Last Friday Apple Executives gave sworn testimony in court today are looking for a Second source supplier. They even approached Samsung and mediatek to supply that 5G solution in 2019. If I worked in ic DG I'd have my resume ready soon

If you remove all the Acquisitions on b* by the recent management then also at in discrete gpus and take out all the b* initiatives such as wearables and the TV show you then have AMD

https://www.theverge.com/2019/1/14/18182441/apple-qualcomm-modem-iphone-xs-max-ftc-trial With apple building their own modem teams and still looking to Qualcomm as a second source, the future of Intel modem business appears bleak. It seems like the... — read more 

A new company CEO isn’t even in sight and the company faces more and more challenges in the year that’s in front of us. This article tries to tackle the question of why that is the case and analyses what approach the company will be taking when it... — read more 

is there redeployment option?

Some "people movement" was reported within PSG yesterday. Interesting choice of words... What is happening in PSG?

Not good news for next quarterly report. Interestingly, stealth layoffs have already begun. https://finance.yahoo.com/news/pc-market-slumps-shipments-sink-134701230.html

Zero value add teams : Drones Intel Sports Camera New Technology Group Complete waste of money. Seriously, how many VPs and Directors are in the Sports/Drone teams? What an utter waste of money.

This was an interesting article that sums up what the leading companies in the business have in stall for 2019, an compares their efforts in an attempt to figure out who will prove to most successful. How do you think Intel will do in 2019? Strengths... — read more 

Camera team gets reductions in Finland, USA and Israel (100+ people) Drone team layoffs (dozens) Anything else to add to the list?

Time to lose MR and mediocre QCOM gang he brought along Time to unleash the true potential of the wonderful company that Bob Noyce, Gordon and Andy built

Don’t get me wrong, I don’t think that the presentation of Huawei’s new data center server chip is a direct threat to Intel; at this point, but it might be soon. The very fact that competitors are attacking the market in which Intel holds the96% os... — read more 

Will the CEO announcement happen before the Q1 earnings call?

AZFSM has recently lowered the pay grades of shift GL (managing technicians) from Gr7 to Gr6, Module Team Leader (managing engineers) from Gr8 to Gr7, entry level Area Manager from Gr9 to Gr8, and Captain of the Ship and FIST leaders (both are... — read more 

+1 this post (using the voting arrows below) if you think TMG will eventually be spun-off. -1 if you think TMG will remain inside.

Does anyone know why a disproportionate fraction of positions of power within TD (all the way upto PB) are with Rensselaer alumni. One can argue hiring/networking/semiconductor research program is strong for that university but really is that all... — read more 

https://www.techradar.com/news/amd-is-now-selling-twice-as-many-processors-as-intel

Reading on everything that Intel faced and still managed to produce solid numbers made me conclude that all and all this wasn't such a bad year, as many claim it was. On the other hand I generally think that a big diversification in products is not a... — read more 

Just wanted to change the interest on here. Plenty of juicy topics: act, 14nm, mobile, diversity, amd competition, acquisitions, leadership etc. Let me know what you think and if you want me to soccer anything in particular?

Qualities to look for in a tech CEO: Track record as technology visionary Track record as product visionary Ability to pick and attract solid leadership team Track record as an outstanding mentor Highly organized Outstanding manager Admired by direct... — read more 

The article in the link was indeed an interesting read, as it sums up all of Intel’s efforts and plans that the company wants to pursue in 2019. No doubt there will be a lot of changes in terms of the new businesses and markets that Intel is... — read more 

What did he do at QCOM? He was virtually unknown before he joined. He was hired with such fanfare. But he is neither a circuit designer, nor a computer architect, nor a process technologist.

The article in the link sums up the products that made the most contribution to Intel’s good results in the year that will soon be behind us. Not surprising that the boost in modem sales was something that contributed the most to the revenue. The... — read more 

How long are we going to have to function without an official CEO? If Intel is not capable of finding (or lets be honest - enticing) the right person for the position, then why not simply make it official and remove the interim from Swan's title?... — read more 

Intel is raising in Value Engineering especially smaller Groups mostly due to V Engineering core process.

Well, it looks like we have one less Christmas present this year! No Intel Keynote. Looked at the headliner keynotes list for CES 2019 and Intel is not on it at all! Last year, we were the headliner. Now we have nothing! Sad!

For me, this is certainly much better than keeping this issue under the rug. God knows Intel made a lot of customers nervous and caused a lot of them to miss out on some serious revenue... — read more 

https://www.extremetech.com/computing/282781-intel-may-be-finished-with-contract-manufacturing

Intel is a $200B market cap company, ranked in Fortune 50. It is remarkable that it has been run without a full-time CEO and is on track to make record revenue. Kudos to Bob Swan for running the show. Remarkable stability in exec ranks given the lack... — read more 

We have seen several big managers gone due to their inefficiency. There is hope that a clean up process of the bad, sturdy, ignorant cancers is going on. Change the culture of a company it takes time and need to have sacrifices. There are still many... — read more 

TMG has gone from the most admired technology and manufacturing innovator for decades to total loss in a short decade. The first indicators were all there once Sunlin and Youseff left, Bill was never at that level and when they gave the keys to... — read more 

Nervana (tbd) Altera (tbd) Basis Mobileye (tbd)

Heard from two sources (one fairly reliable) about another ACT coming in Q1. Anyone else heard any rumors or news?

The expansion of facilities is set to begin next year. Even though Oregon is also included in the expansions the majority of the expansions will take place abroad (Israel, Ireland). Regular expansions are an indicator that more production will be... — read more 

Intel has begun planning for multi-year cycle of manufacturing expansion at its major wafer fab sites in Ireland, Israel and Oregon, according to Ann Kelleher, general manager of manufacturing and operations. However, there are also reports that... — read more 

I’m over 50 so am screwed.

This article reports that Intel has made up its mind to sell McAfee and that talks with potential buyers are already occurring. A private equity firm Thoma Bravo has been believed to be potential buyers. The potential value of the sell has not yet... — read more 

How are all of the new, young and best in class Intel employees doing? Any update on FAB 42? It is worrisome to me (just an investor and owner) that the only developments Intel has are the sale of Mcafee and a deal on gaming, and a few other... — read more 

I'm looking to move roles internally. I want to wait until the focal results are set and can't change. I see a date for the focal tool closing, can the focal results be changed after this date by a manager

https://www.tomshardware.com/news/intel-b365-chipset-specs,38235.html In September Intel released the H310C chipset, which was a downgrade of the existing 14nm H310 chipset back to the 22nm process node. As Intel continues its 14nm struggles, the... — read more