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Latest activity

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Xebec replied to the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan..

There is a Sun Tzu quote that may apply here: "Tactics without strategy is the noise before defeat" :)

May 12, 2026
Xebec reacted to blueone's post in the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan. with Like.

Tan has wavered and literally threatened about his commitment to IFS. (14A gets customers, or they won't do it.) Manufacturing...

May 12, 2026
Xebec replied to the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan..

P vs. E, I don't think was terrible - it just wasn't executed well on. Extra E-cores are very good for corporate mobile PCs, which...

May 12, 2026
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KevinK reacted to blueone's post in the thread Industry faces “acute” CPU shortage with hope that Intel 18A yields improve with Like.

For those of us who worked on multi-node datacenter systems, chiplets and their problems look like a microcosm of the system-level...

May 12, 2026
Xebec reacted to MKWVentures's post in the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan. with Like.

Well put.... 100% agree and I have heard the same. I think LBTs changes are culture and tactics. the strategy has a ton of sunk cost at...

May 12, 2026
Xebec reacted to KevinK's post in the thread Industry faces “acute” CPU shortage with hope that Intel 18A yields improve with Like.

I agree - just getting all the components correct and tested has a ton of yield attrition. Add in that advanced packaging mistake might...

May 12, 2026
S

siliconbruh999 replied to the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan..

the unified strategy was due to the fact that P vs E was not working for them it was a money hog if they can create a single...

May 12, 2026
K

KevinK replied to the thread Industry faces “acute” CPU shortage with hope that Intel 18A yields improve.

I agree - just getting all the components correct and tested has a ton of yield attrition. Add in that advanced packaging mistake might...

May 12, 2026
K

KevinK reacted to Xebec's post in the thread Industry faces “acute” CPU shortage with hope that Intel 18A yields improve with Like.

What are the source(s) for N2 being more power efficient than 18A? IIRC 18A is generally cited as the highest performance of the two...

May 12, 2026
K

KevinK reacted to MKWVentures's post in the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan. with Like.

Well put.... 100% agree and I have heard the same. I think LBTs changes are culture and tactics. the strategy has a ton of sunk cost at...

May 12, 2026
B

Brady replied to the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan..

I’m not sure I understand this strategy vs tactics distinction. The strategy is very clear, and was set by Gelsinger: create and scale a...

May 12, 2026
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Brady reacted to Daniel Nenni's post in the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan. with Like.

So much has happened since Lip-Bu became Intel CEO. The white House visit, Elon Musk and Terafab, Intel stumble on CPUs. I'm sure Lip-Bu...

May 12, 2026
B

Brady reacted to Daniel Nenni's post in the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan. with Like.

Image by: United States Department of Commerce Intel’s stock has tripled under Lip-Bu Tan, who has won over Trump, partnered with Musk...

May 12, 2026
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KevinK reacted to benb's post in the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan. with Like.

The description of Kevork Kechichian demanding a "recovery plan" and the result is a schedule push-out, is priceless. He views that as...

May 12, 2026
K

KevinK reacted to Daniel Nenni's post in the thread Intel’s stock tripled under Lip-Bu Tan. He still has not told most employees the plan. with Like.

So much has happened since Lip-Bu became Intel CEO. The white House visit, Elon Musk and Terafab, Intel stumble on CPUs. I'm sure Lip-Bu...

May 12, 2026

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