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Intel is working with advisors including Morgan Stanley to help defend itself against activist investors, according to people familiar with the matter.
The chipmaker has lost almost 60% of its value this year as it struggles to keep pace with rivals in artificial intelligence.
Lip-Bu Tan, a veteran of the semiconductor industry, stepped down from Intel’s board on Thursday after just two years as a director.
I'm not sure if I have seen a proactive move like this but I have seen activists in action. It is usually about cost, expenses, etc... breaking a company up and selling it, which is probably the case here. Either way just another distraction for Pat and staff.
I'm not sure if I have seen a proactive move like this but I have seen activists in action. It is usually about cost, expenses, etc... breaking a company up and selling it, which is probably the case here. Either way just another distraction for Pat and staff.
Some Taiwanese media claimed the underlying problem for Intel/fabs is the social/economic/culture environment in the US is not ideal for fab business. Do you think fab business is a viable business for Intel? If it is not, should they pivot from the current strategy rather than persisting it through?
Most of Micron’s fabs are outside the US, TI does trailing edge nodes using depreciated equipment, and Intel is struggling so there might be more to this argument. Perhaps the argument can be that due to the quality delta in the workforce, the best and most feasible place to do advanced logic and memory manufacturing is East Asia. Trailing edge production by IDMs can take place in the US because it’s taking place on depreciated equipment so even if the workforce is not as effective at extracting full value from the equipment, you still can survive and thrive.
Most of Micron’s fabs are outside the US, TI does trailing edge nodes using depreciated equipment, and Intel is struggling so there might be more to this argument. Perhaps the argument can be that due to the quality delta in the workforce, the best and most feasible place to do advanced logic and memory manufacturing is East Asia. Trailing edge production by IDMs can take place in the US because it’s taking place on depreciated equipment so even if the workforce is not as effective at extracting full value from the equipment, you still can survive and thrive.
Most of Micron’s fabs are outside the US, TI does trailing edge nodes using depreciated equipment, and Intel is struggling so there might be more to this argument. Perhaps the argument can be that due to the quality delta in the workforce, the best and most feasible place to do advanced logic and memory manufacturing is East Asia. Trailing edge production by IDMs can take place in the US because it’s taking place on depreciated equipment so even if the workforce is not as effective at extracting full value from the equipment, you still can survive and thrive.
I am no expert in FAB but are workers in leading edge vs trailing edge fab work differently I meant the responsibility/work hours should be almost the same
There are more capable people in this forum who can answer this better
Some Taiwanese media claimed the underlying problem for Intel/fabs is the social/economic/culture environment in the US is not ideal for fab business. Do you think fab business is a viable business for Intel? If it is not, should they pivot from the current strategy rather than persisting it through?
Leading edge manufacturing in chips is the most complex thing on earth requiring ridiculous precious from tools running at the limit and immediate response to issues as these tools drift.
This requires a workforce that has mindset and work ethic to makes this work.
The expensive tools like EUV or the best etch, polish, deposition and metrology tools can be bought by anyone. It’s the people’s willingness to work crazy hours and do anything possible and beyond with those tools that make the winners stand out.
What workforce culture gets this out of contractor workers who build and install tools, to the technicians and engineers who run, repair, operate and watch over them?
Leading edge manufacturing in chips is the most complex thing on earth requiring ridiculous precious from tools running at the limit and immediate response to issues as these tools drift.
This requires a workforce that has mindset and work ethic to makes this work.
The expensive tools like EUV or the best etch, polish, deposition and metrology tools can be bought by anyone. It’s the people’s willingness to work crazy hours and do anything possible and beyond with those tools that make the winners stand out.
What workforce culture gets this out of contractor workers who build and install tools, to the technicians and engineers who run, repair, operate and watch over them?
Not the current US culture unfortunately. Maybe 10-20 years ago, you had that mindset among some US workers but US work ethic has been eroding faster than glaciers and icebergs in Greenland.
Not the current US culture unfortunately. Maybe 10-20 years ago, you had that mindset among some US workers but US work ethic has been eroding faster than glaciers and icebergs in Greenland.
The best and brightest US have long discarded engineering hard work as the path to career and financial success. I am an old guy but the next generation after me felt finance, medicine, lawyer/litigation was a far more desirable path. It is funny those professions can take many more years and equally amount of long hours to hit the jackpot.
At least in Taiwan TSMC whether a technician or engineer that is a financial reward that comes with acceptance of having to work in a militaristic top down army like org with crazy long hours little sympathetic to personal or family or DEI ideas, all for the company and you will be rewarded richly.
In the US they accept medicine with long hours or finance with equally long hours or the long lawyer path, funny as manufacturing is a much rewarding for the larger masses.
That was the path of auto and other industry but they never had the cut throat of tech
The best and brightest US have long discarded engineering hard work as the path to career and financial success. I am an old guy but the next generation after me felt finance, medicine, lawyer/litigation was a far more desirable path. It is funny those professions can take many more years and equally amount of long hours to hit the jackpot.
This seems completely counter to that which is easily observable. There are plenty of software engineers putting in ungodly hours in startups and even the big mega cap software companies. The thing is the pay is competitive and has large upside potential.
Leading edge manufacturing in chips is the most complex thing on earth requiring ridiculous precious from tools running at the limit and immediate response to issues as these tools drift.
This requires a workforce that has mindset and work ethic to makes this work.
The expensive tools like EUV or the best etch, polish, deposition and metrology tools can be bought by anyone. It’s the people’s willingness to work crazy hours and do anything possible and beyond with those tools that make the winners stand out.
Nonsense, workers need adequate rest and must stay focused when dealing with these tools. Do you ask your airplane pilots or dentists to work crazy hours and risk messing up your teeth?
What workforce culture gets this out of contractor workers who build and install tools, to the technicians and engineers who run, repair, operate and watch over them?
Not the current US culture unfortunately. Maybe 10-20 years ago, you had that mindset among some US workers but US work ethic has been eroding faster than glaciers and icebergs in Greenland.
