I got an amazing offer from a newish startup (founded in late 2018). It's better money, better benefits, and more interesting work. The problem is that it's a startup and there's no guarantee that it'll be here for a while, unlike with Intel. They're... — read more 

HR is in a quandary on how to selectively give packages to 60+ers time passing at Intel towards retirement vs. not cause a mass exodus by non-60+ers.

Intel updated the market with financial targets through 2026. The company forecasts negative cash flows in 2022 and not returning to positive cash flows until 2025. The chip giant is falling further behind the aggressive capex spending of TSM. The... — read more 

Now it's 45

What the he-l is wrong with people. When anyone looks for and investment you look for how a companys profit margin is. If they make a great profit you want to invest. If not you dont. Intels profits over the last few years have been incredible. 70... — read more 

https://www.marketwatch.com/story/intels-absurdly-bullish-long-term-forecast-sends-stock-to-lowest-point-since-2020-11645219810 "Intel Corp. disappointed analysts with its short- and medium-term goals in an investor day Thursday, and analysts... — read more 

Wow oh wow no amount of spin can convince people that the comeback is real and they will put their money in the stock. Seriously, dropping margins, huge capital outlays for fabs shells that might end up empty like Fab 42 waited for 10nm. Little... — read more 

Who has charts correlating how Intel is benefiting from the focus on Women and URM hiring and general leadership in diversity and inclusion?

People laughed at me. Well, I guess they were right. She would have been a lousy fit and she would have destroyed the company. No way she could have done better than what BK and BS accomplished in their time here and certainly not what PG did in the... — read more 

https://www.tomshardware.com/news/amds-market-cap-surpasses-intel

“ Buying an Israeli chip foundry makes sense, but the high price shows that Intel is too desperate to prove... — read more 

https://www.theedgemarkets.com/article/intels-ceo-tired-wall-street-doubting-his-turnaround-plan I hope he's worried that employees are doubting his turnoround plan as well. I'm just wondering how everything will go at tomorrow's Investors... — read more 

https://www.tomshardware.com/news/amds-market-cap-surpasses-intel Can you believe it, AMD exceeded Intel Market cap, and the momentum keeps building. Somebody better tell Pat to stop driving backwards and looking in the rear view mirror in a... — read more 

I can’t think of a single acquisition where Intel was successful, will this 6B be money well spent ?

Low pay, high stress, on-call every other week. I have trouble sleeping because of 2 AM phone calls every night about tools going down. Work 24/7 to qualify tools so a production manager can get a factory award for your work. Has anyone left... — read more 

https://semiwiki.com/podcast/podcast-ep12-a-close-look-at-intel-with-stacy-rasgon/

How did you all do on your annual performance review? I'm 7th level, been here 2 years, got "above average" 8% raise + $42k in stock (4 year quarterly vest) New base: $132k Total comp target with stock: $190k I keep seeing posts that the pasture... — read more 

https://spectrum.ieee.org/on-beyond-moores-law-4-new-laws-of-computing#toggle-gdpr

https://www.tomshardware.com/news/intel-amd-4q-2021-2022-market-share-desktop-notebook-server-x86 Now the only question who paid TSMC more for more 3nm capacity and let the real competition start Intel and AMD on the same node made by the same third... — read more 

Intel is putting out inferior products because it's full of yes-men who'll always agree with what those above them say, whether it's right or not. There's nobody to push against the grain, everybody is too worried about their own as--s. With people... — read more 

https://wccftech.com/intel-arc-alchemist-graphics-push-back-launch-q2-2022-rumor/ "I'm surprised!" said no one ever. Dumpster fire continues to burn.

It's awful how this company lets the competition outperform it. We lack true leadership and while I’m still loyal to this company, let’s compare how much our main competitors have progressed and how much Intel has stagnated,,,, Terrible. — read more 

https://www.youtube.com/watch?v=RWLd46XCrRY 2030: US 30% EU 20% Taiwan ? Korea ? China ?

Who in their right mind would want BK back? He is one of the main reasons for the sorry state of the company and you're hoping he is brought back? To do what, exactly? Bring us down even further? What is wrong with you? I swear, some people who work... — read more 

How is 12th Gen comparing to Apple M1 and Ryzen?

One of the objectives of IDM 2.0 is to pivot to a different business model that neutralize potential threats. It transforms the threats to... — read more 

This is a great read: https://www.channelnewsasia.com/commentary/intel-chip-semiconductor-shortage-pc-phone-tsmc-qualcomm-2478686 During the most recent earnings call with analysts, CEO Pat Gelsinger had to concede that the technology in Intel’s... — read more 

https://twitter.com/dylan522p/status/1490104097130831878 Wanna bet they’re on TSMC also? Intel is so fvked it’s getting hilarious. Everyone and their dog can use TSMC to drive down Intel’s historic monopoly margins. It’s going to get real ugly... — read more 

https://www.reddit.com/r/AMD_Stock/comments/sktsvl/commentary_intel_once_king_of_microchips_is_now/?utm_source=share&utm_medium=ios_app&utm_name=iossmf

It is good to know the CEO is working hard and he does what he says. Of course the margin is going down given such scale of investments. It takes years to be competitive. Comparing Intel to other companies like AMD is meaningless as the... — read more 

If you look at Gross Margin something is really wrong with Intel. Spend so much yet lags in growth and can’t deliver leadership technology nor products. Given a choice there is no reason people should chose Intel products over anyone else... — read more 

Wordcels or shape rotators?

R&D is now on a $16B run rate. Intel added a monstrous 11K employees (mostly engineers) in 2021 to rebuild the execution machine going forward.

As expected, PC revenue declined slightly. However, contrary to anyone’s expectations, data center had a miraculous blockbuster record quarter. Intel has responded firmly to the AMD bulls. Nevertheless, digging deeper reveals appalling cloud... — read more 

Looks like Intel is about to lose even more in servers. https://twitter.com/cdemerjian/status/1488704894844424193

If you look at AMD results you’d almost think the two companies don’t even compete in the same segment. Gross Margin, Revenue and every metric up besting every forecast Last I check it’s all execution, great products on leadership process is the... — read more 

It took more than five years to bring 10nm to production and now it is in production Marin’s are crashing. Now Intel will magically do 4 nodes in four years, WTF? Just get the first high NA EUV was the problem? Intel couldn’t make make Foundry... — read more 

Been at Intel 5 years and I'm starting to dread going in the fab. It's like a ghost town. Have I overstayed my welcome there?when I first started I was a pretty quick learner on equipment and was strictly doing that up until the last year, and once... — read more 

https://www.eetimes.com/amd-acquisition-of-xilinx-heats-up-competition-with-intel/