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Search results

  1. A

    Samsung Foundry, Strategy Meeting Key 'Finding the Reason Google Missed Out'

    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/
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    Samsung Foundry, Strategy Meeting Key 'Finding the Reason Google Missed Out'

    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...
  3. A

    Intel will outsource marketing to Accenture and AI, laying off many of its own workers

    When I think of some of the marketing that has come out of Intel in recent years I have trouble believing AI could be much worse. :)
  4. A

    Samsung Foundry, Strategy Meeting Key 'Finding the Reason Google Missed Out'

    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...
  5. A

    Texas Instruments plans $60 billion US investment under Trump push

    It won't fill all the positions, but rumor has it that Intel is about to put a few people on the market that TI could pick up. :)
  6. A

    Intel will lay off 15% to 20% of its factory workers, memo says

    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...
  7. A

    Samsung, TSMC set stage for fierce race in 2nm chip tech

    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.
  8. A

    Intel will lay off 15% to 20% of its factory workers, memo says

    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...
  9. A

    Intel will lay off 15% to 20% of its factory workers, memo says

    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...
  10. A

    Intel will lay off 15% to 20% of its factory workers, memo says

    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.
  11. A

    Intel will lay off 15% to 20% of its factory workers, memo says

    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...
  12. A

    Intel: New Products must generate 50% gross margin to get the green light

    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...
  13. A

    Intel: New Products must generate 50% gross margin to get the green light

    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...
  14. A

    Intel’s Israeli fab in Kiryat Gat targeted in latest layoff round

    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.
  15. A

    Intel’s Israeli fab in Kiryat Gat targeted in latest layoff round

    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...
  16. A

    Intel’s Israeli fab in Kiryat Gat targeted in latest layoff round

    I don't have a clue where the author of this article got this impression. The fabs took a hit in Gelsingers last layoff as well.
  17. A

    Intel Employees "Very Optimistic"

    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...
  18. A

    Intel Employees "Very Optimistic"

    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...
  19. A

    Intel Employees "Very Optimistic"

    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...
  20. A

    Intel Employees "Very Optimistic"

    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...
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