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If this article is to be believed, it seems like under Lip-Bu Tan Intel might be shifting towards a focus on Samsung's share of the foundry market.
https://www.trendforce.com/news/2025/06/27/news-intels-first-overseas-foundry-connect-in-seoul-sparks-sk-hynix-hbm-buzz/
From what I hear this is changing at Intel. I've heard a lot of churn regarding Copy Exactly from people I know. It sounds like there is a push to view Copy Exactly as a required methodology for process transfer, and unlike in the past remove the handcuffs once the process is up and running in...
The myopia of the corporate world never ceases to amaze me. I believe Samsung's biggest problem is as plain as the nose on Vice Chairman Jeon Young-hyun's face. Their yield rates are rubbish. If they had reasonable yields, they would have not been hemorrhaging customers at this rate. TSMC is...
Gelsinger spent his time telling the world all the great and amazing things he said he was going to do and then lost credibility when he failed to deliver. That isn't what I'm talking about. I'm talking about giving employees within your company something to believe in.
You are free to...
That the 18A PDK was late and not sufficiently well defined? I'm not completely convinced this is an indication of the performance we will see from 18A. Intel still has a lot to learn to be a foundry, but that doesn't mean they don't know how to develop a performant process node.
I don't think I said Intel didn't need to reduce headcount. However Lip-Bu Tan needs to give the employees that remain a reason to believe. I've seen what happens when a company doesn't do that. The employees will stick around in a bad job market, but they become less committed and are...
WARN notices aren't necessarily a good indicator. According to the hive mind of the internet "a company can offer severance pay in lieu of providing the full 60-day notice required by the WARN Act for mass layoffs or plant closings. This is often referred to as "pay in lieu of notice". However...
Krzanich committing to IDM? He stopped investing in fabs and let TD flounder under a leader who couldn't deliver on 10nm while making up new criteria to lay people off. Though he did manage to position himself as a key player in an amazingly weak reality TV show. So there is that.
Say what you will, it is my personal opinion that Lip-But Tan is currently failing one of the key aspects of leadership. If you don't think Intel employees are stressed out and uncertain of the future then you don't know anyone that works at Intel. He has failed to give employees a vision that...
Yeah, voluntary severance does two things. It encourages your most expensive employees to leave. It also provides other employees the opportunity to grow, which is a euphemism for all your experienced talent walks out the door and you have to rebuild it. Never understood why anyone even...
I'm curious, do you think that Intel Foundry will be able to offer Intel Products a good enough experience in the next 5-10 years to win their business? Assuming of course they survive that long. If the headcount reduction includes process engineers and equipment technicians I figure they may...
Nope, my info is second hand. I have spoken to people who have had discussions with the analysts brought in to help benchmark Intel against TSMC. Take that for whatever it is worth.
Exactly. From what I can tell Intel relies way too much on manual input to keep things running in the fabs. They need to develop the automated systems that TSMC has before they can significantly reduce headcount in the fabs, but it doesn't sound like that is what is going to happen here. I...
My bet is it depends on the level of management you are at. I was talking to a friend of mine today and she said management had been instructed to say nothing about impending layoffs. The Oregonian today confirmed layoff start dates in Mid-July. Say what you want, keeping employees in the...
I think there is something inherently wrong with this comment. If employees have to spend all their time away from work digging through media to know what their company is doing, then there is a major problem. If your employees aren't crystal clear as to what the plan is, how do you expect...
So if I'm reading this correctly, you are telling me that once the layoff is over Intel employees should expect him to start rolling out the detailed plan. So my friends at Intel should have a much better idea of where they are going by Septemberish? Given he has been in the position less than...
This is the very reason I want something I can measure progress against. I want to see that what we are hearing from Intel is not more of the same. Given Lip-Bu Tan's past record I'm inclined to believe he will do what he says, but I want a way to validate that belief.
I'd also point out...