stock is up with those $10 billion on the horizon (maybe). Not that it will make any difference to those who will be laid off anyway.
PSG new org RTO = layoff/force quit?
Those of us that read the sh-t show of a RTO and remote policy they published last week. Safe to say they are forcing people that aren’t near core sites listed to relocate or get the boot?
No more layoffs this year
Yes, no more layoffs once $10B+ are given by the government
It mostly affects Sapphire Rapids benchmarks.
Industry group invalidates 2,600 official Intel CPU benchmarks https://www.tomshardware.com/pc-components/cpus/spec-invalidates-2600-intel-cpu-benchmarks-says-companys-compiler-used-unfair-optimizations-that-boosted-performance
Intel in Talks for More Than $10 Billion in Chips Act Incentives
Well the BoD and execs looking to line their pockets before Intel goes out of business should be salivating at this. https://finance.yahoo.com/news/intel-talks-more-10-billion-231714356.html
Nvidia should buy intel
lol at tsmc
Rewards
What’s rewards look like for everyone? Ranges from 3-15% increases in pay, so I got curious. Hopefully the next phase is reducing manager head count.
Mandatory RTO
How come Intel is lagging behind in making RTO mandatory. Someone wake the ELT, the pandemic is over already
Recognitions?
How do you get folks to give you a formal recognition through the recognition tool (even a note if not monetary) rather than just verbally thanks or an email? Does anyone just ask others directly who thank them to submit something?
Whatever happened to....
Was watching TV today and was thinking, whatever happened to that Intel Media Streaming Box from few years ago? I had volunteered as a beta tester and remember all the circuit articles talking about it being the next multi-billion dollar... — read more
Cisco joins the list of tech layoffs with around 4000 being cut
Cisco announces layoffs of 5% after mediocre earnings and poor guidance. https://www.cnbc.com/2024/02/14/cisco-cutting-5percent-of-global-workforce-in-restructuring-move.html
Closing campus Folsom gym?
What’s going on?
Intel is stagnant
Intel’s revenue in the year 2000 when adjusted for inflation is higher than 2023 revenue. 23 years of ZERO growth. Not coincidentally, the stock price hasn’t moved much since then. Get out and find better growth opportunities. — read more
Intel has so many useless managers
Intel has so many useless managers Which only attend meetings and create power point slides. Zero technical work.