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I believe somewhere between 1/2 and 3/4 of the 15K employees took the voluntary severance package that was offered. That would lead me to believe that the severance package was enough that folks thought it would tide them over until they found something else. I've also heard that the...
I have worked at a Taiwanese managed company in the US (not TSMC). Many of my former colleagues would agree with your assessment. However, my personal experience was different.
I had a manager tell me a couple of things to try and help me understand the just how the corporate culture was...
This made me think of a comment from Ross Perot during his presidential run. He was talking about Bill Clinton's claims about how much Arkansas's economy had grown while Clinton was governor. His comment was if you start with a penny and increase it by 100% you still only have two cents. :)...
This is not correct. Intel 3/4 are still in production in Oregon. You just don't ramp a fab up or down that quickly. When your process takes 3ish months to complete it is going to take a while to bleed the volume out of the fab after Ireland has ramped enough to carry the volume.
If Intel...
That is the point I've been trying to make. Apparently rather poorly.
Here is what Gelsinger has said from the article below.
Not that many years ago, the U.S. accounted for more than one-third of all semiconductor manufacturing, but only 12% are made here today. Production cost was a big...
Sorry, but I don't see anything misleading at all. I see it as a simple statement of facts. Intel intends to build the fabs. Intel's resources are limited. With more resources Intel can move more quickly. Chip's act money = more resources. Intel is moving as quickly as they can afford to...
My father served in the Navy. At one point in time rather than working on the aircraft in his squadron he was working on the production line at LTV, because they were having issues delivering their contracted volumes.
A slow, inefficient defense industry is nothing new. Outside of WWI,I...
Kind of a tangent to the main point but this stuck out to me.
"This included EUV installed at its fab in Leixlip in Ireland in 2022. However the equipment needs a lot more space in fabs, particularly the height, so tends to be used in new buildings."
The height factor is real but not...
It has nothing to do with like or dislike, it is about geography. The goal is to move some amount of leading edge semiconductor manufacturing back to the western hemisphere. That would be the Americas and Western Europe. It really isn't just about fab capacity, it is about distributing...
I've talked to a few people who have worked with Naga at Micron. They have generally had a good impression of him. Hopefully, Intel will give him free rein to do what he needs to do. If anyone should be able to drive cost efficiency it should be some who has worked in the memory industry.
Assuming that you believe that Intel's current strategy is the right one, who else would you find that is committed to dealing with another 2-3 years of financial hemorrhaging to get the foundry business back on its feet? I'd argue that most potential CEO's you could bring in would try to split...
The development factory in D1 should be ramping and running volume on 18A before the Arizona fab begins to ramp to support the Panther Lake and Clearwater Forest launches. It will probably only be in the 8-10K wafers per month, but that is still revenue. I guess it depends on what you call...
You would be correct. All actual process development on leading edge technology takes place in the US. Intel Oregon does the process development while Intel Arizona does the packaging development. Once a leading edge process is developed additional process enhancement/improvement may take...
Wow! Something I finally agree with Trump on in substance if not in execution. I can agree that the CHIPs act, as currently constructed, is a poor way to incentivize the semi industry. As to the idea of driving other companies to build here through tariffs, not so much.
This is the problem with support through direct funding. If the support was in the form of tax incentives and/or reduced tariffs and possibly rebates for purchase of raw materials, there would be no delays with receiving the help required. This approach ensures that any company receiving aid...
Intel's previous foundry "efforts" (using that word very loosely) required their customer's to navigate their non-standard design process and basically do things the Intel way. Very much the historic this is what we did and it is what you get mentality. Given the fact Intel is adopting...
I think ease of use is a factor here too. Intel took longer than expected to get their PDK 1.0 out to customers. It is my impression that TSMC was way ahead of them on getting PDK 1.0 to their customers. I've also heard various comments that seem to indicate that Intel's PDK is not as...
Given Intel's recent issues it is easy to forget that they were able to afford their fabs and build more up (Fab42 and Fab34) until the last couple of years despite milking 14nm for the better part of a decade. Their decision to move production to TSMC was necessary to keep their products...
