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Media: Apple VP Johny Srouji has received an offer from Intel to lead the company

I think Intel should distance itself from government involvement. Its primary objective should be to restore its financial condition. U.S. semiconductor resiliency should not be part of its focus. I believe it was a strategic mistake by PG to take on that responsibility.
 
XYang2023 said:
I think Intel should distance itself from government involvement. Its primary objective should be to restore its financial condition. U.S. semiconductor resiliency should not be part of its focus. I believe it was a strategic mistake by PG to take on that responsibility.
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They need to distance themselves from those clowns in charge running the ship rn
 
I understand why you do not trust you government with that ... but if Intel does not manage on its own, they have to!
 
schemmel said:
I understand why you do not trust you government with that ... but if Intel does not manage on its own, they have to!
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I don't think they have to. They have the option to scale back. I think a lot of people want Intel to persist with heavy capital spending, not for the sake of the company, but because they worry about semiconductor supply. For Intel, I think they need to focus on securing their own supply. By doing so, they can preserve their capital and avoid overspending.
 
If a country like Japan is putting in $30B+ to build up 2nm from absolute scratch with Rapidus, I think its worth for the US govt to step in and save an already leading edge fab. Yeah, I know we have skepticism with how the government will handle this, even in general, without getting into political issues. But Intel needs to be protected at all costs.
 
XYang2023 said:
I think Intel should distance itself from government involvement. Its primary objective should be to restore its financial condition. U.S. semiconductor resiliency should not be part of its focus. I believe it was a strategic mistake by PG to take on that responsibility.
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Totally agree. Intel has more than enough on its plate already without having to bail out the US's supposed national security concerns. That's asking too much of even a strong and stable company. Just let Intel be Intel and get its act back together.
 
tooLongInEDA said:
Totally agree. Intel has more than enough on its plate already without having to bail out the US's supposed national security concerns. That's asking too much of even a strong and stable company. Just let Intel be Intel and get its act back together.
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Intel fans can’t survive without a sugar daddy and the only one stupid enough to give them billions a year it needs is the US government.

Or Trump forces TSMC to bail out Intel fabs or face tariffs or pay for their defenses
 
BruceA said:
Intel fans can’t survive without a sugar daddy and the only one stupid enough to give them billions a year it needs is the US government.

Or Trump forces TSMC to bail out Intel fabs or face tariffs or pay for their defenses
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David Zinsner mentioned during the recent conference that if there were any changes to CHIPS Act funding, Intel would scale back its investments accordingly. This could potentially mean putting the Ohio fabs on hold. In that scenario, the objective would likely shift toward maximizing returns from the investments in Ireland and Arizona (Intel 3, Intel 18A, Intel 14A, and 12nm with UMC). Intel would just need to ensure it has sufficient wafers for its own supply and signed clients. It could also be the case that not accepting government grants might prove to be more financially prudent.

 
XYang2023 said:
David Zinsner mentioned during the recent conference that if there were any changes to CHIPS Act funding, Intel would scale back its investments accordingly. This could potentially mean putting the Ohio fabs on hold. In that scenario, the objective would likely shift toward maximizing returns from the investments in Ireland and Arizona (Intel 3, Intel 18A, Intel 14A, and 12nm with UMC). Intel would just need to ensure it has sufficient wafers for its own supply and signed clients. It could also be the case that not accepting government grants might prove to be more financially prudent.

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Intel better find a real CEOas a bean counter with no technology understand is going to be a disaster at Intel.

Bob Swan, BK, PSO is a hard thing to recover from for any company.
 
BruceA said:
Intel better find a real CEOas a bean counter with no technology understand is going to be a disaster at Intel.

Bob Swan, BK, PSO is a hard thing to recover from for any company.
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They only survived cause they are Intel any other company would have been game over or Bankrupt
 
vikramskr said:
If a country like Japan is putting in $30B+ to build up 2nm from absolute scratch with Rapidus, I think its worth for the US govt to step in and save an already leading edge fab
Click to expand...

The Japanese government has only decided to put in around $6 billion USD for now. The rest will have to come from private investors or require further government approval. Which won't be easy to get either way.
 
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