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Before/After/During the layoffs? How many heads at the end of the project? How long to reach the end state?
I have not seen the details on this roadmap, nor even a timeline on when it should get rolled out.
Launch Dates? I've seen EOY for Panther Lake and I think Q1'26 for CWF. The others...
"As Lip-Bu settles in and finalizes his strategy we will talk more about our long term plans." - Frank Yeary I take that to mean we do not yet have a complete strategic picture yet.
And that is kind of my point. Gelsinger said a lot of things and gave timelines and then failed to deliver. It...
Nope, I don't know a soul there. His performance at Cadence was nothing short of amazing. It is what gives me hope he can turn Intel around.
I feel like you may have missed my point. So far Lip-Bu Tan has essentially given a list of goals (build trust, deliver promised products/services on...
Have to disagree with this sentiment, since that is the vast majority of the people I know who actually move the wafers and touch the tools. The only people left would be the managers and they don't know how to run the factory. Technical skills are one thing, hands on day-to-day performance of...
IMO this is why American business is broken, but it doesn't have to be that way.
In 2022, Nvidia’s stock dropped by 66%, many tech companies were laying off employees. However, Nvidia refused to do layoffs even when every other major companies were doing so. They have also never forced...
I couldn't agree more. I know I'm more inclined to cut Otellini some slack than many others because his actions indicated that he cared about his employees. Yes there was a large layoff under his watch, but he also gave an out of cycle stock reward to employees one year when no raises were...
Almost everyone I know is in the trenches. No where near your 1200 close personal friends, but probably 20-30 folks I know well enough to ask sensitive questions. :)
Based on your comments I had some further discussions. From the folks at the base of the organization I would revise my...
Interesting. I'm curious as to what area the folks you know work in? I'm assuming on the design side of the house?
The people I know are all on the foundry side and they are a lot less optimistic. I wouldn't say it is doom and gloom, but I wouldn't exactly call it optimistic either. The...
I guess technically that Johnston-Holthouse and Zinsner constitute employees, but folks I've talked to feel like they are in the dark, not optimistic.
By all accounts, Gelsinger, for all his faults, kept employees feeling like they were in the loop. Tan, on the other hand, seems to be playing...
I have no issues with the claims that Li-bu Tan will under promise and over deliver. Next quarter's financials coming in July will probably be our first chance to see if he delivers on that.
My bigger question is what has Lip-bu Tan actually promised? I've heard him say Intel will win your...
I have to disagree on the no downside comment. He has a long standing reputation of success and the last thing he wants to do is go out on a failing note.
I've seen a couple of public presentations where he says that he hates losing. I have to believe that failing to bring about his publicly...
I'll second that. HR is the enemy. They are completely disconnected from the reality of the skills needed to do the job.
I got my foot in the door with a BS in Chem E but had 9 years working in material science R&D (small company where I got to do work my way up to the interesting stuff)...
No Intel needs more than great technology. That is why their previous foundry efforts floundered. They need to build the support system around that technology to enable it that TSMC spent decades developing. Anyone with two brain cells to rub together could figure out 18A on it's own is not...
That is one interpretation, but not the only one. Another way to look at is based on comments Daniel Nenni has made is that by the time Intel released their PDK 1.0 the design cycle had already chosen TSMC since their PDK was released earlier and was more mature.
No argument on the can't...
I think Intel realizes this as they can't follow TSMC's release and be successful given they recently pushed out their 0.5 PDK.
Do you know when we should expect to see TSMC's PDK 1.0? I'm also curious as to why you think that Intel has to be "well before" rather than just at the same time.
Anything I say here would just be pure guesswork.
I think it is more instructive to look at what level of wafer starts would be needed. Using $5B per year as the requirement based on Zinsner's recent comments and assuming that 1/2 of this is coming from packaging, UMC and Tower that leaves...
Guess I didn't make this clear. I didn't say foundry could skip 18A externally, I said get a few customers with small volume to kick the tires. They do have some pre-pays in the bag and the DOE purchases so it isn't like they will have nothing to show for it. I believe that has been the whole...
You are correct, but one could argue that the claims were all Pat Gelsinger's over-optimistic world view on full display. They were claims fueled by hope and not cold, hard rational thought behind them. No argument he made the claims, but given that he is no longer with Intel, is it still fair...
