Earnings continue to deteriorate thru the year The sham of “5N4Y is ahead of schedule” is exposed as i4/MTL and then 20A are delayed. No foundry customer signs up for 18A this year Stock price drops to $20 and market cap gets to $85B .. — read more 

Let’s get serious: The situation is deteriorating by the day. The fiasco of first cutting salaries, then being forced to cut dividend, then reinstating salaries within 2 quarters suggests that this guy is throwing darts hoping something will stick... — read more 

https://www.crn.com/news/components-peripherals/intel-vows-to-restore-staff-salaries-in-fall-as-emea-head-resigns

https://www-theregister-com.cdn.ampproject.org/c/s/www.theregister.com/AMP/2023/02/14/google_prepares_its_own_custom/

I headed from a few sources there might be Layoffs before or after Q results. Anyone will more details?

Current stock price at around same level as it were in 1998. Shareholders be wild'n lol

“ We are back in the game, AMD in the rearview mirror and never again will they be in the windshield; we are just leading the market." “"We are committed to the dividend and to a very healthy and competitive dividend," “"The 3nm programs are on... — read more 

What is your opinion? Will Intel be successful in automotive?

We can't hire anyone worth their salt anymore. I don't blame anybody for not wanting to join this mess. We have built a reputation for being terrible over the last decade and people know by now that anyone who works here is going to have to put up... — read more 

Intel email states chat GPT not cleared for use by company

https://9to5mac.com/2023/02/24/chips-act-rivalry/ Yesterday highlighted CHIPS Act rivalry between Intel and TSMC in particular, as the US chipmaker voiced its view that American firms should get higher priority when it comes to financial assistance... — read more 

Q: In one paragraph, explain on Intel's decline came about? A: Intel's decline can be attributed to a combination of factors. One major factor is the company's inability to keep up with the rapid pace of innovation in the semiconductor industry... — read more 

April 28 is the date. Things are about to get REAL ugly. Get ready, you heard it here first!

The ratio of manager to employees are high. To get efficient my recommendation is open VSP so people can retire.

https://www.computing.co.uk/news/4076520/intel-emea-president-resigns-chipmaker-pay-cuts-short-term

2022: Intel 10nm End of 2022: Intel7 2024: Intel 100A (Intel70) 2025: Intel 10000pm (Intel7000) 2026: Intel 10000000fm (Intel7000000)

Preparation underway for a huge bloodbath by end of April. Preliminary internal numbers for the first half of Q1 are in, and the situation is much, much worse than ELT forecast. That explains the huge dividend cut and the preparation for massive... — read more 

ELT said so. They’re writing history on TSMC’s used toilet paper, so you know you can trust it.

INTC almost breaking below 100B. Right now 103B NVDA is 575B TSMC is 429B ASML is 246B AVGO is 241B TI is 154B QCOM is 140B AMD is 126B INTC is 103B AMAT is 94B INTC is much closer to "Path to 30" than "Path to 300." LMFAO GG BK BS PG

Intel (INTC -2.27%) recently revealed that it's resetting its dividend policy. The semiconductor giant is cutting its quarterly payout by 66% to $0.125 per share. That reduction ended years of steady growth for the dividend... — read more 

Pat and David know what Q1 is shaping up to be and it is UGLY

Curious as a lot of big tech are focusing in on gov work to get through the recession. If Intel can't bolster that business more layoffs would seem unavoidable

https://twitter.com/dee_bosa/status/1628488898040016898?t=XsV_nAKaHlasXGOe3oHJww&s=19

Seems like california is about to get shaved again https://www.bizjournals.com/sanjose/news/2023/02/23/intel-to-slash-dozens-more-silicon-valley-jobs.html

Reduce headcount to be around ~80k Give the BEST compensation package to attract top talent and keep existing ones. When employees are happy, they put 120% effort Have more co investment partners for Ohio and Germany. Restore positive... — read more 

intel need to reduce headcount to be around ~85k to be competitive with compensation.

what is the size of company after CPM/layoffs?

No, we ain't gonna take it We're not gonna take it anymore

Dave never seizes to entertain us. Last time it was his sweater and today his neck dance. Which organization can provide you more entertainment than Intel.

Pat and Christy chose to keep it for themselves. Never believe the lie that there isn't enough to go around.

I once witnessed a high-level Intel manager refer to Intel engineers as "whiney lab rats" when he thought he was in the company of only upper management. He later became the CEO. That is the secret leadership culture at Intel. The absurdity of... — read more 

Glad to see Uncle PatG reducing technical debt at Intel like at VMware. Right in the toilet. Nice. Good luck to everyone!

Why would anyone with actual talent work at Intel? Intel has been an amazing employer for decades before we got to the point where we are now. But even at this moment, Intel pays well and provides decent benefits. I understand the pay cut and... — read more 

Intel is a walking dead zombie company. The United States’ road back to competitiveness in semi-manufacturing is to do what others long ago perfected: copy, cheat, and steal like a motherfuhker. Incentivize TSMC to bring leading edge nodes here... — read more 

https://twitter.com/SquawkStreet/status/1628435633348784131?t=J28jb43r2DHInDrm2ZsO_g&s=19

Companies can no longer silence laid-off employees in exchange for severance But the National Labor Relations Board this week put employers on notice that they can no longer silence laid-off employees in two very specific ways that the board says... — read more 

$NVDA's Q4 results are in: 💵 Revenue: $6.05B vs $6.02B expected 💲 Adjusted EPS: $0.88 vs $0.81 expected 🕹 Gaming revenue: $1.83B vs $1.6B expected Thanks Jensen and Lisa for continuing to embarrass Pat and INTC. I think the CHIPS ACT money should... — read more 

I have heard many rumors of IPG being spun-off to Synopsys or Cadence. This explains the management change to KT because IBC was not playing ball. Anyone know more?

Long time employee here. Pat coming back received nearly universal optimism. I was so smitten I purchased 1000 shares at retail in the 50's and lost half of the investment. I guess that is like working a month for free. The most important thing to... — read more 

How much better in real performance does the leading edge TSMC nodes have over Intel's? I have been out of it for some time. Just asking. Hope someone would explain.