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You are assuming that there is a unified board view. Who knows ? The only thing we can say is that they were sufficiently unified to demand that Pat left. Spotting that you're heading the wrong way (or alternatively was it losing their bottle with IDM 2.0 ?) is no guarantee that they know and...
You prompted me to go back and re-read this thread right from the start and apply the low pass filter.
There are two contributions from March 2015 (over 9 years ago) that really foresaw the critical (in my view) issue when no one else (I include myself here) seemed to. Both @astilo and...
At this point, it's hard to believe anyone actually knows.
Pat at least had a consistent strategy (even if some of us weren't totally convinced by it).
Has having co-CEOs ever worked ?
Doubtless a lot more to come out. But starting to feel like the headless chickens of the Intel board have...
Companies come and go and ultimately have a lifecycle just as their products do. People doubtless wrote much the same about Fairchild 20 years ago. But that's been gone for some time and the industry continues onwards and upwards. However much the sentimentalists and historians amongst us (me...
Hasn't Intel got real problems to solve rather than faffing around selling a minority stake in Altera ?
Either they want Altera inside or they don't. Unless they don't actually know ...
As it stands, they'll try to sell off a minority stake to PE. And then IPO it later. The only winners will...
I understood that Intel's and layoff handling was quite good and the severance terms were actually pretty generous and likely well above the average for US companies (and certainly nothing like some of the awful stuff I've heard about IBM). Happy to be corrected if I'm wrong there. But that...
I read that as identifying two main factors why the doctors didn't benefit from using the AI chatbot: 1) lack of technical competence in using it (no great surprise) and 2) reluctance to accept results from AI which challenged their existing beliefs. Our old friend cognitive dissonance at work...
A painful read. Fails to put this all in the context of other server IC technologies (nVidia, ARM, etc). At least a couple of dubious assumptions about unit pricing and server shipments staying constant.
Can't help feeling that Claus Aasholm could have done this with one diagram and far more...
This is interesting data (at least for some of us who've never paid much attention to this area). Seems that Applied Materials is actually significantly larger than ASML by revenues, though certainly far smaller by media coverage. And Tokyo Electron is comparable to ASML on revenues. Why isn't...
Really ?
Here's the full quote:
“Since Taiwan has related regulations to protect its own technologies, TSMC cannot produce 2-nanometer chips overseas currently,” Kuo said at a meeting of the legislature’s Economics Committee in Taipei.
The key word is surely currently.
I read this as saying...
I'd be interested to know if the actual (i.e. operating) profit is positive at gross margins of 14 to 20%. For context, TSMC gross marging appears to be around 53% (which we can expect to be significantly higher) and Global Foundries around 25%.
Slightly off the main topic ... Energy prices aren't substantially higher in Europe or the US due to lack of subsidies or who owns the power generation and distribution. The main factor is regulatory costs, cross-subsidies for other power sources and a crazy pricing regime in many European...
I doubt this statement. Meaning I don't believe there's a viable option for Intel to follow its current strategy without investing so heavily.
But let's test it. Would Intel follow a different strategy if there were no CHIPS Act (like splitting off the fabs) ? Would building 25% or 50% of the...
It seems to me to be a very insightful and thought provoking comment and best read as a backward looking comment and nothing to do with today's issues (Taiwan/China or the CHIPS Act).
The question is why Intel chose never to build a fab in East Asia at any time in its history. We know that...
Is this real ?
He (Pierre Cambou, Yole Group) claims that Samsung's "open foundry strategy has paid off" and that "is has now become a credible alternative to TSMC".
Isn't that the exact opposite of most observations here over the past couple of years ?
Then the foundry capacity proportional...
This is just so frustrating.
Yet again (Wind River, Infineon wireless unit, Altera, McAfee, ...), Intel buys a company for a huge amount of money, declares this a critical strategic fit and essential for future product plans and growth, ploughs on for around a decade, destroys value and then...
But there wasn't actually any political sniping or comment made, was there ?
Are you aware just how ridiculous it looks from outside the US to see a man in serious mental decline who needs proper medical care being forced to continue in a job he's patently unable to do ? It's actually inhuman...
Thanks, that's quite helpful.
However, the next question we probably need to ask is whether leading a coalition of equals is really in Intel's DNA - or a challenge they're capable of rising to. They've never had to operate in that way before (actually sharing stuff as equals). This all looks...
Those two statements do seem contradictory.
1) Intel design and manufacturing can't be separated without killing both
2) Intel manufacturing can be outsourced
And how is [partially or wholly] outsourcing manufacturing to "not TMSC" any different (or better) than [partially or wholly]...
