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Dec 12 (Reuters) - The two executives leading Intel (INTC.O), after the ouster of its chief executive conceded on Thursday that the company may be forced to sell its manufacturing operations if a new chipmaking technology slated for next year does not succeed.
Dec 12 (Reuters) - The two executives leading Intel (INTC.O), after the ouster of its chief executive conceded on Thursday that the company may be forced to sell its manufacturing operations if a new chipmaking technology slated for next year does not succeed.
From what I was told Stacy Smith will decide, he is the board influencer now. The board will hire the new CEO with marching orders. My guess is that Stacy is in favor of separating Intel design and Intel manufacturing as any MBA would.
Dec 12 (Reuters) - The two executives leading Intel (INTC.O), after the ouster of its chief executive conceded on Thursday that the company may be forced to sell its manufacturing operations if a new chipmaking technology slated for next year does not succeed.
From what I was told Stacy Smith will decide, he is the board influencer now. The board will hire the new CEO with marching orders. My guess is that Stacy is in favor of separating Intel design and Intel manufacturing as any MBA would.
It was outlined by Pat after the August earnings report. Nothing has changed.
I believe the board has a responsibility to the shareholders.
For the sake of national security, the burden should not fall solely on Intel. It should be shared by TSMC, the U.S. government, and other U.S. semiconductor companies. Intel should stop providing free benefits to others and prioritize its own interests first.
It was outlined by Pat after the August earnings report. Nothing has changed.
I believe the board has a responsibility to the shareholders.
For the sake of national security, the burden should not fall solely on Intel. It should be shared by TSMC, the U.S. government, and other U.S. semiconductor companies. Intel should stop providing free benefits to others and prioritize its own interests first.
Exactly the point. For example, the Department of Commerce canceled Intel's permit to sell client chips to Huawei, a deal valued at hundreds of millions. I fail to understand their logic; the lost revenue could have been used to fund fab construction. Meanwhile, Nvidia H100/H200 chips can still be purchased in China.
It was outlined by Pat after the August earnings report. Nothing has changed.
I believe the board has a responsibility to the shareholders.
For the sake of national security, the burden should not fall solely on Intel. It should be shared by TSMC, the U.S. government, and other U.S. semiconductor companies. Intel should stop providing free benefits to others and prioritize its own interests first.
Awarding majority of CHIPS Act grants to TSMC and many other non-Intel companies is a clear indication that US government is preparing and ready for a US domestic semiconductor industry with or without the Intel we used to know. With the official start of high volume production at TSMC Arizona fab in the coming months of 2025, a lot of DoD and DoE concerns have been reduced.
Awarding majority of CHIPS Act grants to TSMC and many other non-Intel companies is a clear indication that US government is preparing and ready for a US domestic semiconductor industry with or without the Intel we used to know. With the official start of high volume production at TSMC Arizona fab in the coming months of 2025, a lot of DoD and DoE concerns have been reduced.
Time for US To take the loss of killing it's leading edge Logic industry.
Japan is trying both it's own industry+ TSMC
Us can't is not even trying to build it's own
Haha. I wonder what’s Stacy Smith’s education background was other than MBA. Usually they would also indicate what’s their undergraduate degree was as well.
I don't think Intel will ever be fully "ready for a split." Survival hinges not just on financial independence but also on mindset. While Intel Foundry is moving towards financial independence, the shift in mindset is progressing slowly.
To become a successful foundry, Intel needs to adopt a customer-centric approach. A well-known example is TSMC which sent a team of around 100 people to Apple to help overcome challenges and secure the iPhone SoC order.
If Qualcomm, Broadcom, and Amazon are the top target customers for A18/A14, Intel can deploy teams to work closely with these companies daily. By directly learning from customers and addressing their needs, Intel can get things done more effectively.
If Intel Foundry Services (IFS) aims to compete outside TSMC's market, gaining customer trust quickly and achieving a technical edge over Samsung will provide significant momentum.
