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T
Disagree. The fab construction binge had its roots in a hyper-optimistic misunderstanding of how much and how fast foundry business...
Nov 4, 2025
T
No, it's just that the government was slow to respond.
Nov 4, 2025
T
It was more like the US government demanded advanced chip production in the US as a milestone, but Intel already had already previously...
Nov 4, 2025
T
There was no stock buy back under Gelsinger...
And he did build fabs just was not able to fill them... Cause surprise your predecessor...
Nov 4, 2025
T
Do you think if they have focused only on 2 Fabs instead of 6+ they would have been in better position?
Nov 4, 2025
T
That is not a IFS issue it's a product issue.
I am sorry but the product that were actually initiated and improved upon pat are yet to...
Nov 4, 2025
T
Granite Rapids is a good server product.
Sierra Forest is a step in the right direction but is still kind of weak in my opinion.
The AI...
Nov 4, 2025
T
Honestly, it's a bit puzzling that the government didn't implement the CHIPS Act.
It's not that Intel betrayed the government, but...
Nov 4, 2025
T
No, the truth is that the government was originally going to provide subsidies but refused to provide them.
It's not just Intel
Nov 4, 2025
T
Facts versus conjecture.
Do you have even one quote from Gelsinger stating that he wanted to use USG funding for stock buybacks?
Nov 4, 2025
T
A lot of people here know I'm not a fan of Gelsinger's leadership, but what's your evidence that the company planned to use government...
Nov 4, 2025
T
I think Panther Lake not launching this year with limited notebooks on self in Q4 with EEP is likely the result of headcount reductions...
Nov 4, 2025
T
If Pat had made such deep cuts product development would have been delayed so Intel would be even less competitive than they are.
I...
Nov 4, 2025
T
Well fixing market cap won't solve the core problem of mismanagement easily at least Tan made the hard but necessary decision of cutting...
Nov 4, 2025
Without Intel’s product divisions selling the right products (whether manufactured internally or externally) to bring in strong revenue...
Nov 4, 2025
Like.
Disagree. The fab construction binge had its roots in a hyper-optimistic misunderstanding of how much and how fast foundry business...
Daniel Nenni reacted to hist78's post in the thread THE SEMICONDUCTOR SURVIVAL BATTLE Part 1 of 5 Lip-Bu Tan (Intel) vs. C.C. Wei (TSMC) with