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It will certainly lead to a redistribution of wealth. I don't see this necessarily results in ordinary Americans losing out - if they no longer need to fork out 20c on the dollar for overpriced healthcare isn't that a win that leaves them with more disposable income for other things ? Obviously...
Quite. The whole proposal is a complete mess. There is no need for a) a holding company (and Intel's recent record in "strategic direction and decision making" doesn't sound like a viable business opportunity) and b) an x86 licencing business unit (there's no significant proven market and...
It would indeed be very interesting to see a back of the envelope (we'll never get this breakdown directly from Intel) ROI calculation on Intel's technology and fab investments since they announced the original Intel 10 (now called 7 IIRC) around 10 years ago. We could then compare that with...
Just read it. I think it's excellent. He seems to really understand the current situation and just what needs to be done.
A few interesting extracts:
We need to get back to our roots and empower our engineers. That’s why I elevated our core engineering functions to the ET. And many of the...
Not remotely close enough to Intel to comment on the effect on morale. But looking from outside, I'm slightly surprised that a US company could make 35-40% staff cuts through only voluntary redundancies. This will doubtless sound a little callous, but part of me is saying that we'll know Intel...
And we (Reading) are entitled to beat Arsenal, but it still hasn't happened - I believe we're currently 0-14 against you. Despite you giving us a 4-0 headstart in the League Cup in 2012. You'll win the PL before 2050 though - and at some point we'll be back up there to help you do it.
But we're...
If it did, they have no chance.
But this is just such self-evident nonsense.
When - for example - was Intel ever even 2x better than AMD (or vice versa) ? I'd be surprised if the gap (on production cost or peformance) was ever much over 50% for more than a few months. 10x might be possible in...
Seems a sensible move.
To put the Intel investment in Altera in some context, if I read correctly the Dow Jones semis index increased about 10X between 2015-25. Intel halved the value of Altera (and arguably could have shifted it for a lot more pre Trump 2.0 if they'd moved faster). Intel's...
I found that a very interesting read (and I've had enough exposure to US corporate cheerleading to be quite sceptical - any European who's ever sat through a US tech company sales kickoff will know the feeling ...). Perhaps it's not quite as exciting and inspiring as it sounds working inside...
Hold on - isn't this the same Pat Gelsinger who was telling us how great Intel's technology was for the past few years ? If Intel's already as good as TSMC and on course to repass it (as Pat repeatedly claimed), what does it matter whether TSMC's R&D is in Taiwan or the US ? Pat's whole strategy...
I really don't believe you can position yourself as weak on trust and succeed in foundry (or indeed most semi business segments). And I'm certain that Lip-Bu Tan doesn't see things that way. It's essential - not a nice to have feature.
If Intel's going to do foundry, it needs to seriously...
This is certainly going to be very interesting. Whether Intel can absorb the cultural and behavioural changes Lip-Bu is talking about (and has always followed) can't be certain. It's a whole new type of leadership for Intel and Intel will likely feel like a quite different company if he can pull...
It should be based on what TSMC shareholders think it's worth - if indeed they decide it's worth doing. Of course, there's some political mess in anything like this. But certainly not for any of us to decide.
I thought Intel wanted to sell off at least part of Altera. And has sold part of...
Wow. So all the growth came from nVidia plus the 3 big DRAM companies. Nothing between Samsung's 62% growth and Qualcomm's 11%.
I don't think I've ever seen such a concentrated and uneven distribution of growth. Gut instinct says this is very unstable.
Looks like you meant 4 there (the list of failing CEOs) and not 3. And a straight flush too.
But is it really that simple - all good CEOs until Otellini and all poor from his time on ? It certainly appears statistically unlikely.
I'm coming round to the view that what's happened to Intel is...
Agree. But, it's much worse this time because the AI chips will depreciate much faster than the dark fibre installed in the late 1990s and only used much later. Any excess AI capacity installed today might never be used.
[Apologies - hadn't read to the end and have replicated hist78's comment]
Seems a bit of a stretch to claim that Intel is "racing to find its next CEO". Pat went at Thanksgiving. Nearly 2 months ago now. Let's be optimistic and assume Intel were thinking ahead here and started the search at least 1 month before firing Pat - that's at least 3 months and counting. Quite...
It's astonishing that something this small and unsubstantiated can apparently not only move the needle, but shift it by nearly 10%. Presumably there must be other sources of information to justify the Intel stock move. There's got to be some level of information checking, assessment and actual...
This is very interesting data.
If we assume that these measurements are taken under similar conditions, similar driving styles, etc and all the accidents are equally severe (and that self-driving doesn't just filter out the higher count, lower risk ones), this is very impressive.
But what...
Portugal, Switzerland, Austria, Czechia, Poland, Estonia will also be delighted.
And isn't Greenland supposed to be blue these days ? Denmark's Tier 1, but Greenland's Tier 2 ?!
All looks a bit "bag of a fag packet"/Friday afternoon job.
