No, seriously......
Li-Bu any sightings?
The man the legend the savior, has he been seen in any open forum or fielding frank questions from his flock? Intel Vision was nice, where and when will he talked about what his grand vision and strategy and change will be and how it impacts the... — read more
Sad stories. Nobody has money or interest to buy outdated fabs
These fabs will be converted back to rise chicken farms as the economic is nose diving. Be ready and update your resumes with rising chicken experiences and skills.
Did the person who took the package in August 2024 make the right decision or not?
So what do you think, did the person who took the package in August 2024 make the right decision or not? (VSP) There were people who took 15-20 salaries😭
Intel stock crashed 12% today
Intel stock crashed 12% today However, there is talk of a 20% contract with TSMC. Will there be layoffs soon or not?
Intel-TSMC Joint venture
Intel, TSMC tentatively agree to form chipmaking joint venture, the Information reports Reuters Thu, April 3, 2025 at 11:59 AM PDT 2 min read In This Article: TSM 7.64% What's Being Said About Bonds in 2025? Phoenix Energy • Ad (Reuters)... — read more
LBT vows to reform outdated development model.
https://www.pymnts.com/technology/2025/intels-new-ceo-vows-to-reform-outdated-development-model/ Around 10 years too late. He’s going to have to fire half of the managers (good?) and 90% of the pro(gram|ject) managers. Which would be good. And... — read more
Forget the Axe... forget the Musk Chainsaw... it's going to be Massacre
Once TSMC gains 100% manufacturing decision making at IFS, and installs Asian headcount and productivity metrics... it's not going to be pow-pow!... but brrraaaat machine g-n. Fully expect that over 50% of IFS blue badges will be gone within 12-18... — read more
Expect April 25th to be the day
Expect day after earnings to be the day or week after. June end would be last day for many
If the TSMC JV investment rumor proves out, they will certainly push for major IFS cuts.
Taiwan may never give them permission to do leading node outside Taiwan, and buying into Intel solves that issue. They then can move a portion of customers wafer starts to Intel, where the product is sold in the US. They would also be able to offer... — read more
Intel, TSMC tentatively agree to form chipmaking JV
Executives from Intel () and TSMC () recently reached a preliminary agreement to form a joint venture to operate Intel’s chipmaking facilities, with TSMC taking a 20% stake in the new company, according to two people involved in some of the... — read more
AMD outsells Intel by 4:1 on Amazon, as Core Ultra 200S sales struggle against Ryzen
AMD is showing dominance in the DIY CPU market, enjoying five times more revenue than Intel. The brand’s 3D V-Cache chips are unsurprisingly topping the charts, closely followed by affordable six-core options. Notably, the three-year-old Ryzen 5 5500... — read more
CP is leaving to caterpillar
You heard it first
NEX a spinoff target?
With LBTs statement of spinning off non core businesses, what do you think is the future of NEX?
Group Poll
How do people in your group feel, overall? Is there hope?
Revenue per Employee
```| Company------------| Revenue-per-Employee-(in-million-$) | |--------------------|-------------------------------------| | Nvidia------------| 3.8----------------------------------| | Broadcom----------| 2.2----------------------------------| |... — read more
The Clock is Ticking for LBT
WSJ: The Clock Is Ticking Loudly for Intel’s New Boss Lip-Bu Tan isn’t yet signaling a major departure from Intel’s past strategy, but expectations for change are high WSJ - By Dan Gallagher, April 1, 2025 5:30 am... — read more
Intel has spent $152 billion on share buybacks.
That is more than the entire value of the company currently. Imagine if they had bought Bitcoin instead of just fleecing investors. Even crooked Joe had to tell them no more buybacks for 5 years if they take the CHIPs Act money because the scam was... — read more
Somebody needs to be needs accountable.
God damn it! And it's not the people who actually DO the WORK. Just food for thought
ELT's 2024 OKR and Performance Scores - What do you think? Aren't the scores overly inflated?
Individual Performance Highlights & scores Michelle Johnston Holthaus (125%) • Successfully led creation and growth of AI PC experiences • Executed client leadership roadmap with world-class engineering • Achieved Intel Core Ultra volume goals •... — read more
Panther Lake in Risk production
We are told that "risk production" is an industry standard. How come I am hearing it for the first time, having been in Intel for 25 years! We used to have vaporware products. I guess we now also have vaporware process!!! Can understand the panic... — read more
Intel is a boomer company
Tried to rug their own kids... now their kids will rug them.
80% of ELT needs to go within Q2
Saf, CP, CS would be a good start
Let's Play ELT Tontine! Who is the last ELT standing?
LBT will be re-shaping ELT into his image soon. Many or most ELT will leave... a few might survive and stay. Any guess who in ELT might survive and why? I have my money on Sweater Boy will be last ELT standing... he serves on another board with... — read more
Panther Lake in 2026
https://wccftech.com/intel-panther-lake-core-ultra-300-cpu-launch-2026/amp/ Looks like late 2025 was a paper launch.
Expect New ELT Members Soon
If LBT wants to execute to his vision of a slimmer Intel, with hyper focus on 3-4 areas (PC, Server, AI, IFS)... he's going to bring in his own guys he trusts to execute his goals. Let's be honest... he can't trust anyone in ELT today who supported... — read more
Can we get Pat back?
This is going to be a disaster.
It's Liberation Eve
Be sure to spruce up your resumes and hang up your hopes and dreams!
LBT mentioned reducing the company to core activities, so MBLY likely gets sold.
This also suggests some cleanup of product groups, to be sold or shut down. Intel Capital, Altera and Real Sense are already in process of being spun out and no reason to think that will change. Might even be sped up, as it seems clear enough that... — read more
MJ & Zinsner get $1.5M each for four months covering as Co-CEO
Ms. Johnston Holthaus and Mr. Zinsner will each receive a cash payment of $1,500,000 https://www.intc.com/filings-reports/all-sec-filings##document-5784-0000050863-25-000037-2 Hope all the employees that are indefinitely covering scope of people who... — read more
Middle Management
Any news outside of the removal of complexity and faster decisions?
Intel Vision
So he is just reading the tele prompter? We are fu---d
Intel Is A “Nobody”
Intel Is A “Nobody” & Should Merge With Mature Chip Technology Firms, Says Former TSMC co-COO TSMC's former co-chief operating officer, Chiang Shang-yi, didn't hold back when talking about Intel's chip manufacturing woes at an event in Taiwan... — read more
RTO WFH WHATEVER
Fun and games is long gone. Just another low paying job for a paycheck. Hiring. layoffs and people leaving on their own will be the new norm.
Layoff
If layoff coming then why intel is hiring? There are so many open positions and post on LinkedIn about hiring.
CP is missing
She pretty much dropped off from all company comms, but continues to post nonsense DEI woke news on LinkedIn. I hope LBT sees the damage she has caused.
Not everyone has faith in the new CEO
Intel: New CEO, Same Old Game Plan Intel appoints Lip-Bu Tan as CEO, continuing Gelsinger's foundry strategy, which I believe is doomed to fail and a red flag for investors. Intel's x86 architecture struggles with power efficiency compared to... — read more
Forget how many will be laid off
How many are looking? How many are desperate to leave this sh-tshow? I'm one of them, that's for sure.
So how many will really be laid off soon?
So how many will really be laid off soon? Will they offer severance packages like before?