What’s the point of a foundry day without a foundry ceo.

I remember around 2-3 years ago everyone was complaining about low compression at intel. Other companies like AMD, Qualcomm, Samsung used the opportunity to hire intel top talent. Even in some areas which they don’t have a presence, they opened an... — read more 

https://www.sec.gov/Archives/edgar/data/50863/000005086323000092/a10052023form8-kex101.htm

It was 4 years ago, I realized “this is only a job”. Here is the set-up. It was a supply chain group that probably lost 40-50% HC since CPM started. They were the so called “enablers”. Really just duplicating what the BUs already do for... — read more 

All posters in this page can sleep in peace from next year then.

One might think that the HM of Xeon Products, a multi billion dollar business would have a deep domain expertise in computing, servers, CPUs, IC design or architecture… Instead: Bachelor of Business Administration Financial analyst Marketing... — read more 

https://www.techradar.com/pro/worlds-most-valuable-car-vendor-will-spend-billions-on-nvidia-and-amd-gpu-and-cpu-in-race-to-build-even-more-powerful-supercomputer-musk-wants-the-dojo-exapod-to-run-even-faster

The factory is being postponed because of “market challenges”. https://finance.yahoo.com/news/intel-delay-20-billion-ohio-155359096.html Hmm... AMD, Nvidia, and TSMC doesn't seem to be complaining about market challenges.

“There are probably more jobs in the economy that are being cut because of AI already than are getting attributed to that or announced. Every time a company mentions it, they get headlines across every news outlet for like a month,” Challenger said... — read more 

Or are games a lifestyle too? Wake the f up Pat! We need products, not more fabs!

My son asked me should I join intel or AMD 1.5 years ago. I told him AMD. Since the. His espp and RSUs grow by 100%. He told me, thanks Dad for helping to make the right decision. Nothing feels beeter than appreciation. I feel sad for intel but I... — read more 

ARM is now 2/3 the size of Intel and they don’t even sell physical chips. lol. Owning your own fabs is a losers game unless you’re #1 like TSMC

A court in Germany has issued an injunction against the sale of some of Intel’s chips, after finding in favour of a rival US company that had accused Intel of infringing its patent. The ramifications of Wednesday’s ruling could be far-reaching and... — read more 

What is so special about AI PC? Complete nonsense buzzword. Apple phone chip has had an AI engine since 2017. Once upon a time GPU became integrated into CPU. It is just what happens over time. We didn’t called it Graphics PC then.

My AI model predicted 60p gm will be achieved (if) in at least 5 years from now. Don’t count on Qpb anymore

Split off tmgf already. Appoint a ceo who actually understands foundry and process technology instead of this starry eyed cheerleader who just says childish things. BK dug the hole. Bob didn’t fill it. Pat made it deeper. The next guy needs to... — read more 

From incomplete specs to Techs being spread to new tools they dont know, the RNU's for tools they have never seen and now the as-low-as 1.5% payrise. There is major discontent and another mass exodus on the way. Wait and see. All experience is... — read more 

More than 10k to be laid off. You heard it here first

When you hear this sentence from someone you know the game is over “I want each one of you to be in love with Intel again.” A large portion of Employees have lost motivation I feel

At this point I do not think we can catch up with competition. Years of neglect, marked by the lack of vision, inability to recognize and keep talent, always looking for the easy ways out, thinking that grand words can save the lack of substance, are... — read more 

PG was told to leave Intel years ago because of the marlarkey he was part of years ago that cost Intel several billion $ to settle. And they hired him back! That is how misguided the board is. PG should have never been rehired. What happened to... — read more 

Can we expect any real, meaningful announcements on February 21? Or is it going to be more nonsensical rahrah claims about how amazing 18A is.

Previously I was excited about rewards in last years and now no special feeling. I don’t care at all. I was a type of person doing extra always. Now I’m looking going out. The culture and poor ki-led my motivation

They talk SO BIG. Oh we are gonna leave nvidia in dust by this fall. Where are they? Where is the f-ing revenue? So much sh-t. Another $2 billion wasted away.

It’s been 3 years since Pat took over. It’s been all downhill since then. every execution metric has either worsened or stayed the same. Only Pat's bluster has increased. when will the board fire this megalomaniac CEO who is full of himself? — read more 

https://www.marketwatch.com/story/intel-stock-is-not-valued-even-close-to-its-competition-be598e30

Altman is looking to setup a semi-conductor fab company. Intel has Fabs that have become millstones around the neck. Seems like moves are afoot to spin-off Fabs. Win-win all around!

So what are we supposed to be about, exactly? It is obvious we are not catching up with competition, nor have any idea how to do it. Mgmt is throwing around AI as if we have been a world leader in its development. Leadership is trying to convince us... — read more 

As soon as stock goes close to 50 sell them. In a few years intel will be a Sun Microsystems and someone will acquire it. Things does not look good at all in my opinion. I’m a street analyst

Looks like we are trying to manufacture chips for companies that have better chips than us (like amd or nvidia). How can we make those chips in our future fabs if we cannot make better chips for us?

https://www.reuters.com/technology/intel-delays-20-bln-ohio-project-citing-slow-chip-market-wsj-2024-02-01/

NVIDIA To Dominate AI Share In 2024 With An Estimated $46 Billion In Data Center Revenue https://wccftech.com/nvidia-to-dominate-data-center-share-in-2024-46-billion-usd-revenue-expected/amp/

Why does Pat keep promoting this kid who is supposedly an AI architect? What is wrong with this guy?

I took the VSP/CPM package last year. Apparently we get a prorated amount of the APB. Can someone look internally and see when the APB payout date is for the US?

I saw on YouTube both companies CEOs in the latest interview stated expecting steady growth in DC business including GPU and CPU. Meanwhile meanwhile (saying twice in purpose), intel claims the market is on low season and demand is soft in general... — read more 

I got a DRA but apparently there is no more cash reward lol only thank you letter sent to you

How could a sales and marketing leader have such poor situational awareness ? Company is bleeding cash. Let’s rent out two cruise ships. He even went on to justify this plan - he claims renting out cruise ships and flying thousands of people to... — read more 

Why boatguy tries to go while thousands unhappy?

https://www.tomshardware.com/pc-components/gpus/nvidia-reportedly-selects-intel-foundry-services-for-chip-packaging-production-could-produce-over-300000-h100-gpus-per-month