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The whole point is that we can and do leave slightly broken and biased comments ! That way we get to share our expertise and increase our insights and understanding of complex and evolving situations where none of us have the complete picture.
And that - just my view - is the key strength of...
I agree.
I'd be staggered if the average home size in China is as large as 90m^2 (these are almost all tower block apartments, aren't they ?). That's a big flat for 2.76 people in China ! You see smaller 3 bedroom houses than that in the UK.
So it's probably 10 million excess homes rather than...
I can't believe you've repeated this complete nonsense about US work culture. I let it go last time (this being a professional semiconductor discussion site and not wishing to get sucked into your tirades of personal abuse).
I seriously wonder exactly where you're getting all this from. My...
It's very difficult to build capacity to order, isn't it ? Not least because of the time lag between planning capacity and bringing it on line. You can ultimately only build to forecast. The reason why semis has historically been such a cyclical boom and bust industry.
The fact that semis...
Indeed, I think he hired some of those people to lead the foundry effort. They're on at least their second leader there. The obvious question is "did he hire the right people" ? But you're right, there are plenty of external sources of information - EDA partners, potential customers - who could...
Slightly off the main topic. Has anyone noticed just how often Pat starts his sentences with "And ..." ? Almost a 50% hit rate in this extract. Relentlessly banged into us at school never to start with "and" or "but". But I still do it ...
But encouraging that he's almost completely migrated...
Or you set up a completely new pure play US foundry *that is not Intel*. Or at least have a clear roadmap to create one from the Intel fab business.
I still struggle with the idea that a company with Intel's history and mindset/culture/DNA will ever be a good fit for pure play foundry. That's...
Garbage.
It must have escaped your notice that TI is the largest/leading analog IC company today. Of course, I'm a little biased as an ex-TIer. And I'd prefer it if it were still a force in digital ICs. But better outstanding success in one field than being average at everything. If Tom...
"There's no excuse for TI" ???
TI had a business to run. They didn't want to run a serious, large scale foundry operation. No one did at that time. Morris Chang was ultimately freed up to go and create one of the world's most successful businesses. In a place where it fitted and would thrive...
Hold on a moment. Isn't Lisa Su the CEO of AMD ? And Jensen Huang at nVidia ? And wasn't Lip-Bu Tan the CEO of Cadence ?
There are CEOs of both Indian and Chinese ethnicity in Silicon Valley today. And have been for some time. And rightly so. Most of them are doing a great job and are there on...
I suspect the critical Intel talent drain has been from engineers and not executives. It's the executives that created/failed to deal with the problems they now have.
Don't know if that - Cayman Islands - actually qualifies as a "British company". Arms length tax haven.
I have to disappoint you if you're hoping for a British company to buy Intel. We only sell tech companies here ! We might even be world leading at that. Also a bit tight for cash right now.
Mad. Quite mad.
Leaving aside the likely antitrust angle, why would nVidia want to take on all Intel's problems right now ? Or anyone else for that matter ?
The chip companies that are doing well right now are highly focused on specific product areas and markets.
Intel, by comparison, is...
Sorry - my mistake. The 60% fall was in fact 60% higher than the estimate.
However, that still leaves the curious fact that this company is apparently reporting *unaudited results*.
Am I alone in being somewhat baffled by these two statements ?
a) BEIJING, Aug 7 (Reuters) - Semiconductor Manufacturing International Corp reported a 59.1% fall in second-quarter net profit on Thursday though the result from China's largest chip foundry beat expectations.
b) SMIC reported...
Indeed. You could be forgiven for looking at the headcount history over the past 5 years and coming to the conclusion that this company is completely out of control.
Pat Gelsinger takes over as CEO in February 2021. He know he has the biggest turnaround job in semiconductor history on his...
I understand that Intel is not exactly short of MBAs on its full time staff. Agree with both of you that they're more likely part of the problem than the solution.
Quite.
Imagine in the EDA world if you found yourself in possession of the entire code base for Synopsys IC Compiler. You'd be able to build the current release. But supporting and maintaining this in the field and building new releases would almost certainly be beyond you. These systems are...
