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It is called leadership.
LBT detailed the RTO policy in an internal memo to Intel employees dated April 24, 2025, titled "Our Path Forward." This came shortly after Intel's Q1 2025 earnings report. Tan emphasized that Intel's cost structure was "well above competitive benchmarks" and that...
I agree but it is better than the alternative. It sounds like she got a decent parachute and as Mark said layers of management had to be removed. Her big fault was being overly optimistic I am told. A person with that amount of experience must be more grounded. Hopefully she lands at a company...
It is a good sign that Kevin O’Buckley is still heading sales for Intel Foundry. He is a sharp guy with a lot of experience. Intel did get rid of some foundry sales people and rightly so. A couple of them should not have been hired in the first place. Just because a sales person can sell...
Not a shock either. This is part of corking closely with customers while not competing with customers. Unfortunately some of the big fabless companies have custom silicon business like Broadcom, Marvell, and MediaTek but there is room for all. It is also a foundry thing to do. TSMC has GUC and...
Not a shock at all:
Michelle Johnston Holthaus to Depart Intel
Additionally, Intel announced that Michelle Johnston Holthaus, chief executive of Intel Products, will depart after more than three decades with the company. Holthaus held numerous senior leadership roles, including interim co-CEO...
Sep 8, 2025 • 4:05 PM EDT
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Intel Corporation today announced a series of senior leadership appointments that support the company’s strategy to strengthen its core product business, build a trusted foundry, and foster a culture of engineering across the...
This is part of TSMC's Taiwan playbook, get close to academia. Universities are an important part of the semiconductor ecosystem, absolutely. GO TSMC AZ!
By: Amy Edelen, Phoenix Business Journal
PHOENIX — Taiwan Semiconductor Manufacturing Co. is rapidly expanding its internship program in Arizona, where the company is racing to meet workforce demands consisting of thousands of jobs tied to its $165 billion investment in its advanced...
Award to Honor Outstanding Semiconductor Industry Leaders and Innovators
MILPITAS, Calif. – September 8, 2025 – SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced the introduction of the annual SEMI Silicon...
Bad article but good topic.
Just from my point of view, today AI is an excellent research tool for people who are already experts in the field and can filter out the AI hallucinations. Companies are deploying it internally by data mining terabytes of company data to help employees ramp up and...
R&D has never been a problem at Intel. Getting the right products out in the right timeframe is the Intel problem. As I have mentioned before, the massive Intel ego destroyed the company. That is gone with LBT.
Intel spent $16.5B on R&D in 2024, AMD spent $6.B in 2024. I'm sure you will see...
Intel will do more than $50B is revenue this year. AMD is still $20B behind Intel. I would not bet against Lip-Bu Tan. He has not been CEO for six months yet and look at the change in Intel. Give him another 18 months and you will see what I have been talking about, absolutely.
According to Reuters, the Dutch supplier of advanced chipmaking equipment is poised to become the largest shareholder in the French artificial intelligence startup.
ASML, the Dutch supplier of advanced chipmaking equipment, is poised to become the largest shareholder in French artificial...
TSMC should do something like they did in Germany:
EMC Joint Venture Structure: TSMC holds a 70% stake, with European partners Robert Bosch GmbH, Infineon Technologies AG, and NXP Semiconductors each owning 10%. These partners contributed €500 million each toward the initial funding.
Investment...
Friday, Sep 05, 2025, 5:00pm
by Semiconductor Industry Association
Worldwide chip sales increase 3.6% month-to-month
WASHINGTON—September 5, 2025—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $62.1 billion during the month of July 2025, an...
Remember, it takes more time to design and tape-out a complex chip than it takes to build a fab. LBT was right on the money about not building fabs without customer orders. TSMC does not build fabs without customer orders. The problem TSMC has had in the past is competition not yielding and...
700,000 wafers per year for both fabs combined is the last estimate I heard but that was before LBT became CEO. I did hear recently that 18A is doing well in Fab 52 but demand is the real question. Intel really needs to stop designing to TSMC. Lip-Bu will make sure of that, I do not think he...
TSMC is the low power king thanks in part to Apple. Apple writes some very big ecosystem checks and low power is a big driver. Process is important but you have to have EDA tools to get you there and there is no company closer to EDA than TSMC. Intel Foundry has a good shot since they are a big...
Cristiano needs to be more transparent about suppliers. Samsung is a former supplier now making legacy chips. QCOM only went to Samsung for the price and they got burned on yield more than once. QCOM is now all in with TSMC at N4, N3 and N2. If you are exclusive to TSMC you get a much more...
Qualcomm Inc. Chief Executive Officer Cristiano Amon said Intel Corp.’s production technology isn’t currently good enough for the maker of mobile phone processors to use as a supplier. If Intel is able to advance its manufacturing techniques to produce more efficient chips, then Qualcomm would...
