They were surely not strict. Betting on some company to deliver strategically important sustainable production without deep dive into the company's capacity, health, human capital, setup, and first and foremost leadership competence, reeks of amateur... — read more
Future of Intel
The future of Intel is to split the company in two, one is the silicon design group (CCG, DCAI, NEX, etc) and the other is Intel Foundry. If the company splits right now immediately immense shareholder value will be unlocked. CCG alone will sell for... — read more
INTC Earnings Bump Erased
The DOW eviction has given INTC a 3% drop, back to 10/30pre-earnings price, while boosting NVDA by 1.3%. Will funds eliminating INTC cause further drops?
What happened to our learning culture?
Remember the time when we were encouraged to grow our knowledge and improve our skills? What happened to that? I don't see it happening anymore.
Government may negotiate a foundry deal with Chips Act $$$
Once the new president is elected, there could be a move to leverage the Chips Act money in a deal with multiple companies to establish a new foundry company.
Nvidia Stock Rises; AI Giant To Join Dow Jones Industrial Average, Replacing Intel
Nvidia (NVDA) will replace rival chipmaker Intel (INTC) in the Dow Jones Industrial Average, S&P Dow Jones Indices announced late Friday. Sherwin-Williams (SHW) will step in for Dow Inc. (DOW). The changes will take place before the open on Friday... — read more
US Policymakers Are Reportedly Open To Potential Intel “Merger Deal”
Uh huh. https://wccftech.com/us-policymakers-open-to-potential-intel-merger-deal-explore-options-to-pull-team-blue-out-of-danger/
Discrimination
4 women returning or on maternity leave ISP that I know of. One pregnant due in December also ISP. What percent of intel is women? (Google says 28 percent) and what percent of women were pregnant / returning from maternity leave during this wave?... — read more
Congratulations to Intel being kicked out of the DOW !
Such a great accomplishment and big milestone to reach. Woohoo you made it finally. So proud of YOU. Let work together to move to the next milestone to be the number one chip leadership in the world again. Are you ready?
Have Intel engineers stopped kissing Pat's a-s yet?
For the last 4 years, I have tried to ignore the engineers that have chosen to not believe/understand the quarterly reports. They worshiped Pat and hung on his every word. Now its seems that folks are circuit are starting to speak out about the... — read more
The hard CHIPS question
Before depositing the money in Intel's account, the government should be asking a few questions like: Wasn't part of the CHIPS agreement to include creating ~100,00 construction & manufacturing jobs? How many people has Intel CPM'd despite that... — read more
AMD passed Intel in datacenter revenue
AMD - 3.5B Intel - 3.3B Nvidia - 26.3B Intel down from 6B just 2 years ago. What an Epyc beat down lol. https://finance.yahoo.com/news/intel-says-wont-even-500m-194354930.html?
The Future of Intel Leadership?
It's my take US government won't allow Intel to fail. What that entails, we can only surmise. One could argue cleaving the company between design and fab would align to industry trends (ref current ARM design and TSMC fab model). The bigger... — read more
Question
For those who took VSP. And ERP. And also ISP. And also current employees. Well...for any human reader, really. This one’s for you. Suppose a new cross-BU group was created at Intel for 2025 with the following membership, listed below. What name... — read more
Uncle or Daddy Buffet Gonna buy
What don’t you toads get, uncle buffet gonna buy at least 9,5 percent (if he doesn’t already), he is getting his cash pile ready to strike. He is a rail road titan, and knows American semis are too big to fail and strategic. GAME OVER, MERICA will... — read more
Turnaround stories no longer have any meaning
Remember the scene in the book “Only the Paranoid Survive” where Gordon Moore and Andy Grove are wondering what to do with the DRAM business and they decide to do a “under new management” thought experiment? They walk out their door Intel’s old... — read more
Concerns grow in Washington over Intel
https://www.semafor.com/article/11/01/2024/concerns-grow-in-washington-over-intel
CHIPS Chopped?
https://apnews.com/article/mike-johnson-chips-act-d5504f76d3aa0d5b401216f3592c9a09
Does Gaudi make sense to keep?
Does anyone really want this product?
SMG guy and sausage
What's the story about it
18A or lights out in the cleanrooms
Now comes down to making 18A competitive vs. TSMC or the Intel ship sinks like the Titanic.
DCAI Innovation
I’d like to know what new, exciting, innovative products DCAI is focused on from 2025-2029. There has to be a plan right?
No More TSMC Inside
https://www.tomshardware.com/pc-components/cpus/intel-outlines-plan-to-break-free-from-tsmc-manufacturing-70-percent-of-panther-lake-at-intel-fabs-nova-lake-almost-entirely-in-house
Christy Pambianchi: The HR Leader Who Cut the Coffee and Shattered Intel’s Culture – A Business School Case Study in Mismanagement
I'm sure, in her own mind, she feels all the hate toward her is unjustified. She thinks she knows something the rest of us just don’t get. That this is just part of the role of a global HR manager. That you can’t possibly gain the employees'... — read more
What will Intel CEO be called after being kicking out of DOW ?
a. Intel Chip Eating Office sir b. Intel Chip Executed Officer c. Intel Chef Eating Officer d. Intel Chef Eating Office sir e. Intel Chip Executive Office sir f. Intel Chip Executed Offer
Can't wait to leave
After the earnings and the ACM i cannot wait to leave. I joined last December and knew it was a fu---d up place within 3 months but I wanted to stick it out for a full year to get a good retention payment in my offer letter. After the holidays I am... — read more
Is Pat lying or clueless? Or both
Lying + clueless is a lethal combination
Pat Gelsinger get the he-l out of Intel
Thanks to you the earning, profits and reputation of this iconic company was trashed and tanked. Getting kicked out of Dow is the last straw. Get out Intel - Pat Gelsinger.
APB is trending below 50% close to 40%
Congratulations to ELT for your leadership and making employees richer
Nvidia to join Dow Jones Industrial Average, replacing Intel
https://www.cnbc.com/amp/2024/11/01/nvidia-to-join-dow-jones-industrial-average-replacing-intel.html
Forward looking statements?
So many baltent lies in the quarterly review.
Look at who let go in OR
https://www.oregonlive.com/silicon-forest/2024/10/intels-oregon-layoffs-by-the-numbers-vps-fellows-and-engineering-all-took-hits.html Most of them are fab guys, and unfortunately software guys in OR sites. Apparently Intel gave up some of its IFS... — read more
Missed DZ at ACM
Said noone. I guess he is hiding from everyone. Can't wait for his meeting next week where he lies even more to our faces
Don't believe it when they say most cuts are done
If you do, you're setting yourself up for a major shock. Look at the results. This is far from over.
CP seems unbothered by employee morale
The coffee thing. She could show more empathy and compassion towards people being HR lead. It's a small thing, but coffee raises the spirits.
Did they respond the question of more layoffs coming or no more layoffs coming?
They need to be honest about that
APB looking great!
Christoph wants us to be hungry
I take my broken promisses last two years personally, I am acountable?
What does this mean you M F? are you going to fix the lives of thousands of families you destroyed? pay for our losses in stocks? F Y
Christoph Schnell - Today's All Employee Meeting
Quote: "The last month to month and half have been a lot of fun." Out of touch to make a statement as thousands are looking for a job due to layoffs.
ACM Yap session
Just cannot stand these broken promises, just get to Q&A already