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At one level this all makes sense. I've been saying for a long time that if the US is putting up serious investment in Intel, it ought to be able to see some potential return for that.
On the other hand, the sort of thinking that goes into announcements like these is beyond me !
"The...
I'm about half way through (my son's insisting we watch this).
It's very well done and really interesting. In fact, it's like investigative journalism used to be on TV and in newspapers 30+ years ago. You really get a sense of how complex this situation is and just how difficult it is to ban...
The other point to add to this is the effect of the huge ecosystem around TSMC reinforcing its established advantage. Any IP or EDA company has to make a decision which foundry to support first for any new technology node, major tool release or new IP. And that's always going to be TSMC while it...
I do not buy these counsels of despair.
If Intel design is as weak as people keep suggesting (their supposition, not mine), it won't survive regardless of who fabs the chips.
If LBT is as good as people keep suggesting (which I do go along with), he should be able to turn around any (or at...
"Soul of a New Machine" will always be a great book. Really captures the excitement of what a tech startup can be and what technical leadership should be like. It will never date. Thanks for reminding me - just bought a copy for my son who's just starting out in computer science. Of course, the...
Look forward to reading this.
I'd really like to understand the case why the US government should not get an equity stake in Intel in return for handing over several $10bns of cash. If it's an equity investment, any normal investor would expect that. If it's a loan, you'd expect interest...
It is almost as though they grew up and prospered with the belief that the world revolved around Intel/x86 and have been too slow to adapt to the realisation that it actually revolves around something else. Much as people who believed that the universe revolved around the earth in the Middle...
It was clearly far more than simply cost control.
Who now can seriously say that all the new planned fabs (Ohio, Magdeburg, ...) were actually needed ?
Who now can believe that Intel had remotely accurate sales and revenue forecasting to justify the scale of the planned investments ?
Those...
The Otellini quote is interesting and revealing. Even long after the event, he is either unable or unwilling to own up to a clear view of what happened and why (it was either A or B ...). And coupled with that, he doubles down on the view that history would have been significantly different had...
At some point you do need to stop and wonder how Trump and the US government are able to push out extremely market price sensitive information like this with no real substance behind it which may result in large stock pricing swings (and later corrections). The potential for insider trading is...
This comment seems to imply two things:
1) Intel is currently uncompetitive as a design house vs the fabless companies
2) The "solution" to that problem is to double down and continue as an IDM
How can that possibly make sense ? Intel must operate as a foundry now to survive as an IDM. And it...
I don't read it that way. It's a classy letter which quite intentionally does not engage with the [IMHO] ridiculous allegations about him. He says everything that needs to be said and nothing else. Whether it works with Trump is another matter which few of us can predict - I suspect it's not...
These are all excellent questions. But also an example of what good governance should look like (regardless of whether Senator Cotton is himself compliant - see earlier comment - I have absolutely no idea ...). At least in the US you have these processes and controls in place (at least in...
Does this make sense ? INTC at around $20 today and most of the bad news is surely already priced in. If you believe in the LBT turnaround story, how's the stock going down 100% before that kicks in ? Convesrsely, if it goes down to $10, doesn't that imply the turnaround strategy as currently...
Why should that help Intel ? Doesn't the same logic implies that all US semi companies should relocate to Asia (Apple, nVidia, Qualcomm, etc) ? And yet the US doesn't seem to have too much trouble pulling in top talent from all over the world to staff up these companies. The success of companies...
Welcome clarity. Though increasingly obvious that Intel products just don't have the volume to justify many more future nodes, it needed saying in public at some point.
What is also notable here is that there is no mention whatever of the CHIPS Act, government subsidies or US national security...
Hold on - how does this headline make any sense ? SanDisk has annual sales of less than $8bn. And yet they were somehow expected to be investing in a $55bn wafer fab. I feel I must be missing something ...
