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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...
I haven't followed this in any detail and at a first reading found the Intel press release quite reassuring.
After reading @nghanaywem (above) and re-reading the Intel PR, I'm not so sure:
Short answer: We can confirm there was a via Oxidation manufacturing issue (addressed back in 2023) but...
This is really very interesting - how the rankings change so dramatically when sorting by different metrics. But this is highly volatile data for many of these companies right now - and I start to reach for my low pass filter when I see mature companies with stratospheric PE ratios - AMD ">1000"...
Some good points.
Really enjoying this discussion. Not something I expected to be saying about the accountancy aspects of the business ! But depreciation is such a huge part of the semi business cost structure that it's worth getting a better understanding.
One of the interesting questions for me with all this super-expensive AI hardware is what happens with the inevitable depreciation and who actually picks up the tab for this ?
Advanced chips have always depreciated very rapidly as newer, better designs are created every year. This might not be...
Obviously not (as implied in my comment).
My point was that you can compare where they had got to against the leading edge *before the EUV export ban*.
Well, they did until fairly recently. So I think we already know the answer.
Of course, it helps if you can maintain a laser focus on the core job if you want to be a TSMC, without the distractions of having to demonstrate other achievements (conforming to various political or idealogical...
