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K
IMO, communicating too much about "vision" could be harmful to Intel as a company. Rank and file employees need to execute well.
For...
Jun 17, 2025
X
I think he will do that after announcing the layoffs.
They also need to layout AI strategy to outsiders. For example, given Lip-Bu is...
Jun 17, 2025
A
That the 18A PDK was late and not sufficiently well defined? I'm not completely convinced this is an indication of the performance we...
Jun 17, 2025
B
Three scenarios. LBT may gut the fabs as a threat and Trump may deliver more money, enough to keep Intel going. Or LBT may cede...
Jun 17, 2025
A
I don't think I said Intel didn't need to reduce headcount. However Lip-Bu Tan needs to give the employees that remain a reason to...
Jun 17, 2025
A
WARN notices aren't necessarily a good indicator. According to the hive mind of the internet "a company can offer severance pay in lieu...
Jun 17, 2025
X
Everyone is stressed out, including shareholders.
Intel needs to change its culture. There is no way around it. AMD has 28000...
Jun 17, 2025
A
Krzanich committing to IDM? He stopped investing in fabs and let TD flounder under a leader who couldn't deliver on 10nm while making...
Jun 17, 2025
A
Say what you will, it is my personal opinion that Lip-But Tan is currently failing one of the key aspects of leadership. If you don't...
Jun 17, 2025
S
I think there is a category of "lightly threaded" apps that are "strong single core dependent". i.e. Even if they ultimately use 8+...
Jun 17, 2025
S
TSMC always presents their NTO trends and D0 trends. That shows their confidence. AFAIK Samsung never opened that before...
Jun 17, 2025
M
"korea herald tells you all you need to know. Korean news I suspect is all bought up by Chaebols which Samsung is the largest. Not...
Jun 17, 2025
S
Living with with a fox in a henhouse means it's a question of when, and not if, and never why.
People who are still wondering why...
Jun 17, 2025
S
Sounds like some McKinsey consultants went to Intel and told the board/CEO "Hey TSMC has 30% fewer foundry employee's than you do per...
Jun 17, 2025
Like.
I think there is a category of "lightly threaded" apps that are "strong single core dependent". i.e. Even if they ultimately use 8+...