How can they claim to be a a leader but in technology and manufacturing and be back if they need to go to TSMC Who’d trust to use IFS versus go where Intel goes ? I read somewhere it’s like asking other people to use your bakery why you go to... — read more 

I told my manager many times about my impact and contributions which I’m due for a raise and promo. Nothing happened in 3 months. Now I’m resigning, she told me what can I do for you to stay? I said I already accepted an offer and loyal to my... — read more 

https://www.sammobile.com/news/nvidia-beats-intel-samsung-tsmc-biggest-chip-brand-q3-2023/ Taipei-based financial analyst Dan Nystedt has collated financial results from Intel, Nvidia, Samsung Semiconductor, and TSMC for all the quarters since Q1... — read more 

I’m wonder who hired them. I am asking a simple design question to debug their sh-t and he gives non sense answer

Good luck competing with TSMC AMD NVIDIA. Most complaints was lower than average salaries at intel. If you saw the scores published by a third company annually, know what I’m referring to

Where’s the IFS whale? “Stuart Pann Yes. I mean, job one this year is to go land 18A customers. And for those of you in the audience who want to ask me who the prepaid customer was, I'll tell you ahead of time, I'll probably disappoint you in my... — read more 

Given Kiryat Gat is only 15 miles from Gaza, surely the Fab is not operational or at full capacity. Does anyone know for sure ?

https://x.com/witeken/status/1728752130809565289

Next year nvidia will have 80B revenue with 74% GM and still CEO calls them lucky. Combining AMD TSMC NVIDA we spend more RND :(

https://semiwiki.com/forum/index.php?threads/will-intel-have-enough-euv-for-7nm.14191/

Internal manufacturing can’t compete with TSMC for PPAC , TTM, or service or quality. IFS only chance is to be defense supplier of low volume and incredibly high cost RD and manufacturing. Probably far cheaper to protect Taiwan than waste money on... — read more 

The BoD and Pat and CFO should be fired. Spent more money than anyone and everyone and what did they get, what a Turkey is Intel RD spend the past 12 months, Intel is at least first in waste! ... — read more 

Tsmc and Samsung are struggling with yield at 3nm. Will see whether Intel 3 can catch up. https://www.techpowerup.com/314452/samsung-and-tsmc-reportedly-struggling-with-3-nm-yields#comments

Anyone catch Nvidia’s quarter and next quarters forecast. 30K employees generating 18Billion! Next quarter a conservative forecast of 20B. The accession of Nvidia will put them totally out of reach. Reminds me of Intel in the 90s when IBM... — read more 

https://www.bloomberg.com/news/articles/2023-11-20/benioff-invites-openai-researchers-to-join-saleforce-s-ai-team IMO, Intel should do something similar.

Do you agree ?

Compare Ballmer vs. Nadela… https://finbold.com/heres-how-much-microsoft-stock-gained-under-current-ceo/ Now compare BK, BS, PG… Sad to say the least, no?

What is going through the heads of the brown-nosers commenting on Circuit? Do they think that their "Go Pat! We're with you all the way" post is going to be seen by some higher up and earn them a promotion or a pay raise. It's nauseating reading... — read more 

Ever since they announced PSG going separate way INTC price has been going up and up. It’s good to see Intel is finally gaining traction on cost cutting measures and market is reacting well to the news. Is this an indicator the PSG business is dying... — read more 

https://finance.yahoo.com/news/microsoft-emerges-big-winner-openai-131427287.html This has caused a lot of turmoil at Open AI, and it's all downhill from here as employees' revolt and threaten to quit over Altman's... — read more 

https://www.bloomberg.com/news/articles/2023-11-19/altman-sought-billions-for-ai-chip-venture-before-openai-ouster#xj4y7vzkg

It is a hypothetical scenario. If Sam Altman returns Open AI as CEO and its chief scientist Ilya leaves the company, Intel should try to recruit him. The only moat in AI is compute. As Intel is vertically integrated from factories to software, it... — read more 

Split & layoffs all but inevitable endgame!!! Intel can’t support its current HC, CapEx, RD and have the GM it needs even with 20-30% increase revenue. Compare them against AMD, Nvidia, Qualcomm, Apple, Microsoft, Qualcomm and their manufacturing... — read more 

Unless Intel employees start showing some intestinal fortitude, there WILL be full RTO for the vast majority of us. If management gets enough push-back, they may reverse course. Speak up and say, "NO TO RTO!"

Solid recovery or dead cat bounce?

Isn't she spinned out with Altera? Why is she still the head of data center and AI?

https://www.cnbc.com/amp/2023/11/15/microsoft-reveals-maia-ai-processor-and-cobalt-arm-based-chip.html

The leaker alleges that Team Blue’s given release timeline for Intel 18A is misleading and we won’t see any Panther Lake chips until late... — read more 

https://www.theregister.com/2023/11/09/intel_downfall_lawsuit/

Renting an entire cruise with cheapest options found was 4 million dollars and if we buy tickets for for thousands of guests it will range 2-4 million dollars. In other words total cost around 0.3 days of QPB. 😯

I see VPs and fellows get promoted with salary hikes. I thought limited cycle promo is only for grade 8 or lower. Apparently it’s the opposite. Management have money for promotion and traveling but when it comes to lower levels, the company is broke... — read more 

Meanwhile SMG folks preparing to enjoy cruise plan.

However, with the rollout of the company's 14th Generation CPUs, aka Raptor Lake Refresh, it has announced it's ending the program and won't be supported on Intel's newest chips. The program will officially be terminated on Dec... — read more 

SMG throwing a cruise party for training and PSG laying off. What a messed up sh-t

Sat in PSG qgs looks like 2024 will need to cut cost cause we ain’t hitting rev$ target by a long shot. There seems to be a strong enthusiasm by going independent they could grow the company to 5B in a few years. Knowing Intel let go the gas pedal... — read more 

There is no budget for promos, people getting CPMed, salaries cut and now they throw a cruise party. WTF is going on