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Samsung also uses a lot of MediaTek chips for its smartphones, smart TVs, and possibly its appliances. Can you do some covert detective work when she is not home?
"The plan is expected to wipe out roughly 70% of the company’s $6.7 billion in debt and reduce annual cash interest payments by about 60%. The proposal would also give Wolfspeed’s creditors control of the company. Wolfspeed expects to emerge from bankruptcy by the end of September.
Wolfspeed...
Instead of calling it paranoia, isn’t making customers happy and delivering what they want a fundamental business principle?
If Intel’s leaders have to ask employees to be paranoid in order to achieve the greatest customer satisfaction, I think there’s a much bigger problem within Intel.
"My private observation is that TSMC's success relies on "trust" and "creation". Because real leaders can be creating (= innovating + realizing) unique businesses, not imitating others, e.g. IDM."
A paranoid person is less likely to trust others and, in turn, tends to become less trustworthy...
I started thinking the word "Paranoia" might not be the proper word to reflect Andy Grove's true intention and can be misleading or misapplied. Too much or too frequent of Paranoia is not a healthy situation for a person or a company.
Here is the the information provided by Cleveland Clinic...
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"However, the US chip supply chain is definitely heading in the right direction. It is slated to address more than 50% of its domestic demand by 2032, showing that President Trump's "chip policies" are working. TSMC has plans to scale up production further to 1.6nm (A16) in America, so it...
I hope Lip-Bu Tan’s first deal involves some sort of collaboration with TSMC. Intel and TSMC have had a long, cordial working relationship that was established by the founders of both companies many years ago. Unfortunately, Pat Gelsinger did a lot of damage to that relationship. As Intel works...
It may or may not apply today. But another principle still holds: any alternative suppliers must offer their products or services at a lower cost, with better quality, or both. Otherwise, it's a dead end.
Do you think Intel got itself into so much trouble today because of too much paranoia or too little?
In my opinion, it was too much paranoia. It caused Intel to walk away from many golden opportunities that ended up benefiting other companies and the entire semiconductor industry greatly.
1. The term “fab” can mean different things. For example, TSMC is continuously building Fab 21 in Phoenix, Arizona, which consists of six phases. Each of these phases could easily be considered a separate fab by most other semiconductor companies, even before considering their individual...
"The difference between the US and Taiwan is that the US can restrict, but Taiwan can halt. When the world’s most dangerous chokepoint in chip supply is no longer passive, it holds the power to redefine the global technological hierarchy."
For over a decade, the United States has been in a chip...
One way to look at this is that Intel is in a difficult or dire situation, both financially and in terms of product competitiveness. Using AI through Accenture to replace Intel’s own marketing staff seems like a desperate move and more of an excuse than a strategy.
It’s ultimately about saving...
Intel could spin off either its foundry division or its product division, making each a completely independent company. One or even both of them would likely have a better chance to survive or thrive on its own. On the other hand, pursuing external foundry customers in the name of achieving...
At what cost? Intel could lose economies of scale and be less profitable if it doesn't receive orders from external foundry customers. But the company could go bankrupt if it cannot recover the massive Capex investments made for external foundry operations.
Right now, Intel's top priority is...
These are small cuts compared to Intel’s overall size. Others with a bigger impact, such as the foundry operations for external customers, might also be part of the downsizing plan.
"Intel will shut down its small automotive business and lay off the majority of the workers in that segment, the latest step in the chipmaker’s dramatic downsizing.
“Intel plans to wind down the Intel architecture automotive business,” the company told employees Tuesday morning in a message...
Because Intel is outsourcing more on TSMC’s leading edge nodes, AMD, Nvidia and probably others have no choice but to adopt TSMC’s newest nodes faster and earlier than before.
This is also a major challenge for both Intel and AMD, especially Intel. The company is facing onslaughts from all directions, and in many cases, it doesn’t even have a competitive product.
